Salesforce Project (Sales Cloud) | English + Hindi

Description

Project Name: Implement Sales Pipeline System in Salesforce!

📘 What You’ll Gain from This Project:

In this hands-on Sales Cloud project, students will experience a real-world implementation designed for a SaaS company looking to streamline its lead and opportunity tracking. By completing this project, students will:

✅ Understand the Full Sales Process
From capturing leads on a website to converting them into Opportunities, Accounts, and Contacts, students will learn the end-to-end sales workflow in Salesforce.

✅ Get Hands-On with Salesforce Configuration
Enable and customize Salesforce standard objects such as Leads, Opportunities, Accounts, and Contacts. Learn how to add custom fields like Lead Score, Industry, and Deal Size.

✅ Implement Web-to-Lead and Assignment Rules
Learn how to collect leads directly from a website using Web-to-Lead forms and automatically assign them to sales reps using Assignment Rules.

✅ Create a Dynamic Lead Scoring System
Build a formula field to calculate lead quality based on real criteria such as Industry, Company Size, and Geography.

✅ Automate Sales Processes
Use Flow to create follow-up Tasks at key Opportunity stages, and develop an Apex Trigger to alert managers of high-value deals.

✅ Build Interactive Dashboards
Design powerful reports and dashboards to visualize sales performance, including lead conversion rates, pipeline insights, and sales rep activity.

✅ Work on a Realistic Use Case
Experience the kind of implementation a real SaaS business would need, making you more job-ready for Salesforce roles.

✅ Hands-On Experience with Experience Cloud
Create a public-facing site using Experience Cloud, where leads can submit information via a Web-to-Lead form. You’ll learn to publish a public link and route the incoming leads directly into your Salesforce system.

📸 The screenshot below includes all the essential elements of the project:

1️⃣ 💻 Apex Trigger with Handler Class (Code Snippet)
2️⃣ 🧠 Project Flowchart
3️⃣ 🌐 HTML Form Implementation
4️⃣ 📝 Project Description & Responsibilities
5️⃣ 🛠️ Implementation Plan
6️⃣ 📊 Sales Cloud Presentation – Sales Pipeline System Implementation