Salesforce Admin case studies
Salesforce Admin · Put your knowledge to work in context.
Salesforce Certified Platform Administrator (often listed simply as Salesforce Certified Administrator) is a Salesforce credential aimed at administrators who configure and extend the platform. Salesforce's own Trailhead page frames the role this way: Certified Platform Administrators are Salesforce pros who are always looking for ways to help their companies get even more out of the Salesforce Platform through additional features and capabilities. The Salesforce Admin case studies are 5 cases and about 3,553 words.
1Contractor Access That Has to Expire
Northwind Field Services runs one org with 310 internal users and is onboarding 45 contractors for a five-month inspection project. Contractors must read Cases and edit a custom Inspection c object, but must not export reports or see Accounts outside their region.
618 words, about 3 min2Rolling Up Claim Costs Across Objects
A medical device manufacturer tracks a custom Warranty object whose child Claims also look up to Case and Asset. Finance wants total approved claim cost rolled up to both Warranty and Account, refreshed within minutes of approval.
809 words, about 4 min3Forecast Numbers That Don't Add Up
A 220-user sales org runs a single forecast type (Opportunity: Revenue) against a four-level role hierarchy. Reps in two of the four divisions report into a matrixed Industry hierarchy, so 30% of accounts are owned by users whose role sits outside the division that sells to them.
762 words, about 4 min4The Dashboard That Says 92%
A support org handles 1,200 cases a day with 500 agents across three tiers. Entitlement milestones are configured for First Response and Resolution at 4 and 48 business hours.
779 words, about 4 min5The Flow That Fires Six Times
A record-triggered flow on Opportunity updates a custom Deal Score field, and a second after-save flow on Opportunity updates the parent Account's Open Pipeline field. A nightly ERP integration upserts 40,000 opportunities with a batch size of 200 and includes Deal Score in its payload.
585 words, about 3 min