FinServ Makes Sense – Admin Assignment

299.00

A finance company requires a CRM system to manage client portfolios, record transactions, and
handle loan applications. This project will involve setting up Salesforce to track financial data,
manage client interactions, and streamline loan approval processes.
The primary goal of this setup is for portfolio managers, advisors to be able to use this system
efficiently. Since this is an important deliverable for this company, they have recruited you to
provide a concrete solution for their needs.

Category:

This is an end-to-end Administrator level assignment which is uniquely curated to ensure you are
able to do hands-on in respect to every aspect that is important for a Salesforce Administrator to
know. This assignment suits anyone who is 1-4 year Salesforce experienced or starting fresh with some
learnings and wants to try an end-to-end scenario for their resume or simply practice and build
confidence.
Please ensure you consider you have your own considerations & assumptions while proceeding with
this assignment, as the assignment challenges you to think and derive a solution for the problem at
hand as a whole. So, make sure you are solving the problem as a whole and not just solving individual
items. This is your project, and you have to crack it.

So, take your time, think through it, and go for it.
All the very best!

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