๐งถMASSIVE SALESFORCE PROJECT TO BE DONE BY INSTRUCTOR IN CLASS FOR STUDENTS TO LEARN AND ASK QUESTIONS: TEAM GAMMA CLASS TONIGHT
Asda Salesforce Admin Project, Users, Security, Record Types, Sales Process and Path Project Type This project will be built live in class by the instructor. Students are expected to follow along during the session and then complete the same project inside their own Salesforce Developer Org. You may collaborate with others, but every student must complete the project personally and be able to explain their own setup. ๐ข Company Background You have just joined Asda as a Junior Salesforce Admin. Asda wants to improve how different internal teams manage customer related work inside Salesforce. The business wants better structure, better access control, and a clearer sales process for business customer opportunities. Asda has different teams using Salesforce: โข Store Sales Teamโข Business Sales Teamโข Customer Support Teamโข Sales Managersโข Regional Managers At the moment, everyone is using Salesforce in a very general way. There is poor structure around user access, opportunity stages, and how different teams should manage their work. โ ๏ธ Business Problem Asda is facing the following issues: โข All users have similar access even though they do different jobsโข Sales users are confused about which opportunity process to followโข Business sales deals are more complex than normal store related dealsโข Managers want visibility into their teamโs recordsโข Some users have access they do not needโข There is no clear Path guiding users through sales stagesโข Leadership wants Salesforce to reflect how the business actually works ๐ฏ Business Goal Asda wants Salesforce to support the business properly by introducing: โข Clear user setupโข Better access controlโข Permission Sets for additional accessโข Record Types for different sales processesโข Sales Processes with clear stagesโข Sales Path to guide users through each stage ๐ง Your Role as the Salesforce Admin As the Salesforce Admin, your job is to configure Salesforce so Asda users have the right access, follow the right process, and understand what to do at each stage of the sales journey.