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Discussion in 'Salesforce Certification' started by Nishant Dwivedi, May 23, 2020.
Please post your queries here.
Day 1 Notes :
1. Salesforce is a cloud computing tool.
1. which will allow applications to run from Internet.
1. servers - - sit on multiple locations, not on premise
internet is necessary
2. two perspectives for cloud computing
1. SAAS - Software as a service
2. PAAS - Platform as a service
3. IAAS - Infrasturcture as a service - AWS, MS AZURE, Heroku
2. As Salesforce is a CRM- Customer Relationship management.
3. Create a training org for salesforce:
https://www.salesforce.com/form/signup/freetrial_training/ - for training org
https://developer.salesforce.com/signup - for developer org
4. for certification related scenarios please go with below link :
5. To login in Salesforce please use below URLS:
For Developer/Training/Production - https://login.salesforce.com/
For Sandboxes - https://test.salesforce.com/
6. Two interfaces in salesforce
Day 1 Notes Part 2 :
I am Nishant and I work as a system admin in Telco corporation - Telecom based company
Telco has aslked me to use one CRM tool and come up with options
q : Do u want a on premise or cloud based solution
Ans : Cloud based
q : have u heard about salesforce?
Ans : No
Q : Please go through with www.salesforce.com and let me know if you are ok?
Telco wants me to implement the Salesforce.
As an admin you have to verify the company information. - Go
create new user - Sales user - US Sales director - Amit Panda -
Admin user as well
1. User - Employee of Telco - Admin/Sales/support/marketing/Community manager
2. Account - Company which is your customer - Google/Accenture/Salesforce/Tata/Ford/KPMG
3. Contact - employee of that customer company
Telco Sales application needs to be created
I created company information with ENGEO and primary contact as Viji Thangavelu. User as Amit panda and Telco sales app..is this right?
I tried to enable Lightning experience for a couple of users in the Org and when I did the last step to 'Turn on Lightning Experience', I received this pop up. Is this going to be the permanent feature from Winter 2020?
Secondly, in the landing page of the Training Org, there are also notifications / pop ups to enable/switch to Lightning Experience. When a user clicks on these notifications, will the system enable Lightning Experience for that user alone or would it still take him/her to the Transition Assistant page? [I could have tried, but I didn't want to try as I don't want it to be enabled for my username yet]
Day 2 Notes :
App ---- Tab --- Object ---- Fields --- records
1. ABC corporation is my Account
2. ABC corporation is my Customer
3. ABC corporation is an Organization which is buying products from us
object Name in SFDC for a customer company - Account - 15000+(Just a dummy Number)
Object is nothing but a table (Collection of Rows and colomn)
1. Standard Objects - lead, account, contact, opportunity, product, pricebook, orders,report, quote, dashboard
2. Custom object - Any object you are going to create as per your organizational needs.
either you are having a legacy inhouse application - custom inhouse crm
or you are having a legacy external provider information - siebel
today you bought salesforce
tomorrow you done configurations
day after tmrw you dumped all the data to sfdc from siebel
next day you started utilizing salesforce
1-3 years process
Requirement : Telco Corporation is facing a challenge to record the expenses of sales persons. So they asked Nishant to create a way to enter the expenses inside Salesforce because sales person is going to utilise salesforce for sure so it will be easy for him to store the expenses over here/.
Formula Help : https://help.salesforce.com/articleView?err=1&id=customize_functions.htm&type=5
( Amount__c > 500 ) || (DATEVALUE(Date_Time_of_Expense__c) < DATEVALUE(CreatedDate) - 5)
When Creating a Check Box custom field in a Custom Object, do I have the ability to also add a text field beside that checkbox so I can add a note?
How to provide lighting experience to a newly created user as salesforce admin ?
Expense Id - Auto Number
Type of Expense - Drop Down(Picklist)
Subtype - Picklist
Description - Long text
Amount - currency with Dec
Date of Expense - Date and time
Mode of payment - Picklist
Related User - Owner field
Approval Needed? - checkbox (Formula)
Status - Picklist
Priority - Picklist
Billable? - checkbox
Account Name - Lookup
2. Encrypted text field
3. Validation rules
1. Relationships :
one to many relationship
Schema builder to create object
Changing field types
Currently user is facing issue in two situations.
1. User has to scroll to much to find the relevant sub types
2. Users are not entering the credit card number while selecting payment mode as credit card so expense management team has to do a lot of followups.
