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Pathway To Salesforce (PTS)

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91 contributions to Pathway To Salesforce (PTS)
🏆 Portfolio Project: USE TODAY'S CLASS TO COMPLETE (Team Alpha)Service Cloud Case Management Implementation Team Alpha,
🏢 Company Context You are the Salesforce Administrator supporting British Gas UK. British Gas uses Salesforce Service Cloud to manage customer enquiries related to billing issues, technical faults, and general customer support. Customer emails currently go unmanaged, cases are not routed correctly, and managers lack visibility into team workload. Your responsibility is to design and implement a clean, working Service Cloud setup that reflects how a real support team would operate, while working within the limits of a Salesforce Developer Org. 🎯 Project Objective By completing this project, you will demonstrate your ability to • Configure Service Cloud for case management • Handle customer emails using Email to Case • Route cases automatically using Qualification and Assignment Rules • Use automation to enforce business behaviour • Build reports for support managers This project is practical, portfolio worthy, and demo focused. 👥 Team Structure and License Awareness Salesforce Developer Orgs usually provide 2 to 4 Salesforce licenses. You must work within this limit. Recommended setup • 1 Support Agent • 1 Billing Agent • 1 Support Manager • 1 Salesforce Admin If you run out of licenses • Use the Salesforce Admin user to simulate Manager actions • Log in and out of users to demonstrate behaviour • Explain assumptions clearly during your demo This is realistic and acceptable in real projects. 📊 Objects In Scope You will work only with standard Service Cloud objects • Case • Contact • Account No custom objects No advanced features like milestones or entitlement processes 🧱 Case Fields to Create Create the following custom fields on the Case object. Issue Category Picklist Values Billing Technical General Enquiry Urgency Level Picklist Values Low Medium High Resolution Notes Long Text Area These fields must be used in routing and automation. 📩 Email to Case Configuration Configure Email to Case so that • Incoming customer emails create new Cases
🏆 Portfolio Project: USE TODAY'S CLASS TO COMPLETE (Team Alpha)Service Cloud Case Management Implementation  Team Alpha,
2 likes • 2d
This will be interesting
🏆 TODAY’s CLASS TIME IS FOR THIS, NO CLASS. USE THE TIME TO COMPLETE THIS PROJECT: Portfolio Project End to End User Management and Data Security Implementation
🏢 Business Context You are the Salesforce Administrator supporting Tesco UK. Salesforce Sales Cloud is used to manage Accounts and Opportunities for large business customers and strategic suppliers. Multiple teams access Salesforce, and sensitive revenue data must be protected while still allowing sales teams to work efficiently. Your task is to design and implement proper user management and data security, exactly how it would be done in a real organisation. This project focuses strictly on • Users • Profiles • Roles • Record visibility • Field level security 🎯 Project Objective By completing this project, you will demonstrate that you can • Control what users can do • Control what records users can see • Protect sensitive financial data • Test and validate security behaviour This is a portfolio grade project and will be reviewed and demoed. 👥 Teams Using Salesforce Sales Team Finance Team Management 👤 Users In Scope Use the limited Salesforce licenses available in your Developer Org. Your implementation must support the following roles • Sales Executive • Sales Manager • Finance User • Salesforce Administrator 📊 Objects In Scope You will work only with standard Sales Cloud objects • Account • Opportunity No custom objects. No record types. 🧱 Fields You Must Create on Opportunity Create the following custom fields on the Opportunity object. Finance Sensitive Fields These fields must be visible only to Finance Users and the Salesforce Admin. • Forecasted Margin Percentage, Number • Approved Discount Amount, Currency • Finance Internal Notes, Long Text Area Sales Only Fields These fields must be visible to Sales Users and the Salesforce Admin, but hidden from Finance. • Sales Strategy Notes, Long Text Area • Competitor Involved, Checkbox 🔐 Security Requirements Sales Executive • Can create and edit their own Accounts and Opportunities • Can only see Opportunities they own • Cannot see Opportunities owned by other Sales Executives • Cannot see any Finance Sensitive fields
🏆 TODAY’s CLASS TIME IS FOR THIS, NO CLASS. USE THE TIME TO COMPLETE THIS PROJECT: Portfolio Project  End to End User Management and Data Security Implementation
2 likes • 4d
This is a good one. Let's get our hands detty
🚨 Brand New Salesforce Admin Job Just Dropped, £75k to £90k 🚨
A fresh Salesforce role has just landed and only 12 people have applied so far, this is early 👀 This is a Salesforce Product Owner role, but let me make it very clear 👇 This is pure Salesforce Admin work, no developer tasks, no Apex, no code A Product Owner here simply means someone who understands Salesforce end to end, can work with stakeholders, manage requirements, and own the Salesforce platform confidently Who should apply If you are ready, certified and confident as a Salesforce Admin, and serious about moving into higher paying roles, apply now Who should not rush yet If you are still learning, still shaky on core Admin concepts, this is your sign to lock in, study harder, and get yourself ready, these roles are waiting for you 💷 Salary, £75,000 to £90,000 📍 Location, London, Hybrid 🕒 Only 12 applicants so far 👉 Apply here, https://www.linkedin.com/jobs/view/4356621186
🚨 Brand New Salesforce Admin Job Just Dropped, £75k to £90k 🚨
0 likes • 9d
There is fire in my bone.... can't wait to grab one
💪💪 Hurray!!!!! Guess what guys?? I just past my Salesforce Admin Certification
I am super excited to let you know that i have passed my salesforce admin certification in just one attempt. When I started this journey, it looked vague to me because i have tried other platforms trying to transition into tech, but holding strong to the assurance from our coach, @Godwin; that he will guide and guard us through the process to actualize our set goal. I had to trust the process with such level of assurance. I gave in my best to make sure i follow every class and video on the PTS platform and the cheat code he gave to me in the form of past questions was the banger, 80% of the content came out. I am here as a testimonial to tell you guys that you can do it too, just key in and trust the process. It is worth it. I am excited it all ended up in success..... See you guys at the top as we grow as a community....
💪💪 Hurray!!!!! Guess what guys?? I just past my Salesforce Admin Certification
2 likes • 10d
@Emmanuel Udoro Thank you Emmanuel
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