Salesforce Administrator Portfolio

SteelDrop

A purpose-built Salesforce field service org for a commercial and residential fitness equipment delivery and installation company — managing jobs, technicians, sites, equipment, and revenue across a full operational year.

Explore the build View process
Click a segment to view screenshot
ORG SCREENSHOTS DASHBOARD JOBS RECORD EQUIPMENT
● Operations dashboard ● Delivery jobs list ● Job record detail ● Equipment catalogue
Delivery job management Technician scheduling Equipment catalogue Labour cost tracking Roll-up summaries Formula fields SLA compliance Revenue by job Site management Dashboard reporting Data import Junction objects Dependent picklists Delivery job management Technician scheduling Equipment catalogue Labour cost tracking Roll-up summaries Formula fields SLA compliance Revenue by job Site management Dashboard reporting Data import Junction objects Dependent picklists
Project overview

Built for the field

SteelDrop Field Services is a custom Salesforce org built to manage the full operational lifecycle of a fitness equipment delivery and installation company — from equipment catalogue and site management to job scheduling, technician dispatch, and billing.

"Designed from real field service operations experience — every object, field, and relationship reflects how commercial fitness equipment delivery actually works, from trade show setups to apartment development deadlines."

The build demonstrates core Salesforce administrator competencies: custom object modelling, junction objects, roll-up summary fields, formula fields, dependent picklists, data import via Data Import Wizard, and operational dashboard creation.

Scope
Custom objects 5 custom · 2 standard
Junction object Delivery_Job_Equipment__c
Roll-up summary fields Equipment Total · Job Total
Dependent picklists Equipment Category → Sub-Category
Dashboard components 5 components · 5 reports
Sample data 93 jobs · 16 technicians · 20 accounts
Data model

Object architecture

Seven objects — five custom, two standard — connected through lookup and master-detail relationships to model the complete field service operation. A junction object handles multi-equipment job line items with quantity, unit pricing, and formula totals.

Custom object
Delivery_Job__c
The core operational record. Every job has a site, account, technician count, labour billing, and auto-calculated totals.
Job_Status__c Job_Type__c Priority__c Labour_Total__c Equipment_Total__c Job_Total__c SLA_Breach__c Site__c
Custom object
Equipment__c
Full product catalogue with dependent picklist classification by category and sub-category, weight, assembly time, and condition.
Equipment_Category__c Equipment_SubCategory__c Brand__c Model_Number__c Weight__c Requires_Assembly__c Assembly_Time__c
Junction object
DJ_Equipment__c
Links Delivery Jobs to Equipment records. Handles multi-item jobs with quantity, unit price, and formula-calculated line totals.
Delivery_Job__c Equipment__c Quantity__c Unit_Price__c Total_Price__c Serial_Numbers__c
Custom object
Site__c
Delivery locations with site type classification — residential, gym, corporate, school, retirement home, apartment development, trade show.
Site_Type__c Account__c Access_Notes__c Open_Day_Deadline__c City__c State__c
Custom object
Technician__c
Field staff roster with zone assignment, employment type, and certifications including CDL, Manual Handling, Electrical Safety, and Forklift.
Zone__c Employment_Type__c Certifications__c Active__c Email__c Technician_External_ID__c
Custom object
Service_Appointment__c
Scheduled technician visits tied to a Delivery Job via Master-Detail. Tracks scheduled vs actual times and customer sign-off.
Delivery_Job__c Technician__c Appointment_Status__c Scheduled_Start__c Actual_End__c Customer_Signature__c
Standard objects
Account · Contact
Customer companies and onsite contacts. Accounts cover gyms, developers, corporates, schools, retirement homes, and trade show operators.
Account Name Industry Type Contact Name Title Email
Billing logic

Formula-driven job costing

SteelDrop uses formula fields and roll-up summaries to automate billing calculations across every job — no manual arithmetic, no spreadsheet dependency.

Labour is charged per technician per hour — reflecting how field service operations actually bill. Equipment totals roll up from the junction object line items. The Job Total combines both automatically.

01
Labour Cost Formula
Field: Labour_Total__c on Delivery_Job__c
Dispatcher logs number of technicians and hours on job
Labour Total = Number_of_Technicians__c × Hours_on_Job__c × Labour_Rate__c
Updates instantly on every save — no manual calculation needed
02
Equipment Roll-Up + Job Total
Roll-Up Summary + Formula on Delivery_Job__c
Line items added via Delivery_Job_Equipment__c junction object
Each line: Total_Price__c = Quantity__c × Unit_Price__c
Equipment_Total__c rolls up the SUM of all line item totals
Job_Total__c = Equipment_Total__c + Labour_Total__c
Sample data

A full year of operations

All data was generated and imported via Salesforce Data Import Wizard using Python-generated CSV files — simulating a complete 2025 operational year for a $3M field service business across 7 customer site types.

93
Delivery jobs
16
Technicians
20
Customer accounts
15
Equipment types
7
Site types served
10
Delivery sites
$3M
Simulated annual revenue
90
Completed jobs 2025
Security model

Permission sets

SteelDrop Ops
Field Operations
R C E D
Delivery Jobs
Service Appointments
Sites
Equipment
Technicians
SteelDrop Manager
Full Access
R C E D
Delivery Jobs
Service Appointments
Sites
Equipment
Technicians
Build process

How it was built

Built in a Salesforce Developer Edition org in a single structured session — designed from real field service operations experience at a commercial fitness equipment delivery company. Every object and field maps to an actual operational requirement.

Phase 1
App and object design
Created the SteelDrop Field Services Lightning app. Built 5 custom objects from scratch — Equipment, Site, Delivery Job, Technician, Service Appointment — plus a junction object for equipment line items.
Phase 2
Field architecture
50+ custom fields including dependent picklists (Equipment Category → Sub-Category), formula fields for labour and job totals, roll-up summary for equipment totals, and external ID field for data import matching.
Phase 3
Relationship mapping
Master-Detail relationships from Service Appointment to Delivery Job and junction object to both parent objects. Lookup relationships from Delivery Job and Site to Account, enabling roll-up summaries and relational reporting.
Phase 4
Data import
93 delivery jobs, 16 technicians, 20 accounts, 10 sites, and 93 service appointments imported via Data Import Wizard using Python-generated CSVs. Multiple import iterations required — all debugged and resolved including External ID matching for Technician lookups.
Phase 5
Reporting and dashboard
Five reports built — Jobs by Status, Jobs by Site Type, SLA Compliance, Revenue by Job, and Technician Utilisation. Five-component operations dashboard pinned to the SteelDrop app home page.
Architectural decisions

Key design notes

Junction object over multi-select picklist
Equipment type was initially considered as a multi-select picklist on the Delivery Job. Rejected in favour of a junction object — enabling quantity tracking, unit pricing, line-item totals, and roll-up summaries that a picklist cannot support.
Labour billed per technician per hour
Based on real Prosource billing practice. The formula field reflects the actual billing model used in commercial fitness equipment delivery — not a flat rate or per-job charge. This makes the data model directly transferable to a real operation.
External ID for Technician lookup import
Salesforce Data Import Wizard cannot match custom object lookups via Salesforce ID. An External ID field (Technician_External_ID__c) was added to the Technician object — enabling reliable CSV-based lookup matching across 93 service appointment records.