THIS IS FOR STUDENTS WHO HAVE GOTTEN TO THIS LEVEL: 🏗️ GROUP A – PROJECT TITLE: CleanHire CRM Overhaul Company: PrecisionHire UK Ltd – London-based tech recruitment agency Sector: Recruitment & Staffing Focus Areas: Data Security • Data Model • Duplicate Rules 🔍 Business Scenario: PrecisionHire helps tech startups find top-tier developers. Their sales and talent teams use Salesforce to manage Clients, Vacancies, and Candidates — but things are breaking fast. Here’s what’s wrong: ❌ Everyone uses the same profile — Talent team can see sensitive client billing data ❌ All Candidates and Vacancies are dumped under Accounts and Opportunities ❌ Duplicate Candidates are flooding the system — same names, emails, or just slightly different spellings 📉 Management is struggling to track who placed which candidate in which vacancy, and reporting is unreliable ✅ Your Admin Tasks: 🔹 Data Model: Create 3 Custom Objects: Candidate__c Vacancy__c Placement__c (junction object linking Candidate and Vacancy) Add necessary fields like: Candidate: Full Name, Email, Skillset, Recruiter Vacancy: Title, Client (lookup to Account), Status Placement: Candidate, Vacancy, Start Date, Status Use Lookup or Master-Detail relationships appropriately Ensure you can run reports showing Vacancies filled per Client and Candidate status 🔹 Data Security: Talent Team should ONLY access Candidate and Placement data Sales Team should ONLY see Vacancies and Client Accounts Billing Team should only view Placement fees (hide from Talent team) Use Profiles, Permission Sets, Role Hierarchy, and Field-Level Security Set Org-Wide Defaults properly and apply sharing rules where needed 🔹 Duplicate Rules: Prevent duplicate Candidate records using Email + Full Name Warn users on similar Vacancies using Title + Account Block exact matches on Placement records (same candidate, same vacancy) 🏢 GROUP B – PROJECT TITLE: BuildPro CRM Revamp Company: BuildPro Solutions – Manchester-based commercial construction firm

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