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16th March Batch ADM 201

see attached
 

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Mohan_98

Member
Hi, I am Mohan
 

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Dear Nishant, This is Nitin Sinalkar. Please find attached files.
Created Three different Roles under one company Name as Endress Huaser.. Role Assign as CEO.
Roles Created for Three Different Countries as VP. Users are assigned for each Roles.
Further for field History tracking, I have selected Candidate as an object. New filed is created as Phone Number. Verified the changes by Page layout.
Kindly advice on the below.
Also, I need to ask about the "Org Wise Default were Set to Private"... where we can see that.
Please confirm.
Next, I will go thru the recordings again to prepare next case studies.
Please guide for the so far attached files.
Thanks.
 

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Lesson 7 & Lesson 8 Case Study
 

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Nishant, sorry for the delay. Attached are the assignments from class 5 to 8. Not able to create leads as I dont have any record as of now. I am creating some of them
 

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Andrew Francois

Active Member
The use case said commission to be calculated at the user level.
So I created a custom field on the user object called User Commission Rate

upload_2019-4-4_23-31-1.png
Then I created a custom field on the opportunity called Owner Commission
upload_2019-4-4_23-41-20.png

Here is the opportunity showing owner commission
upload_2019-4-4_23-42-20.png

Finally is the user Matt Wilson with the user-specific commission rate of 15% which is higher because he is dating US Sales Director Kathy Cooper. Just like in the real world.

upload_2019-4-4_23-37-14.png
 

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Andrew Francois

Active Member
The use case said commission to be calculated at the user level.
So I created a custom field on the user object called User Commission Rate

View attachment 6198
Then I created a custom field on the opportunity called Owner Commission
View attachment 6202

Here is the opportunity showing owner commission
View attachment 6203

Finally is the user Matt Wilson with the user-specific commission rate of 15% which is higher because he is dating US Sales Director Kathy Cooper. Just like in the real world.

View attachment 6201

Andy Francois

Sorry attached wrong slide. Here is the opportunity showing owner commission.
upload_2019-4-4_23-45-34.png
 
Hello Nishant,

Sheetal here, PFA assignments....
Role and sandbox.
 

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Sathya R

New Member
Hi Nishant,

I tried to set my account. By default the language is set as Japanese. Can you please help me to change the language to English.

Thanks/Sathya
 

Nishant Dwivedi

Well-Known Member
Dear Nishant, This is Nitin Sinalkar. Please find attached files.
Created Three different Roles under one company Name as Endress Huaser.. Role Assign as CEO.
Roles Created for Three Different Countries as VP. Users are assigned for each Roles.
Further for field History tracking, I have selected Candidate as an object. New filed is created as Phone Number. Verified the changes by Page layout.
Kindly advice on the below.
Also, I need to ask about the "Org Wise Default were Set to Private"... where we can see that.
Please confirm.
Next, I will go thru the recordings again to prepare next case studies.
Please guide for the so far attached files.
Thanks.
See in the recording nitin, btw it is in sharing setting
 

Andrew Francois

Active Member

Andy Francois Lesson 6 Case Study

The use case says there are fields which United doesn’t want sales people to view in Contacts and Leads, specifically SSN and Bank Account information.

So first created these fields for the Contact object where they didn’t exist, setting permissions to read-only for all but a few selected users. Fields are Text encrypted.
upload_2019-4-7_22-12-34.png

The Contact record with custom fields
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Next created the profile of Salesperson by cloning Standard User profile and restricting access to the fields.
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Then restricted the login hours according to the case study.
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Then created a user with the SalesPeople profile
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Who can view Credit Card and SSN in Contact record as encrypted field with no edit rights.
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Rather than creating the SSN and Credit Card fields as encrypted we could have also restricted read access to the fields in the Object Settings.

This case seems very impractical, that a user who would be able to create a record (Contact) could not enter the relevant information (SSN and Credit Card) for that record and then be limited by profile to logon hours without consideration for the region in which the User does their work. Nonetheless this is how to limit access to the fields.
 
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Andrew Francois

Active Member

Andy Francois
Lesson 7 Case Study

Created additional role Reporting to Global VP Sales called APAC Sales Director to indicate a third territory. Now we have EMEA, US and APAC territories. Also created additional role reporting to APAC Sales Director called APAC Sales Rep.
upload_2019-4-7_23-59-22.png

Assigned sales users to APAC Sales Director and to APAC Sales Rep roles.
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Organization wide sharing settings for the Leads were set to (confirmed) private to enable the roll hierarchy to restrict access to the Lead records.
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Andrew Francois

Active Member

Andy Francois Lesson 8 Case Study

Created workflow rule to send email to contact created from converted lead, and send task notice to lead owner that standard email had been sent.
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Created text email template for lead conversion (will work on HTML ... even text was not trained yet and enough fun to figure out)
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Converted a lead to test the email received by contact, task notification received by lead owner.
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Lead conversion email received by contact
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I have a question about this. I think the task for sending the email remains open even though the email has been sent automatically. Would automatically marking this task complete restricted to process builder? What is the task the sales person is to complete when an auto-generated email is sent? Please elaborate on this. Thank you.
 
