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Salesforce admin and batch developer /batch 3/Dec 12 - Jan 31 2020

On the LMS site, I was marked as "missed session" for the Sunday December 13 class. I attended but used the link from the email instead of the link from the LMS "Live Classes" page. Is there anyway to correct this?

EDIT
This appears to have been resolved. Thank You. James Moore
 
Last edited:

Shiva Kumar_8

Customer
Customer
Hi All,

Please find the attachments for completing the Home Task.

Regards
MSK.
 

Attachments

  • Data Model & Object Creation.pdf
    682.7 KB · Views: 29
  • Dec 20 Salesforce Notes-Simpli.txt
    11.4 KB · Views: 29

Arpita Mallick

Customer
Customer
hi Shiva

I created an app in classic and later upgraded to lightning. I can see it in app manager but not on the nine dots on the left of the screen where we see apps. i tried searching for it there. what is wrong?

Regards
Arpita.
 

Shiva Kumar_8

Customer
Customer
hi Shiva

I created an app in classic and later upgraded to lightning. I can see it in app manager but not on the nine dots on the left of the screen where we see apps. i tried searching for it there. what is wrong?

Regards
Arpita.

Hi Arpita,

We resolved this issue in the class.

Regards
MSK
 

Shiva Kumar_8

Customer
Customer
Hi All,

As discussed in the class please find the attached documents for your references to complete the Home task.

1) Scenarios- HW Activities.pdf ----- It has all the scenarios that you are suppose to complete as a HW.
2) Class Notes for referencing
3) Slides which you can refer to complete all the Scenario activities.

Once you complete these activities, please let me know.. I will start sharing the Trial Head Modules and Projects for the topics that we covered and you can start earning the batches and the points.

Please post me if you have any queries !!

I wish you all a very Happy Christmas and Happy New Year !!

Regards
MSK.
 

Attachments

  • Scenarios- HW Activities.pdf
    198.1 KB · Views: 24
  • Dec 20 Salesforce Notes-Simpli.txt
    18.9 KB · Views: 22
  • Week-2-Part2.pdf
    921.4 KB · Views: 24

Shiva Kumar_8

Customer
Customer
Hi All,

Please complete the below modules and kick start your journey with Trialhead..

Module: Salesforce User Basics
Link: https://trailhead.salesforce.com/en/content/learn/modules/lex_salesforce_basics

Module: Picklist Administration
Link: https://trailhead.salesforce.com/en/content/learn/modules/picklist_admin

Module: Lightning Experience Basics
https://trailhead.salesforce.com/en/content/learn/modules/lex_migration_introduction

Module: Data Modeling
https://trailhead.salesforce.com/content/learn/modules/data_modeling

Do let me know once you completes these modules. I will share some more..

Happy Learning !! Enjoy the Holidays...

Regards,
MSK
 

albin abraham

Customer
Customer
Hi All,

Please complete the below modules and kick start your journey with Trialhead..

Module: Salesforce User Basics
Link: https://trailhead.salesforce.com/en/content/learn/modules/lex_salesforce_basics

Module: Picklist Administration
Link: https://trailhead.salesforce.com/en/content/learn/modules/picklist_admin

Module: Lightning Experience Basics
https://trailhead.salesforce.com/en/content/learn/modules/lex_migration_introduction

Module: Data Modeling
https://trailhead.salesforce.com/content/learn/modules/data_modeling

Do let me know once you completes these modules. I will share some more..

Happy Learning !! Enjoy the Holidays...

Regards,
MSK


Please share us more modules, thank you
 
Shiva Kumar,

Completed all modules which assigned us in trail head, I request you to please upload some more links to practice in Trail head....

Thanks in advance,
Venkatesh Borra...
 

Shiva Kumar_8

Customer
Customer
Hi All,

Please find yesterday's notes for your reference.

Regards
MSK
 

Attachments

  • Dec 20 Salesforce Notes-Simpli.txt
    24.1 KB · Views: 15

Shiva Kumar_8

Customer
Customer
Hi All,

Please find the updated Notes as of 10-Jan-2021.

1) Regular Notes
2) Activity on Offer Record Types and Formula Fields which we discussed in the Class.
3) Activities document (Home Tasks) which are supposed to complete it by next Class.

