TEAM DELTA: PRACTICAL PROJECT: Customer Tracking System for a UK Fitness Gym
🏢 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
Sample member records
How this system helps the business
🔥 FINAL NOTE
This is your first step into thinking like a Salesforce Admin.
Keep it simple.
Make it clean.
Make it make sense.
IF YOU HAVE NOT ATTENDED ANY TEAM DELTA CLASS BEFORE DO NOT WORRY WE WILL EXPLAIN HOW TO DO THIS IN OUR CLASS TOMORROW AT 8PM
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TEAM DELTA: PRACTICAL PROJECT: Customer Tracking System for a UK Fitness Gym
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