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Pathway To Salesforce (PTS)

884 members • Free

37 contributions to Pathway To Salesforce (PTS)
 SALESFORCE REPORTS & DASHBOARDS FOR TESCO BANK
PROJECT SUMMARY This is one project I worked on and enjoyed because of its scope, complexity and knowledge gained. I developed a comprehensive Salesforce reporting and dashboard solution to improve visibility into key business performance metrics across the Sales, Customer Support, and Marketing teams. Built Summary, Matrix, and Joined Reports to track critical KPIs such as sales pipeline value, deal performance, case backlog, agent workload, campaign ROI, and lead generation. Consolidated these insights into a single executive dashboard, enabling stakeholders to monitor performance in real time, identify trends, and make data-driven decisions. The solution addressed the lack of operational visibility and provided a professional, scalable reporting framework aligned with business objectives. Key Outcomes: ü Created reports using Summary, Matrix, and Joined report formats. ü Applied filters, grouping, charts, and calculated metrics to generate actionable insights. ü Built a centralized dashboard with dedicated sections for Sales, Support, and Marketing. ü Improved executive visibility into KPIs, supporting informed decision-making and operational efficiency. I must say that there are quite a lot to learn from reports and dashboards. The key take home for me is to keep working to uncover more stuff in this area. @Godwin Mbah
5
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Happy Father’s Day to all the amazing fathers and fathers to be in this community 💙
Today, we celebrate every father, every soon to be father, every father figure, and every man who continues to show up with strength, sacrifice, love, and responsibility. Fatherhood is not always easy. Many fathers carry silent pressure, work hard behind the scenes, provide, protect, guide, and still try to be strong even when life is demanding. Today, we honour you, we appreciate you, and we celebrate the role you play in your families and in society. To all the ladies in the community, please use today to celebrate, encourage, and support the fathers around you. Whether it is your husband, your dad, your brother, your uncle, your friend, or the father of your children, let them know they are seen, valued, and appreciated. Sometimes a kind word, a message, a prayer, or a simple “thank you” can mean more than you realise. Happy Father’s Day once again to all the fathers and future fathers in our community 💙 May God continue to strengthen you, bless your work, protect your families, and reward every sacrifice you make. Kind regards Godwin , Tech Mentor and Coach
Happy Father’s Day to all the amazing fathers and fathers to be in this community 💙
1 like • 9d
Happy Father’s Day to all fathers and potential fathers🥂🎉
Team Alpha Monday RT Assignment ( 15 JUne 2026)
Please kindly complete the following task before next class
Team Alpha Monday RT Assignment ( 15 JUne 2026)
1 like • 11d
@Divine Lantum Thank you once again, I think we can discuss more during the class.
1 like • 9d
@Divine Lantum 😀 , Boss I wanted to explore more options, but most importantly trying to avoid duplicate record (contact) whenever an account is updated where a contact is already in existence.
Just Passed My Salesforce Admin Exam 🤞🏾
Grateful for the Pathway to Salesforce Community 🙏 Breaking into the Salesforce ecosystem is not easy, especially when you're coming from a different background and trying to figure out where to start. But having the right people in your corner makes all the difference. I want to take a moment to express my sincere gratitude to Mr. Godwin Mbah and the entire Pathway to Salesforce mentorship community. From day one, the guidance, encouragement, and resources shared in this program have been invaluable to my journey. I still remember when I first joined the program. I came in with a little experience already under my belt, thinking I had a decent idea of where I stood. But Mr. Mbah saw something in me that pushed me further. His encouragement from that very first interaction didn't just validate where I was, it made me hungry to do more, learn more, and reach higher than I had originally planned for myself. Mr. Mbah, your dedication to helping people like me break into this ecosystem doesn't go unnoticed. You didn't just teach us Salesforce, you showed us what it looks like to give back and lift others up. That means more than I can put into words. I'm still on my journey, still learning, still pushing forward, but I'm moving with confidence because of the foundation this community helped me build. To anyone out there wondering if the Salesforce ecosystem is for them - find your community, find your mentors, and don't give up. The path is real. Thank you Pathway to Salesforce. Thank you Mr. Godwin Mbah.
Just Passed My Salesforce Admin Exam 🤞🏾
1 like • 13d
A massive congratulations @Muhammed Touray . This is indeed a good news, well done and best of wishes 👏🏾
Team Alpha ADMINS: 🎯 PROJECT TITLE: Smart Entry – Your First Screen Flow Challenge: Assignment June 01, 2026
Team Alpha ADMINS: 🎯 PROJECT TITLE: Smart Entry – Your First Screen Flow Challenge: Assignment 🏢 COMPANY BACKGROUND: You’ve just been hired as a Junior Admin for SwiftMoves Ltd, a UK-based logistics company helping small businesses move packages and equipment across the country. The business is growing fast, and users are struggling to enter data correctly and quickly. You’ve been asked to create simple Screen Flows to guide users through data entry — no more messy record creation! This is your first Flow project, and you’ll build 3 beginner-level Screen Flows, one each for Leads, Accounts, and Opportunities. 🔧 YOUR TASK: Create 3 Screen Flows, each on a different object. These should all: Use Screen Elements for guided input Save the data to the relevant object Include basic input validation (e.g., required fields) Be beginner-friendly and clean 🧩 FLOW 1 – Lead Capture Flow Business Use Case:The Sales team wants a quick way to log new leads during phone calls. Requirements: Create a Screen Flow on the Lead object Fields to include: First Name Last Name Company Email Lead Source (Dropdown picklist) After the user enters details, save the record and show a confirmation screen Make Email a required field 🧩 FLOW 2 – Business Account Creation Business Use Case:Admins are creating business accounts manually. They want a flow that captures only key fields. Requirements: Create a Screen Flow on the Account object Fields to include: Account Name Industry (Dropdown) Type (Customer, Partner, Prospect) Website (Optional) After submission, show a screen that says: “Account [Name] has been created!” Account Name and Type should be required 🧩 FLOW 3 – Opportunity Quick Entry Business Use Case:Sales reps want a simplified form to create an Opportunity from anywhere — they don’t want to see the full layout. Requirements: Create a Screen Flow on the Opportunity object Fields to include: Opportunity Name Close Date Stage (Dropdown) Amount Related Account (Lookup) Save the record and display a success message
2 likes • 25d
Hi @Divine Lantum here is my submission Sir.
1-10 of 37
Friday Danjuma
4
70points to level up
@friday-danjuma-1060
I am a tech enthusiast

Active 14h ago
Joined Dec 18, 2025
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