🏢 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

YOU WILL USE THE TIME OF THE CLASS TODAY TO DO THIS PROJECT, SO NO CLASS. PRACTICE IS MORE IMPORTANT THAN LISTENING, LETS GET YOUR HANDS DIRTY You will present your solution in the next class. You may collaborate with others, but every student must build the project and understand their own implementation. 📌 Company Background You have just been hired as the Salesforce Admin for ConnectWave Internet Ltd, a UK broadband company. ConnectWave provides home and small business broadband services across London, Manchester, Birmingham, Leeds, and Liverpool. The company has grown quickly, but its customer support team is now struggling to manage increasing customer complaints and service requests. Customers contact the company through phone, email, and website forms, but support agents do not have a clear and structured way to track issues from start to finish. ⚠️ Business Problem The Head of Customer Support has raised the following concerns: Customer issues are not being tracked properly. Support agents forget to follow up with customers. Multiple agents sometimes work on the same issue. Managers cannot clearly see which issues are urgent. Leadership has no clear reporting on the most common customer problems. Customer satisfaction is dropping because issues are being delayed or missed. 🎯 Business Expectation The company wants Salesforce to become the main Case Management system for their support team. They want a system that can: Capture customer issues properly Track case progress from start to finish Assign cases to the correct team Identify urgent cases quickly Show managers what is happening in real time Provide reports on support performance 🧠 Your Role as the Salesforce Admin As the Salesforce Admin, you are required to build a Case Management system in Salesforce that solves these problems. You are not just explaining a solution. You must actually create the setup in Salesforce. ✅ WHAT YOU MUST CREATE 1. Use the Standard Case Object You must use the Case object as the main object for this project.

You have just joined a UK based training company called SkillBridge Academy Ltd as a Salesforce Admin. 📌 The Situation SkillBridge runs professional training programs. Here is how their business works: • A Student can enrol in multiple Courses • A Course can have many Students • Each enrolment must track: • Enrolment Date • Completion Status • Score ⚠️ Current Setup The previous admin designed the system like this: • Students and Courses are two separate objects • Courses are stored as a multi select picklist on Student • Completion Status and Score are also stored on the Student record 🚨 The Problem This setup is causing issues: • No proper way to track each individual enrolment • Reporting is inaccurate • Cannot track different scores for different courses • Data is messy and not scalable 🎯 What the Business Wants They want: • Clear tracking of which Student enrolled in which Course • Ability to store enrolment specific data • Accurate reporting ❓ As the Salesforce Admin, what is the BEST data model design?

📌 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

You have just joined a UK based financial services company called PrimeEdge Finance Ltd as a Salesforce Admin. 📌 The Situation The company stores customer data in Salesforce using Leads and Contacts. They are facing serious duplication issues: • The same person exists as both a Lead and a Contact • Multiple Contacts exist with slightly different names but same email • Some duplicates are not exact matches, for example “John Smith” vs “J. Smith” • Sales reps complain that sometimes they are blocked unnecessarily • Management still sees duplicate records in reports ⚠️ Current Setup The previous admin has already: • Enabled Duplicate Rules on Contact using Email • Enabled Duplicate Rules on Lead using Email • Set the rule to Block on Create 🚨 Problem Still Exists Despite this setup: • Duplicates still exist between Leads and Contacts • Some duplicates are not detected due to slight variations • Users complain they are blocked even when it is not a true duplicate • Data quality is still poor ❓ As the Salesforce Admin, what is the BEST solution? Tell me why you think uour answer or choice is the most correct option