🔥 Recap & Recording of Salesforce Demo & Training Session with New Students ( Monday: 08/12/2025)
Monday Session Group Demo - Meeting Summary
1. Session Opening & Onboarding
- Leaders highlighted the value of group demos for collaborative learning and interview prep.
- Onboarding session for new members scheduled for tomorrow at 8 PM.
2. Group Updates & Attendance
- Progress discussed: Group C was active, some license issues mentioned.
- Group A was absent; Group B and C had members present and contributing.
3. Group B Demo: Build Pro CRM Revamp
- Demonstrated setup of custom objects: Building, Contract, Site Visit.
- Showed custom fields (name, region, status) and lookup relationships.
- Security profiles for roles (Finance, Managers, Site Engineers) configured with specific permissions.
- Discussed field-level security and careful use of admin privileges.
4. Group C Educational Institution Project
- Presented an online education system with custom objects: Course, Student, Enrollment.
- Demonstrated creating master-detail and lookup relationships using schema builder.
- Discussed field creation, progress reports by course, and role-based security.
- Feedback emphasized showing the front-end before the backend in future demos.
5. Group D Staffing Company Project
- Showed candidate, vacancy, and placement objects with matching and duplicate rules.
- Profile permissions and role hierarchy were implemented for segmented access.
6. Salesforce Security Concepts
- Reviewed CRUD (Create, Read, Update/Edit, Delete) permissions.
- Covered record-level security: org-wide defaults, sharing rules, and role hierarchy.
- Practical interview scenario exercises included for real-world understanding.
7. Salesforce Admin Responsibilities
- Covered: user management, security, customization, automation, data management, reporting, and stakeholder collaboration.
8. 'Login As' Admin Feature Demonstration
- Walkthrough of enabling and using 'Login As' for troubleshooting and user testing.
Action Points
- All groups should have every member participate and practice login-as scenarios.
- Prepare for upcoming sessions with collaborative presentations.
- New members to attend onboarding session.
- Share feedback in the community to improve sessions.
Note: Next project demos should start from the front-end and follow a clear, structured approach. Keep practicing and participate actively to build confidence for interviews!
Here is the link to the meeting: https://app.fireflies.ai/view/Monday-Session-Group-Demo::01KBZSZXRAZDG241VHXHXV7FWH
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🔥 Recap & Recording of Salesforce Demo & Training Session with New Students ( Monday: 08/12/2025)
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