📌 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

Today I built a Screen Flow in Salesforce to automatically update an existing Contact or create a new one based on email matching. Flow logic: • User enters Contact details (Name, Email, Phone) • Flow checks if a Contact with the same Email exists • If found → the record is updated • If not found → a new Contact is created This approach helps: • Prevent duplicate records • Maintain clean CRM data• Improve user efficiency with automation I also experimented with mass updating Contact records during testing. I made a small mistake there, but it was a great learning moment — I’ll share the fix and lessons learned in my next post. Sharing this as part of Study, Share, Grow 📚 because progress isn’t about perfection

Family, I want to share something very important with you as we move into this new week. Becoming a Salesforce Admin is not something that should take forever. If you are focused, committed, and consistent, you can become Salesforce Admin certified in about 2 months. That is realistic. That is achievable. And many people have done it. If it goes beyond 3 months, then something is wrong somewhere. Not because the journey is impossible, but because the focus is missing. Success in tech is simple when you approach it the right way. 🎯 Clear goal ⏱️ Clear timeline 🔥 Daily commitment You must decide within yourself today that this journey is not just something you “try.” It is something you finish. I want you to pause for a moment and ask yourself a serious question: Why did you start this journey in the first place? Was it for a better life? Was it to break into tech? Was it to change your financial situation? Was it to prove to yourself that you can do more? Whatever your reason was, do not forget it. It honestly breaks my heart when I see people with so much potential join this community and then slowly disappear into silence. Not because they are not capable, but because they lose momentum. This community is not just a place to watch content. It is a place to build your future. That is why I want everyone to start updating the community with your progress. 📌 Share what you are learning 📌 Share the modules you completed 📌 Share the challenges you are facing 📌 Share your wins, even the small ones When you do that, I can see where you are, guide you properly, and help you move faster. This week, I want you to make a personal commitment to yourself. Not to me. Not to the community. To yourself. Decide your goal, and set a time when you want to get certified and book your exams. Set your timeline. And start moving with intention, be committed and doors will open faster than you think Your future in tech is possible. But it will only happen if you treat it like a mission, not a hobby.