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Pathway To Salesforce (PTS)

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23 contributions to Pathway To Salesforce (PTS)
TEAM GAMMA: PRACTICAL PORTFOLIO PROJECT: Designing a Sales Process, Record Types, and Path for a UK SaaS Company
📌 Deadline You have less than 1 week to complete this project. You will present your solution in the next class. 🏢 Company: NexusCloud Technologies Ltd NexusCloud is a UK based SaaS company that sells CRM and automation software. They sell to: • Small businesses • Large enterprise companies ⚠️ Business Problem Currently, NexusCloud uses one sales process for all deals, and this is causing problems: • Small deals are delayed because they follow long processes • Enterprise deals are rushed and missing important steps • Sales reps are confused about what to do next • Managers cannot track deal progress properly • Deals are being lost due to poor structure 🎯 Objective You are hired as the Salesforce Admin to: • Separate sales processes • Create structured deal stages • Guide sales reps using Path • Improve visibility and conversion 🧩 YOUR TASK You must build the following in Salesforce. 🔹 1. CREATE RECORD TYPES Create 2 Opportunity Record Types: Record Type 1 Name: SMB Sales Description: For small and medium business deals with shorter sales cycles Record Type 2 Name: Enterprise Sales Description: For large companies with complex, longer sales cycles 🔹 2. CREATE SALES PROCESSES Each Record Type must have its own Sales Process with specific stages. 🟢 SMB SALES PROCESS Use the following stages: Lead Qualified Needs Identified Demo Scheduled Proposal Sent Negotiation Closed Won Closed Lost 👉 Purpose: Fast moving deals with minimal complexity 🔵 ENTERPRISE SALES PROCESS Use the following stages: Lead Qualified Discovery Meeting Solution Design Demo Completed Proposal Sent Legal Review Negotiation Closed Won Closed Lost 👉 Purpose: Longer, structured deals with multiple stakeholders 🔹 3. CONFIGURE PATH Create a Path on Opportunity using: • Record Type • Stage For SMB Sales Path At each stage, include guidance such as: • Lead Qualified → Confirm budget and decision maker • Needs Identified → Understand customer pain points • Demo Scheduled → Book and confirm demo
TEAM GAMMA: PRACTICAL PORTFOLIO PROJECT: Designing a Sales Process, Record Types, and Path for a UK SaaS Company
0 likes • 18d
@Godwin Mbah Hi Sir sorry I'm late, but better late than never. thanks for this project it helped refresh my mind
🔥 Mock Salesforce Interview Preparation Session Reminder Today 4PM
Our interview preparation session takes place today at 4pm and this session is designed to help you perform confidently in real Salesforce admin interviews. We will be covering three core areas that every recruiter focuses on 💼 Behavioral questions 🧠 Scenario based questions ⚙️ Technical Salesforce admin questions This is a practical session aimed at sharpening your communication, testing your knowledge across the full admin curriculum, and preparing you for the type of interviews you will face in the job market. Please be on time and come ready to participate. Let us prepare you to win always. Link has been sent to your emails. @Chengwa Bineh Afuhnwi @Mahamed Ahmed @Divine Lantum
🔥 Mock Salesforce Interview Preparation Session Reminder Today 4PM
3 likes • Dec '25
Thank you Godwin for the interview preparation session,I really enjoyed it and am glad with this session am able to see areas in which I’m weak on and improve on it, be better and always have in mind to be prepared, working towards next session 💪💪🙏
Guys Guess what🤭🤭I Just passed My Salesforce Administrator examination Certification
Greetings everyone,hope you all are good I subscribed to the Premium Membership plan of Salesforce as a non tech ,with no idea of what I was headed to but all I had in mind was I wanted something different for myself,this journey hasn’t been easy for me with a lot of setbacks and doubts if I should continue.I kept saying to myself delay is not denial and the only thing stopping me from achieving my goals is myself and my mindset.With the one on one mentorship,guidance and encouragement from Mr Godwin, I pushed through and overcome every doubt.Today I sat for my Salesforce Administrator examination and I passed with flying colors 💃💃💃,I’m so proud of myself More than anyone can be proud of me.🥹🥹🥹 Did I have setbacks and back lashes YES YES I did, no one did understand what I was studying,had so many discouraging words but Still I didn’t let that get to me,I clocked in everyday studying. I just want to encourage YOU yes YOU🫵,Don’t give up on that dream,STAY FOCUSED,DETERMINED AND CONSISTENT,when you fall Dust yourself up and continue,Only your opinions and Decisions matter.🥰🥰 Thanks Kind Regards My certificate is attached below
Guys Guess what🤭🤭I Just passed My Salesforce Administrator examination Certification
2 likes • Mar '25
Thank you everyone ,I appreciate 🙏
2 likes • Nov '25
Thank you
Officially Salesforce Certified 🎉 I Just Passed my Salesforce Certification
This journey took me two attempts, and there were definitely moments when I felt like giving up. But I reminded myself that I didn’t make it this far just to quit, and having the right mindset truly made all the difference. I also want to say that without all the projects that were given to me, I wouldn’t be here today. One piece of advice for anyone on this path: really understand what you’re doing when you’re getting that hands-on experience. Don’t just complete the tasks, learn from them, because that knowledge is what shows up on the exam. A huge thank you to @Godwin Mbah for everything he taught me throughout this journey. 🙏 If you’re preparing for the exam and want guidance or advice, feel free to reach out. I’m always happy to help. Let’s keep leveling up together! 🚀
Officially Salesforce Certified  🎉 I Just Passed my Salesforce Certification
1 like • Nov '25
Congratulations well done
0 likes • Aug '25
Data modelling in Salesforce is the process of organising, designing and structuring how data is stored in the platform database. This can be carried out through relationships between objects and their fields. Types of relationships involved in Salesforce -One to Many Relationships (Lookup and Master-Detailed) *Lookup Relationship This is a relationship between two objects but these objects are not tightly bound to each other meaning one object can exist without the other object eg Account and Contact .Security permissions are independent to each other *Master Detailed Relationship This relationship exists between two objects which are tightly bound together with one being the Parent object and the other object the child objects. -The child object cannot exist without the parent object(tightly bound) -The child object takes all the Security permissions from the parent object. -The Master Detailed relationship is created from the child record. -if you delete a record on the parent it will automatically delete on the child record. -The Roll up summary of the child can be done from the parent object . -Many to Many Relationships (Junction object) This is a scenario where we create custom object to help connect two other objects. Junction object has two detailed master relationships relating to two different objects that help to combine together. The Junction object inherits all the security permissions from the first master object connected to it. The Junction Object mostly contain just the fields if the master object -Self Relationship(Hierarchical) This is a type of lookup relation where an object is related to itself .Used for creating Hierarchy between the same object.For example a User object can have a manager and this manager is also a record under the object -External Lookup Relationship This is the relationship between a custom object in Salesforce and an external system object using an external data source -Indirect Lookup Relationship This links a child external object to a parent standard or custom object. It uses a custom unique external ID field on the parent object to match against the child’s indirect
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Chengwa Bineh Afuhnwi
5
332points to level up
@chengwa-bineh-afuhnwi-9480
Am Unstoppable,God will see me through

Active 5h ago
Joined Jan 21, 2025
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