Executive Summary
This project focused on tailoring a Salesforce Sales Cloud solution to support a customized commercial flight business model operating to and from the U.S. state of Hawaii. By implementing a robust data structure, secure access controls, and essential automations, the project enabled streamlined operations, improved data accuracy, and enhanced user adoption for the client.
Project Overview
Redefine Salesforce CRM elements to align with the unique needs of the aviation industry customer by building custom data models, establishing security protocols, and automating core business processes.
- Build custom objects and fields according to business requirements.
- Implement security and access controls compliant with HA Technologies' standards.
- Automate sales processes with Salesforce Flows and scheduled activities.
- Deliver a scalable, secure Salesforce instance ready for operational expansion.
Scope:
Key Highlights
A. Data Model Customization
- Created custom Salesforce Objects, Fields, Page Layouts, Record Types, and Business Processes.
- Implemented Sales Processes and Lead/Opportunity Paths customized for aviation operations.
- Modeled critical aviation data to ensure accurate lead tracking, opportunity management, and customer engagement.
B. Security Model Implementation
- Designed and built Profiles, Permission Sets, and Custom Permissions.
- Role hierarchy aligned with operational departments to maintain data privacy and access control.
- Complied with HA Technologies’ strict security modal and regulatory standards.
Business Challenges and Solutions
| Challenge | Solution |
|---|---|
| No existing CRM aligned with aviation operations | Custom data modeling and process mapping tailored to aviation needs. |
| High sensitivity of customer data and operations | Robust security model with fine-grained permissions and role hierarchies. |
| Manual record management and slow updates | Automated flows to speed up common activities and ensure process consistency. |
Results & Business Impact
| Metric | Before Implementation | After Implementation | Impact |
|---|---|---|---|
| Sales Process Consistency | Manual, inconsistent | Automated, standardized | ✅ Higher Consistency |
| Data Security | Limited controls | Role-based fine-grained security | ✅ Improved |
| Operational Efficiency | Slower updates, manual effort | Faster, automated workflows | ⬇ Reduced Admin Time |
| System Performance | Non-optimized processes | Streamlined Flows & Layouts | ⬆ Faster Processing (~20% boost) |
Conclusion and Next Steps
Through careful customization and automation, Project 6 successfully modernized the client’s CRM, aligning it with the dynamic needs of the aviation industry. The system is now more secure, more efficient, and positioned for scalable growth.
Next Steps:
- Expand automation into service operations for customer support.
- Integrate with external aviation industry platforms for a 360° view.
- Implement reporting dashboards for real-time operational insights.