Salesforce projects are pieces of work that use the Salesforce platform to solve a business problem: rolling out Sales Cloud to a sales team, automating a service centre, launching a customer portal, integrating an ERP, or deploying an Agentforce agent. Below are example Salesforce projects by business area, what each typically involves, and practice projects learners can build to show real skills.
This post was first published in 2021 as "Salesforce Real-Time Projects Examples". It has been rewritten for 2026 with current products, AI agent projects and portfolio ideas.
Salesforce project examples at a glance
Most Salesforce projects fall into twelve areas, from a first Sales Cloud rollout to an Agentforce agent.
| Business area | Example project | Main products |
|---|---|---|
| Sales | Pipeline, forecasting and activity tracking for a sales team | Sales Cloud |
| Service | Case routing, knowledge base and SLAs for a support team | Service Cloud |
| Field operations | Scheduling technicians and work orders | Field Service |
| Marketing | Lead nurturing and campaign tracking | Marketing Cloud |
| Portals | Customer self-service or partner portal | Experience Cloud |
| Commerce | B2B or B2C online store tied to CRM | Commerce Cloud |
| Quote to cash | Configure, price and quote, contracts and billing | Revenue Cloud or CPQ |
| Data | Unified customer profiles across systems | Data 360 |
| Integration | Sync orders and invoices with an ERP | MuleSoft or APIs |
| Migration | Move from another CRM to Salesforce | Data Loader and migration tools |
| Analytics | Executive dashboards and KPI tracking | Reports and dashboards, Tableau |
| AI | A service or sales agent that answers and acts | Agentforce |
Sales and marketing project examples
Sales projects usually start with the pipeline and then add lead management, approvals and quoting.
- First Sales Cloud rollout. Define accounts, contacts, leads and opportunity stages; import existing data; build pipeline reports; connect email and calendar. See our Outlook integration guide and reports guide.
- Lead management overhaul. Standardise lead statuses, add assignment rules and scoring, and report on conversion by source.
- Discount approvals. Route quotes above a threshold through an approval process so sales leaders sign off before customers see the price.
- Quote-to-cash. Product catalogue, pricing rules, quote documents and contracts. Our CPQ implementation guide covers the pitfalls.
- Social selling. Bring LinkedIn insights into Salesforce, as in our LinkedIn integration guide.
Service and operations project examples
Service projects centre on cases, portals and field work.
- Contact centre on Service Cloud. Email, web and chat into cases; assignment and escalation rules; a knowledge base; and service-level reporting.
- Customer portal. Let customers log cases, track orders and find answers on an Experience Cloud site, with sharing set so each customer sees only their own records.
- Field service. Work orders, technician scheduling and a mobile app for engineers.
- Project delivery tracking. Track client projects, milestones and time in Salesforce; our project management guide compares building, buying and integrating.
- Document management. Generate and store contracts and files against records; see our document management guide.
Data, integration and AI project examples
Integration, migration, automation clean-up and AI agents are now the most common project types after a first rollout.
- ERP or finance integration. Push closed-won orders to ERP and pull invoices and payment status back. Our integration patterns guide explains the options.
- CRM migration. Move from HubSpot, Zoho or Dynamics to Salesforce, cleaning and de-duplicating on the way; see our data migration strategies and migration services.
- Automation clean-up. Replace retired Workflow Rules and Process Builder with Flow; see our Workflow Rules guide.
- An Agentforce agent. A service agent that answers order-status questions and hands complex ones to people. Agents use flows, Apex, APIs and prompt templates as their actions, per Salesforce's how Agentforce works page, so most agent projects are also automation projects.
What does a typical Salesforce project involve?
A typical Salesforce project runs through seven stages, from discovery to continuous improvement.
- Discovery. Agree the business goal, the users, and how success will be measured.
- Design. Data model, security and sharing, automation, integrations. Our data model guide is the place to start.
- Build in sandboxes. Configure and develop in a sandbox, never directly in production.
- Test. Unit tests, system tests and user acceptance testing with real users.
- Migrate data. Clean, map and load, with a rehearsal first; our Data Loader guide covers the tool.
