{"id":13,"date":"2025-12-05T16:09:42","date_gmt":"2025-12-06T00:09:42","guid":{"rendered":"https:\/\/community.cob.sjsu.edu\/mespinoza\/points\/max-labs-salesforce-project\/"},"modified":"2025-12-05T16:09:42","modified_gmt":"2025-12-06T00:09:42","slug":"max-labs-salesforce-project","status":"publish","type":"points","link":"https:\/\/community.cob.sjsu.edu\/mespinoza\/points\/max-labs-salesforce-project\/","title":{"rendered":"Max Labs Salesforce Project"},"content":{"rendered":"<p data-start=\"75\" data-end=\"1179\">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.<\/p>\n<p data-start=\"1181\" data-end=\"1513\" data-is-last-node=\"\" data-is-only-node=\"\">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.<\/p>\n<p data-start=\"1181\" data-end=\"1513\" data-is-last-node=\"\" data-is-only-node=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-11\" src=\"https:\/\/community.cob.sjsu.edu\/mespinoza\/wp-content\/uploads\/sites\/1354\/2025\/12\/Lab3b-1-300x30.png\" alt=\"\" width=\"760\" height=\"76\" srcset=\"https:\/\/community.cob.sjsu.edu\/mespinoza\/wp-content\/uploads\/sites\/1354\/2025\/12\/Lab3b-1-300x30.png 300w, https:\/\/community.cob.sjsu.edu\/mespinoza\/wp-content\/uploads\/sites\/1354\/2025\/12\/Lab3b-1-768x77.png 768w, https:\/\/community.cob.sjsu.edu\/mespinoza\/wp-content\/uploads\/sites\/1354\/2025\/12\/Lab3b-1.png 1000w\" sizes=\"auto, (max-width: 760px) 100vw, 760px\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-12\" src=\"https:\/\/community.cob.sjsu.edu\/mespinoza\/wp-content\/uploads\/sites\/1354\/2025\/12\/lab3a-300x30.png\" alt=\"\" width=\"750\" height=\"75\" srcset=\"https:\/\/community.cob.sjsu.edu\/mespinoza\/wp-content\/uploads\/sites\/1354\/2025\/12\/lab3a-300x30.png 300w, https:\/\/community.cob.sjsu.edu\/mespinoza\/wp-content\/uploads\/sites\/1354\/2025\/12\/lab3a-768x77.png 768w, https:\/\/community.cob.sjsu.edu\/mespinoza\/wp-content\/uploads\/sites\/1354\/2025\/12\/lab3a.png 1000w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/p>\n","protected":false},"author":2689,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-13","points","type-points","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/community.cob.sjsu.edu\/mespinoza\/wp-json\/wp\/v2\/points\/13","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/community.cob.sjsu.edu\/mespinoza\/wp-json\/wp\/v2\/points"}],"about":[{"href":"https:\/\/community.cob.sjsu.edu\/mespinoza\/wp-json\/wp\/v2\/types\/points"}],"author":[{"embeddable":true,"href":"https:\/\/community.cob.sjsu.edu\/mespinoza\/wp-json\/wp\/v2\/users\/2689"}],"replies":[{"embeddable":true,"href":"https:\/\/community.cob.sjsu.edu\/mespinoza\/wp-json\/wp\/v2\/comments?post=13"}],"version-history":[{"count":0,"href":"https:\/\/community.cob.sjsu.edu\/mespinoza\/wp-json\/wp\/v2\/points\/13\/revisions"}],"wp:attachment":[{"href":"https:\/\/community.cob.sjsu.edu\/mespinoza\/wp-json\/wp\/v2\/media?parent=13"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}