I will be sharing some more Trailhead inks and project details shortly. Complete this also.

Regards
MSK
 

Attachments

  • Dec 20 Salesforce Notes-Simpli.txt
    30.4 KB · Views: 15
  • Offer-Object Recordtype and Formula Fields Assignment.txt
    1.2 KB · Views: 13
  • Activities-Week-3.pdf
    719.1 KB · Views: 15
Hi all,

Does any one attempted below homework task,

I successfully created formulas, and created 3 different page layouts (manager level page layout, entry level page layout, executive page layout) and assigned them to three different record types but at last I am not able to get 3 different UI in offer objects...

it would be great if anyone assist me in this issue. (+33766509494 my whats app number, venkat.b1993@gmail.com) please get in touch to assist me please.


Thanks in advance

Manager Level---- Gross Amount = HRA + DA + LTA + All Cash Remburshments + Medical
Gross Deductions = Pre Requisites + PF + Income Tax
Net Salary Payable = Gross Salary - Gross Deductions
Entry Level---- Gross Amount = HRA + DA + LTA + Medical
Gross Deductions = Pre Requisites + PF
Net Salary Payable= Gross Salary - Gross Deductions
Executive Level---- Gross Amount = HRA + DA + LTA + All Cash Remburshments + Additional Allowances +
Bonas Percentage + Medical
Gross Deductions = Pre Requisites + PF + Income Tax
Net Salary Payable = Gross Salary - Gross Deductions
Ner
HRA = Basic_Salary__c * 0.30
DA = Basic_Salary__c * 0.10
LTA = Basic_Salary__c * 0.090
Additional Allowances = Basic_Salary__c * 0.35
All Cash Remburshments = Basic_Salary__c * 0.0950
Pre Requisites = Gross_Salary__c * 0.10
Medical = Basic_Salary__c * 0.50
PF = (Basic_Salary__c + Dearness_Allowance__c ) * 0.833
Income Tax = - Gross_Salary__c * 0.25 not
Gross Salary = Basic_Salary__c + HRA__c + LTA__c +
Medical__c + Dearness_Allowance__c + Bonus_Percentage__c + All_Cash_Rembursements__c
Gross Deductions = Perquisites__c + Income_Tax__c + PF__c
Net Salary Payable = Gross_Salary__c - Gross_Deduction__c
 

Shiva Kumar_8

Customer
Customer
Hi All,

Please find the attached updated notes and the Home task activity document.

Regards
MSK.
 

Attachments

  • Workflows-Approval Process-DataManagment.pdf
    112.5 KB · Views: 12
  • Dec 20 Salesforce Notes-Simpli.txt
    37.7 KB · Views: 12

Reetu Gupta

New Member
Hi Shiva,

I worked on the below task and got three different UIs in Offer object by creating different page layouts and record types.

But my question here is that, how can we calculate the gross amount/deductions for each level? Each level has different components. I have created one formula but it will not work for all the levels. How to change formula conditionally for all levels.



Manager Level---- Gross Amount = HRA + DA + LTA + All Cash Remburshments + Medical
Gross Deductions = Pre Requisites + PF + Income Tax
Net Salary Payable = Gross Salary - Gross Deductions

Entry Level---- Gross Amount = HRA + DA + LTA + Medical
Gross Deductions = Pre Requisites + PF
Net Salary Payable= Gross Salary - Gross Deductions

Executive Level---- Gross Amount = HRA + DA + LTA + All Cash Remburshments + Additional Allowances +
Bonas Percentage + Medical
Gross Deductions = Pre Requisites + PF + Income Tax
Net Salary Payable = Gross Salary - Gross Deductions

HRA = Basic_Salary__c * 0.30

DA = Basic_Salary__c * 0.10

LTA = Basic_Salary__c * 0.090

Additional Allowances = Basic_Salary__c * 0.35

All Cash Remburshments = Basic_Salary__c * 0.0950

Pre Requisites = Gross_Salary__c * 0.10

Medical = Basic_Salary__c * 0.50

PF = (Basic_Salary__c + Dearness_Allowance__c ) * 0.833

Income Tax = - Gross_Salary__c * 0.25

Gross Salary = Basic_Salary__c + HRA__c + LTA__c +
Medical__c + Dearness_Allowance__c + Bonus_Percentage__c + All_Cash_Rembursements__c

Gross Deductions = Perquisites__c + Income_Tax__c + PF__c

Net Salary Payable = Gross_Salary__c - Gross_Deduction__c
 

Shiva Kumar_8

Customer
Customer
Hi Team,
Sorry for the delay in attaching the 17-Jan Notes.
Please find the attachment.

