Admin Task #1 Hotel Booking Engine (Improve Flows)

Figure 1. Hotel Reservations Overview

“Accord H&R Group” is a small hotel chain company which has 3 Hotels located just in the XYZ city center.
These Hotels provide 26 rooms of different comfort (Standard/Comfort/Deluxe), which can suite any customer
needs and budget. As “Accord H&R Group” values high quality service all the Rooms are booked very fast.
They currently use old-fashioned Hotel Management Application and are very interested in Salesforce as #1
CRM platform. Can you build Salesforce no-code POC solution for Booking Engine Wizard which will help to
easily create Reservations for customer dates and provide recommendations if desired Room is not available?

1. Create Data Model for Hotel App

Custom Object “Hotel” Fields:
• Name (Type = Text)
• Address (Type = Text Area)

Custom Object “Room” Fields:

• Name (Type = Text)
• Type (Type = Picklist) Standard/Comfort/Deluxe
• Hotel (Type = Lookup)
• Price (Type = Currency)

Standard Object Account with existing Fields

Figure 2. Hotel Data Model Custom Object “Reservation” Fields:

• Name (Type = Auto-number) R-{0000}
• Account (Type = Lookup)
• Room (Type = Lookup)
• Start Date (Type = Date)
• End Date (Type = Date)
2. Create “Hotel Management” App with Account/Hotel/Room/Reservation objects and grant objects
permissions to you and your users.

3. Upload Data to your dev environment

3.1 Upload 3 Hotels (“Grand Imperial”/ “Aventura Relax and Spa”/ “Hilton Garden Inn”) and 1 Account
“Test Booking Account”. You may also create additional Accounts which will represent Hotel Guests.
3.2 Upload Rooms from “Rooms” spreadsheet attached to the Task
3.3 Upload Reservations from “Reservations” spreadsheet attached to the Task
(all Reservations are made for “Test Booking Account” for May 2023 to represent possible Hotels booking
data to be handled in Flow)

4. Create a new Screen Flow “Room Reservation” and distribute it via the button “Book a Room” on Account
Page, so the Reservations will be created for this Account. Please review Figure 4 below to follow the process.

Entry Screen
Please provide Check-In and Check-Out dates to create a new Reservation. This info is required.
Add validation logic that Check-In Date can’t be greater than or equal Check-Out Date. Add component
visibility to “Room Type” picklist (Comfort as default). It should be shown when “Lowest Comfort” Toggle
below is OFF (default value) and hidden from the screen if Toggle is ON. Room Type selection is also required.
If “Lowest Comfort” Toggle is ON then it doesn’t matter what Room Type is chosen as it will be overridden.

Figure 3. Entry Screen

“Lowest Comfort available” Toggle ON

If Toggle is ON, it means that it’s not a priority for customer to book a Room with specific comfort level. On the
contrary, the Room availability and price matters most. So first you need to check if Standard Rooms are
available for selected Dates, second check Comfort Rooms availability and only if no Rooms are found check
Deluxe Rooms. Customer is OK with booking Deluxe Room if it’s the only Room available for specified dates.

Create Reservation
If you found an available time slot in the specific Room (there are no blocking Reservations for your dates)
then you need to create new Reservation record and connect it to your Account (where the Flow Started) and
the Room (don’t forget to populate Reservation’s Start Date and End Date which should match Check-In and
Check-Out). It doesn’t matter which Room is chosen for booking (any Hotel, no capacity-based logic to
compare with other Rooms % of Reservations) while the Dates and Comfort level are respected.
Figure 4. Screen Flow with high-level logic

One Reservation “Start Date” can match another Reservation “End Date”, meaning that one customer checks-
out at 11:00 and later another customer checks-in at 14:00 to the same Room. Please review Figure 5 as an
example. For Room HG-101 you can create new Reservation with:
Start Date= 15/05 and End Date= 16/05 OR
Start Date= 15/05 and End Date= 17/05 OR
Start Date= 16/05 and End Date= 17/05
Reservations for other dates are not available for this Room.

