6d (edited) • 🎖️CHALLENGES /ASSIGNMENTS HUB
🧠 WHO CAN FIX THIS?: DATA MODEL & USER MANAGEMENT EDITION
A UK-based property management company Property AI, is scaling fast, and their Salesforce is a mess.
Here’s what’s going on:
🏢 Every Building is being tracked as an Account
📋 Each Maintenance Request is logged as a Note — no real tracking
👷♂️ Engineers and Property Managers all share the same Profile
🧾 Finance wants to assign specific Tasks to Property Managers, but there’s no link between records
📉 Management can’t generate reports showing open tasks per building or who’s responsible
You’re the Admin. They’ve asked you to:
✅ Redesign the data model to reflect how Buildings, Requests, and Users interact
✅ Set up users with different levels of access based on their role in the org
✅ Track who is assigned to each building and each task
✅ Make sure reports show assigned work and progress across the portfolio
What’s your BEST next move? Choose the correct option
👇 Drop your answer and reasoning in the comments, let’s see who really understands data model and user setup 🧠
#WhoCanFixThis #DataModel #UserManagement #SalesforceAdmin #PathwayToSalesforce #ThinkLikeAnAdmin
🔘 A. Create custom objects for Buildings and Maintenance Requests, and assign user access using Permission Sets and Record Types
🔘 B. Create custom objects with master-detail relationships, then assign Profiles by role and use Lookup fields to link Tasks
🔘 C. Create a new Building object, use standard Task object for maintenance, and manage user access with Profiles and Role Hierarchy
🔘 D. Use existing Account and Task objects, assign Page Layouts by Profile, and create lookup filters to track ownership
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🧠 WHO CAN FIX THIS?: DATA MODEL & USER MANAGEMENT EDITION
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