Salesforce application update (Digit Learning)
TRAINING PROJECTAudit and update of the Digit Learning Salesforce application to meet sales team requirements.
AuditAutomationData ModelDeploymentExcelQuality
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
Client context
Digit Learning is an online school whose Salesforce application, in use for 2 years, shows several issues identified during user interviews.
Jeanne Pierron, project manager, commissions a full audit followed by an application update to improve the sales team experience.
Deliverables
- Audit report of the previous application (PDF)
- Updated application code (ZIP)
- Screenshots of the updated application (ZIP)
- Qualitative and quantitative analysis of the optimizations (PDF)
Skills assessed
- Update existing configurations
- Update a Lightning GUI
- Conduct an audit of existing configurations
- Use the CRM to improve company performance
- Improve company processes using an automation system