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Pathway To Salesforce (PTS)

576 members • Free

11 contributions to Pathway To Salesforce (PTS)
🧠 WHO CAN FIX THIS, TEAM DELTA BEGINNER EDITION
You have just joined a growing UK based company as a Salesforce Admin. The company wants Salesforce to help with • Keeping customer information in one place • Helping sales reps stay organised • Giving managers visibility into activities • Supporting better follow ups with customers Leadership says We want Salesforce to support the business properly, but we also want to understand what it can realistically do and what your role will be as an Admin. As the Salesforce Admin, what is the most accurate explanation?
Poll
26 members have voted
🧠 WHO CAN FIX THIS, TEAM DELTA BEGINNER EDITION
1 like • 2d
Oga Godwin this lady will kill the other one oh .how much is she owing self ?
šŸ“¢ Team Delta Update, Session Confirmed Tonight
Based on the poll results so far, 16 people voted in favour of having a session today, and only 1 person voted otherwise. That makes it clear šŸ‘ āœ… Team Delta session is happening today at 8 p.m. This will be a foundational session, perfect for beginners and also great as a refresher for anyone who wants more clarity and confidence with the basics. If you voted yes, thank you. If you were unsure, you are still very welcome to join. šŸ•— Time, 8 p.m. today Come ready, relaxed, and open to learning. Kind regards, Godwin, your coach and mentor
šŸ“¢ Team Delta Update, Session Confirmed Tonight
0 likes • 22d
Link
0 likes • 22d
Market never still open ?
😊 WHO CAN FIX THIS? DATA MODEL EDITION
You have just joined a UK based subscription fitness company that sells monthly gym memberships to both individuals and companies. Here is the situation. • One company can have many employees • One employee can have multiple memberships over time • Each membership can include multiple add ons like personal training or classes • Finance wants to report on total membership revenue per company • Operations wants to see active memberships per employee • Sales wants to see which companies have the highest number of active members Right now everything is being stored on Accounts and Opportunities and reporting is completely broken. As the Salesforce Admin, what is the **best data model design** to support this? šŸ—³ļø Vote below and explain your reasoning. This one is intentionally tough and tests real world data modelling thinking šŸ‘€ Kind regards Godwin Mbah
Poll
15 members have voted
😊 WHO CAN FIX THIS? DATA MODEL EDITION
1 like • 23d
A
Key points as a Salesforce Administrator
As a Salesforce Administrator, the Audit Trail is your first stop when something doesn’t add up. It shows who did what, when, and how, helping you track changes and fix issues fast. Think of it as your digital CCTV…always keeping an eye on things. How to Access it: Log in → go to Setup → search for Audit Trail → click to open.
1 like • 23d
CCTV hmmmm .No hiding even when you cover the camera your digital print will follow you everywhere you go.
šŸ”„ Recap & Recording of Salesforce Meeting Summary for Team Gamma in Users Management and Data Security : ( Tuesday: 13/01/2026)
Meeting Summary: Tuesday Team Gamma -Users Management and Data Security Date: January 13, 2026Duration: 131 minutes Topic: Users Management in Salesforce Key Topics Covered 1. Introduction to Users Management Users management is the process of creating, maintaining, and controlling user access in a Salesforce environment. The session distinguished between: - Front-end users: Customer service representatives, sales representatives, and managers - Back-end users: Salesforce administrators, architects, business analysts, and developers 2. Creating Users - Users must have required fields filled (marked in red) to be created successfully - Username is the most critical field—must be unique, alphanumeric, and follow email format (e.g., name@company.com) - Alias can be arbitrary (3-4 characters) - License assignment is essential—determines which profiles a user can access - Role assignment is optional during user creation 3. Licenses and Profiles - Developer orgs come with 4 Salesforce licenses (the most powerful type) - License type determines available profiles - Profiles define what users can do in the organization—think of them as departments - Every user must have a profile; you cannot exist in Salesforce without one 4. Profile Customization Custom profiles are created by cloning standard profiles. Key customization options include: - Login Hours: Restrict when users can access the system (e.g., 8 AM - 7 PM) - IP Ranges: Limit access to specific office IP addresses - Password Policy: Set expiration periods, complexity requirements, and login attempt limits - System Permissions: Enable features like multi-factor authentication 5. Role Hierarchy - Structures visibility in the organization - Users higher in the role hierarchy can access records of their subordinates - Enables data visibility based on organizational structure 6. Permission Sets - Grant additional privileges without changing the original profile - Useful for temporarily extending user capabilities for specific assignments - Can be assigned with time limits - Avoid giving admin-level permissions (View All Records, Modify All Records, View All Fields) to regular users
1 like • 25d
Mr Godwin is this platform no accessible on laptop
1 like • 25d
It’s difficult using the phone to attend classes and follow through
1-10 of 11
Efe Amenah James
2
5points to level up
@efe-amenah-james-4318
Life is Beutiful let love rule your heart

Active 18h ago
Joined Nov 28, 2025
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