Boost Your Thinking Skills - Tackle One Use Case at a Time! - Admin Excercise 5

Last Updated on July 6, 2023 by Rakesh Gupta

As of this point, we have completed several trails on Trailhead and are counting! As a result, we have amassed theoretical knowledge and have some practical experience. But, since our drive to learn Salesforce is insatiable, we want more!

Learning by doing is the key. So, let us look at several hands-on scenarios. By practicing, let us figure out how to identify, design and implement the best solution to solve a problem or a requirement.

Here is the game plan – take bite-size use cases and work on solving them. If you are stuck or get frustrated, reach out to me – I will guide you towards the solution but not solve it for you!

Why just me? It is very likely that a fellow-trailblazer may be your guide instead – remember that, when one teaches, two learn!! So, get the ball rolling and knock out the following use cases!!

Check out the previous exercises:

Hands-on Excercise

Rakesh Gupta, a lead technical architect at GoC, has been observing Donna Serdula and her determination and perseverance in mastering Salesforce. As a result, Rakesh has decided to mentor Donna. Rakesh encourages Donna to think first, before either building or writing any logic to solve a requirement. With Rakesh on her side, Donna’s path to success has been turbo charged!

Hmm… Donna is stumped! The new requirements seem like a curve ball. Let’s help Donna with the following requirements:

The lead object has a field called Annual Revenue. As of today, everyone has access to this field. However, GoC Executives want to restrict access to this field. The Executives gave Donna the following requirements:

Make sure that the Annual Revenue field is only accessible by System Administrator, and Sales Director – APAC (Custom Profile) and Sales Director – Global (Custom Profile).
However, if a lead’s Annual Revenue is less than $10K, and if a user has access to the lead record, s/he can have Read access to the Annual Revenue field.

Feel free to read it twice and think through the above requirements.

Help Donna to solve this requirement. Not only that, share with her different ways via which this requirement can be solved in Salesforce. And, last but not least, identify the best solution and explain why you believe it is the best solution!