Hi Team 😊 I’ve shared the Reports & Dashboards Mega Project for you all to work on this week. Please use this time to collaborate with your classmates, feel free to form small groups and help each other complete the project. ✅ The full project brief is here: [Project Link Here] ✅ You can also refer to the resources and lessons already in the classroom on Reports, Dashboards & Data Analytics if you need more clarity. 🙌 On our next class, everyone will be expected to demo their solution live to the group. This is your chance to showcase your work and practice explaining your solution — just like you would in a real interview or job setting. Let’s make it count — collaborate, practice, and come ready to impress!😄 #PathwayToSalesforce #ReportsAndDashboards #StudentProject

The Hackney Sales Team in London is in chaos. Reps from Camden and Islington are somehow able to view and edit Hackney’s Opportunities — even though these deals are highly sensitive. But here’s the twist: Hackney’s team also collaborates with the Legal Team on deals above £100,000, and Legal needs read-only access to those high-value Opportunities — but nothing else. Even worse, Hackney’s Manager runs reports and sees Opportunities from all teams — making it impossible to track Hackney’s true pipeline. You’ve just been hired as the Salesforce Admin to untangle this mess. The business wants: ✅ Hackney Reps can only see and edit Hackney’s Opportunities. ✅ Hackney Manager sees all Hackney records, but nothing from Camden or Islington. ✅ Legal can see only Hackney’s Opportunities worth more than £100,000 — and read-only. ✅ No impact on Camden or Islington teams’ visibility into their own records. 🧠 How would you fix this? Be specific. Which features would you configure and why? Drop your solution in the comments below 👇 #WhoCanFixThis #BrainTeaser #DataSecurity #PathwayToSalesforce

Hey Team! 👋 As promised, here’s your Data Security & User Management Mega Project, a real-world scenario based on Tesco Financial Services that ties together everything we’ve been learning so far. ✅ This project will test your skills in: - User Management - Profiles & Permission Sets - Organizational, Object, Field & Record-Level Security - Sales & Support Process setup - Validation Rules & Formula Fields 📄 Download the project document attached below and go through it carefully. This is designed to help you think like a Salesforce Admin and also serves as a great story for your interview portfolio. 🎯 Take your time to work through the challenge step-by-step, and feel free to collaborate with others and you all will be presenting this on our next session Good luck — can’t wait to see what you come up with! 💪 #PathwayToSalesforce #MegaProject #AdminJourney

You’ve just been tasked to insert 6,000 opportunities into your Salesforce org using Data Loader. ✅ But by mistake, you ran the insert twice… and now you have thousands of duplicate opportunities in your org! 😱. If your manager see's this you will be fired 👉 What is the smartest and fastest way to fix this issue quickly before anyone notices? 💬 Drop your answers in the comments below, let’s see how you think like a real Salesforce Admin under pressure!😃 Best of Luck Your Mentor: Godwin Mbah #PathwayToSalesforce #AdminChallenge #ThinkSmart

Hey Team! 👋 This week’s challenge is here — and it’s all about showcasing your skills with Reports in Salesforce! 📊Businesses rely heavily on opportunity data to drive decisions. As a Salesforce Admin, your ability to create clear, insightful reports can help leaders track progress, spot bottlenecks, and optimize sales processes. ✅ The Pain Point: At Sainsbury’s Corporate Sales division (example), leadership is struggling to track the sales pipeline effectively. They can’t easily see: - How much revenue is in the pipeline - Which sales stages are underperforming - Which deals are small, medium and large - And which sales reps are performing best Your challenge is to help them gain clarity by building 2 summary reports capturing 4 powerful KPIs. 📌 Your Task:➡️ Create two summary reports on the Opportunity object: 📊 Report 1: Opportunity Pipeline by Stage & Owner KPIs to capture 1️⃣ Total Pipeline Amount (sum of Amount field) 2️⃣ Number of Opportunities per Stage split by Sales rep (Opp Owner) 3️⃣ Average Opportunity Opportunity Amount, Median Amount and Maximum Amount 4️⃣ Bucket All Opportunities into 3 categories of Deal Size Using the Amount , (Small Deal, Medium Deal and Large Deal) NB: use any amount range of your choice to do the segmentatation 📊 Report 2: Closed Opportunities Performance KPIs to capture: 1️⃣ Total Closed-Won Revenue 2️⃣ Maximum Closed WOn Opp 3️⃣ Average Closed Deal Size 4️⃣ Top Performing Sales Rep (by revenue) Both reports should use Summary Reports, grouping as necessary, and adding any useful charts if you’d like. 🏆 Submission Instructions: ✅ Build your two reports in your Developer Org ✅ Take clear screenshots of both report configurations and results and put in a document ✅ Post your document with screenshots under this thread in the community ✅ You will also demo your reports in the next session on Saturday, so come ready, with your Dev orgs ready 💡 Bonus: Add a sentence or two explaining what insights each report provides to the business!