- Train and go live. Short, role-based training and a clear support route.
- Improve. Gather feedback, watch adoption, and plan the next release.
Our 7 keys to a successful implementation covers how to keep a project on track, and common Salesforce implementation mistakes lists what to avoid.
Which Salesforce projects can you build to learn?
Learners should build small end-to-end apps, starting from Salesforce's own sample apps and Trailhead's guided projects. Employers want proof that you can solve a problem end to end, not just pass an exam. Salesforce's sample apps on GitHub (trailheadapps) show what complete projects look like:
| Sample app | What it shows |
|---|---|
| dreamhouse-lwc | A real estate app built with Lightning Web Components |
| ebikes-lwc | A retail app with Lightning Web Components and an Experience Cloud site |
| lwc-recipes | Small, focused Lightning Web Component examples |
| apex-recipes | Apex examples for common use cases, following best practices |
| automation-components | Reusable invocable actions and flow screen components (archived and read-only since 2026, but still worth reading) |
| agent-script-recipes | Agent Script examples for Agentforce Builder |
Repositories checked on 10 November 2026. Trailhead also has guided hands-on projects and superbadges, which test you on scenarios without step-by-step help; our guide to learning Salesforce lists the best trails to start with. Then build your own. Five portfolio ideas, from simplest to hardest:
- Event or volunteer manager. Custom objects, relationships, a record-triggered flow and a dashboard.
- Recruiting app. Positions, candidates and reviews, with sharing so interviewers see only their candidates.
- Support desk. Cases, an auto-response rule, an escalation rule and a knowledge base.
- Integration demo. Call a public REST API from Apex, store the result and show it in a Lightning Web Component, with tests.
- A simple agent. An Agentforce agent with one or two actions built from flows you wrote.
Build them in a free Trailhead Playground: Salesforce's Trailhead Playground guide describes these as free Salesforce instances for learning, and you can have up to 10 connected to your Trailhead account. For longer-lived personal projects, a free Developer Edition org is the better choice. Put the code in a public Git repository, using the Salesforce CLI to retrieve and deploy it, with a short README explaining the business problem.
Common reasons Salesforce projects struggle
Projects struggle for business reasons far more than technical ones.
- Vague goals. "Implement Salesforce" is not a goal; "cut quote turnaround to one day" is.
- Too much in release one. Big-bang scope delays value and hides problems.
- Dirty data. Migrating duplicates and gaps undermines trust from day one.
- Customising what standard features already do. See our customization guide for where to draw the line.
- No owner after go-live. Someone has to run the backlog, releases and user support.
Getting help
Techila is a Salesforce Summit Partner. Our Salesforce implementation team delivers projects like the ones above, and our case studies show examples of our work. Talk to us about the project you are planning.
Frequently asked questions
What are examples of Salesforce projects?
Common ones are a Sales Cloud rollout for pipeline and forecasting, a Service Cloud contact centre with case routing, a customer or partner portal on Experience Cloud, quote-to-cash with CPQ or Revenue Cloud, an ERP integration, a data migration from another CRM, and an Agentforce agent for service or sales.
What Salesforce project can I build for my portfolio?
Pick a small business problem and solve it end to end: a custom object model, a record-triggered flow, a Lightning Web Component, an integration with a public API and a dashboard. Salesforce's own sample apps on GitHub, such as dreamhouse-lwc and ebikes-lwc, show how a complete app is structured.
Where can I practise Salesforce projects for free?
In a Trailhead Playground, a free Salesforce org for hands-on practice; you can have up to 10 connected to your Trailhead account. Trailhead also has guided projects, and some need a special Developer Edition org with a product preinstalled.
What is a real-time Salesforce project?
It usually means a live client project rather than a training exercise: requirements from a business, a production org, sandboxes, deployments, users to train and support after go-live. Practice projects are useful, but real projects add stakeholders, data quality and change management.
How should a Salesforce project be structured?
Most follow discovery, design, build in sandboxes, testing including user acceptance, data migration, training, go-live and support. Keeping the first release small and measurable is the most reliable way to deliver value early.