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Make a Business Plan

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Attention, Trailblazer!

Salesforce has two desktop user interfaces: Lightning Experience and Salesforce Classic. This project is designed for Lightning Experience.

You can learn about switching between interfaces, enabling Lightning Experience, and more in the Lightning Experience Basics module here on Trailhead.

Welcome to the Project

Welcome, entrepreneurs! In this project, you build an app to manage a lemonade stand business—or whatever you decide to sell at your stand! It's similar to the app that a group of young entrepreneurs used to run a lemonade stand at Dreamforce 2016, when they served more than 800 thirsty conference attendees.

While this app is meant to help you run a specific kind of business, as you'll see when you're building it, you can easily build a similar app for almost any business.

Starting a business is a big deal. That's why this first step reviews the business decisions you'll make prior to building your app.

Start Your Business

As you plan your business, you first make some important decisions.

Determine your product

  • What are you going to sell or offer?

  • Will you offer different varieties?

Determine how to take orders

  • What questions will you ask your customers?

  • How will you track each order?

Determine what you need to track and count

  • Do you want to report number of orders? Types?

  • How will you track revenue?

As you can see, there's a lot to consider when starting a business. Download the business planner and resource guide to get started on planning your business today.

Launch Your Trailhead Playground

A Trailhead Playground is a free environment we give you for testing out features and learning Salesforce. When you sign up for Trailhead, we give you one automatically. You can find it at the bottom of this page. Click Launch to open the Trailhead Playground in a new browser tab (login required).

Note: Your Trailhead Playground takes a few minutes to get itself ready.

Note: If you prefer to use a different Developer Edition (DE) for this project, that's fine. Just make sure you enable Lightning Experience in the Developer Edition, and connect the DE to Trailhead.

You can click Verify Step to move on to the next step. In that step, we get hands-on and start building our app.

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