15th June - Salesforce Batch

Discussion in 'Salesforce Certification' started by Shaikh_18, Jun 14, 2019.

  1. Shaikh_18

    Shaikh_18 Moderator
    Staff Member Simplilearn Support

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  2. amelie

    amelie New Member

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  3. Priyanka Jain_4

    Priyanka Jain_4 New Member

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    Hello,

    Below are the Queries out of 1st Session:
    1. Why Salesforce over other Technologies(Java, Dot Net, etc)?
    2. Salesforce is a tool, technology, platform OR Application?
    3. Difference between Setup and Service Setup.
    4. What is CRM(Customer relationship management )?
    5. There are many CRM's available in the market, how salesforce is better than others.
    6. Provide some CRM based Application.
    7. Is there any limitation on the number of partial sandboxes provided with the Salesforce Enterprise edition?
    8. What is the difference between the partial sandbox and full copy sandbox
    9. how many full copy sandboxes available in the Unlimited edition of Salesforce, Is there any limitation?
    10. What is setting up My domain?
    11. What is the number of Standard profiles provided by Salesforce, and this number varies with the edition of Salesforce (Enterprise, Professional, others)?
    12. What are the Flexi pages?
    13. Created the App builder Home page and given the name "Home Page V2", and shows the name "Home" only. why ??
    14. Is there any limit of creating a number of Users in Sandbox?
    15. Explain the business scenario, where Sales console is used?
    16.Difference between Chatter free and Chatter external license.
     
    #3
  4. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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  5. Sujata_14

    Sujata_14 Member

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    Case study 1 Solution.

    Created a HR App named as Human Resource_UC
    Created Candidate Custom Object
     

    Attached Files:

    #5
  6. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    Case Study 1

    upload_2019-6-20_21-36-1.png
     

    Attached Files:

    #6
    Last edited: Jul 5, 2019
  7. Sarvesh M

    Sarvesh M New Member

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    Hi,

    I was not there on sunday class, but had went through the class and created this solution.

    Based on the following scenario. Created two objects/tabs. Application & Company and added few records and created the master (Company) - Detail (Applicant) relationship. Ignore the naming as i have named differently.

    Please check and let me know is all steps are correct...

    Thanks
    Sarvesh M
     

    Attached Files:

    #7
  8. Rahul Patel_2

    Rahul Patel_2 New Member

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    1. Created New Application "Human Resource UC".
    2. Created New Custom object "Candidate".
    3. Assign Candidate Object only to custom application "Human Resource UC".

    Please find the attached file "Case Study 1.zip" for screenshots.
     

    Attached Files:

    #8
  9. Himani Dubey

    Himani Dubey Member

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    Hi,

    Please find the attached case study.

    Thanks
    Himani
     

    Attached Files:

    #9
  10. Akrati Saxena

    Akrati Saxena New Member

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    Snapshot for Case Study Assignment June 15-16 2019
     

    Attached Files:

    #10
  11. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    HI, Pls find the latest :-
    Case study 1

    upload_2019-6-22_8-57-17.png
     
    #11
    Last edited: Jul 5, 2019
  12. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    Answers:

    1. Because all other technologies won't allow you to plug and play services.
    2. Salesforce is a service inclusive of tool , tech, platform, application.
    3. Setup is for admin, Service setup is for Service cloud (Not covered in this course)
    4. CRM is to store and manage client related data in raw words.
    5. Because it provides better functionality than others for further details wait for the course to be finished :).
    6. each company have their own CRM to manage clients.
    7. Yes, we will discuss later in sandbox class.
    8. we will discuss later in sandbox class.
    9. we will discuss later in sandbox class.
    10. My domain is a personalized way to change the URL for your organization, and needed for lightning enablement.
    11. the number varies with the edition and product so there is no fix number for that.
    12. will see it later.
    13. Please assign it correctly the assignment is not done that's why it is showing wrongly.
    14. yes depends on production licenses.
    15. Not part of course.
    16. will discuss in chatter class.

    Nishant
     
    #12
  13. Anil Muttewar

    Anil Muttewar New Member

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    Hi Sir,

    Below is the assignment for 16 June
     

    Attached Files:

    #13
  14. Himani Dubey

    Himani Dubey Member

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    Hi Nishant,
    My custom object window looks different from others posted over here.
    Is my process correct or are their any error.
    Kindly let me know
     
    #14
  15. Sangeethaa Ravikumar

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    Hi Nishant,

    The attached is my Case Study on Lesson 2. which is object and app creation
     

    Attached Files:

    #15
  16. Sujata_14

    Sujata_14 Member

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    The Salespeople profile was customized to restrict access to sensitive information.: Can somebody help me how do we restrict access to sensitive information. This is for the Case study on Lesson 6.
     
