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Communauté IA

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Pathway To Salesforce (PTS)

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3 contributions to Pathway To Salesforce (PTS)
🧠 Question of the Day: What Would You Handle as THE Salesforce Admin at CloudReach Solutions? 🔧
📝 Scenario: You’ve just been hired as the first and only Salesforce Administrator at a growing SaaS company called CloudReach Solutions, which helps small businesses manage their digital operations. They use Salesforce for everything: Sales pipeline tracking Lead and opportunity management Client onboarding Case logging for customer support Reports for management On your first week, your manager, Mr. Godwin, pulls you into a team meeting and says: “We’ve been doing things manually or relying on external consultants. Now that you’re here, I need you to fully take over the system. Things have started falling through the cracks, leads are getting assigned to the wrong reps, reports aren’t updating properly, and some users can’t even log in. We also have two sales teams, but both are seeing the same layout even though they follow completely different processes. I want you to take charge and manage this system like a pro.” ❓ Question: Based on this situation, what are all the specific tasks and responsibilities you believe you’d be expected to handle regularly as the Salesforce Admin at CloudReach Solutions behind the scenes to keep a company running efficiently? List them clearly in the comments, from daily admin maintenance, to troubleshooting, user support, automation, and data cleanup. 📌 Instruction: Imagine you’re already on the job. Write your response as if you’re explaining to Mr. Godwin what your weekly responsibilities would look like. Use bullet points or short sentences to make your answer clear. Let’s see who’s truly ready to step into the role! 🚀😁
🧠 Question of the Day: What Would You Handle as THE Salesforce Admin at CloudReach Solutions? 🔧
3 likes ‱ Mar 28
ProblĂšme 1 : Les leads sont attribuĂ©s aux mauvais reprĂ©sentants 1. VĂ©rifiez les rĂšgles d'attribution des leads dans Salesforce. Assurez-vous que les rĂšgles sont correctement configurĂ©es et que les leads sont attribuĂ©s aux reprĂ©sentants corrects. 2. VĂ©rifiez les rĂŽles et les profils des utilisateurs pour s'assurer qu'ils ont les autorisations nĂ©cessaires pour attribuer les leads. 3. ConsidĂ©rez l'utilisation de l'outil "Assignment Rules" de Salesforce pour automatiser l'attribution des leads. ProblĂšme 2 : Les rapports ne sont pas mis Ă  jour correctement 1. VĂ©rifiez les paramĂštres de mise Ă  jour des rapports dans Salesforce. Assurez-vous que les rapports sont configurĂ©s pour se mettre Ă  jour automatiquement. 2. VĂ©rifiez les autorisations des utilisateurs pour s'assurer qu'ils ont les droits nĂ©cessaires pour mettre Ă  jour les rapports. 3. ConsidĂ©rez l'utilisation de l'outil "Report Scheduling" de Salesforce pour automatiser la mise Ă  jour des rapports. ProblĂšme 3 : Certains utilisateurs ne peuvent pas se connecter 1. VĂ©rifiez les informations d'identification des utilisateurs pour s'assurer qu'ils sont corrects. 2. VĂ©rifiez les paramĂštres de sĂ©curitĂ© de Salesforce pour s'assurer que les utilisateurs ont les autorisations nĂ©cessaires pour se connecter. 3. Utiliser potentiellement l’outil "Single Sign-On" de Salesforce pour simplifier le processus de connexion. ProblĂšme 4 : Les deux Ă©quipes de vente voient la mĂȘme prĂ©sentation 1. S’assurer que les prĂ©sentations sont configurĂ©es pour ĂȘtre visibles uniquement pour les Ă©quipes de vente 2. ⁠CrĂ©er des vues personnalisĂ©es pour chaque Ă©quipe de vente. 3. VĂ©rifiez les autorisations des utilisateurs pour s'assurer qu'ils ont les droits nĂ©cessaires pour voir les prĂ©sentations correctes.
Help.
Hello guy’s can someone help to register in the plateforme to pass the Salesforce administrator certification. I would like to pass it ending April 2025.
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Dorian Dikoume
2
9points to level up
@dorian-dikoume-3799
Be a salesforce business analyst is my main focus this 2025

Active 17h ago
Joined Mar 26, 2025
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