Max Labs Salesforce Project
In this project, I learned how important good data and a solid structure are if you want a system to actually work. I started by noticing how one small mistake, like entering 125 percent for equity, can throw off reports and lead to bad decisions. I fixed that by creating a validation rule in Salesforce that stops wrong values before they get saved. Then I uncovered a bigger issue. Every time a new meeting happened, I had been cloning the entire Pitch record, which created multiple copies of the same business information. That duplication made the system give misleading totals and averages, so I reworked the setup. I created a separate Meeting object, connected it to Pitch, and moved all the meeting details into it so one pitch could have many meetings without repeating the same data. Later on, I improved the model by breaking out Contact as its own object and adding a Meeting Attendance object to handle situations where several people attend the same meeting. I also added formula fields so information like email and address could be pulled in from related records whenever I needed it.
In conclusion, this project helped me get better at problem solving because I had to figure out why things were going wrong and how to fix them in a smarter way. It also showed me how to think differently, redesign processes, and use innovation to create cleaner systems that actually support the work instead of getting in the way.
