
Audit and update of the Digit Learning Salesforce application to meet sales team requirements.
Digit Learning, an online professional training school, had been using Salesforce for 2 years with custom objects (Student, Mentor, Training). Project manager Jeanne Pierron requested a comprehensive audit followed by a full modernization: a new data model supporting multiple simultaneous enrollments, automation of manual processes via Flows, and reporting dashboards for sales teams and management.

Digit Learning — data model (Schema Builder)

Digit Learning — Flow: update available seats

Digit Learning — Scheduled Flow: student status to former client

Digit Learning — Enrollment screen (1)

Digit Learning — Enrollment screen (2)

Digit Learning — report: prospect → active customer conversion

Data import guide (PDF)
Open fileInterview notes (PDF)
Open filePackage installation link (TXT)
Open fileScreenshots bundle (ZIP)
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