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Pathway To Salesforce (PTS)

961 members • Free

8 contributions to Pathway To Salesforce (PTS)
Issue with my learning process
I am on my 3rd lesson i.e data model and data security however when I go classroom, i can still see that my second lesson has not loaded fully in green
1 like • Jul 2
Thanks , it worked
Students In Non - English Speaking Countries
To all the new students in a non speaking country indicate under this post. Thank you
Students In Non - English Speaking Countries
3 likes • May 28
Hi Josephine, I am in this bracket, thank you
0 likes • Jun 13
@Josephine Nti haven’t been contacted regarding this
Filling in the Pathway acompass
A bit confused here, do I put in Admin or my personal Job
Filling in the Pathway acompass
🧠 WHO CAN FIX IT? TEAM DELTA EDITION
You have just joined a small UK company as a new Salesforce Admin. The business currently stores customer details in spreadsheets, WhatsApp messages, emails, and notebooks. The owner says: “We bought Salesforce, so we expect it to fix our sales process, organise our customers, and make the team perform better.” As the Admin, what is the most accurate response? 💬 Vote and explain your answer in simple words. This one tests whether you understand what Salesforce does and what a Salesforce Admin is really responsible for. YOU CAN ALSO EXPLAIN WHY YOUR OPTION IS CORRECT IN THE COMMENTS
Poll
39 members have voted
🧠 WHO CAN FIX IT? TEAM DELTA EDITION
5 likes • Jun 11
I choose the option “b” as an answer because SF gives the opportunity to make all sales processes in just a single interface which means there’s no need for keeping Customer data in Whatsup, email and notebooks. This does not not only make the business running cumbersome but also the privacy of customer information is not secured. Salesforce provides IaaS i.e. infrastructure as a service which means S.F has a vast storage cloud to keep all the customer Data and also has a confiscated Security system to ensure the privacy of customer information. Regarding the sales process, we can leverage the built in system like the “leads” , “Account”, “Cases” , “Chartter” among others which are all categories to monitor our sales processes and closing of deals. For example : Salesforce provides as with a form that we can put on our company’s website and any potential customer that shows interest in our product can fill and he/she is directly synced into our Salesforce platform. The System then put him in the “Leads” section. As we know have access to his details we then reach out to him and if there’s good progress we can move him to the account category . This is where we have a full access of tracking all interactions at the activity section. We can make several automations including scheduling for emails , calls and other automated responses. More so, there’s no need to have sales discussions on Whatsup anymore because the “charter” category gives our team the platform to make plans and decisions concerning a customer and deals can be closed quickly. We are also able to customise the categories to suit our business operations as Salesforce provides “PaaS” Platform as a service . More so, it is “SaaS” : Software as a Service and also scalable which means we don’t have to spend to buy installation packs and updates and also we have access to the platform wherever we are , also we only pay for the specific services we want to get from Salesforce which means the platform is cost effective.
Issues with lesson videos
Currently on salesforce fundamentals…. However the videos break at some point and wouldn’t play again , this have been happening for some time now and I am unable to move on to other lessons.. I am just stuck with my first lesson. Any help on this issue?
1-8 of 8
Andrews Aning
3
41 points to level up
@andrews-aning-9178
Ambitious fellow

Active 1d ago
Joined May 25, 2026
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