Project brief
I designed a fictional Customer Success scenario where account information, onboarding progress, health signals, milestones, and follow-up activity needed to be organized in one Salesforce workspace.
Salesforce Customer Success Portfolio
Tifshiteselasie
Amare Feleke
Customer Success · Salesforce CRM · Client Operations
This portfolio documents my hands-on Salesforce work and the customer-facing experience behind it. The featured project shows how I configured onboarding tracking, customer health reporting, dashboards, activities, and Flow automation in Salesforce.
Featured buildRecord-triggered Salesforce Flow
01
Selected projectCustomer Onboarding & Success Tracker
Salesforce LightningReports & DashboardsRecord-Triggered FlowCustomer Lifecycle Management
Selected Salesforce Project
Customer Onboarding & Success Tracker
This project is a hands-on portfolio build created to practice and demonstrate how Salesforce can support a Customer Success workflow across onboarding, adoption, account health, milestones, follow-up, reporting, and automation.
What I configured
I extended Accounts with Customer Success fields, created customer and contact records, logged activities, built operational reports and a dashboard, and added a record-triggered Flow for at-risk follow-up.
What this demonstrates
The finished project demonstrates practical CRM organization, reporting, dashboard design, lifecycle tracking, and workflow automation using fictional data in Salesforce Lightning.
1AccountCentral customer record
2OnboardingStatus + milestone dates
3HealthAdoption signals
4ActionTasks + follow-up
5InsightReports + dashboard
Project Artifact · Dashboard
Customer Success Dashboard
The dashboard combines a high-level health view with account-level detail, so a Customer Success professional can quickly move from “what is happening?” to “who needs attention next?”
What I included in the dashboard
01
Customer Health
Healthy, Needs Attention, and At Risk distribution.
02
Onboarding Status
In Progress, Completed, and On Hold accounts.
03
Customer Tier
Strategic, Growth, and Standard segmentation.
04
Go-Live Timeline
Target dates and onboarding status at account level.
05
Customers Requiring Attention
Filtered view for proactive intervention.
Project Artifact · Reports
Customer Success reporting
The reports are intentionally simple and operational. They help answer questions a Customer Success team asks every day: Which accounts are healthy? Which ones are stuck? Which milestones are coming up? Who needs follow-up?
- Customer Health Overview
- Onboarding Status Overview
- Customer Tier Overview
- Customer Go-Live Timeline
- Customers Requiring Attention
Project Artifact · Automation
At-Risk Customer Follow-Up Flow
I created an active record-triggered Flow that responds when an Account's Customer Health changes to At Risk.
01
Detect
Account is updated and meets the At Risk entry condition.
02
Create
A high-priority follow-up Task is generated.
03
Assign
The Task goes to the Account Owner and relates back to the Account.
04
Time-box
Due date is set three days after the account becomes At Risk.
Salesforce Build Details
Custom fields for the customer lifecycle
The Account object was extended with fields that make customer success work visible and reportable.
PicklistOnboarding StatusTracks stage of onboarding
PicklistCustomer HealthHealthy · Needs Attention · At Risk
PicklistCustomer TierStrategic · Growth · Standard
DateOnboarding Start DateBeginning of onboarding
DateTarget Go-Live DatePlanned customer milestone
DateRenewal DateUpcoming lifecycle checkpoint
All customer names, contact details, and records shown in this portfolio are fictional demo data created for learning and portfolio purposes.
Professional Background
Customer-facing experience applied to CRM work
My background combines high-touch customer service, team coordination, stakeholder communication, training, and data-driven problem solving. This project translates those strengths into a Salesforce Customer Success workflow.
Child & Youth Development Professional
U.S. Navy Child Development Center
- Build trusted relationships with families through clear communication, personalized support, and timely follow-up on questions and concerns.
- Coordinate with teachers, administrators, and families to understand needs, share updates, and maintain consistent service in a compliance-focused environment.
- Manage multiple priorities while documenting important information accurately and protecting confidential family records.
Administrative & Operations Specialist
OGAA · Remote, Volunteer
- Managed donor and stakeholder relationships through organized communication, personalized engagement, and consistent follow-up.
- Supported onboarding, reporting, and issue follow-up while coordinating across teams to resolve missing information and strengthen the client experience.
- Reviewed engagement data and feedback to identify needs, improve communication, and support stronger long-term relationships.
Senior Cabin Crew Lead
Ethiopian Airlines
- Led customer service for 200+ passengers per flight, identifying needs and resolving concerns in fast-paced international environments.
- Led and coached 10+ crew members to maintain consistent service and resolve customer issues.
- Managed escalated customer concerns from identification through resolution, coordinating with ground, operations, and service teams.
- Built trust with customers from diverse backgrounds through clear communication, empathy, and personalized service.
Portfolio Skills
Salesforce and Customer Success skills demonstrated
Salesforce CRMAccounts & ContactsTasks & ActivitiesReports & DashboardsRecord-Triggered FlowWorkflow AutomationCustomer OnboardingCustomer Health MonitoringCustomer Lifecycle ManagementCustomer Engagement & AdoptionRelationship ManagementIssue & Escalation ResolutionCross-Functional CollaborationTraining & GuidanceData AnalysisProcess ImprovementExcelPower BIGoogle AnalyticsMicrosoft OfficeGoogle WorkspaceTrelloSlackHTMLCSSJavaScript
Credentials
Certifications & education
Salesforce Development & Administration
Udemy · 2025
Salesforce Trailhead
Ongoing learning and hands-on practice
Google Data Analytics Certificate
2024
Power BI for Business Intelligence
Udemy · 2024
Bachelor's Degree in Management
Debre Berhan University
Contact
Thank you for reviewing my portfolio.
I am pursuing Customer Success and Salesforce-focused opportunities where I can bring together customer communication, organized follow-up, problem solving, and CRM skills.