Salesforce Admin and app Builder track - 23rd May

Discussion in 'Salesforce Certification' started by Nishant Dwivedi, May 23, 2020.

  1. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    Notes 13th June :
    Data Management
    Import Wizard
    Limitations
    You can import up to 50,000 records at a time.
    You can only import 5 standard objects:
    Account
    Contact
    Lead
    Solution
    Campaign Members
    You can import all custom objects
    You can't Delete or Export from Import wizard
    you can just create or update the records
     
    #51
  2. Michael Parker_1

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    Nishant,

    yesterday I lost internet connection about 5 minutes before class ended. Now there is no check mark on yesterdays class showing I attended. How do I fix
     
    #52
  3. ATHUL K P

    ATHUL K P New Member

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    Hi Nishant,

    Please share the trailmix.
     
    #53
    Tejaswi Garimella likes this.
  4. Manivel Kannan

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    Hi Nishant-

    Please refer the attached screenshot for the page layout issue which i have mentioned. I have created new custom page layout for my expense object and assigned to sales team profile but when loged in as sales team user i'm not able to the see the Notes & attachment , files in my expense record.
     

    Attached Files:

    #54
  5. Shirisha Tumula

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    Hi Nishanth,

    I am wondering why 'Expense' is not displaying 'Related to Record' drop-down list. But, 'Related User' is displaying.
    I was following previous steps as well.

    Attached screenshot below.

    Thanks.
    upload_2020-6-16_12-54-18.png

    (This is when I was creating the email template.)
     
    #55
    Last edited: Jun 16, 2020
  6. Shirisha Tumula

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    *Never mind, I got the issue fixed*
     
    #56
  7. Paresh Soni

    Paresh Soni Member

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    Hi Nishant, How can you determine if you in a training org in SF? I cannot seem to find the Excel sample files on my system for the data loader exercise.

    Txs
     
    #57
  8. viji thangavelu

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    Hi Nishant,

    I only could enable personal tags and save it. public was not available for me. How do I do that? And after I saved personal tag, I still dont see it in my lead page. Please help.
    upload_2020-6-18_9-18-53.png
     
    #58
  9. Paresh Soni

    Paresh Soni Member

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    Hi Nishant, for lesson 6 case study, I was not able to find Social Security and bank Account fields, which objects would have these fields? I did the rest of the case study.

    Txs
     

    Attached Files:

    #59
    Last edited: Jun 19, 2020
  10. Kenny Wiegman

    Kenny Wiegman Member

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    Case Study 9 Build a Sandbox
     

    Attached Files:

    #60
  11. Kenny Wiegman

    Kenny Wiegman Member

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    Case Study 8 Create HTML email template with workflow rules
     

    Attached Files:

    #61
  12. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    Date 14th Notes:
    Marketing -- Sales -- Service
    Corporate Sim Card for organization
    Campaign --- Campaign Members --> New campaign members -- New Prospect - Lead
    <-- Existing customers
    <-- Existing prospects


    Data Loader - insert the data
    update the data
    Upsert the data
    Delete the data
    Export the data
    5 million records at a time for any kind of operation
    in batches - 10 - 1000
    standard/Recommended size of batch is 200

    1000 leads to uploaded
    5 batches which contains 200 records in each batch
    if 1 record in batch 2 got failed then it doesn't mean that all 1000 records are not goint to insert, it will insert 800 records and 200 records will not be inserted as per standard functionality till 2018
    After 2018 salesforce has defaulted only that record which is having error should not be inserted rest all records will be inserted
     
    #62
  13. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    Salesforce has two environment
    Sandbox - Utilised by Developers, Administrators, Testers, Trainers
    Production - will be utilised by end users - Sales users

    sandbox is always created from Production

    multiple types of Sandboxes
    Developer - developement and configuration
    Developer pro - System Integration Testing, Quality Assurance testing
    Partial Copy - User Acceptance testing
    Full Copy - User Acceptance testing/load testing/performance testing/ Training

    Report Type is a collection of object, Related child Objects and fields which provide the structure to report.
    lead --- lead report type
     
    #63
  14. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    See the recording you have not enabled it
     
    #64
  15. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    #65
  16. Manivel Kannan

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    Dear Nishant,
    Please refer the attached PDF for Case Study 7,8 assignments.
     

    Attached Files:

    #66
  17. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    Scenario

    An Australia-based college wants to track the performance of the students and wants to update it automatically to the class teacher who is in charge of the students. This will alert the teacher if a student has failed.


    Step :
    1. Create an App name d as "College".
    2. Create objects:
    a. Student Info
    - Name
    - Age
    - email
    - Student Id
    - Grade
    - Class (lookup to class)
    b. Subject
    - Name
    - Teacher (lookup to user)
    - Class Associated (lookup to class)
    - Max mark
    c. Class
    - Name
    d. Student Subject Association
    - Gained Marks

    3. Creation of Fields:
    4. Creation of email template
    5. you have to create a workflow to update the teacher about failure of student.
     
    #67
  18. viji thangavelu

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    Case Study assignments - 7 through 9
     

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    #68
  19. Huei Jeng

    Huei Jeng Member

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    See attached for case studies #7 to #10. Got stuck on #10-2 using bad formula. Please advise. Thanks.

    #10-2. A formula was added to the report to compare total records vs. converted leads. Should summary formula be used with conversion ratio?
     

