🏢 Company: FitLife Gym UK FitLife Gym is a growing fitness company with branches across London. They offer: • Monthly gym memberships • Personal training sessions • Fitness classes ⚠️ Business Problem Currently, FitLife Gym is using spreadsheets to manage their customers. This is causing problems: • Customer information is scattered • Staff cannot quickly find member details • No clear record of who signed up and when • Difficult to track which members are active • No structure for managing customer data 🎯 Objective The gym wants to start using Salesforce to: • Store all customer information in one place • Track gym members properly • Make it easy for staff to view and update records • Bring structure and organisation to their data 🧩 YOUR TASK As the Salesforce Admin, your job is to build a simple system to manage gym members. 🔹 1. CREATE A CUSTOM OBJECT Create a new object: Object Name: Gym Member Plural Name: Gym Members 🔹 2. CREATE THE FOLLOWING FIELDS Add these fields to the Gym Member object: • Full Name, Text • Email Address, Email • Phone Number, Phone • Membership Type, Picklist Options: Basic, Standard, Premium • Membership Status, Picklist Options: Active, Inactive • Join Date, Date • Payment Status, Picklist Options: Paid, Pending 🔹 3. CREATE SAMPLE RECORDS Create at least 5 Gym Members with realistic data. Examples: • A member with Premium membership and Paid status • A member with Pending payment • A member who is Inactive 🔹 5. UNDERSTAND THE SYSTEM Be ready to explain: • Why the gym needed Salesforce • What problem your system solves • How staff will use the system daily 📈 EXPECTED RESULT By the end of this project: • All gym members are stored in Salesforce • Staff can easily view and manage members • Data is organised and structured • The business no longer depends on spreadsheets 🎤 PRESENTATION REQUIREMENTS You will present: The problem FitLife Gym was facing The object you created The fields and why they are important

📌 Deadline You have less than 1 week to complete this project. You will present your solution in the next class. 🏢 Company: NexusCloud Technologies Ltd NexusCloud is a UK based SaaS company that sells CRM and automation software. They sell to: • Small businesses • Large enterprise companies ⚠️ Business Problem Currently, NexusCloud uses one sales process for all deals, and this is causing problems: • Small deals are delayed because they follow long processes • Enterprise deals are rushed and missing important steps • Sales reps are confused about what to do next • Managers cannot track deal progress properly • Deals are being lost due to poor structure 🎯 Objective You are hired as the Salesforce Admin to: • Separate sales processes • Create structured deal stages • Guide sales reps using Path • Improve visibility and conversion 🧩 YOUR TASK You must build the following in Salesforce. 🔹 1. CREATE RECORD TYPES Create 2 Opportunity Record Types: Record Type 1 Name: SMB Sales Description: For small and medium business deals with shorter sales cycles Record Type 2 Name: Enterprise Sales Description: For large companies with complex, longer sales cycles 🔹 2. CREATE SALES PROCESSES Each Record Type must have its own Sales Process with specific stages. 🟢 SMB SALES PROCESS Use the following stages: Lead Qualified Needs Identified Demo Scheduled Proposal Sent Negotiation Closed Won Closed Lost 👉 Purpose: Fast moving deals with minimal complexity 🔵 ENTERPRISE SALES PROCESS Use the following stages: Lead Qualified Discovery Meeting Solution Design Demo Completed Proposal Sent Legal Review Negotiation Closed Won Closed Lost 👉 Purpose: Longer, structured deals with multiple stakeholders 🔹 3. CONFIGURE PATH Create a Path on Opportunity using: • Record Type • Stage For SMB Sales Path At each stage, include guidance such as: • Lead Qualified → Confirm budget and decision maker • Needs Identified → Understand customer pain points • Demo Scheduled → Book and confirm demo

📚 Service Cloud Training Session - March 12, 2026 Quick Summary for Your School Community: Today's class covered Salesforce Service Cloud fundamentals with instructor Godwin Mbah Mbah. We explored how Service Cloud helps organizations manage customer support through cases, queues, and automated workflows. Key topics included: 🎯 What We Learned: - Cases are customer inquiries/issues tracked in the system - Queues hold unassigned cases until agents claim them - Assignment Rules automatically route cases to the right team based on criteria - Escalation Rules bump urgent cases up if they sit too long - Email-to-Case and Web-to-Case automatically create cases from customer inquiries - Knowledge Base stores articles agents use to resolve issues faster 💡 Real-World Example: When a trader emails support, a case auto-generates, gets assigned to the right queue, an auto-response goes to the customer, and if it's not handled within the time limit, it escalates to a manager. ✅ Next Steps: We're doing a live demo next Thursday where everyone will showcase their own configured Service Cloud setup. Get your Salesforce org ready! Instructor: Godwin Mbah Mbah | Date: March 12, 2026 Feel free to adjust the tone or add your school's specific details! Below is the link to the live video recording; https://tldv.io/app/meetings/69b31fdb2cbd810013d7581f/