Salesforce Admin and App builder batch - 16th March 2020 - By Nishant

Discussion in 'Salesforce Certification' started by Nishant Dwivedi, Mar 16, 2020.

  1. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    Hi All,

    Please post your queries here.

    Regards,
    ND
     
    #1
    Chandrika_11 likes this.
  2. _39014

    _39014 New Member

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    HI..CONFIRMATION CHK
     
    #2
  3. Chandrika_11

    Chandrika_11 Member

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  4. Chandrika_11

    Chandrika_11 Member

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    Hi Nishant I have lots of questions. Please help me understand before moving on to the next session.

    1.(1.Made the new custom object visible to users in human resources. ) I tried but dont know what to do with this. How to check if Human Resources Users can view this?

    2. Do I need to make an app for United Containers?

    3. The tutorials in self learning are in Classic View and I am working in Lightening. In Lightening there's no workflow rule all I could find is workflow process.

    4. I downloaded the live sessions but files are in .arf format. How to open that file?

    I need help please
    Thank you
     
    #4
    Last edited: Mar 17, 2020
  5. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    hi This is test screenshot
     

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    #5
  6. Bew Rebosky

    Bew Rebosky New Member

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    Case Study Screen Shot for Lesson 2. Do you need more information than this?
     

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    #6
  7. Chandrika_11

    Chandrika_11 Member

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    Validation Rule screenshots
     

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    #7
  8. Aqsa Sukhera

    Aqsa Sukhera Member

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    Please see first case study assignment below.
     

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    #8
  9. Teresa Solis De Ancona

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    Hi Nishant,

    Two questions about homework:

    1) How to set up validation rule for "The Amount, Contract Start Date, and Type fields can be made required when an Opportunity is Closed Won" in Lesson 4?
    2) Organization-wide default setting to private in Lesson 5. Do we change all the objects to "private"?

    Thank you!
    Teresa
    L2- Human resource candidates field.png L3-Commission field.png L5-Audit trail.png L5-Org wide sharing private.png L5-Password require 12 character.png L5-Timeout session 2 hrs.png
     
    #9
  10. Beth Juszczyk

    Beth Juszczyk Member

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    Case study results for Lesson 2-4.
     

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    #10
  11. Beth Juszczyk

    Beth Juszczyk Member

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    Case study lesson 5 - 6.
     

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    #11
  12. Beth Juszczyk

    Beth Juszczyk Member

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    Case Study Lesson 7
     

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    #12
  13. Chandrika_11

    Chandrika_11 Member

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    L-7 Role Heirarchy Case Study
    Workflow Case Study 1


    upload_2020-3-22_17-42-40.png

    upload_2020-3-22_17-43-0.png

    upload_2020-3-22_17-43-14.png

    upload_2020-3-22_17-43-26.png


    upload_2020-3-22_17-46-11.png


    upload_2020-3-22_17-46-29.png



    upload_2020-3-22_17-46-43.png
     
    #13
  14. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    Q1 : I have already given demo for this in one of our class.
    Q2 : No Teresa, No need to change for all objects.
     
    #14
  15. Chandrika_11

    Chandrika_11 Member

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    Hi Nishant I applied three discount fields but only one discount is showing the other two r not showing..
     

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    #15
  16. Chandrika_11

    Chandrika_11 Member

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    Case Study Dashboard
    Case Study Chatter
    Case Study Change Sets
     

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    #16
  17. Aqsa Sukhera

    Aqsa Sukhera Member

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    Case study 3 is attached

    I was wondering if there was a formula to automatically generate a specific Commission Amount? Or was this meant to be manually typed in?
     

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    #17
  18. Aqsa Sukhera

    Aqsa Sukhera Member

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    Case Study 4

    I was having trouble with the Type Field. For some reason the error message would not appear.
     

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    #18
  19. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    Notes : Deployment

    Data - Records - Data Loader
    Metadata - Data about Data - Deployment
    Metadata changes if we want to move from sandbox to production then we have to go for delpoyment
    Deployment settings
    Outbound/Inbound change sets
    Deployment Status - errors
    Changesets
    Outbound - will always be created in that org where you have done the development and it consist all of your changes which you want to send to other connected org (Production).

    Inbound - Inbound change set is the place where you find your uploaded outbound change set and you can validate and deploy it into reciever sandbox (in our case production)


    Notes : Reports

    Objects -----> Report Type ----> In form of records to Reports
    1. Create a Folder where you want reports to be in.
    2. Create new report by clicking on New Report button.
    3. Choose Report Type
    4. Select the fields which you want to display in reports in form of columns.
    5. Select the filter criteria. Filter criteria can be implemented only on columns/Fields.
    6. You can also summarise report on the basis of fields. Thos can be applied on Row level as well as Column level.
    7. You can also create bucketed fields for custom grouping on report level.
    8. You can also create report level formulas.

    Classic Ligthning Excel
    Tabular No Grouping
    Summary Report Row level Grouping
    Matrix Report Row and Column level grouping Pivot

    Notes : Dashboards

    Prerequisites:
    1. Identify the users whom you want to show dashboard.
    2. Create or Utilize existing report.
    3. Verify if identified user is having access on report folder.
    Steps for Dashboard creation:
    1. Create Dashboard folder
    2. Give access to all the identified users for that folder.
    3. Create new Dashboard
    4. Define the size of dashboard
    5. Select the report as component
    6. Select the chart type
    7. Create a filter if needed - Filter can be created on common field
    8. Select who will run the dashboard and save.
     
    #19
  20. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    Guys got the mistake, Will see in tomorrows demo
     
    #20
  21. Aqsa Sukhera

    Aqsa Sukhera Member

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    Case Study 5
     

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    #21
  22. Aqsa Sukhera

    Aqsa Sukhera Member

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    Case study 6
     

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    #22

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