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Pathway To Salesforce (PTS)

454 members • Free

50 contributions to Pathway To Salesforce (PTS)
Practice on creating Reports and building Dashboards⏳⌛⌚
@Godwin Mbah Displayed herewith are screenshots of Report Folders and their Reports and their graphical representation on Dashboards. These are created from existing Standard Reports for practice purpose. Slowly but steadily we move!!!
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Practice on creating Reports and building Dashboards⏳⌛⌚
🎯 TONIGHT CLASS: SURPRISE CHALLENGE: CLEAN DATA, CLEAN DEALS (VALIDATION RULES PROJECT): SPEND THE TIME TO DO THIS PROJECT
Tonight’s class = BUILD TIME. No slides. No lectures. Just real admin work. 🏢 THE STORY: You’ve just joined NexaTech, a fast-growing cybersecurity company in London. The sales team is messing up the CRM — leaving fields blank, entering fake data, and rushing deals. Your manager just gave you ONE task: Put rules in place that force the reps to follow our business process. No more messy records.” -💼 YOUR JOB TONIGHT: Create 5 validation rules that solve these real problems inside the org. You’ll work across the Opportunity, Account, and Contact objects. Use your developer org. No help. Just you, your logic, and Trailhead. 🧩 YOUR 5 TASKS: 🔹 1. Stop reps from closing deals without an amount If the Opportunity is marked as Closed Won, there must be an Amount entered. --- 🔹 2. Block Business Accounts without a website If the Account type is Business, the Website field must be filled before saving. --- 🔹 3. Enforce UK phone number format On the Contact object, phone numbers must start with the UK code (e.g. +44). --- 🔹 4. Block Opportunities with no Close Date Sales reps should NOT be able to create or save an Opportunity without setting a Close Date --- 🔹 5. Make sure email addresses look like emails * On the Contact object, email fields must contain an `@` — no more fake entries. --- 🧠 YOUR GOAL: * Create ALL 5 validation rules * Make sure the error messages are clear * Take screenshots to prove your work (Rule + Error Message in action) * Upload in the group before the next class * Be ready to explain your logic live! --- 📚 RESOURCES FOR RESEARCH: * 👉 [Validation Rules – Trailhead Module](https://trailhead.salesforce.com/content/learn/modules/validation_rules/validation_rules_intro) * 👉 [Formula Functions Reference](https://help.salesforce.com/s/articleView?id=sf.customize_functions.htm&type=5)
🎯 TONIGHT CLASS: SURPRISE CHALLENGE: CLEAN DATA, CLEAN DEALS (VALIDATION RULES PROJECT): SPEND THE TIME TO DO THIS PROJECT
1 like • Nov 8
[attachments]
Yesterday 02/11/2025 advanced students Class Recap on ''VALIDATION RULE''
What was covered: # What is a Validation Rule? # Key Terms # Why Use Validation Rules? # How It Works (Simple Logic) # Examples Create validation rules to ensure data accuracy on Opportunity Object by: 1) Preventing users from setting the Close Date to a past date. 2) Allowing only numeric values in the Order Number field (no letters or special characters). <<From Vivian [Click this link] to watch a summary of the class Assignments as promised for validation rules: Complete and attach the screen shots of your solution here, Thanks. 1) Create a validation rule on the Opportunity object to ensure the Amount is greater than zero. 2) Create a validation rule on the Contact object to ensure that the Birthdate cannot be a future date. 3) Create a validation rule on the Account object to ensure the Phone number field is filled in.
Yesterday 02/11/2025 advanced students Class Recap on ''VALIDATION RULE''
1 like • Nov 5
@Divine Lantum 1. Under Opportunity Object to ensure that Amount is greater than zero: Amount <= 0 2. Under Contact Object to ensure that the Birthdate cannot be a future date: Birthdate > TODAY() 3. Under Account Object to ensure the phone number field is filled in: ISBLANK(Phone)
1 like • Nov 5
@Divine Lantum Ok Sir, I will
Student Onboarding
I have completed the Student Onboarding Course and the progress is still showing 0%. Is this correct?
2 likes • Nov 3
Congratulations. Try to reach out to Godwin the Admin to rectify and fix this
A New Step Taken
I am starting lessons on my newly unlocked Chapter "DATA ANALYTICS" today guys!
A New Step Taken
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Gordon Ambe
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73points to level up
@gordon-adangwa-ambe-7656
Gordon Adangwa AMBE, I am a trainee in Salesforce Administration in the UK

Active 10h ago
Joined Oct 2, 2025
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