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Creators Wealth Academy

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Pathway To Salesforce (PTS)

648 members • Free

324 contributions to Pathway To Salesforce (PTS)
🔥 Recap & Recording of Salesforce Meeting Summary for Team Delta: ( Wednesday: 11/03/2026)
Team Delta: Wednesday Session Summary This was an introductory session for the Pathway to Salesforce beginner class (Team Delta) covering foundational Salesforce concepts. 🎓 Key Topics Covered: - Introduction to Salesforce as a cloud-based CRM platform and its multi-tenancy architecture - Differences between Trailhead (learning platform), Developer Org (practice environment), and Pathway 360 (classroom) - Core Salesforce concepts: objects, fields, records, apps, and clouds (Sales, Service, Experience, Marketing) - User management: Creating users, assigning profiles, roles, and licenses - Data security levels: Organizational, object, field, and record-level security - Overview of a Salesforce Admin's role in configuration, user management, training, and reporting New Members: Welcome to Afolabi, Olubunmi, and other participants joining for the first time! 👋 Next Steps: - Complete the onboarding module in the classroom - Study Salesforce Fundamentals - Sign up for Trailhead and Developer Org using links shared in the community - Watch recordings of previous sessions (Wednesday & Saturday) to catch up - Submit assignments and ask questions in the support center Meeting Schedule: Team Delta meets Wednesdays and Saturdays. General Q&A sessions available every Sunday. 📅 For detailed resources, step-by-step guides, and assignment links, check the community posts! ✨ below here is the link to the video https://tldv.io/app/meetings/69b2fd9699bacf0013f85dc0/
0 likes • 4h
@Dr Funmi O we have fixed it for some days now
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@Dr Funmi O Please what do you want me to respond to ? However we have fixed the link
🔥 Recap & Recording of Salesforce Meeting Summary for TEAM GAMMA in DATA MODEL: ( Friday: 27/02/2026)
📚 Team Gamma Data Modelling Class Summary Date: February 27, 2026 | Instructor: Divine Lantum Below is the link to the live recording : https://teams.microsoft.com/l/meetingrecap?driveId=b%21SCxL97sXoUiN38DeDSs9agxLBlF9UIFLp2hT6bJIWPCZfjv42HKQTbkJWWifclHa&driveItemId=014BTPLR3F4XKAIR233ZHZ7WAPJKYK5Y65&sitePath=https%3A%2F%2Fnexuscloudtechnologies-my.sharepoint.com%2F%3Av%3A%2Fp%2Fgodwin_mbah%2FIQBl5dQER1veT5_YD0qwruPdAaKx1IvIBPh5dFwd8b2Y7u0&fileUrl=https%3A%2F%2Fnexuscloudtechnologies-my.sharepoint.com%2Fpersonal%2Fgodwin_mbah_nexuscloudtechnologies_com%2FDocuments%2FRecordings%2FTuesdayTeam+Gamma+-+Data+Security-20260227_200452UTC-Meeting+Recording.mp4%3Fweb%3D1&iCalUid=040000008200E00074C5B7101A82E00800000000517CB3F3C684DC010000000000000000100000000333EA4629C98D478C4F3A3671E3FA9C&threadId=19%3Ameeting_YjM2MzA2ZjMtYWEzNi00YmRjLTkzZjAtNjFkZTY1N2MwYTg0%40thread.v2&organizerId=ee8429c1-f709-4167-8b9c-b5c734f508eb&tenantId=1961aecd-e89e-4d66-91c0-eb15eae7bfb3&callId=88710ffb-6baf-49f9-8604-a39ca500cc1e&threadType=Meeting&meetingType=Scheduled&subType=RecapSharingLink_RecapCore
0 likes • 4h
@Adeyinka Omoboyeje Do you have access now?
🔥 Recap & Recording of Salesforce Meeting Summary of TEAM ALPHA - AUTOMATION CLASS on Monday: 16/03/2026
Meeting Summary for School Community 📚 This was an advanced Salesforce training session focused on Flow automation and data management best practices. Here are the key highlights: What We Covered 🎯 Divine Lantum led an in-depth discussion on: - Flow dangers: Demonstrated how incorrect flow configurations can accidentally update all records in a system instead of just one, causing massive data integrity issues - Sandbox vs. Production: Explained the critical difference between testing environments (sandbox) and live environments (production) where real customer data lives - Deployment tools: Introduced Gearset and GitHub as professional tools for moving code and configurations between different Salesforce environments - Advanced skills: Emphasized the importance of mastering object creation, field mapping, and data integration—skills that employers actively seek Key Takeaway 💡 Students learned that attention to detail is crucial when building automation. One small mistake in a flow can affect millions of records in a real business, potentially causing job loss or legal consequences. The team practiced building a complete flow project that creates tasks, sends emails, and prevents duplicate executions. Action Items ✅ All students: Complete the three assigned projects before the next session, including the flow project that was demonstrated step-by-step during this meeting. This session emphasized real-world Salesforce administration practices and the importance of testing thoroughly in sandbox environments before deploying to production. 