Formula Help :
if credit card number is blank and payment mode == credit card then throw the error
AND( ISBLANK( Credit_Card_Number__c ) , ISPICKVAL( Payment_Mode__c , 'Credit Card') )
ISBLANK( Credit_Card_Number__c ) && ISPICKVAL( Payment_Mode__c , 'Credit Card')
IF(AND( ISBLANK( Credit_Card_Number__c ) , ISPICKVAL( Payment_Mode__c , 'Credit Card') ),true,false)
****Note : The case studies for lesson 2,3,4 has to be done on Developer Org not on trining or your organization's org
I found this link on Salesforce for anyone interested in get coupon for exam. Need to register and take a free webinar then get coupon. Sign up as classes filling fast in June. I could only get June 15. https://pub.s7.exacttarget.com/ryqkengawga
I am stuck with these errors while using data import wizard on the trailhead. Any thoughts?
- Fixed this issue.
Check the edit options for mapping. Salesforce will only do what you tell it to.
Thanks for sharing Mike
Q1 - What is the difference under the hood in 'freezing' an user and 'deactivating' an user. How Salesforce handles these two situations under the hood.
Q2 - What will happen to 'freezing' or 'deactivating' a user who has a Dominant Master Detail Relationship?
This will be covered later, although for your answer I can say you have to map the required fields, So there are two fields on Contact which are required but either you won't have value in your excel or you haven't mapped them.
If you are not able to resolve it by this comment please wait for next week this will be in discussion with proper example.
Ans 1 : freezing an user means that the user went for the vacation and when he will come back and start using SFDC then you need to Unfreeze his account.
Deactivating a user will allow you to permanently revoke all the rights of user and even you can transfer his all records to someone else, it indicates that the employee has left the job.
Ans 2 : 'freezing' or 'deactivating' a user has no impact on Master detail relationship that's why you can't delete the user.
https://help.salesforce.com/LA_ShoppingCart?id=a1y0M000000gIqR - Go for this if you want to get $100 voucher and register yourself. Attending these webinar after your "course/project/simplilearn exam" completion is beneficial. If you go before that might lead you in confusion.
Thanks and Regards,
Thanks very much Nishant
Case Study :2
Scenario :United Containers is looking for a way to track potential employees in Salesforce. The contact standard object isn’t set up properly for this use case. United Containers is struggling to keep resumes and other applicant information organized.
Solution : New Custom object needs to created to maintain the candidate details
Setup-->Object Manager -->Create-->Custom Object
Enter the details in to required mandate fields i.e Label, Plural Label, Object Name, Record Name .
Select Launch New Custom Tab Wizard and save.
Select Tab style and click next
Add to Profiles:Provide visibility permission to required profile by enabling Apply a different tab visibility for each profile and select "Default On " or select next to provide visibility permission to all profile by default.
Add to Custom Apps: Select include Tab option for the desired app to ass this custom object. (by default it will be added to all the app) and save.
Case Study 3:
Scenario: United Containers is facing issues while calculating commissions for opportunities. Currently the Sales Managers are required to export all sales to a spreadsheet and then use Excel to perform formula calculations. Once this is completed, the Managers send it to the accounting team for payment. This entire process is prone to errors.
Solution: New custom field (Data type : formula )needs to be created to calculate to commission for the opportunity records.
Setup-->Object Manager--> Opportunity(standard object)-->Filed & Relationship -->New
Choose the filed type by selecting Formula data type -click Next.
Enter the Filed label and name and choose output type as Percent and select the decimal value (as per requirement)
Enter the formula Insert Filed : opportunity-->Amount and Insert Operator: Multiply and enter the commission percentage value i.e 0.10 (10%, where as 10% of the amount will be calculated as commission )
Go to opportunity tab and open any existing opportunity or create new opportunity to check the commission.(refer the created custom filed in opportunity record)
Case Study 4:
Scenario:United Containers is having a tough time enforcing sales record integrity when opportunities are closed. The correct start dates and amounts are not being populated even after the sale is closed. Sales operations team is forced to ask the individual salespeople for this information. This requires additional hours and effort on the part of the sales department. United Containers needs a way to require certain fields on opportunities based on opportunity stage.
Solution: New Validation Rules need to be created to restrict the user to save the closed /won (stage) opportunity's record in order to enter the amount.
Setup-->Object Manager--> Opportunity(standard object)-->Validation Rules-->New
Enter the details on mandate fields i.e Rule Name and make sure that active selected.
