Salesforce Admin and App Developer | Shiva

Discussion in 'Salesforce Certification' started by Archita Mishra, Apr 20, 2020.

  1. Shiva Kumar_8

    Shiva Kumar_8 Customer
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    Hi Abhijeet,

    You just need to create the sections and reorder the fields as per your requirement.
     
    #51
  2. Shiva Kumar_8

    Shiva Kumar_8 Customer
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    Hi Ganesan,

    Kindly watch the Video once.
    Let me know if you still have any queries.
     
    #52
  3. Shiva Kumar_8

    Shiva Kumar_8 Customer
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    Hi Shubhadip,

    Please share me the snapshot of Object Creation Page..
     
    #53
  4. Shiva Kumar_8

    Shiva Kumar_8 Customer
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    Hi All,

    I have added two more activities in the attached document. Kindly complete these activities as well.

    Regards
    S.Kumar
     

    Attached Files:

    #54
  5. aslesha

    aslesha New Member

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    HI SHIVA ,
    CAN U UPLOAD THE NOTES AND ACTIVITIES OF WEEK 2
     
    #55
  6. Shubhadip Majumdar

    Shubhadip Majumdar Active Member

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    Hello Shiva Sir,

    The problem is solved thanks and I will finish the tasks given by you :)
     
    #56
  7. Sushanto Calatur

    Sushanto Calatur Active Member

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    Hi Shiva,

    When creating Master Detail relationship on both Review & Offer objects.
    In the dropdown I cannot see the Job Application Object.

    However, I was able to create the MD relationship from Job Application to Position & Candidate Objects?

    How to solve this?
    I don't have any records added as of now on any object.
     

    Attached Files:

    #57
  8. Dorsey Dixon

    Dorsey Dixon Member

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    I have confusion on making the users from the ABC Org Structure. I do not have enough licenses to create all the users with the corresponding profiles. How do I get more?
     
    #58
  9. Shadab Khan_3

    Shadab Khan_3 Member

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    Hi Dorsey,
    You can only have 2 Salesforce and 3 Salesforce Platform licenses within your developer org for ABC. Additional licenses will incur you extra cost, which is ideally not what you want.

    In order to work with the licenses, you can assign them any profile that is not tagged to a Salesforce license first, and then when the time comes to test the scenarios with the required user you can release the Salesforce license from another user and assign it to the user to whom you would like to login and test your scenarios.

    I hope that helps.
     
    #59
  10. D V ARAVIND REDDY

    D V ARAVIND REDDY New Member

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    hi siva sir
    can you share the today notes
     
    #60
  11. Shiva Kumar_8

    Shiva Kumar_8 Customer
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    Yes Anagha
     
    #61
  12. Shiva Kumar_8

    Shiva Kumar_8 Customer
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    Hi All,

    Please find the below attachments

    1) Notes updated till date 02-May-2020. Kindly refer this notes while doing the activities.
    2) Activity-Week-3 (Day-1) which we discussed in the class.
    3) Slides Part-2 (extra Notes.. ) unable to upload the Part-1 Slides due to file size. Will share it shortly..

    Regards
    Shiva Kumar
     

    Attached Files:

    #62
    Shubhadip Majumdar likes this.
  13. Abhijeet Mahajan

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    Thank you...
     
    #63
  14. Shubhadip Majumdar

    Shubhadip Majumdar Active Member

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    Thank you Sir :)
     
    #64
  15. Shubhadip Majumdar

    Shubhadip Majumdar Active Member

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    Hello Archita and Shiva Sir, the recording for 3rd May has been uploaded but not for 2nd May. Also it was uploaded as Session 5 instead of Session 6. Kindly take a look and please upload the previous day recording.
     
    #65
  16. Malleswari Ilavarapu

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    HI Shiva,
    Can you please upload HW for this week ?

    Thanks,
    Malleswari.
     
    #66
  17. Shiva Kumar_8

    Shiva Kumar_8 Customer
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    Hi Archita,
    Kindly look into it.
     
    #67
  18. Shiva Kumar_8

    Shiva Kumar_8 Customer
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    Hi All,

    Please find the below attachments

    1) Notes updated till date 03-May-2020. Kindly refer this notes while doing the activities.
    2) Activity-Week-3 (Day-2) which we discussed in the class.


    Kindly complete these activities in your Org... and let me know if you are facing any issues.

    Happy Learning.

    Regards
    S.Kumar
     

    Attached Files:

    #68
  19. Shiva Kumar_8

    Shiva Kumar_8 Customer
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    Hi Aslesha,

    I have uploaded week-2, week-3 notes and activities document.

    Regards
    Kumar.
     