🚀 Below here is the link to the live recording: https://tldv.io/app/meetings/69b863731ddef8001344c13a/
1 like • 4h
@Godwin Mbah
🔥 Recap & Recording of Salesforce Meeting (Service Cloud Team Alpha Thursday 12/03/2026)
📚 Service Cloud Training Session - March 12, 2026 Quick Summary for Your School Community: Today's class covered Salesforce Service Cloud fundamentals with instructor Godwin Mbah Mbah. We explored how Service Cloud helps organizations manage customer support through cases, queues, and automated workflows. Key topics included: 🎯 What We Learned: - Cases are customer inquiries/issues tracked in the system - Queues hold unassigned cases until agents claim them - Assignment Rules automatically route cases to the right team based on criteria - Escalation Rules bump urgent cases up if they sit too long - Email-to-Case and Web-to-Case automatically create cases from customer inquiries - Knowledge Base stores articles agents use to resolve issues faster 💡 Real-World Example: When a trader emails support, a case auto-generates, gets assigned to the right queue, an auto-response goes to the customer, and if it's not handled within the time limit, it escalates to a manager. ✅ Next Steps: We're doing a live demo next Thursday where everyone will showcase their own configured Service Cloud setup. Get your Salesforce org ready! Instructor: Godwin Mbah Mbah | Date: March 12, 2026 Feel free to adjust the tone or add your school's specific details! Below is the link to the live video recording; https://tldv.io/app/meetings/69b31fdb2cbd810013d7581f/
0 likes • 4h
@Godwin Mbah
🔥 Recap & Recording of Salesforce Meeting Summary for TEAM GAMMA in Data Security: ( Tuesday: 10/03/2026)
Meeting Summary for School Community 📚 This was a comprehensive Salesforce training session focused on User Management and Data Security concepts. The instructor covered essential topics including profile creation, license management, permission sets, and object/field-level security configurations. Key Topics Covered 🎯 User Management Fundamentals: - Creating and managing user accounts with proper profile and license assignments - Understanding the difference between standard and custom profiles - Managing Salesforce licenses and deactivating/freezing user accounts Security Implementation: - Configuring Object Level Security to control which objects users can access - Implementing Field Level Security to hide specific fields from users - Setting up Login Hours to restrict access during specific work hours - Configuring Login IP Ranges to confine users to specific locations Permission Management: - Creating and assigning Permission Sets for granting extra privileges without changing profiles - Grouping multiple permission sets using Permission Set Groups - Understanding how to mute permission sets when access needs to be suspended Practical Demonstrations 💻 The instructor demonstrated real-world scenarios by: - Creating an "Audit Team" profile with restricted access - Hiding specific account fields from users - Testing configurations by logging in as different users - Showing how to enable admin login access for testing purposes Next Steps 📋 The class will continue next week with Record Level Security and additional data security topics. Students are encouraged to explore the Pathway AI learning platform for supplementary materials and practical exercises. Below here is the link to the live recording : https://tldv.io/app/meetings/69b078768a7e13001336670e
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@Godwin Mbah
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Efetobore Igoni
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