    Attached Files:

    #69
  20. viji thangavelu

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    What is the solution for this?
    upload_2020-6-22_18-32-42.png
     
    #70
  21. Samyuktha Ramoju

    Alumni

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    Hi Nishant,

    I am not able to Add Chart. why is it diabled? Can you please provide steps to enable charts
    Thanks,
    Samyuktha
     

    Attached Files:

    #71
  22. Robert S Darcangelo

    Robert S Darcangelo New Member

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    Hi Nishant,

    I am trying to finish up my project and have run into a snag, I created my email template in lightning. When I create my workflow and try to add my template it is not there. It seems as though workflows are created in classic and it only sees classic templates. What am I doing wrong?

    Thanks
    Steve
     
    #72
  23. Yogitha Priyanka Rajanala

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    Hi Nishant,

    I'm not able to create custom object. I tried to create but i couldn't see on tab.

    In object manager, i can see the below pop message. Can you please check and tel me what i need to do for this.

    upload_2020-6-24_15-49-7.png
     
    #73
  24. Shirisha Tumula

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    Hi Nishanth,

    Not sure why the Sandboxes i created Status shows 'Stopped'

    upload_2020-6-24_18-24-24.png

    Can you help me on this.

    Thank you.
     
    #74
  25. Chetan Mahadev Kesarkhane

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    Hi Nishant,

    While doing project i created Objects & define MD relationship but i am not able to see student subject association object below the Students/Subjects object.
     

    Attached Files:

    #75
  26. Samyuktha Ramoju

    Alumni

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    Hi Nishant,

    After creating a flow, i saved,activated and clicked on run then encountered this error. What could be the possible reason?

    thanks,
    Samyuktha
     

    Attached Files:

    • ss.png
      ss.png
      File size:
      14.8 KB
      Views:
      18
    #76
  27. Yogitha Priyanka Rajanala

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    Hi Nishant,

    In student page layout - Ok, Cancel, Revert to defaults buttons are not available. What should I do? Can you please help me.

    The below is my screen:

    upload_2020-6-25_22-20-31.png

    And this one is your screen:

    upload_2020-6-25_22-22-24.png
     
    #77
  28. Paresh Soni

    Paresh Soni Member

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    Lesson 8 - Hi Nishant, I created the email temp and the workflow rules/action. Where in SF can we see the sent E-mails messages list?
     

    Attached Files:

    #78
    Last edited: Jun 26, 2020
  29. Paresh Soni

    Paresh Soni Member

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    Attached Files:

    #79
    Last edited: Jun 26, 2020
  30. Paresh Soni

    Paresh Soni Member

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    Hi Nishant, Sandbox question - I signed up for the Admin Essentials for exp Admins and was able to see the Sandbox option only in Classic, I converted to Lightning but Sandbox option was not available, so I switched back to Classic, I created few Sandboxes but they show in Pending for long time(few hours). Question - Will they show up in Lightning after they are created? Have you seen this kind of behavior? Thanks
     

    Attached Files:

    #80
    Last edited: Jun 26, 2020
  31. Manpreet_24

    Manpreet_24 Member

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    Hi ,

    Please advise where i can find Workflow recordings There are total 10 recordings , which one is for workflow.

    Thanks,
    Manpreet
     
    #81
  32. viji thangavelu

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    Hi, June 13th recording is for workflow.
     
    #82
  33. Manpreet_24

    Manpreet_24 Member

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    Hi Nishant,

    Project Submitted
     
    #83
  34. Manpreet_24

    Manpreet_24 Member

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    Thank you .
     
    #84
  35. Chetan Mahadev Kesarkhane

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    #85
  36. Ashis Kumar Panda

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    Hi Nishant,
    I have faced the below issue,could you please advice.
    I have created the email template,but when i try to preview the template the below fields are missing from the email body.
    {!Subject__c.Name}
    {!Subject__c.Teacher__c}

    Regards
    Ashis
     

    Attached Files:

    #86
  37. Amit Kumar Panda_3

    Amit Kumar Panda_3 New Member

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    Project Submitted
     
    #87
  38. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    No Solution delete non utilized ones or raise support case with sfdc
     
    #88
    viji thangavelu likes this.
  39. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    See the recording again, you can't add chart from edit window
     
    #89
  40. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    See the recordings Robert that's what I exactly quoted while creating email template, you can't utilise lightning email template in workflow or Process Builder
     
    #90
  41. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    Use right profile or create a custom one
     
    #91
  42. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    Give it some time it will get created sometimes it takes 1-2 day as well
     
    #92
  43. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    The \error is not explanatory, try to follow recording first then go through with the trailhead and then we will try some custom scenario. Read the theory of flow it is important
     
    #93
  44. T V Seetharam

    T V Seetharam Member

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    Thank you.

    Please find attached Project 1 process in the attached document
     

    Attached Files:

    #94
  45. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    Expand the + symbol
     
    #95
  46. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    To SF users and email fields
     
    #96
  47. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    Not for Exp admins Select for the admin essentials for new admins
     
    #97
  48. Nishant Dwivedi

    Nishant Dwivedi Well-Known Member

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    Let's discuss over call
     
    #98
  49. Gowri.Saisuma

    Gowri.Saisuma Customer
    Customer

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    Hi Ashis,

    Even am facing the same issue, Nishant please advice on how to resolve the above problem
     
    #99
  50. Paresh Soni

    Paresh Soni Member

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    Can I Switch it to New Admins? will that show me the Excel needed for the data loader? Txs
     
    #100

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