TEAM DELTA: PRACTICAL PROJECT: Customer Tracking System for a UK Fitness Gym
š¢ Company: FitLife Gym UK FitLife Gym is a growing fitness company with branches across London. They offer: ⢠Monthly gym memberships ⢠Personal training sessions ⢠Fitness classes ā ļø Business Problem Currently, FitLife Gym is using spreadsheets to manage their customers. This is causing problems: ⢠Customer information is scattered ⢠Staff cannot quickly find member details ⢠No clear record of who signed up and when ⢠Difficult to track which members are active ⢠No structure for managing customer data šÆ Objective The gym wants to start using Salesforce to: ⢠Store all customer information in one place ⢠Track gym members properly ⢠Make it easy for staff to view and update records ⢠Bring structure and organisation to their data š§© YOUR TASK As the Salesforce Admin, your job is to build a simple system to manage gym members. š¹ 1. CREATE A CUSTOM OBJECT Create a new object: Object Name: Gym Member Plural Name: Gym Members š¹ 2. CREATE THE FOLLOWING FIELDS Add these fields to the Gym Member object: ⢠Full Name, Text ⢠Email Address, Email ⢠Phone Number, Phone ⢠Membership Type, Picklist Options: Basic, Standard, Premium ⢠Membership Status, Picklist Options: Active, Inactive ⢠Join Date, Date ⢠Payment Status, Picklist Options: Paid, Pending š¹ 3. CREATE SAMPLE RECORDS Create at least 5 Gym Members with realistic data. Examples: ⢠A member with Premium membership and Paid status ⢠A member with Pending payment ⢠A member who is Inactive š¹ 5. UNDERSTAND THE SYSTEM Be ready to explain: ⢠Why the gym needed Salesforce ⢠What problem your system solves ⢠How staff will use the system daily š EXPECTED RESULT By the end of this project: ⢠All gym members are stored in Salesforce ⢠Staff can easily view and manage members ⢠Data is organised and structured ⢠The business no longer depends on spreadsheets š¤ PRESENTATION REQUIREMENTS You will present: The problem FitLife Gym was facing The object you created The fields and why they are important