PROJECT REVIEW 2
AI - Powered Career Pathway Guidance for
Personalization
PRESENTED BY
G.Sripooja (21JR1A4328),
J.Alekhya (21JR1A4332),
A.Yaswitha (21JR1A4304),
K.Gayatri (21JR1A4325)
UNDER THE GUIDANCE OF
Dr. D. Hari Krishna, Professor,
Department Of CSE - Artificial Intelligence
KKR AND KSR INSTITUTE OF TECHNOLOGY AND SCIENCES (AUTONOMUS), GUNTUR
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INDEX
UNIT-1: Introduction
1.1Overview of Subscription-Based Business Models
1.2Importance of Automated Subscription Renewal
1.3Project Scope and Objectives
1.4Deliverables
UNIT-2: Salesforce Fundamentals for Subscription Management
2.1Overview of Salesforce Sales Cloud
2.2Key Salesforce Objects for Subscription Management
2.3Automation Tools in Salesforce
2.4Custom Development Using Apex Triggers
UNIT-:3 Requirement Gathering and Analysis
3.1 Business Requirement Identification
3.2 Functional and Non-Functional Requirements
3.3Use Case Scenarios
3.4 Data Modeling and Process Flow
UNIT-4: Designing the Automated Renewal Process
4.1Workflow for Subscription Renewals
4.2 Implementing Process Builder for Automation
4.3 Using Flow for Sales Rep Assistance
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Unit 1: Introduction
1.1 Overview of Subscription-Based Business Models
Subscription-based businesses generate revenue through recurring customer
payments. Examples include:
Fixed-Term Subscriptions: Users subscribe for a set period (e.g., annual
software licenses).
Auto-Renewing Subscriptions: Subscriptions automatically renew unless
canceled (e.g., streaming services like Netflix).
Usage-Based Subscriptions: Pricing depends on consumption (e.g., AWS
cloud services).
In Salesforce, subscription products are managed through Opportunities, Contracts,
and Products, which are linked to accounts.
Subscription models enable predictable revenue and long-term customer
relationships. Businesses must optimize renewal processes to maximize retention.
Salesforce provides tools to track subscription lifecycles and automate renewal
management.
Key Challenges in Subscription Models:
Managing large volumes of subscriptions.
Ensuring timely renewals.
Preventing customer churn.
Offering personalized discounts and plans.
Integrating with external billing systems.
1.2 Importance of Automated Subscription Renewal
Subscription renewals are critical to customer retention and revenue stability. Manual
renewals can lead to missed opportunities and inefficiencies. Automating the renewal
process ensures:
Timely renewal notifications
Automatic creation of renewal opportunities
Enhanced sales efficiency and customer engagement
Reduction in churn rates
Comparison: Manual vs. Automated Renewals
Feature Manual Renewal Automated Renewal
Efficiency Low High
Human Error High Low
Customer Engagement Low High
Revenue Impact Unstable Predictable
Without automation, sales representatives manually track subscription renewals,
leading to human errors and inefficiencies. Salesforce automation tools such as
Process Builder, Flows, and Apex Triggers streamline this process by automating
opportunity creation and sending reminders.
1.3 Project Scope and Objectives
This project aims to implement an automated renewal management system in
Salesforce that will:
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Identify subscription products nearing renewal.
Generate renewal opportunities automatically.
Send reminders to sales representatives and customers.
Enable sales reps to offer personalized discounts.
The system must handle multiple subscription plans, pricing models, and renewal
scenarios. It should integrate with existing CRM functionalities and support future
enhancements.
Key Features:
Automatic detection of expiring subscriptions.
Intelligent renewal opportunity creation.
Custom renewal pricing suggestions.
AI-powered churn prediction.
Integration with payment gateways.
1.4 Deliverables
Automated Renewal Workflow: Process diagram and implementation steps.
Salesforce Custom Objects and Automation Setup: Implementation guide.
Custom Reports and Dashboards for Tracking Renewals: Pre-built
Salesforce reports.
Apex Triggers and Flow for Subscription Handling: Code and setup.
Customer Communication and Notification System: Automated email/SMS
system.
Expanding further, additional considerations include customer segmentation for
targeted renewal offers and predictive analytics for churn prevention.
Unit 2: Salesforce Fundamentals for Subscription Management
2.1 Overview of Salesforce Sales Cloud
Sales Cloud offers key tools for managing sales processes, including:
Opportunities: Track sales and renewals.
Products: Manage subscription-based products.
Contracts: Store subscription details and renewal dates.
Reports and Dashboards: Provide insights into renewals and revenue.
Salesforce Sales Cloud enables businesses to manage customer relationships
efficiently, track sales, and automate workflows.
2.2 Key Salesforce Objects for Subscription Management
1. Opportunity: Stores renewal details (e.g., renewal date, contract terms).
2. Product: Represents the subscription service.
3. Contract: Contains information on subscription agreements.
4. Quote: Used to send pricing details for renewals.
5. Price Book: Defines pricing rules for different customer segments.
6. Order and Invoice Objects: Help manage payments and billing cycles.
Entity Relationship Diagram (ERD) for Subscription Management: [Diagram
Placeholder - Insert ERD]
2.3 Automation Tools in Salesforce
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Process Builder: Automates renewal opportunity creation.
Flow: Guides sales reps in renewal processing.
Apex Triggers: Handles advanced automation logic.
Scheduled Jobs: Automate renewal opportunity creation at defined intervals.
2.4 Custom Development Using Apex Triggers
Apex Triggers are used to automate complex renewal workflows. Below is an
example of an Apex Trigger that creates a renewal opportunity when a contract is
about to expire.
trigger RenewalOpportunityTrigger on Contract (before update) {
for (Contract c : Trigger.new) {
if (c.Renewal_Date__c != null && c.Renewal_Date__c <
System.today().addDays(30)) {
Opportunity opp = new Opportunity(
AccountId = c.AccountId,
CloseDate = c.Renewal_Date__c,
StageName = 'Renewal',
Name = 'Renewal Opportunity for ' + c.Account.Name
);
insert opp;
}
}
}
This code identifies contracts that are about to expire and automatically creates a
renewal opportunity.
The project will also incorporate email alerts and dashboard reports to track
performance metrics.
