A UK nonprofit has 3 departments: Fundraising, Support, and Finance. Right now, everyone can see and edit everything, and they’re all using the same Profile. The Admin needs to fix this fast, but keep things easy to manage long-term. What’s the BEST way to handle this? 💬 Vote below and tell us why, this is where admin-level access decisions really matter 💼

THIS IS FOR STUDENTS WHO HAVE GOTTEN TO THIS LEVEL: 🏗️ GROUP A – PROJECT TITLE: CleanHire CRM Overhaul Company: PrecisionHire UK Ltd – London-based tech recruitment agency Sector: Recruitment & Staffing Focus Areas: Data Security • Data Model • Duplicate Rules 🔍 Business Scenario: PrecisionHire helps tech startups find top-tier developers. Their sales and talent teams use Salesforce to manage Clients, Vacancies, and Candidates — but things are breaking fast. Here’s what’s wrong: ❌ Everyone uses the same profile — Talent team can see sensitive client billing data ❌ All Candidates and Vacancies are dumped under Accounts and Opportunities ❌ Duplicate Candidates are flooding the system — same names, emails, or just slightly different spellings 📉 Management is struggling to track who placed which candidate in which vacancy, and reporting is unreliable ✅ Your Admin Tasks: 🔹 Data Model: Create 3 Custom Objects: Candidate__c Vacancy__c Placement__c (junction object linking Candidate and Vacancy) Add necessary fields like: Candidate: Full Name, Email, Skillset, Recruiter Vacancy: Title, Client (lookup to Account), Status Placement: Candidate, Vacancy, Start Date, Status Use Lookup or Master-Detail relationships appropriately Ensure you can run reports showing Vacancies filled per Client and Candidate status 🔹 Data Security: Talent Team should ONLY access Candidate and Placement data Sales Team should ONLY see Vacancies and Client Accounts Billing Team should only view Placement fees (hide from Talent team) Use Profiles, Permission Sets, Role Hierarchy, and Field-Level Security Set Org-Wide Defaults properly and apply sharing rules where needed 🔹 Duplicate Rules: Prevent duplicate Candidate records using Email + Full Name Warn users on similar Vacancies using Title + Account Block exact matches on Placement records (same candidate, same vacancy) 🏢 GROUP B – PROJECT TITLE: BuildPro CRM Revamp Company: BuildPro Solutions – Manchester-based commercial construction firm

Team, i will not be available for tonights session, i am attending an annual cultural event and hence unfortunately apologies i will not be available. I will schedule a catch up sessions within the week. On monday we will see what all the groups have been up to with the projects, i will clear all challenges and provide clarity. For new people starting, i will schedule a session too, everything will be updated in the community. Use this time to study, and practice in your developer org. Kind regards Godwin

Hi Godwin I have completed this modiule: i understand that we have standard and custom report, reports can be created from the tab if appeareds or from App launcher, click on report, first create a folder to save your report then click new to start the report, select type of report and click start report. I inderstand how to filter to adjust and make some selection to sooth what you intent to create, you can move the objects you want from the field column into the table. After saving your report you can create a dashboard which is a visual representation of you report using charts and graphs.😜😜😜

📍 Company: SecureHire Ltd A recruitment agency based in Manchester that connects tech professionals to contract and permanent jobs across the UK. 🧠 PROJECT BACKGROUND: SecureHire has recently migrated from spreadsheets to Salesforce. The company is growing fast, and leadership has asked YOU, their new Salesforce Admin, to build a secure, scalable data model that matches how the business actually works. Right now, everything is being dumped into the Account and Opportunity objects, and data is being viewed and edited by the wrong people. Leadership’s biggest concern? - Recruiters are seeing salary info they shouldn’t - Sales reps are editing candidates they don’t manage - Managers want reports by industry, recruiter, and region - Finance wants visibility into payments only - Data structure is messy, reporting is unreliable, and data access is out of control 🔧 YOUR TASK (As the Admin): You are required to design and implement a proper Data Model and apply security controls to protect sensitive data and clean up the chaos. 📊DATA MODEL – OBJECTS TO CREATE: 🔹Custom Object 1: Candidate__c Stores individual candidate information Fields to Create: - Full Name (Text) - Email (Email) - Phone (Phone) - Current Role (Text) - Expected Salary (Currency) - Availability Date (Date) - Assigned Recruiter (Lookup to User) - Region (Picklist – North, South, Midlands, Scotland, Remote) 🔹Custom Object 2: Job_Position__c Represents open job roles from client companies Fields to Create: - Job Title (Text) - Department (Picklist) - Salary Range (Currency) - Employment Type (Picklist – Contract, Permanent) - Hiring Manager (Lookup to Contact) - Status (Picklist – Open, Interviewing, Closed) - Linked Account (Lookup to Account) 🔹Custom Object 3: Placement__c Represents a match between a candidate and a job Fields to Create: - Candidate (Lookup to Candidate__c) - Job Position (Lookup to Job_Position__c) - Start Date (Date) - End Date (Date) - Placement Status (Picklist – Interviewing, Offered, Accepted, Rejected) - Recruiter (Lookup to User)