All posts by John

Trailhead Superbadge Series: Process Automation Specialist – Automate Opportunities

Trailhead Superbadge Series: Process Automation Specialist Part 5

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Automate Opportunities

Requirements:

  • New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect.

Continue reading Trailhead Superbadge Series: Process Automation Specialist – Automate Opportunities

Trailhead Superbadge Series: Process Automation Specialist – Create Sales Process and Validate Opportunities

Trailhead Superbadge Series: Process Automation Specialist Part 4

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Create Robot Setup Object

  1. Robot Setup Object Create:
  • Master-details Relationship to Opportunity
  • 3 Custom Fields; Date, Notes, Day of the Week.

Continue reading Trailhead Superbadge Series: Process Automation Specialist – Create Sales Process and Validate Opportunities

TRAILHEAD SUPERBADGE SERIES: PROCESS AUTOMATION SPECIALIST – Create Robot Setup Object

Trailhead Superbadge Series: Process Automation Specialist Part 3

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Create Robot Setup Object

  1. Robot Setup Object Create:
  • Master-details Relationship to Opportunity
  • 3 Custom Fields; Date, Notes, Day of the Week.

Continue reading TRAILHEAD SUPERBADGE SERIES: PROCESS AUTOMATION SPECIALIST – Create Robot Setup Object

Trailhead Superbadge Series: Process Automation Specialist – Automate Accounts

Trailhead Superbadge Series: Process Automation Specialist Part 2`

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Automate Account

  1. Validation Rule:
  •  All accounts have the standard 2-character US state abbreviation in the Shipping & Billing State/Province field.
  • All accounts have either US, USA, United States, or nothing in the Country field.
  • Account Type of “Customer – Direct” or “Customer – Channel”, don’t allow changing of Account Names

Continue reading Trailhead Superbadge Series: Process Automation Specialist – Automate Accounts

Trailhead Superbadge Series: Process Automation Specialist – Automate Leads

Trailhead Superbadge Series: Process Automation Specialist Part 1

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Automate Leads

  1. Validation Rule:
  •  All leads have the standard 2-character US state abbreviation in the State/Province field.
  • All leads have either US, USA, United States, or nothing in the Country field.

Continue reading Trailhead Superbadge Series: Process Automation Specialist – Automate Leads

Trailhead Superbadge Series: Process Automation Specialist – Automate Setups

Trailhead Superbadge Series: Process Automation Specialist Part 7

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Automate Setup

Requirements:

  • Move all the dates in the Setup Object that are on the Weekends to Monday.

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Trailhead Superbadge Series: Process Automation Specialist – Create Flow for Opportunities

Trailhead Superbadge Series: Process Automation Specialist Part 6

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Create Flow for Opportunities

Note:  you need to install the unmanaged package for the email templates.

Continue reading Trailhead Superbadge Series: Process Automation Specialist – Create Flow for Opportunities

Salesforce Workflow 101

Salesforce provides many different options and functionality within the platform to help streamline and automate the business. The biggest challenge for any business administrator will be what will be the right options to use.

Today, we are going to talk about Workflow within Salesforce and explain what is the typical use cases and what it is not designed for.

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Spring 18 – Data management – maintenance exam

In a sandbox, an Architect changes a Lookup relationship to a Master-Detail on a custom object. The Architect packages this change into a change set. Following best practices, the Architect validates the change with a test-only deployment. However, the validation fails.

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Spring 18 – Identity & Access Management maintenance exam

Identify spring 18

Universal Containers uses Customer Community for its customers and wants to make sure that there is an extra layer of security to avoid unauthorized access.

What is the recommended way of enabling two-factor authentication for external users?

A. Use an AppExchange application to implement two-factor authentication for external users.
B. Use custom login flows to implement two-factor authentication for external users.
C. Update external user profile to allow users to verify their identity and avoid unauthorized access.
D. Use dynamic login on the customer community to allow customers to verify their identity

Universal Containers (UC) uses Customer Community to allow its customers to register and perform self-service functions. Due to the growth of the business and the customer base, UC wants to deliver a different experience to its customers based on runtime circumstances.

What is the secure and recommended way of enabling this?

A. Use custom login flows to deliver different experiences by extracting the source from the URL where the customer is visiting from.
B. Develop Lightning components to deliver different experience to customers using their information stored in Salesforce.
C. Use an AppExchange product to customize the Customer Community login experience and deliver a personalized experience to customers
D. Enable dynamic login experience by adding expid request parameter in the client configuraiton SSO initialization URL.