Enter the error Condition Formula AND( ISPICKVAL( StageName , "Closed Won") , ISBLANK( Amount ))
Enter the error Message to warn the user Please populate the amount in amount filed in order to close the opportunity
Quick question to anyone who knows this, I am a little confused here..., which of the following overrides which?
1. OWD or
2. CRUD Permissions given in a profile
My head is spinning, somebody help. Thanks Guys
Assignments should be posted in community
- Screenshot and steps
Notes Day 4:
Record Level Security -
Scenario : Telco has implemented the Expense module with the help of Admin team. After the implementation Users are reporting that their data is visible to all the users while Expenses are personal information and should not be visible to someone who has nothing to do with it.
Solution Design :
1. Is their any relationship existing on expense? - yes
- Related Organization - Lookup X
- Related User - MD relationship
- User - lookup X
In MD relationship the access of child record always get controlled by master record.
2. How to control the Record access on any object? - OWD (Organization wide Default)
CRUD - Create/Read/Update/Delete
CRED - Create/Read/Edit/Delete
Public - R or R/W (for all the records of that object)
Private - you are able to see and modify only your record
Controlled By Parent - In MD relationship the access of child record always get controlled by master record.
1. Navigate to OWD - Setup --> Security --> click on Sharing Setting --> OWD.
2. By clicking on Edit button and selecting private on Parent Object which is Related User in this case.
Schenario 2 : I am not able to see my subordinates records for approval. Solved via Roles
Scenario 3: I am a finance representative person for whole sales team but I am not able to see the Expense Records for all Sales Users.
Audit - Phil Smith - Visibility/Read access /R-W is not required
Solution approach :
Go to sharing rules in sharing setting below OWD.
Note : Sharing rules will only provide extra access to a user or group of users.
I can't restrict the access.
Field Accessibility : To See and control the access of fields on the basis of profile.
Editable - In FLS(Field Level Security) Visible without RO checkbox checked.
Required - In FLS(Field Level Security) Visible without RO checkbox checked but On field Required checkbox is checked
Read-Only - In FLS(Field Level Security) Visible with RO checkbox checked.
Password Policies : We are going to talk about Org level Password Policies.
Scenario 4 : Telco is facing a situation where sales users are able to access the Sales Data outside the work premises and it will increase the chance of Data leakage to the outer world majorly to Competitors.
Solution: you ahve to Go to your ITS department and ask for the IP ranges utilized by the compny for different locations
Telco operates from India and US
You need to have both offices IP range
0.0.0.0 - 255.255.255.255 - IPV4
Object Level Security
Network level Security
OWD are primary permissions on Salesforce for Record level Security while Profiles are for Object level security, So no one overrides another in this aspect. Yes there are some levels where they collaborate to give you better user exp but don't get confused on collaboration with Overriding.
In order to ensure this: Formulas can be User-specific or utilize any other criteria for calculations.
Formulas cannot be edited by users once calculated.
I did this:
Please correct me if I am wrong.
Case Study 2) Created a new custom object called 'Candidates' under 'Human resources' application which is visible to users in 'Human Resources' application.
Case Study 3) Formula Field 'Commissions' based on the 'Type' and 'Amount'
Case Study 4) Using validation rules, dynamically making on 'Type' and 'Amount' fields mandatory when opportunity stage pickvalue is "Closed Won".
Testing this validation:
one quick question.
I don't see the field "Starting Number" while creating the "Expense" object.
Can you please let me know what could be the reason?
Lesson 2: How to do this: Custom objects can be used along with Force.com licenses.
b. Custom objects are Chatter-compatible and Salesforce1 capable
Solution: edit custom object/ check Allow in chatter groups
c. Made the new custom object visible to users in human resources
Solution: search status/ Allow search
is my solution right?
1. The Amount, Contract Start Date, and Type fields can be made required when an Opportunity is
Closed Won.Opp_won: ISBLANK( Contract.StartDate ) && ISPICKVAL( Type , 'Type')
The other 2 fields dont work right with the above formula.
2. Two error messages were created to inform users of their data entry error - I am not sure of this as well.
Hi All - How to manually merge 2 Accounts in Salesforce. Does anybody has any idea ? I tried the normal way but it kept giving me an error message -
You cannot delete Account "xx" as the Merge Accounts preparation and validation has not been executed.
Attaching my assignment -- case studies #2 to #6
Hi Nishant, can you please please have a dedicated class on the formula and validation rules? I am struggling with it.
