Talent Stacker Member Tracking
Web To Lead
Lead Conversion
Conversion Successful
Flow
Develop a Salesforce org with several customer requirements.
Work together with a team of salesforce admins to satisfy the requirements in the organization.
The objective was to create an organization to track members who had signed up for a program.
Tracked statuses of demographics of members, their achievements, group projects, job found status, and more.
Implemented automations to handle tasks defined in the requirements.
The team met on a regular basis with a Project Manager/Product Owner to discuss the progress.
Requirements were delegated to team members, who researched on how to address them, and implemented in the Salesforce organization.
After completing the organization, a user guide was developed and presented to the Project Manager/Product Owner.
The links below show the user guide.
This buildout basically included creating new custom objects, profiles, permissions, record types, implementing flows and more.
End User Guide