    #69
  20. Daniel Tackie

    Daniel Tackie Member

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    Has anybody succeeded in seeing and downloading our class we had last Friday, the 1st of May? Class held on Saturday, 2nd May is there but it has been labeled as Session 5. I think it has to be labeled as Session 6 instead of Session 5. Can those in authority fix this for us? Thank you
     
    #70
  21. Ukendran G

    Ukendran G Member

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    Hi Shiva,

    (02-May-2020)Session video was not yet uploaded in the LMS.
     
    #71
  22. Anagha Kabe

    Anagha Kabe Member

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    Thank you Shiva.
    Class 5 Saturday ,May 2nd 2020 class recording still not uploaded.Please look into it, as its difficult to complete the assignments without the class recordings
     
    #72
  23. Sushanto Calatur

    Sushanto Calatur Active Member

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    Manual Sharing (HomeWork Activity)

    Would request Shiva's inputs and the rest of the class aswell.

    Activity: Share a Position with Hiring Manager (Ben Stuart) and see if this will be accessible by Andrew GoldBerg
    OWD Setting: Position Object (Public Read)

    Steps
    1. Given Hiring Manager Profile (CRU permission) on the Position object
    2. Login as Megan Smith or Cynthia, switch to Classic
    3. Provide access to job (Manual Sharing: Read/Write) to Ben Stuart
    4. Login as Ben Stuart (Hiring Manager Profile)
    5. Ben Stuart can edit this position
    6. Give access to Interviewer Profile (CRU Permission) on the Position Object.
    6a. Login as Melissa Lee (Interviewer Profile)
    7. Melissa cannot edit this record
    8. Login as Andrew Goldberg (HM Profile)
    9. Andrew can edit the position
    10. Change the HM & Interviewer Profile back to R only access on Position Object.


    Hope this helped understanding "Manual Sharing" in little more depth.

    Need inputs from others and Shiva here ->
    TakeAway:
    So anyone above the owner (in org Chart) can share and anyone above (in org Chart) the person shared can access with the same permissions.
     
    #73
    Last edited: May 5, 2020
  24. Anagha Kabe

    Anagha Kabe Member

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    Hi Shiva
    Archita still has not responded to uploading the class 5 video. Please look into it.Thanks.
     
    #74
  25. Malleswari Ilavarapu

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    HI Shiva,
    I have tested below scenario and the answer is Yes, Andrew will be able to view the record. Can you please confirm if the answer is correct or not?

    =======
    HW-
    If Megan shared it to someone under Andrew would Andrew be able to view it then?
    =========

    Thanks,
    Malleswari.
     
    #75
    Sushanto Calatur likes this.
  26. Tammy Djuric

    Tammy Djuric Member

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    Hi Shiva, I'm not sure what the Workflow criteria should be for a new record. Do we need to add "New" to the Status picklist and make that the criteria?

    "Whenever a new offer is created then bonus percentage should be updated to 10%. Status should be updated to Send and email should be sent to the system administrator."

    Cheers,
    Tammy
     
    #76
  27. Ashis Kumar Panda

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    Hello Shiva,
    Hope you are doing well.
    I have issue with the additional permission set.
    I have created an additional permission set (Grant Additional Permissions to Position and Candidate Objects) and assigned to Phil Katz(Hiring manger Profile).
    But the additional permissions are not reflecting for Phil.
    Could you please check and suggest(I have uploaded all the s/s).

    Warm Regards
    Ashis
     

    Attached Files:

    #77
  28. Sushanto Calatur

    Sushanto Calatur Active Member

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    Hi Ashis,

    Can you try Assigning the profile the permission set?
    The screenshot you shared for assigning to Phil is not completed, it is just selected. You will need to click on add assignment there.

    Sushanto
     

    Attached Files:

    #78
  29. Ashis Kumar Panda

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    Hi Sushanto,
    The permission set has been assigned to Phil.
    Please find the s/s.

    Regards
    Ashis
     

    Attached Files:

    #79
  30. Sushanto Calatur

    Sushanto Calatur Active Member

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    Hi Tammy,

    We can do without that, Since this has to run everytime a new record is created I did change the Rule Criteria to run everytime, by using formula and providing true.

    Let me know if this helps... or we can wait for Shiva and others to reply.

    Warm Regards,
    Sushanto
     

    Attached Files:

    #80
    Tammy Djuric likes this.
  31. Sushanto Calatur

    Sushanto Calatur Active Member

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    S
    Strange for the exact same configuration, I was not able to create new positions or candidates.
    I came and updated the assignment and could create new positions and candidates.

    Can you check and see if now you are able to create new positions / candidate. If not then it must be something more deeper and we will have to wait for Shiva to respond.