Figure 5. New Reservations Handling

Success Screen
Show Success message with newly created Reservation details and clickable URL:
__________________________________________________________________________________________
Congratulations! You have successfully created a Reservation in “[Reservation.Rooom.Hotel.Name]” Hotel.
Please follow Reservation link for more details.

Reservation Details:
Hotel Room [Reservation. Room]
Room Type [Reservation. Room.Type]
Check-In [Reservation. Start Date] after 14:00
Check-Out [Reservation. End Date] before 11:00
__________________________________________________________________________________________

“Lowest Comfort available” Toggle OFF

If Toggle is OFF, it means that customer have chosen specific Comfort Level for a Room. Reservation should be
automatically created if there is an available Room for the matching Comfort Level.
If there are no Rooms for the chosen Comfort Level, then Booking wizard should provide recommendations of
other available Rooms with different level of comfort if they have free timeslots for the selected Check-in and
Check-out dates.

Rooms Recommendation Logic

1) IF Standard Rooms are not available

If Customer have requested Standard Room and there are no available time slots for selected dates, then
Booking Wizard should check Rooms of higher comfort level for the same dates.
First check Comfort Level Rooms. If you found available Comfort Level Room - then present Recommen-
dation Screen for customer (default - Yes). If Customer accepts this Offer, then Reservation for Comfort Room
should be created. Otherwise, system shouldn’t check Deluxe level of comfort and show Fail Screen instead.
If Comfort Rooms are not available for these dates, then Deluxe Level Rooms should be checked. If you
found available Deluxe Level Room - then present Recommendation Screen for customer (default value - Yes).
If Customer accepts this Offer, then Reservation for Deluxe Room should be created. Otherwise, show Fail
Screen as Customer would rather select different dates than pay for more expensive Room.

Recommendation Screen

Figure 6. Recommendation Screen for Standard Rooms not available

2) IF Deluxe Rooms are not available
If Customer have requested Deluxe Room and there are no available time slots for selected dates, then
Booking Wizard should check Rooms of lower comfort level for the same dates.
First check Comfort Level Rooms. If you found available Comfort Level Room - then present Recommen-
dation Screen for customer (default - Yes). If Customer accepts this Offer, then Reservation for Comfort Room
should be created. Otherwise, system shouldn’t check Standard level of comfort and show Fail Screen instead.
If Comfort Rooms are not available for these dates, then Standard Level Rooms should be checked. If you
found available Standard Level Room - then present Recommendation Screen for customer (default - Yes).
If Customer accepts this Offer, then Reservation for Standard Room should be created. Otherwise, show Fail
Screen as Customer would rather select different dates than choose less comfortable Room.

Recommendation Screen

Figure 7. Recommendation Screen for Deluxe Rooms not available

3) IF Comfort Rooms are not available

If Customer have requested Comfort Room and there are no available time slots for selected dates, then to
define customer preferences Choose Room Type Screen should be shown.

Choose Room Type Screen

If “Search Other Rooms” Toggle is OFF (default value) and customer clicks “Next” then he should see Fail
Screen as he doesn’t want to check Rooms with not Comfort level.
If “Search Other Rooms” Toggle is ON, then “Room Type” picklist should be shown and according to the choice
Booking wizard should check Standard or Deluxe Rooms availability for selected dates. (Standard as default)

Figure 8. Choose Room Type for missing Comfort Rooms

Confirmation Screen
If Standard or Deluxe Rooms from Choose Room Type Screen are found, then Customer should confirm that
new Reservation should be created (Yes – default value). Otherwise, show Fail Screen.
If Customer confirms the Reservation, the new Reservation record should be created and Success Screen
should be shown.

