Built for UAE Banking & Financial Services Operations
CardTrack is a Salesforce-based Credit Card Application Management System designed for UAE banking and financial services operations.
The solution supports customer onboarding, document management, application tracking, bank submissions, and operational monitoring within a single Salesforce application.
| Area | Detail |
|---|---|
| Custom Fields | 40+ across 7 sections |
| Validation Rules | 8 rules |
| Automated Flows | 6 flows |
| List Views | 9 views |
| Reports | 6 reports |
| Dashboard Components | 9 components |
| Role Hierarchy | 5 levels |
| Security Model | Private OWD + Role Hierarchy + Custom Profile + Permission Set + FLS |
Credit card sales teams often rely on spreadsheets, emails, and messaging platforms to manage customer applications.
This can result in:
- Missing customer documents
- Delayed follow-ups
- Inconsistent data entry
- Limited application visibility
- Difficult performance tracking
- Manual reporting efforts
CardTrack addresses these challenges by providing a centralized Salesforce platform for application processing, workflow automation, data validation, and real-time operational reporting.
The CardTrack Home Page serves as the central workspace for application processing teams.
Features include:
- Company profile section
- Team collaboration feed
- DBR Calculator
- Announcements board
- Quick navigation links
Built-in collaboration using Salesforce Chatter enables officers and supervisors to communicate directly within the platform.
- Operational updates
- Team announcements
- Status discussions
- Workflow coordination
A custom Debt Burden Ratio (DBR) Calculator helps officers evaluate customer eligibility.
Inputs include:
- Credit card limits
- Existing loan obligations
- Monthly income
This reflects a common credit assessment process used within UAE banking operations.
A dedicated announcement section keeps teams informed about:
- Business reminders
- Target updates
- Important dates
- Internal contacts
Management dashboards provide insight into application volume, approval trends, officer productivity, and bank submission performance.
These metrics help supervisors monitor operational KPIs and identify process bottlenecks.
Key metrics include:
- Total Applications
- Approved Applications
- Rejected Applications
- Application Pipeline
- Applications by Card Type
- Applications per Officer
- Bank Submission Analysis
Track applications throughout the processing lifecycle:
- Documents Pending
- Under Review
- Submitted to Bank
- Approved
- Rejected
- On Hold
Custom reports provide operational insights for supervisors and management teams.
Examples include:
- Applications by Status
- Applications per Officer
- Applications by Bank
- Approval Analysis
- Pipeline Monitoring
Salesforce Tasks help officers manage follow-ups and customer interactions efficiently.
CardTrack implements a structured Salesforce security model to control data access and record visibility across the organisation.
Organisation-Wide Defaults (OWD)
- Credit Card Application object set to Private, ensuring officers can only view records they own
- Restricts cross-team data visibility by default
Role Hierarchy A 5-tier hierarchy controls record access upward through the organisation:
| Level | Role |
|---|---|
| Tier 1 | Company Owner |
| Tier 2 | General Manager |
| Tier 3 | Branch Manager |
| Tier 4 | Team Leader |
| Tier 5 | Sales Officer |
Profiles & Permission Sets
- Custom Credit Card Officer Profile with baseline object and field access
- Senior Officer Permission Set grants elevated access without modifying the base profile
Field-Level Security (FLS) Sensitive fields such as Monthly Income and Credit Limit are restricted at the field level, visible only to authorised roles.
- Custom Objects and Fields
- Page Layout Configuration
- Lightning App Development
- Validation Rules
- Formula Fields
- Record-Triggered Flows
- Reports and Dashboards
- Role Hierarchy Configuration
- Chatter Collaboration
- Task Management
- Field-Level Security (FLS)
- Organisation-Wide Defaults (OWD)
| Technology | Purpose |
|---|---|
| Salesforce Lightning | CRM Platform |
| Flow Builder | Automation |
| Reports & Dashboards | Analytics |
| Validation Rules | Data Quality |
| Salesforce CLI | Development |
| VS Code | Metadata Management |
| Git | Version Control |
| GitHub | Source Control |
Metadata managed and deployed using Salesforce CLI and VS Code with the Salesforce Extension Pack. Source tracked via Git and hosted on GitHub.
This project demonstrates hands-on experience with:
- Salesforce Administration & Configuration — Custom objects, fields, layouts, and Lightning App setup
- Business Process Automation — 7 record-triggered flows covering application lifecycle events
- Data Quality Management — 10 validation rules enforcing UAE banking data standards
- Dashboard & Report Development — 9 operational reports and 9-component management dashboard
- Security & Access Management — Private OWD, 5-tier Role Hierarchy, custom Profiles, Permission Sets, and FLS
- Financial Services Workflow Design — DBR Calculator, application pipeline tracking, and bank submission monitoring
- User Experience Optimisation — Path component, Quick Actions, Compact Layouts, and List Views
Ritty Joseph
Salesforce Administrator | CRM & Financial Services Operations
This project demonstrates hands-on Salesforce administration across the full implementation lifecycle-data modelling, automation, analytics, security configuration, and UX design within a UAE credit card application management context.
🔗 GitHub