TRAINING PROJECT

Salesforce solution design (Tours For Life)

Implementation of a complete Salesforce solution for Tours For Life, a growing travel agency.

Context

Tours for Life, a fast-growing travel agency, wanted to fully digitize its commercial management. President Philippe Bouvet needed a Salesforce CRM capable of managing the full cycle: lead acquisition, conversion to travelers, tour and bus fleet management, process automation, and commercial performance tracking. The mission covered design, configuration and delivery of a fully operational Salesforce solution.

Project Objectives

Manage Leads and convert them to travelers via Salesforce Person Accounts
Create a custom Bus Fleet object linked to tours with seat capacity management
Automate seat decrement via a Flow triggered on each new confirmed registration
Set up hierarchical profiles and roles (Sales Rep, Sales Director, Manager)
Provide reports and dashboards directly accessible from the Salesforce home page

Solution Implemented

Person Accounts activated: Lead → Traveler conversion with business fields (preferences, loyalty)
Custom Bus Fleet object: bus number, total capacity, lookup to Tour object
Record-Triggered Flow: automatic decrement of Available Seats on each validated registration
3 hierarchical roles + 2 profiles: Sales Rep (read/write on tours) and Director (full access)
Reports: top destinations, revenue per sales rep, fill rate per tour
Management dashboard: real-time KPIs accessible from the Salesforce home page

Stack & Technologies

Salesforce Sales Cloud — Full commercial CRM
Person Accounts — Managing travelers as individuals
Salesforce Flows — No-code automation (Record-Triggered Flow)
Custom Objects & Fields — Bus fleet, tours, registrations
Profiles, Roles & Sharing — Data security and visibility
Reports & Dashboards — Real-time commercial monitoring

Project Timeline

1
Analysis
Requirements gathered with Philippe Bouvet, data schema identified and processes to automate mapped
2
Data model
Person Accounts activated, Bus Fleet custom object created with fields and relations
3
Security
3 hierarchical roles, 2 profiles and object-level permissions configured
4
Automation
Record-Triggered Flow built for automatic available seats management on registration
5
Reporting
Sales reports and management dashboard created — accessible directly from home page

Results

4/4

Skills validated

OpenClassrooms jury

Profiles created

Sales Rep + Director

Hierarchical roles

Data visibility fully controlled

1 Flow

Automations

Seat management without Apex code

Tours For Life — Home page & dashboards

Tours For Life — Data model (Schema)

Data model (PNG)

Screenshots