Figure 9. Confirmation Screen if Standard/Deluxe Type was selected

Failed with new Offer Screen

If Standard or Deluxe Rooms from Choose Room Type Screen are not found, then customer should get Failed
with new Offer Screen where he can click “Next” to check different Room Type (Deluxe/Standard) or close the
Flow window to finish and re-run Booking Flow with different dates.

Figure 10. Failed with new Offer Screen

Fail Screen
Show Fail message in case the Room can’t be booked during Booking process or if Customer would not agree
with other Room Types recommendations.
__________________________________________________________________________________________
Sorry that we couldn’t help you to book the Room for your dates and according to your preferences.
Please try to create Reservation for different Check-In and Check-Out dates.
__________________________________________________________________________________________
5. Test your implementation

# Test Case Expected Result

1 Book a Standard Room from 11th to 14th of May Reservation should be created for Room HG-104 in Hilton Garden Hotel
2 Book a Comfort Room from 7th to 10th of May Reservation should be created for Room GI-203 in Grand Imperial Hotel
3 Book a Deluxe Room from 19th to 23th of May Reservation should be created for Room ARS-1B in Aventura Relax and Spa Hotel
1) Recommendation Screen is shown ("Standard Room can't be booked for these
Book a Standard Room from 12th to 16th of dates, but we've found Comfort Room instead."). Choose Yes.
4 May.
Agree to possible Recommendations. 2) Reservation should be created for Room ARS-1A in Aventura Relax and Spa
Hotel
1) Recommendation Screen is shown ("Standard Room can't be booked for these
Book a Standard Room from 25th to 29th of dates, but we've found Deluxe Room instead."). Choose Yes.
5 May.
Agree to possible Recommendations. 2) Reservation should be created for Room ARS-2B in Aventura Relax and Spa
Hotel
1) "Choose Room Type Screen" is shown ("Comfort Rooms can't be booked for
these dates, but you can check other Rooms Types options"). Activate "Search
other Rooms" toggle. Choose "Standard" Room Type
Book a Comfort Room from 17th to 20th of May. 2) "Confirmation Screen" is shown ("Standard Room is available. Do you
Agree only to Recommendations for the same proceed?"). Choose Yes.
price or lower. 3) Reservation should be created for Room HG-102 or 103 in Hilton Garden Inn
Hotel
Delete created Reservation to test different
6
customer preference. Delete created Reservation.

Book a Comfort Room from 17th to 20th of May. 1) "Choose Room Type Screen" is shown ("Comfort Rooms can't be booked for
Agree only to Recommendations for the same these dates, but you can check other Rooms Types options"). Activate "Search
comfort level or higher. other Rooms" toggle. Choose "Deluxe" Room Type
2) "Confirmation Screen" is shown ("Deluxe Room is available. Do you
proceed?"). Choose Yes.
3) Reservation should be created for Room GI-301 in Grand Imperial Hotel
1) Recommendation Screen is shown ("Deluxe Room can't be booked for these
Book a Deluxe Room from 5th to 9th of May. dates, but we've found Comfort Room instead."). Choose Yes.
7
Agree to possible Recommendations.
2) Reservation should be created for Room HG-108 in Hilton Garden Inn Hotel
1) Recommendation Screen is shown ("Deluxe Room can't be booked for these
Book a Deluxe Room from 22th to 26th of May. dates, but we've found Standard Room instead."). Choose Yes.
8
Agree to possible Recommendations.
2) Reservation should be created for Room HG-101 in Hilton Garden Inn Hotel
Even though all comfort types are available for these dates -->
9 Book Room with "Lowest Comfort available" Reservation should be created for Room HG-103 in Hilton Garden Hotel
from 1st to 4th of May (standard as priority)
Book Standard/Comfort/Deluxe Room from 26th Show Fail Screen (Sorry but unfortunately there are no available rooms for these
10
to 31th of May dates. Please try to book a room for different dates.)
Book Room with "Lowest Comfort available" Show Fail Screen (Sorry but unfortunately there are no available rooms for these
11
from 3th to 8th of May dates. Please try to book a room for different dates.)