Automation Class (Advanced Salesforce Automation) – Summary for Community Post - The session focused on advanced Salesforce automation, with prior recordings available for review in the community. - There was an interactive review of the “Smart Entry” assignment requiring students to create three screen flows for different objects, focusing on beginner-friendly input validation. - A detailed demonstration was given on building a Lead Capture screen flow to streamline lead logging, showing how to reduce form fields and improve user experience. - Step-by-step instructions were provided on: Adding text and picklist components for lead fields (First Name, Last Name, Company, Email—mandatory, and Lead Source).Dynamically pulling picklist values from Salesforce metadata. Mapping screen inputs to record fields for persistent storage. Making fields like Email mandatory and ensuring correct validation and UI feedback. - The instructor discussed adding confirmation screens, customizing messages, and removing unnecessary UI elements for clean user interfaces. - Debugging techniques were explained, including reading debug logs and using error-triggered email notifications. - The creation and deployment of Lightning page buttons and quick actions were demonstrated to make flows easily accessible from record pages. - Assignments included: Building a business account creation flow (Account Name & Type required, Industry picklist, Website optional), covering both manual and metadata-derived picklists. Configuring and using flow variables for dynamic confirmation messages, and troubleshooting when variables/dynamic messages do not display as intended. Emphasizing the importance of mapping record IDs to variables for referencing created records. - Third flow challenge: A simplified Opportunity creation flow, capturing Opportunity Name, Close Date (required), Amount, Stage (required), and linking Opportunities to Accounts with a lookup field.

Summary of Tuesday Salesforce Training Session – 9th December 2025 - We were introduced to weekly Salesforce training sessions, resources, the school community platform, and job opportunities. - The importance of communication skills in tech roles was emphasized; everyone is encouraged to participate and ask questions. - Weekly session schedules and group assignments were clarified—our group meets every Tuesday, with flexibility to attend other sessions. - Demonstrated how to use AI-powered session recordings and the “Ask Fred” tool for lesson summaries and questions. - Discussed what Salesforce is, its CRM/cloud functions for sales, marketing, support, and finance. - Explained Salesforce as Software as a Service (SaaS), Platform as a Service (PaaS), and Infrastructure as a Service (IaaS). - Clarified the difference between Salesforce tabs and objects; tabs are the visual access points to objects. - Fields (within objects) are like spreadsheet columns that store records. - Covered Salesforce Administrator roles: user management, data integrity, security, and problem-solving (handling internal tickets and errors). - Explained profiles, roles, and user management—including example scenarios and practical points (e.g., users can only be deactivated, not deleted). - Stressed the importance of documenting learning progress by making posts in the community. - Encouraged prioritizing study time on the platform and consistent class participation. - Shared links to Trailhead modules and discussed Salesforce career paths. - Assignments: Complete the first three Trailhead Salesforce Admin modules and post learning feedback in the community. Below here is the link to the meeting: https://app.fireflies.ai/view/NEW-CLASS-TUESDAY-SESSION::01KC2C5DDJY64S7469KERVSSPK

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.

Monday Class December 1 – Meeting Summary - Group Projects Launched: Participants were assigned to Groups A, B, and C, each working on key Salesforce topics: duplicate rules, data security, and data modelling. Teams are expected to collaborate and demo their projects in the next Saturday session. - Group Leadership & Collaboration: Leaders were appointed for each group (A: Oluwatosin, B: Knee, C: America/Emersencia), and members were encouraged to join groups via the community platform and create additional collaboration spaces, such as WhatsApp. - Support for Beginners: New participants were shown how to access recorded sessions and engage in the community for support. - Salesforce Fundamentals: Introduction given about Salesforce as the #1 CRM platform, its role in business, and the responsibilities of a Salesforce Administrator—including user management, automation, and data security. - Career & Motivation: The demand, earning potential, and job roles for Salesforce Admins were discussed, with salary examples and career encouragement. - Learning Tools: Trailhead (official Salesforce training) and Pathway360 (classroom platform) were introduced for structured learning. Instructions on how to register and complete lessons were provided. - Engagement: Students were encouraged to participate actively by asking questions, contributing in the community, and practicing communication for interview readiness. Leaderboard engagement is rewarded with prizes. - Next Steps: Participants should select and join their group, complete fundamental modules, and prepare for Saturday’s group demo. Continued practice and community interaction are highly recommended. Here is the link for the the meeting:https://app.fireflies.ai/view/Monday-Class-December-1::01KBDRZBHAV8TYVPCSKCRWXTR9

Meeting Summary: Class on Saturday 29 (Salesforce Data Integrity & Duplicate Rules) - Data Integrity Overview: Discussed the importance of accuracy, consistency, completeness, validity, timeliness, and uniqueness in data entry—crucial for decision-making, automation, and report reliability in Salesforce. - Fighter Mode Interview Technique: Shared strategies for answering technical interview questions with detailed, scenario-based responses, demonstrating expertise while inviting follow-up. - Salesforce Data Integrity Measures: Explored practical configurations to enhance data integrity: - Data Security vs. Data Integrity: Clarified that data integrity ensures accurate, up-to-date records, while data security restricts access—both are necessary and work together. - Data Governance Best Practices: Mentioned the importance of labelling data (e.g., confidential), periodic audits, and removing unnecessary permissions. - Salesforce Duplicate & Matching Rules: Demonstrated setting up duplicate rules (to prevent duplicate records) and matching rules (criteria for detecting duplicates), including: - Hands-On Practice: Live demo of configuring, testing, and troubleshooting duplicate rules and matching logic, illustrating how different logic (AND/OR) affects the outcome. - User License Management Clarified: Explained that deactivating a user frees a license for a new user; assignment rules handle records (not user licenses or profiles). - Assignments & Group Projects: Announced group projects starting Monday to practice Salesforce configuration in teams, fostering collaboration and mastery. - Encouragement: Stressed the value of active participation, practice, confident communication, and using scenarios in learning and interviews. Participants are encouraged to review the session recording, follow the instructor on social media for updates, and actively engage in upcoming projects and exercises.