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Andrew Francois

Active Member

Andy Francois
Lesson 10 Lead, Patient and Contact Reports
Good exercise to familiarize with these objects, creating data for them

Lead Report - Matrix
These reports would be much better if the user could see the filters applied in addition to the summary / details when the report is run. This one is all leads created after March 30. The repeat of the label “record count” down the column is not very elegant.
upload_2019-4-10_22-47-0.png

Patient Report – Matrix with Chart
Used the data import wizard to create a series of patient records for this report. At least the chart give the opportunity to name the parameters, filters, etc.
upload_2019-4-10_22-47-58.png

Contacts Report - Summary
 
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Andrew Francois

Active Member
Andy Francois
Lesson 10 Lead, Patient and Contact Reports
Good exercise to familiarize with these objects, creating data for them

Lead Report - Matrix
These reports would be much better if the user could see the filters applied in addition to the summary / details when the report is run. This one is all leads created after March 30. The repeat of the label “record count” down the column is not very elegant.
View attachment 6253

Patient Report – Matrix with Chart
Used the data import wizard to create a series of patient records for this report. At least the chart give the opportunity to name the parameters, filters, etc.
View attachment 6254

Contacts Report - Summary
upload_2019-4-10_22-59-14.png
 

Andrew Francois

Active Member

Andy Francois
Lesson 10 Case Study 1

The Leads this Year report is a Campaigns with Leads Report Type
The Campaign Leads and Contacts report is a Campaign Members Report Type
Both have filters for leads created on or after Jan 1, 2019 and All Leads

The first shows Lead Quality (Rating) and volume by Campaign, the second is just Member Type by Campaign which are Lead and Contact (which I assume to correlate to opportunity ... but maybe I'm wrong here?)

For each of these reports the the total number of leads are the same at 173.

I think a user would need more than lead data to figure out where sales come from, or lead ratings for that matter, that's why I pulled in the Campaign Members. Yes sales do cone from Leads, but specifically Converted Leads, and then Won Opportunities. I will need to spend more time understanding the filters on Report Types and relationships between the objects to get to that level though ...

Curious though when I run a report using Leads Report Type (again filtered for All Leads and Created after Jan 1, 2019) I actually get fewer leads than either of the above reports (85 vs. 173.) Any idea why that might be the case (like filters already applied to these Report Types?)



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Andrew Francois

Active Member

Andy Francois
Lesson 10 Case Study 2

This first chart does not entirely follow the case study solution, but does give lead conversion by territory (region) which does address the first part of the question.

upload_2019-4-12_11-14-35.png

Second chart shows same but by salesperson. Ideally these 2 would go onto a dashboard, but for ad-hoc answer to question about leads, salesperson effectiveness vs. lead effectiveness by region, these answer the question.

It's obvious here that Andy Francois is a closer :)

upload_2019-4-12_11-20-3.png
 
HI nishanth, Iam submitting the case studies for lesson 9,10,11,14 and 15
 

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Mohan_98

Member
Hi Nishant, I am Mohan
 

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Mohan_98

Member
Hi Nishant, I am Mohan
 

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Hi Nishant... Please check and show me 1.) Forecasting Setting for Opportunities in Screen shots. 2. I have a Q for you, can you pls clarify -2 ) what can an admin configure for users on the search results page? choose 3 answers a) filters by which users can narrow down results. b) objects included in the search c) Fields being searched on for each object d) Columns Displayed for each Object e) Number of records displayed for each object.
 
Hi Nishant -

I am finding that I am struggling with writing Formulas in Salesforce.

For example - I did not understand how to pick the values and what the functions meant from choices and the formatting when writing them. Do you have resource page for reference to understand the differences and when to use them?

Thanks,
Jeannie
 
Dear Nishant, I have started for a College Project. So far Created a College App with Student as an Object.
I have created Student Record for 6 nos Students. Attached is the Fields and Relationships. Validation Rules has been created for Marks i.e wherever we are manually inserting the numbers of Marks. ...This is so Far.
Further to this I have to create a non Dominant Field and will convert the same as Master i.e Dominant .. I also want to go for the work flow rules.. Please guide me If I am on right track..
 

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Nishant,

How do I unlock the project?
See message on the assessment page of Self Learning

""Salesforce AdMinistrator & Developer Project - College Management
Project 1

DESCRIPTION

To access the details of the project, download the project documents by clicking on the learning tools on the right hand corner of the learning screen. Access the folder "Projects."

Issue: I do not see any "learning tools on the right hand corner of the "learning screen".
 
Nishant,

How do I unlock the project?
See message on the assessment page of Self Learning

""Salesforce AdMinistrator & Developer Project - College Management
Project 1

DESCRIPTION

To access the details of the project, download the project documents by clicking on the learning tools on the right hand corner of the learning screen. Access the folder "Projects."

Issue: I do not see any "learning tools on the right hand corner of the "learning screen".

Instructions for the Project Assignment is in the "course materials" download. It is zip file
 
I created a shortcut in Global Actions then published it, refreshed the page as instructed and my new 'Send Global Email' link does not show. Can anyone shed some light on this, thanks in advance!

Harmeet Virdee
 
Hi Nishant,

I am facing this issue while creating custom object, Please check and help.

I can not create project without this issue resolved
 

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