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Pathway To Salesforce (PTS)

325 members • Free

284 contributions to Pathway To Salesforce (PTS)
JoinNow With This Link
https://teams.microsoft.com/l/meetup-join/19%3ameeting_NTM0Y2ZhZDUtZWFhNS00ZTM0LWJlNGItY2RmZTExYjA3Yjhk%40thread.v2/0?context=%7b%22Tid%22%3a%221961aecd-e89e-4d66-91c0-eb15eae7bfb3%22%2c%22Oid%22%3a%22ee8429c1-f709-4167-8b9c-b5c734f508eb%22%7d
0 likes • 19d
We live
3 likes • Aug 26
Sorry can’t attend class , at my cousin funeral
🧠 Who Can Fix This?
A small property management company in Birmingham uses Salesforce to track the buildings they manage and the maintenance requests raised by tenants. But here’s the problem: 🔧 All maintenance issues are being logged under the Account record, using messy custom fields. 📄 Tenants sometimes call in more than once, but there’s no easy way to track previous requests. 📊 Reports are confusing — managers can’t see how many requests came from each building. 👷 Engineers don’t know which issue is linked to which tenant or which building. You’ve just been hired as the new Salesforce Admin. The company wants: ✅ Each Building to be tracked as a record ✅ Each Maintenance Request to be tied to the correct Building ✅ Ability to report on number of issues per building, and status of each request ✅ Clear visibility without cluttering the Account object What would YOU do to fix this? Which objects would you use? Would you create a custom object or use something standard? What kind of relationship would you build — and why? Drop your answer in the comments below 👇 #WhoCanFixThis #DataModel #SalesforceAdmin #SimpleScenario #PathwayToSalesforce
🧠 Who Can Fix This?
2 likes • Aug 20
It’s the hashtag simple scenario for me. Let me read again and think 💭
1 like • Aug 22
@Godwin Mbah I am opposite of the audio. Are we allowed to use other materials? I have been playing round Salesforce for the answer but I don’t know Can I google the answer or it that cheating ? @Alain Claude B
Demoing Salesforce Experience Cloud + Live Chat Integration
Hey everyone . Today I’ll be walking you through a hands-on demo of Salesforce Experience Cloud. The goal is to show how we can spin up a community site quickly, then enhance it with live chat so customers can connect directly with support agents. I’ll keep it simple, structured, and practical so by the end, you’ll see the full flow from a customer chatting on the portal to an agent responding inside Salesforce Service Console. To see the live demo Click here to watch What We’ll Cover 1. Activating Experience Cloud – enabling the feature in Salesforce. 2. Exploring Templates – picking the right one for our use case. 3. Building with the Customer Service Template – creating a branded customer portal. 4. Site Walkthrough – quick tour of the site we just created. 5. Setting Up Chat 6. Embedding Chat on the Experience Site – making it customer-facing. 7. Live Demo - Customer starts a chat from the Experience Cloud site - Agent replies from the Salesforce backend😍😍🏋️
Demoing Salesforce Experience Cloud + Live Chat Integration
1 like • Aug 20
Divineeeeee You just putting me in my feet Give me till the end of work
1-10 of 284
Ufuoma Bezi
6
1,315points to level up
@ufuoma-bezi-8139
I’m an experienced project manager and a beginner in Salesforce, expanding my technical skills to transition into the tech industry.

Active 19d ago
Joined Feb 1, 2025
United Kingdom
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