    #16
  17. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    Hi Nishant,
    Pls find the Case study 2 screen shots I have created Opportunity called Stockland(by mistake) rather than commission :
    Part1 of the question Opportunity" Stockland" with commission calculated

    upload_2019-6-28_19-47-14.png


    part2 of the question
    the formula part is as below:-

    upload_2019-6-28_19-49-38.png

    Pls advise

    Regards,

    Sindhu
     
    #17
    Last edited: Jul 5, 2019
  18. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    HI Nishant,

    Case Study 3 of on Validation Rule

    Part 1of the question ; New validation rules on the amount field of the Opportunity : Stockland along with error message for the end user :-
    upload_2019-6-28_20-6-20.png

    upload_2019-6-28_20-7-8.png

    Part 2 of the question; Validation rule on the Type field of the Opportunity along with error message for the end user :-

    upload_2019-6-28_20-9-37.png


    upload_2019-6-28_20-10-41.png

    Pls advise

    Regards,

    Sindhu
     
    #18
    Last edited: Jul 5, 2019
  19. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    HI Nishant,
    while I was reviewing Security Control

    I am unable to view Login icon next to user name as shown below:-
    upload_2019-6-29_6-14-22.png

    Could you pls advise.

    Much appreciated

    Regards,
     
    #19
  20. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    Hi Nishant,

    Pls ignore my last query, its done through login access policies

    Thanks
    Sindhu
     
    #20
  21. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    HI Nishant,

    Pls find the case study 4 solution

    Part 1 : Organization Wide Defaults are made Private :
    upload_2019-6-30_5-38-54.png


    Part 2 : 12 character password policies:
    upload_2019-6-30_5-40-0.png

    Part 3 : Session Settings changed to 2hrs :
    upload_2019-6-30_5-41-2.png

    Part 4: Setup Audit Trial was monitored for any changes :
    upload_2019-6-30_5-42-51.png

    Pls advise if any errors

    Much appreciated

    regards,

    Sindhu
     
    #21
  22. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    Hi Nishant,

    Just a query, I am unable to see "Expense History" in my expense page though I can see "Approval History "which is still 0. Also that "Submit for approval" button not visible too, after creating "Approval Process"

    upload_2019-6-30_8-31-38.png

    upload_2019-6-30_8-32-7.png

    Pls advise

    Regards,

    Sindhu
     
    #22
  23. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    Hi Nishant,

    Pls find Case Study 7 : Work Flow rules as below
    Email Template created

    upload_2019-7-4_6-25-31.png

    WFR for email alert:
    upload_2019-7-4_6-26-27.png


    Email received in my Inbox:

    upload_2019-7-4_6-26-57.png

    Task created on notification of email sent:

    upload_2019-7-4_6-27-55.png
     

    Attached Files:

    #23
    Last edited: Jul 3, 2019
  24. Sujata_14

    Sujata_14 Member

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    Hi,
    PFA the workflow case study 1 implementation:
    I got the email in my gmail inbox as per the workflow rule I created.

    Thanks & Regards,
    Sujata.
     

    Attached Files:

    #24
  25. Sujata_14

    Sujata_14 Member

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    Hi Nishant,
    Need help in understanding the workflow Case study 2 as its very open ended.
    1. Three Field Updates were created to calculate discounts.
    2. Three Workflow Rules were created based on specific criteria.
    3. The Field Updates were added to the active Workflow Rules.

    Which 3 fields are we talking here about. What Object are we targetting here, Contacts/Opportunity? Please help clarify.

    Thanks & Regards,
    Sujata.
     
    #25
  26. Sangeethaa Ravikumar

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    Field type Case Study

    Thanks,
    Sangeethaa Ravikumar
     

    Attached Files:

    #26
  27. Sujata_14

    Sujata_14 Member

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    HI Nishant,
    For the Sandbox case study. I do not see Sandbox under Deploy. Can you please let me know if there is any setting that needs to be done. I have dev edition.
     

