FinServ Makes Sense – Developer Assignment

399.00

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 is to setup a robust and efficient system for portfolio managers and advisors.
Since this is an important deliverable for this company, they have recruited you to provide a
concrete solution for their needs.

This Developer Assignment enhances the FinServe Finance Company CRM by adding automated
processes for portfolio management, transaction tracking, and loan application handling.

Category:

This is an end-to-end Developer 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 Developer to know.
This assignment suits anyone who is 1-8 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 around coding and
writing good logic.
This assignment needs you to complete the Finserv Makes Sense – Admin Assignment first.
Once you have done that, only then you can take up this assignment.
Please ensure you consider you have your own set of 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 and go for it.
All the very best!

Disclaimer: Unauthorized use, distribution, or reproduction of this downloadable material is strictly prohibited and may result in legal action.

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