TRAINING PROJECT

Salesforce application update (Digit Learning)

Audit and update of the Digit Learning Salesforce application to meet sales team requirements.

Context

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.

Problems Identified at Audit

Rigid data model: impossible to enroll a student in multiple trainings simultaneously
Repetitive manual tasks: enrollment creation, payment tracking, follow-ups — no automation
No reporting: sales reps and directors had no visibility on key indicators
Unimported data: students, mentors and trainings managed outside Salesforce in Excel files

Improvements Deployed

Data model refactored: intermediate Enrollment object enabling multiple enrollments per student
Salesforce Flows automating enrollment creation, payment status calculation and follow-up reminders
Sales reports: active students per training, conversion rate, revenue by period
Management dashboard: real-time KPIs (enrollments, revenue, satisfaction rate)
Data import via Data Loader: students, mentors and trainings migrated from Excel files
Quantitative productivity gain analysis: estimated time saved per user per week

Stack & Technologies

Salesforce Flows — No-code process automation
Data Loader — Import and migration of existing data
Salesforce Reports & Dashboards — Sales and management monitoring
Custom Objects & Fields — New data schema modeling
Profiles & Permissions — Role-based access control

Project Timeline

1
Audit
Analysis of existing objects, manual processes and off-CRM data — prioritized improvement list produced
2
Data model
Intermediate Enrollment object created and relationships refactored to support multiple enrollments per student
3
Automation
Salesforce Flows developed: automatic enrollment creation, status calculation and follow-up reminders
4
Reporting
Sales reports and management dashboard built with KPIs defined together with Jeanne
5
Data import

Results

5/5

Skills validated

OpenClassrooms jury

Flows deployed

Enrollment, Payment, Follow-up

Reports created

Sales + Management

100%

Data imported

Students + Mentors + Trainings

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

Screenshots