Now that I have a year of experience with Salesforce, I've decided to redo the Talent Stacker group project. Every month I see members of the program posting on LinkedIn about their projects, and I'm …
User Personas
The requirements for this project include creating several roles and profiles within the organization. To begin preparing for how these users will interact with Salesforce and how they are positioned …
Roles, Profiles, and Permission Sets
The next step in the process is adding the users, creating and assigning profiles and roles, and adding permissions for each user. In order to prepare this org for the future of Salesforce, I will …
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Leads
Potential members are tracked as Leads in Salesforce. Only some basic information needs to be captured about the person at this time. To get started, I created a new page layout for Leads by …