Regards
MSK.
 

Attachments

  • Dec 20 Salesforce Notes-Simpli.txt
    43.5 KB · Views: 10
Hi @James moore

Need your guidance to re-arrange my detail page like yours. How did you arrange the amount comes on same line as HRA , I have it reflecting down the name. Can u please help me arranging it.
Thanks in advance.

upload_2021-1-21_20-38-5.pngupload_2021-1-21_20-38-44.png
 
I am using "compact view" (from the user icon in the upper left corner). I also selected single column view. I think that was the only change I made to the view.
 
Hi Shiva,

I need guidance on process builder, I'm confused what to use when in the process builder and couldn't able to complete the home task. Is it possible to take up process builder in today's class??
please just help me to complete homework task, so that I will get some idea on process builder..

Thanks in advance
 

Shiva Kumar_8

Customer
Customer
Hi All,

Please find the attached notes for 23 & 24-Jan.
Kindly practice and create the reports and Dashboards and complete the Sales Cloud Process.


Regards
MSK.
 

Attachments

  • Dec 20 Salesforce Notes-Simpli.txt
    48.5 KB · Views: 13
  • SalesCloud Process.pdf
    294.5 KB · Views: 14
Hi Shiva,

You Told me on Sunday evening,
you gonna upload process builder home task documents for reference,by yesterday evening.
could you please upload the document on process builder So that I will Practice them, please

Thanks in advance...
 

albin abraham

Customer
Customer
Hi All,

I have used " AND(OR( ISPICKVAL( Rating , ""), ISNULL( Phone ) , ISNULL( Email )), ( IsConverted =true)) " as validation rules for leads,
If i select a value for the picklist Rating and keep the phone, email field empty the lead is getting converted without getting any error. Do you face this issue, try it out and give me a reply.

Thanks
 
Hi Shiva,

Could you please upload documents for process builder( homework task ) I'm been waiting for those Documents from Monday,
it would be great if upload them ASAP,
so that I can practice them before the next session.
hope you understand.

Thanks in advance...
 
Hi,
Can anyone guide me regarding formula fields , No. of days activity.
I created Today field and trying to create formula type NUMBER under position object, but it is not accepting inputs as Today, date opened are from DATE/TIME fields.
Hint: Today ()-Datevalue(Date Opened ())
This was the hint given by shiva. Can anyone please help me doing this activity.
 

Shiva Kumar_8

Customer
Customer
Team,

Please find the attached Exercise 1 Process Builder activity.
I am unable to share the second one as the file size is huge.
 

Attachments

  • Exercise 1 -Process Builder.pdf
    501.6 KB · Views: 15
Hi,

Shiva, I had received the material and practiced the process builder.
Thanks for sending me the solution, it helped me a lot . once again thanks a lot.

with regards,
Borra Venkatesh...
 

albin abraham

Customer
Customer
Hi,
Can anyone guide me regarding formula fields , No. of days activity.
I created Today field and trying to create formula type NUMBER under position object, but it is not accepting inputs as Today, date opened are from DATE/TIME fields.
Hint: Today ()-Datevalue(Date Opened ())
This was the hint given by shiva. Can anyone please help me doing this activity.


Try TODAY() - Date_Opened__c , which worked for me...
 
Class on the lms.simplilearn.com site there are Course Resources there is 2 sets of downloads E-Books and Practice Projects as zip files.
 
Does anyone in the class know how to turn in the projects? I am assuming that we will follow the Case Study: Scenario, Analysis, Solution model that was used in the class but is there a way to upload that information and perhaps provide credentials for SimpliLearn to verify the configuration?

Any assistance would be appreciated.

Thanks in advance,
James Moore
 
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