What is the most recent Admin201 study guide and trailhead you recommend?
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ADM201: Admin Essentials for New Admins
We are in the process of migrating to lightning. I have about 30/77 users on lighting. Is there a way to still have the users on classic view classic page layout and those on lightning to view the lighting page layouts? The user profiles vary for those on lightning and classic. I created lighting record pages for organizations and contacts and assigned it to a page layout and assigned the page layout as the org default. When a user is in classic and goes to the organization page, the layout looks weird. I am assuming this is because it is assigned the page layout with the lighting record page. Again my questions is if there a way to still have the users on classic view classic page layout and those on lightning to view the lighting page layouts? How have others who are in the process of migrating take advantage of the lightning record pages for those on lightning while not interfering with the users using classic? @ADM201: Admin Essentials for New Admins @WIT Group, Washington, US @Nonprofit User Group, Washington, D.C.
Need Certfication question answers
it would really be helpful if someone will provide me answer for this questions
. Sales reps are supposed to create a record on à child object of Opportunities called Survey Request when an Opportunity of is moved to Closed Won. The VP of Sales Operations has indicated that this doesn't always happen, or the rep doesn't. populate all fields correctly. The system administrator has been asked to remove permissions from Sales to create these records and automate record creation
Which tool should be used?
A) Workflow
B) Approvals
C) Visual Flow
D) Process Builder
17. Universal Containers uses a Private data access model for Cases. Support agents own cases and occasionally product specialists need access to cases in their product line.
Which two actions will result in the needed access? Choose 2 answers
A) Case owners configure pre-defined case teams.
B) A case escalation rule assigns ownership to product specialists.
C) Administrators configure pre-defined case teams and assignment rules.
D) Case owners manually add product specialists to ad hoc case teams.
22. Universal Containers wants to ensure that High Priority cases get responded to in at least 4 hours or wants them escalated to à Queue called "High Priority Queue."
How should an Administrator configure the Case management process to implement this requirement?
A) Create an Assignment Rule to assign all Cases where Status = High to the High Priority Queue.
B) Create an Escalation Rule to assign all Cases where Status = High to the High Priority Queue based on the last modification time and set the Age Over to 4 (Hours).
C) Create a Case Milestone to assign all Cases where Status = High to the High Priority Queue based on the last modification time and set the Age Over to 4 (Hours).
D) Create an Escalation Rule to assign all Cases where Status = High to the High Priority Queue based on when the case is created.
1 件のコメント
I would invite feedback from the community on this as sometimes I also get tricked up in the wording. Below are the answers I would go with.
The first question, can be done with the Process Builder (D) using the Create a Record action, triggered from the opportunity stage change.
Question 17 (C,D) Escalation transfers ownership so in a private view the escalation rule would remove the access from the support agent and give it to the specialist, so you need to use a team in this situation. Users have the ability to create account teams and opportunity teams but not case teams. However on the Account Team you can grant access to cases which could help depending on the situation. However, I don't think they are referring to an account because the person is a 'product specialist' which means they would not necessarily be associated with an individual account unless it is a major account that requires a lot of TLC. So you then need to go down to manual sharing Manual sharing in Lightning currently is done with the case teams. To create a Predefined Case team you must either have been granted the permission on your profile or permission set or you must be an admin with access to the permission so (C) fits, the other way is to add an individual user to a case team by adding the specialist only to the team for the case so (D) fits. I hope this helps.
Question 22 (D) I would select D because it is asking that the cases is being responded to within 4 hours. B throws a wrench into the question because it is referencing last modified. It is not B, because you are not being asked to update them every 3 hours and:59 seconds, you are being asked to respond within 4 hours so you are taking the response from the created time.
Hello!
I'm new to Salesforce and learning to know more. I have few questions-
-What is the use of Library in Chatter?
-We need something within Salesforce (beside Chatter groups) where we can keep training materials (in word, ppt. etc) and all our users can access them, something like wiki or a library for new users. What can i use in Salesforce for this purpose?
-Can we use Library in Chatter for this purpose?
Thanks in advance!
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Files is the typical place where files (Word, PPT, etc) are stored. Libraries allow you to organize files and put some sharing restrictions on them.
I would create a Library and give all Chatter users (or public) access to it. Use that as the location for final, approved documents. Files would be the initial storage and would be used for development and discussions of documents until they are finalized. You may also want some Libraries for final documents that are internal only.
You can also use files and "share" specific files with a Chatter group. That would allow everyone in the Group to see the document and have access to it. It may be simpler to administer. You could have an "all users" group and place documents in there that are allowed to have widespread distribution.
I have created a document that have combination of Tips from well known MVPs,links,references of what I would call a simplified guide to became an admin, after being overwhelmed by the resources without an idea where to start. I hope this document gives you a start if you are newbie or transitioning to salesforce.
Hello, I would like to prep up for the ADM 201 certification exam for sometime next summer and would like to be informed of some helpful resources to be better prepared for it.
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Dear @Andres Noguera ,
Here is the link which will definitely help you to complete your Admin certification,
https://trailhead.salesforce.com/en/users/00550000006yDdKAAU/trailmixes/prepare-for-your-salesforce-administrator-credential#.
Also there is a guide/pdf available in google, which will give you the details of the exam.
Hope it helps you!!
Hello, this will be my first time attending DreamForce. My current position in my company is a somewhat junior admin. I know sounds crazy. I am looking for recommendations on what sessions, workshops etc to attend in order to help me prepare for the certification exam. I failed the first time so I am scared to try again until I have more confidence.
anyone integrated Black Diamond with Salesforce FSC?
I was working on this module
Under "Hands-on Challenge" I clicked the drop-down and selected "erakeelwani@gmail.com'' ( which is the developer org). I have created other 2 trailhead playgrounds and when I click on launch they work fine and launch successfully but I am unable to launch developer org when I click on Launch.
I clicked the "Launch" button.
I got a 404 error.
I refreshed the page with the "Launch" button, selected "erakeelwani@gmail.com" and clicked the "Launch" button.
This time I got:
404
TRAIL NOT FOUND
Sorry, that page doesn't exist. Try retracing your steps or review the URL.
Any help in this regards is highly appreciated
Starting July 10, 2018, a new Salesforce Notification Banner appears to admins working in Salesforce Classic. The banner encourages admins to start thinking about their org’s transition to Lightning Experience by visiting the Lightning Experience Migration Assistant and running the Lightning Experience Readiness Check.
If you’re already working on your org’s transition and don’t need this little reminder, you can dismiss the banner from a specific page, or disable it for your entire org.
To learn more about the banner, see “New Banner Encourages Admins to Transition to Lightning Experience” in the Salesforce Summer ‘18 Release Notes (https://sfdc.co/S4Sel).