    Attached Files:

    #27
  28. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    HI Nishant,

    This for Case Study 5
    Custom Profile called Salespeople created :

    upload_2019-7-5_20-13-26.png

    Access to sensitive information restricted :

    upload_2019-7-5_20-24-30.png


    Allow only certain record types :

    upload_2019-7-5_20-25-47.png

    Time restriction added:

    upload_2019-7-5_20-26-37.png
     

    Attached Files:

    #28
  29. Himani Dubey

    Himani Dubey Member

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    Hi Nishant,
    PFA Case study for Lesson No 3
     

    Attached Files:

    #29
  30. Himani Dubey

    Himani Dubey Member

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    Hi Nishant,
    PFA for Case study for Lesson No 4
     

    Attached Files:

    #30
  31. Himani Dubey

    Himani Dubey Member

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    Hi Nishant,
    PFA Case study for Lesson No 5
     

    Attached Files:

    #31
  32. Himani Dubey

    Himani Dubey Member

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    Hi Nishant,
    PFA Case study for Lesson No 7
     

    Attached Files:

    #32
  33. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    Hi Nishant,

    Case Study 6 on Roles :

    Creation of Roles under COO - VP Operations ; Operation Director & Operation Manager

    upload_2019-7-6_9-31-2.png


    Assigned users to the roles :

    upload_2019-7-6_9-33-3.png

    upload_2019-7-6_9-33-15.png

    upload_2019-7-6_9-33-29.png
     

    Attached Files:

    #33
  34. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    HI Nishant ,

    I am unable to locate salesforce connection finder in my sales force
    Could you pls advise?

    regards,

    Sindhu
     
    #34
  35. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    Hi Nishant,

    For the project, I perhaps uploaded incomplete Write up, could I upload or mail you the updated one.

    Could you pls advise.

    Thanks & regards,

    Sindhu
     
    #35
  36. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    HI Nishant,

    Just that I was trying log in into my salesforce , this is the error that comes in:-
    upload_2019-7-12_12-14-10.png

    upload_2019-7-12_12-14-33.png

    Could you pls assist?

    Regards,

    Sindhu
     
    #36
  37. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    HI Nishant,

    Refer to the above post, issue resolved

    Thanks

    sindhu
     
    #37
  38. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    Hi Nishant,

    Pls find the casestudy for 6.7.2019 for Chatter is as below:

    Enabling the chatter :-
    upload_2019-7-13_9-57-8.png

    Sharing a post on Chatter:

    upload_2019-7-13_9-58-11.png

    Creating a Poll

    upload_2019-7-13_9-58-32.png

    Creating a Chatter Group called Sales Update Group:

    upload_2019-7-13_9-59-11.png

    Sharing a post with the Sales Update Group :
    upload_2019-7-13_10-0-28.png

    regards,

    Sindhu
     
    #38
  39. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    go to login access policies under security settings
     
    #39
  40. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    Use training org, dev org won't have that
     
    #40
  41. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    reupload the right one
     
    #41
  42. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    I am still unable to upload.
    could u pls advise

    Sindhu
     
    #42
  43. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    HI Nishant,

    Done!

    Thanks

    Sindhu
     
    #43
  44. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    HI Nishant,

    While I had been working with data loader, I found a strange result.

    upload_2019-7-20_4-41-39.png

    In the view success I found this data :

    upload_2019-7-20_4-40-2.png

    And view errors:

    upload_2019-7-20_4-41-10.png

    Could pls assist me.

    Sindhu
     
    #44
  45. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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  46. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    hi Nishant,

    Refer to conversation we had during the training on sunday here below is below my query:

    1. I upload /insert data from a csv file using data loader
    I did was uploaded the CSV file "Lead_import_dummy"

    upload_2019-7-23_22-16-22.png

    on clicking next
    upload_2019-7-23_22-17-15.png
    on clicking OK

    upload_2019-7-23_22-17-46.png

    on clicking Create Edit Map

    upload_2019-7-23_22-18-15.png

    on Clicking Auto Match

    upload_2019-7-23_22-18-39.png

    On Drag and drop of the concerned labels next to the field col header

    upload_2019-7-23_22-20-21.png

    on clicking ok and next

    upload_2019-7-23_22-21-48.png




    On clicking on finish

    upload_2019-7-23_22-22-19.png

    on clicking on OK
    upload_2019-7-23_22-22-59.png
     

    Attached Files:

    #46
  47. Sindhu Rajinigandh

    Sindhu Rajinigandh Active Member

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    Hi Nishant, Continuation to my query:

    On clicking on View successes:


    upload_2019-7-23_22-24-18.png

    On clicking on View Errors:

    upload_2019-7-23_22-25-10.png

    I have tried my best to show you where I am stuck.

    My view successes has nothing and view errors have all data , could you pls advise , what is wrong?

    Thanks

    SIndhu
     
    #47
  48. Arjun Gupta_1

    Arjun Gupta_1 Customer
    Customer

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    Hi Sindhu,

    Can you publish your view errors with the errors column. The reason is that there may be some code or validation break as to why you cannot see the data in success files. Check error logs and see what error comes and let me know (Check last column of errors file, it will show you what you need to do)

    Cheers!
    Arjun :)
     
    #48

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