Personal — In Progress

CRM Healthcare — Patient & Appointment Management

Salesforce Admin Portfolio Project — CRM for managing patients, doctors, clinics and medical appointments on Developer Org.

Context

Personal Salesforce Admin portfolio project: building a complete Healthcare CRM from a blank Developer Org. The goal is to cover the full Salesforce Administrator scope — data model, security, automation, UI, reporting — on a real-world healthcare use case.

Current status: steps 1 (data model) and 2 (security & access) are complete. Steps 3 through 7 are in progress.

Progress Overview

6 objects

Custom objects

Patient, Clinic, Doctor, Appointment, Prescription, Medical Record

41 fields

Custom fields

across all 6 objects

4 profiles

Profiles created

Clinic Admin, Doctor, Nurse, Patient Portal

2 flows

Flows created

Patient Onboarding (Screen Flow) + New Appointment Notification (Record-Triggered)

6 rules

Validation Rules

Patient, Appointment, Prescription, Doctor

Steps 1–2 ✅

Overall progress

Steps 3–7 remaining

Data Model — 6 Custom Objects

Patient__c — 9 fields: Date of birth, Address, Allergies, Email, Active, Gender, Blood type, Referring doctor (Lookup), SSN, Phone
Clinique__c — 5 fields: Address, Doctor count, Specialty, Phone, City
Medecin__c — 5 fields: Clinic Lookup, Email, RPPS number, Specialty, Phone
Rendez_Vous__c — 8 fields: Clinic, Date/Time, Duration, Doctor, Reason, Notes, Patient, Status
Prescription__c — 7 fields: Start/End dates, Is Active, Doctor, Medication, Patient, Dosage
Dossier_Medical__c — 7 fields: Opening date, Diagnosis, Is Confidential, Doctor, Notes, Patient, Treatment

Project Structure — 8 Steps

1
Step 0 — Environment & Developer Org
MediCare Solutions Developer Org created. ✅ Completed 04/05/2026.
2
Step 1 — Data Model
6 custom objects, 41 business fields, removed HC_Patient__c duplicate. ✅ Completed 22/06/2026.
3
Step 2 — Security & Access
4 profiles, 1 Permission Set, 6 Validation Rules, 2 flows created. 🟡 In progress as of 23/06/2026.
4
Step 3 — Automation (Flow Builder)
Create and activate all business flows. ⏳ Upcoming.
5
Step 4 — User Interface