Restriction: Do not use the standard salesforce.com Activity, Asset, Case, Contract, Lead, Opportunity,
Order, Product Survey, or Task objects.
Case
I run an organization that sells 3 products, blue, red, and green gift boxes. We are targeting stores in shopping
malls to use our gift boxes for gift wrapping their merchandise. Our sales people call and visit stores at the malls
talking to store owners about our boxes. To help the sales efforts, our sales people carry sample boxes that they
distribute to store owners that show some interest.
Problem
I need to be able to track my sales team’s efforts and determine which boxes are selling. In addition, samples
are at a cost to my company, so I need to track how many samples each sales person is giving out. Ultimately, I
need to know what my sales folks are doing, which sample boxes they are giving out, and how they are building
our customer base. Can you help?
Summary of Requirements (please type up a word document demonstrating what you created)
Make sure to demonstrate how I (the client) will be able to:
• Track my sales team’s efforts and determine which boxes are selling.
• Track how many samples each sales person is giving out.
• How do I know the total cost of samples?
• Enable my sales team with a streamlined tool to manage their daily activities regarding account management
and selling efforts.
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