🚗 AutoMall CRM – a Salesforce CRM for a used-car dealership

📌 Overview

I built a Salesforce CRM project for a fictional used-car dealership, AutoMall, to practice real-world Salesforce Administration skills.
The CRM allows managing vehicles, scheduling test drives, assigning leads, and tracking dealership performance.

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🚀 Key Features

🔹 Custom Objects

• Vehicle__c: Stores inventory with fields like Make, Model, Year, Price, and Status.
• TestDrive__c: Tracks customer test drives with relationships to Vehicle and Lead.

🔹 Automation (Flows)

• Vehicle status auto-updates when a Test Drive is scheduled or completed.
• Email notifications sent to Sales Reps when test drives are booked.
• Automatic lead assignment based on source.

🔹 Security Setup

• Roles: Sales Manager, Sales Rep, Service Tech
• Profiles & Permission Sets to control object and field access.

🔹 Data Management

• Imported vehicle inventory using Data Import Wizard.
• Validation rules to ensure clean and consistent data (e.g., Price > 0).

🔹 Dashboards & Reports

• Track vehicle availability.
• Measure test drive conversions.
• Analyze lead sources for sales insights.

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Screenshots

Vehicle object

Vehicle record

Test Drive Object

Test Drive record

Flow: Update Vehicle on Test Drive Completion

Dashboard overview

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🛠️ Tools & Skills Used

• Salesforce (Admin Configuration)
• Data Import Wizard
• Validation Rules & Flows
• Profiles, Roles, Permission Sets
• Dashboards & Reports

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📖 Learning Outcome

This project strengthened my hands-on Salesforce Admin skills, especially in:

• Designing custom objects and relationships
• Automating processes with flows
• Enforcing security with profiles & roles
• Managing data imports and validation rules
• Building dashboards for business insights

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Contact

Your Name — moeiz.malik@icloud.com
LinkedIn: https://www.linkedin.com/in/yourprofile