Create And Customize Products - Build Multiple Workflows
U31218 Customer Experience Management - University of Portsmouth
Assessment: Individual Projects
Develop practical skills of using CRM tool (e.g. Salesforce) for effective customer experience management.
Assessment Aim
This Assessment aims to let students present and build multiple workflows and business processes in Salesforce CRM. These projects assessment will benefit student to apply the practical knowledge learned throughout the semester.
ASSESSMENT PROJECTS
Project 1: Customize a Sales Path for Your Team
Guide your reps during the sales process and make them more productive.
1. Customize a Sales Path
2. Customize Opportunity Stages
3. Work with Opportunities in the Kanban View
Project 2: Manage Products, Prices, Quotes, and Orders
Use price books to help your sales team track key details for all their deals.
1. Create and Customize Products
2. Create Custom Price Books
3. Create an Opportunity and Add Products to It
4. Control Access to Price Books and Products
5. Create Multiple Quotes
6. Create an Order with Products
Project 3: Sales Cloud Einstein
Log your activities, target the right leads, and close more deals with AI for sales.
1. Increase Sales Productivity
2. Automate Sales Activities
3. Target the Best Leads
4. Close More Deals
5. Connect with Your Customers and Create New Business
6. Improve Sales Predictions
HOW TO SET UP SALESFORCE CRM PORTAL FOR ASSESSMENT PROJECTS
- After consolidation week face-to-face lab session to set up a Salesforce CRM portal (Trailhead Playground) for the assessment projects.
ASSESSMENT CRITERIA
Marks will be given based on the following criteria:
Project 1:
» Badge earned: if you earn a badge, you will get full marks.
» If you are unable to earn a badge, system will also generate points. Marks will be assigned prorate to points earned.
Project 2:
» Badge earned: if you earn a badge, you will get full marks.
» If you are unable to earn a badge, system will also generate points. Marks will be assigned prorate to points earned.
Project 3:
» Badge earned: if you earn a badge, you will get full marks.
» If you are unable to earn a badge, system will also generate points. Marks will be assigned prorate to points earned.
You have to complete all three projects on Salesforce Trailhead Playground. Once you complete each project, system will generate a badge and points earned for each project. Students will submit a word document on Assessment 1 drop box. The drop box is in Moodle under the ‘Assessments and Support Materials` tab with the following details:
» A front cover with a title of Module name and Student ID
» Title of each project with a screenshot of each badge and points earned
» Salesforce Trailhead login and password.