I set Opportunity field to "Private" under Org wide default and I got these below warnings:is this right?
lesson 5 submission
Case study assignment from lesson 2 through 6
Attached Case study 5 & 6.
Case Study 2
Case Study 3
Case Study 4
Case Study 5
Case Study 6
Case Study 7
Case Study 2
Case study 3
Scenario:United Containers has employees working from home, on the road, as well as from different office locations. Currently, employees are logging in through unsecured connections at coffee shops and book stores, when the company strictly prohibits this action. United Containers needs to find a way to restrict access to Salesforce while still allowing some employees to login from home.
Solution: OWD-Security Control has to be implemented in order to restrict users log in from outside office premises and comply company security policies.
Password Policies - To set up complex and secured Password.
Network Access- To Set up trusted IP range to restrict user login from outside office premises.
Session Setting- To schedule inactive session timeout timer and to lock the the user's session with originated IP address or domain so that when IP or domain change in user's machine session will timeout /exit and enforce user to log in again.
Go Setup--> Setting-->Security-->Password Policies
Go Setup--> Setting-->Security-->Network Access-
Go Setup--> Setting-->Security-->Session Setting-
It won't come as when you are creating object by default it start from1
Scenario: United Containers needs a way to restrict access to certain fields on contact and lead records.Currently, there is sensitive information such as social security numbers and bank account information which the company does not want sales people to see. The company needs to selectively control which field data can be viewed, which can be hidden, and which can be viewed but not edited.
Solution: New Custom profile needs to be created with restricted access to sensitive information by customizing object,field and page layout/record types permission.
Change OWD access for Lead as Private.
Clone existing standard /custom profile and name it as " Sales User"
Object Setting- Provide CRED permission only to the required object by sales team and enable default on in Tab Setting.
Record Types and Page Layouts Assignments-Assign the customized Sales team page layout and record types.
Filed Permission- Provide Read/write access to the non sensitive information fields only which required by sales team and rest needs to be removed(Read/write)
Login Hours- Schedule start and end time and working days for user to log in order to restrict unauthorized access.
Go to Setup-->Security--> Sharing setting -->OWD-->> Lead --> Private
Go to Setup-->Users-Profile-->New Profile--> Select existing standard/Custom profile to clone --> create Sales Team Profile.
Profile--> Sales Team--> Object Setting--->Select Contact Object- Customize Tab,object Permission,field permission ,page layout
Profile--> Sales Team--> Object Setting--->Select Lead Object- Customize Tab,object Permission,field permission ,page layout
click drop down button--> Login Hours- Set up --> schedule user login hours for Sales team profile.
Notes 13th June :
There are 5 telco Sales users
but Org wants that one user apart from those five will have extra access on Service application so that he will guide the service managers regarding the deal happened in past
Marketing --- Sales --- Service
Telco wants an automated email structure which is going to pick the expense data dynamically as well as the user information so that the right information will be conveyed to the users without any manual interference as well as it should follow the organizational best practices to send the email.
Business wants to implement below scenarios:
1. When a status change is happening one Email should be triggered to the Owner of Expense. - immediate as well as on editing the record
2. If Amount is greater than 1000$ and Type is Hotel and Stay then Priority should be high.
3. When a billable checkbox checked ensure one followup task will be created for the user.
After creation of Workflow always click on Done button and Activate the workflow.
If any lookup is having filter then you can't use that lookup in Workflow.
What is Workflow?
Workflow automates the following types of actions based on your organization's processes:
Tasks—Assign a new task to a user, role, or record owner.
Email Alerts—Send an email to one or more recipients you specify.
Field Updates—Update the value of a field on a record.
Outbound Messages—Send a secure, configurable API message (in XML format) to a designated listener.
For example, workflow can:
Assign follow-up tasks to a support rep one week after a case is updated.
Send sales management an email alert when a sales rep qualifies a large deal.
Change the Owner field on a contract three days before it expires.
Trigger an outbound API message to an external HR system to initiate the reimbursement process for an approved expense report.
Each workflow rule consists of:
Criteria that cause the workflow rule to run.
Immediate actions that execute when a record matches the criteria. For example, Salesforce can automatically send an email that notifies the account team when a new high-value opportunity is created.
Time-dependent actions that queue when a record matches the criteria, and execute according to time triggers. For example, Salesforce can automatically send an email reminder to the account team if a high-value opportunity is still open ten days before the close date.