#Admin2 personnes en discutent

Hi @Jesus David Sosa Miranda

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1. Simplest recommended approach 

Start with EventLogFile via REST API. It’s easy to expose and works fine if near real-time (not instant) is acceptable.

2. Real-time vs near real-time

• EventLogFile = delayed (few minutes to hours) 
• Streaming API / Pub-Sub API = near real-time 
   If your SIEM needs live alerts, go with Streaming or Pub-Sub API. 

3. Shield (Event Monitoring license)

• Yes, for detailed logs (API usage, login events, etc.) 
•  Without it, you only get very limited data 

4. What works best in real projects

•  Basic setup: EventLogFile + scheduled pull
•  Better setup: Real-Time Event Monitoring (Streaming API) for critical events

Talking about roadmaps, the new(ish) roadmap for Automations is way out of date. 

I appreciate you reaching out, and it's great to hear you're preparing for your Salesforce Administrator certification! That's an important milestone in your Salesforce career.

Regarding certification vouchers, here are a few legitimate ways to obtain one:

### Official Voucher Sources

**Trailhead Quests & Promotions**

- Salesforce occasionally offers vouchers through special Trailhead quests or community events. Keep an eye on Trailhead announcements and the Trailblazer Community for these opportunities.

**Salesforce Events**

- TrailblazerDX, Dreamforce, and World Tours sometimes include vouchers for attendees or participants in specific sessions.

**Employer Sponsorship**

- Many companies invest in their employees' certifications. Check with your employer's learning & development or HR team to see if they offer certification support.

**Trailblazer Community Groups**

- Local Salesforce user groups or community-led study groups sometimes have vouchers to distribute. Connect with your local Trailblazer Community group.

**Salesforce Partners**

- If you work for a Salesforce partner organization, they may have access to vouchers through their partnership benefits.

### A Word of Caution

I'd encourage you to be careful about accepting vouchers from unknown sources, as Salesforce has policies around voucher usage and sharing. Using vouchers inappropriately could impact your certification status.

### Alternative Approach

If you're unable to secure a voucher soon, consider that the investment in the certification exam fee (currently $200 USD, with a $100 retake fee if needed) is often worthwhile for career advancement. Many find that the certification pays for itself through new opportunities.

Keep up the great work with your exam preparation, and best of luck when you do take the Administrator exam!

Hi @Hemraj Malakar

In Salesforce, records that were submitted for approval earlier remain locked until they are explicitly unlocked. Updating the approval process settings only affects new submissions, not records that are already locked.

To unlock the existing (old) records, you have these options:

Option 1: Manually Unlock Records

• Open the record
• Click Unlock (available to Admins and Approvers)
• This works for a small number of records

Option 2: Use Mass Unlock (Best for Many Records)

• Go to Setup → Process Automation → Approval Processes
• Open the approval process
• Click Mass Unlock
• Select the records and unlock them in bulk

Option 3: Use a Final Approval Action (For Future Records)

For records submitted after this change:

• Edit the approval process
• Add a Final Approval Action
• Select Unlock the record

Note: This will not unlock records submitted in the past—only future ones.

Scenario A: Inserting NEW Notes (2 Steps)

You cannot just "insert notes to Accounts." You must create the note first, then create the link.

Step 1: Insert the Note (ContentNote)

1. Prepare a CSV with 2 columns: Title and Content.
   • Note: For the Content column, Data Loader requires a file path to a text/HTML file on your computer containing the note body. You cannot just put the text in the CSV cell if it's complex.
2. Open Data Loader -> Insert -> ContentNote.
3. Map the fields and run.
4. Crucial: Save the Success file. It contains the new ID (This is the Note ID).

Step 2: Link to Account (ContentDocumentLink)

1. Take the Success file from Step 1.
2. Add a column LinkedEntityId (Put the Account ID here).
3. Add a column ShareType (Set value to 'I' or 'V'). 'I' (Inferred) is standard for owner permissions.
4. Open Data Loader -> Insert -> ContentDocumentLink.
5. Map:
   • ContentDocumentId -> Map to the ID from Step 1.
   • LinkedEntityId -> Map to the Account ID.
   • ShareType -> Map to 'I'.
6. Run. Now the note appears on the Account.

Scenario B: Updating EXISTING Notes

To update, you don't touch the Account or the Link. You just update the Note itself.

1. Export:
   • You need to find the ID of the notes linked to your Accounts.
   • Query ContentDocumentLink:

sql
SELECT ContentDocumentId, LinkedEntityId FROM ContentDocumentLink WHERE LinkedEntityId IN ('AccountID1', 'AccountID2', ...)

This gives you the ContentDocumentId (The Note ID).

1. Update:
   • Create a CSV with ContentDocumentId and the new Title or Content.
   • Open Data Loader -> Update -> ContentNote.
   • Map Id to ContentDocumentId (or Id if you exported from ContentNote directly).