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Pathway To Salesforce (PTS)

704 members • Free

30 contributions to Pathway To Salesforce (PTS)
🧠 WHO CAN FIX THIS, DATA SECURITY & USER MANAGEMENT EDITION
A growing SaaS company uses Salesforce to manage customers and sales activities. Recently, the leadership team discovered a security concern. Sales reps are able to see and edit Accounts that belong to other sales reps, even though management wants each rep to only access the records they own. However, there are a few important conditions: • Sales Managers must still see all records owned by their team • The company does not want to create additional profiles • The company wants to avoid unnecessary sharing rules if possible • Current object permissions such as Read, Create, Edit are already correct As the Salesforce Admin, you have been asked to redesign the security model to meet these requirements while keeping the system simple and scalable. What is the best solution? Explain below why you think your answer is correct Only one option correctly aligns with Salesforce security architecture best practices. Who can fix this? 🧠
Poll
23 members have voted
🧠 WHO CAN FIX THIS, DATA SECURITY & USER MANAGEMENT EDITION
1 like • Mar 7
I picked option A. Setting the OWD to private and removing view all makes each person to access that account they own , the role hierarchy gives the manager access to the account records. No sharing role required base on company need
🌅 Happy Sunday, Pathway Family (🔴 VERY IMPORTANT)
Happy Sunday everyone 🙏 If you truly want to succeed in Salesforce, you cannot treat it like a hobby. You have to study, practice, and master the skill like your future depends on it, because for many of you, it genuinely does. Some people joke with Salesforce. Some people dip in and out. Some people watch sessions but never build. But this skill has the power to change your life, your income, your confidence, and your direction. And the people who win are the ones who decide to take it seriously. As we step into a new week, I want you to be intentional. Ask yourself What exactly do I want to achieve this week What concepts will I study How many projects will I build How many questions will I ask How many updates will I share in the community How will I measure my progress Success does not come from motivation alone. It comes from clear goals, daily action, and consistency. Do not drift into the week. Move with direction. Move with purpose. Move like someone who knows what is at stake. I believe in every single one of you, but belief alone is not enough. You must meet the opportunity with action. Let’s make this coming week count 💪 Kind regards, Godwin Mbah Your Mentor & Coach
🌅 Happy Sunday, Pathway Family (🔴 VERY IMPORTANT)
1 like • Feb 8
Thanks, I have actually drifted backwards for a week now but will bounce back.
🏆 TODAY’s CLASS TIME IS FOR THIS, NO CLASS. USE THE TIME TO COMPLETE THIS PROJECT: Portfolio Project End to End User Management and Data Security Implementation
🏢 Business Context You are the Salesforce Administrator supporting Tesco UK. Salesforce Sales Cloud is used to manage Accounts and Opportunities for large business customers and strategic suppliers. Multiple teams access Salesforce, and sensitive revenue data must be protected while still allowing sales teams to work efficiently. Your task is to design and implement proper user management and data security, exactly how it would be done in a real organisation. This project focuses strictly on • Users • Profiles • Roles • Record visibility • Field level security 🎯 Project Objective By completing this project, you will demonstrate that you can • Control what users can do • Control what records users can see • Protect sensitive financial data • Test and validate security behaviour This is a portfolio grade project and will be reviewed and demoed. 👥 Teams Using Salesforce Sales Team Finance Team Management 👤 Users In Scope Use the limited Salesforce licenses available in your Developer Org. Your implementation must support the following roles • Sales Executive • Sales Manager • Finance User • Salesforce Administrator 📊 Objects In Scope You will work only with standard Sales Cloud objects • Account • Opportunity No custom objects. No record types. 🧱 Fields You Must Create on Opportunity Create the following custom fields on the Opportunity object. Finance Sensitive Fields These fields must be visible only to Finance Users and the Salesforce Admin. • Forecasted Margin Percentage, Number • Approved Discount Amount, Currency • Finance Internal Notes, Long Text Area Sales Only Fields These fields must be visible to Sales Users and the Salesforce Admin, but hidden from Finance. • Sales Strategy Notes, Long Text Area • Competitor Involved, Checkbox 🔐 Security Requirements Sales Executive • Can create and edit their own Accounts and Opportunities • Can only see Opportunities they own • Cannot see Opportunities owned by other Sales Executives • Cannot see any Finance Sensitive fields
🏆 TODAY’s CLASS TIME IS FOR THIS, NO CLASS. USE THE TIME TO COMPLETE THIS PROJECT: Portfolio Project  End to End User Management and Data Security Implementation
1 like • Feb 5
@Godwin Mbah ,Am feeling unwell for a while , I will do mine as soon as I feel a bit better ,
Scammers always on the loose beware.
Some scammers call me and send a code saying Salesforce pre masters class is having a meeting via teams , please do not fall prey . I know that the CEO will always pass information via community not sending code via Watsapp.
COULD NOT DO ASSIGNMENT ON DATA ANALYTICS
I tried to do the first assignment on Data Analytics and it not opening ansd reads enroll to view course content. I dont understand, Need help
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Chukwudi Sunday
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25points to level up
@chukwudi-sunday-9611
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Active 4d ago
Joined Dec 13, 2025
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