Salesforce Job Tracker
Lead-to-Offer CRM
Year
2025
Type of Project
Personal Project
My Role
Salesforce Administrator
Case Study
Objective
I built the Salesforce Job Tracker CRM to solve a real problem I was experiencing firsthand: managing job applications across emails, spreadsheets, and scattered notes lacked structure, visibility, and accountability. I wanted a single system that treated a job search the same way Salesforce treats revenue, as a pipeline supported by activities, data, and clear next steps.
I intentionally built this project using Salesforce’s free CRM suite to demonstrate hands-on administration within real platform constraints. The objective was not only to organize my job search, but to strengthen my Admin skill set by configuring a usable, scalable system that mirrors how individuals and small teams adopt Salesforce in the real world.
Process
I approached this project as both an operator and a Salesforce Administrator. I started by mapping my real job search journey, from identifying roles through interviews and offers, and translated that process into Salesforce objects, stages, and fields.
Using the free suite, I configured standard objects, reconfigured page layouts, customized labels for clarity, and designed a pipeline that reflects real hiring stages. I connected Gmail to Salesforce to automatically capture recruiter communication as activities, ensuring full visibility into conversations and follow-ups. I also designed the system with future automation in mind, planning Flow-based task creation to enforce consistent follow-up as a standard operating process.
Throughout the build, I made intentional configuration decisions based on platform limitations, reinforcing Admin best practices around simplicity, data cleanliness, and user adoption.
Outcome
The result is a fully functional personal CRM that provides clear visibility into job applications, communication history, and next actions. The system centralizes emails, pipeline stages, and activities into a single source of truth, reducing manual tracking and missed follow-ups.
More importantly, this project demonstrates practical Salesforce administration, including integration setup, pipeline design, and forward-looking automation planning. By building within Salesforce’s free CRM suite, I strengthened my ability to design effective solutions under constraints, a core skill for any Salesforce Administrator. This project also serves as the foundation for future Flow automation and a planned walkthrough demo to document continued learning and iteration.
Standout Features
Admin-First Configuration
Usability-Focused Design
Pipeline-Based Tracking
Task-Driven Outreach SOP Design
Gmail Integration