    Sushanto
     
    #81
  32. Tammy Djuric

    Tammy Djuric Member

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    Hi Sushanto, that worked! Thank you :)

    Cheers,
    Tammy
     
    #82
  33. Tammy Djuric

    Tammy Djuric Member

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    Hi Shiva, Is there any documentation on Salesforce best practices?

    Cheers, Tammy
     
    #83
  34. Shubhadip Majumdar

    Shubhadip Majumdar Active Member

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    Hello Shiva Sir, Please find attached the CSV file which I was trying to import. Kindly change the "Text" file extension to "CSV" and let me know if you are also facing the same problem. Thanks
     

    Attached Files:

    #84
  35. Shiva Kumar_8

    Shiva Kumar_8 Customer
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    Hi All,

    Please find the attached documents for this week to practice.

    1) Activity- Week 4 (Day-1 & Day-2)
    2) Simplilearn Notes
    3) Books Records (I could not able to send this data in .csv hence I copied all the records in a PDF. Kindly copy all the records in an Excel file and save it as an .csv file.

    Kindly drop a message if you have any queries.

    Regard
    SK.
     

    Attached Files:

    #85
  36. Shiva Kumar_8

    Shiva Kumar_8 Customer
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    Hi Shubhadip,

    Kindly share the data in an PDF file.
     
    #86
  37. Shubhadip Majumdar

    Shubhadip Majumdar Active Member

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    Sure Sir.....Please find attached the PDF File.
     

    Attached Files:

    #87
  38. Venkata 7777

    Venkata 7777 Member

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    Hi Shiva, While creating a Custom Tab for Custom Object, I have given access to all Custom Apps and saved it. But now I want to restrict access to only Recruiting App. So , could you please guide me on the same
     
    #88
  39. Venkata 7777

    Venkata 7777 Member

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    Hi Shiva, In the process of creating a Tab for Custom object, I have given allowed the tab to be in all all the Custom apps and Saved. But now, I want to restrict the Custom Tab to only Recruiting App. So, please guide me on the same
     
    #89
  40. Malleswari Ilavarapu

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    Hi Shiva/Archita
    The screen sharing is not available in latest recording (10th May) , only audio is available . Can you plz check on why the screen sharing is not showing ?

    Is everyone facing same issue?

    THanks,
    Malleswari.
     
    #90
  41. Anagha Kabe

    Anagha Kabe Member

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    Hi Shiva
    Activity for Homework Workflows-1 When we create new offer ,Bonus percentage should be updated by 10%. Action criteria - Field update I am not able to write the formula. It says Error: Formula result is data type (Boolean), incompatible with expected data type (Percent). Can you please explain?
     
    #91
  42. Shubhadip Majumdar

    Shubhadip Majumdar Active Member

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    Hello Malleswari,

    I am not facing the same problem, I can see the screen. Thanks
     
    #92
  43. Shubhadip Majumdar

    Shubhadip Majumdar Active Member

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    Hello Anagha,
    Can you please write the formula what you are trying to put there?
     
    #93
  44. Malleswari Ilavarapu

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    Hi Tammy
    Thanks Shubhadip!!
     
    #94
  45. Sushanto Calatur

    Sushanto Calatur Active Member

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    Hi Shubhadip,

    Not sure if this is what you are looking for, but I did try to load the CSV file shared by you in the steps mentioned in the PDF and was able to do it.. I also have got one more doubt on the NAME field type. But in general I was able to upload the contacts in the attached steps...

    Let me know what you think.

    Sushanto
     

    Attached Files:

    #95
  46. Shubhadip Majumdar

    Shubhadip Majumdar Active Member

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    Hi Sushanto,

    Congratulations you didn't faced any error however I tried doing the same in Trailhead and there I can't convert all the data. 3 Data were always showing me error however I didn't tried it in my own org. Let me try it and I will let you know. Thanks a lot.

    Shubhadip
     
    #96
  47. Shubhadip Majumdar

    Shubhadip Majumdar Active Member

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    Hello Sushanto,

    Even in my org I didn't got any error however in the Trailhead, it is still showing me error and I am not able to score my 500 marks :-(. No idea why it is showing an error and how I can bypass the same :-(
     

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  48. Sushanto Calatur

    Sushanto Calatur Active Member

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    Which Trail / module is this? if you share that I can try it and see...

    Also, if possible share the error that you are getting if it helps to figure from that.
     
    #98
  49. Shubhadip Majumdar

    Shubhadip Majumdar Active Member

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    Kindly click on the link of trailhead which is mentioned below:

    https://trailhead.salesforce.com/en/home
     
    #99
  50. Sushanto Calatur

    Sushanto Calatur Active Member

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    The link is for homepage of trailhead... can you share the module?
     
    #100

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