The Project System was developed to centralize the Movement Team's operations (on-boarding, off-boarding and transitions), replacing a fragmented workflow of Asana and disorganized spreadsheets. By leveraging custom objects and automated flows, the team eliminated the errors and delays inherent in their previous process. The new system provides a single source of truth where task deadlines auto-populate and templates ensure total consistency, significantly reducint manual effort while elevating the user experience. 

The "People" Custom Object is a centralized Master Data Management (MDM) solution designed to serve as the single source of truth for all agent and staff data. By decoupling roster management from standard Salesforce User licenses, this architecture allows for a more scalable, cost-effective, and deeply integrated ecosystem that synchronizes agent profiles across the company’s website, marketing platforms, and internal operations.

The Event Log custom object is a technical auditing and diagnostic tool designed to capture and store HTTP POST payloads and response data from our external lead platform integration. By maintaining a granular history of inbound and outbound data and system errors, it provides a robust "paper trail" for all cross-system communications, ensuring data integrity and rapid troubleshooting.

The Equipment Object acts as the centralized "Single Source of Truth" for the organization’s hardware inventory, replacing fragmented spreadsheets with a robust, relational database. It captures granular data points for every asset including Serial Numbers, Ownership, Status, Age and Location—while maintaining a direct lookup relationship to employee records and support cases. By housing this data within a custom object, we gained the ability to trigger automated workflows for cases relevant to onboarding and offboarding, while simultaneously providing the high-fidelity reporting necessary to forecast hardware refresh cycles and inform annual IT budgeting.

The Referral Campaign Flow automates a complex, multi-stage email nurture system for relocation referrals, replacing hours of manual outreach with a high-precision scheduled flow that manages unique cadences for incoming and outgoing leads.

The Lead Eligibility Flow is a centralized, logic-driven Lead Eligibility Engine that dynamically manages agent lead-claiming permissions by evaluating real-time performance metrics, training compliance, and activity thresholds.