salesforce case study Overview

Parker Pizza is a UK$-$based pizza chain started in $2004$ by its founder, Parker Scearns.$$ Parker started with one London walk$-$up shop selling pizza by the slice. Through the years, he has expanded to include dine$-$in restaurants with locations in England, Scotland, Ireland, & Wales $$ a total of $20$ locations!

Parker has been working with a franchise consultant to take his pie$-$in$-$the$-$sky dreams outside of the UK to Europe and North America.$$ He$$s ready to launch his new franchise program, but needs a system built to be able to track the progress.$$

He$$s purchased Salesforce licenses and hired you as his System Administrator.$$ Congratulations on the new #AwesomeAdmin job!$$ Parker knows Salesforce has a lot of power as a platform.$$ He wants to focus on six areas to begin.$$

$1.$ Marketing Events

$2.$ Qualifying potential franchisees

$3.$ Vendors

$4.$ Sale of franchises

$5.$ Training of new franchisees

$6.$ Call center support

$$

Parker Pizza Stakeholders

$1.$ Parker Scearns $$ Founder & CEO $($London$)$

$2.$ Liza Fuentes $$ Marketing Director $($Spain$)$

$3.$ Gerholdt Sorgen $$ Franchisee Development Director $($Germany$)$

$4.$ Reed Dockner $$ Finance$/$Vendor Manager $($London$)$

$5.$ Yoko Fugisawa $$ Call Center$/$Training Director $($Australia $$ but moving to London soon!$)$

$$

Task $1$:

Read carefully the Case Study overview.

Answer this question: As the new administrator for Parker Pizza, what will your plan be for learning more on the Platform? What would be your goal in the first day on your role as a new administrator?

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$$Task $2$:

$$What standard objects might be used for the six areas of focus?$$ Is there a need for custom objects?

$$What items need to be addressed for the company settings?

Possible Solutions to implement in the Developer Platform but not limited to others:$$

Standard Objects:$$ Campaigns, Leads, Accounts, Opportunities, Cases

Custom Objects:$$ Training

Company Settings:$$ Fiscal year, locale, currencies