Os superbadges permitem que você aplique as habilidades que aprendeu em complexos problemas empresariais do mundo real. Essas avaliações exigem um nível mais alto de habilidades e conhecimento. Esses desafios não são do tipo passo a passo e, muitas vezes, exigem mais tempo para serem concluídos.
Get Ready for the Superbadge: Approval Process Management
Introduction to Superbadges
Heads-up! A superbadge is different from other learning on Trailhead. It’s a hands-on technical skills assessment where you take business requirements and apply your skills to build something amazing, without the step-by-step guidance. We have provided recommended learning and Help articles filled with resources to aid you along your journey. The estimated completion time assumes prior experience with the superbadge concepts and completion of the recommended learning. Your hard work will pay off!
Note
We’re hard at work bringing you updated superbadge content that reflects product enhancements and industry best practices. To complete this superbadge, you'll work with classic approval processes, but we recommend checking out the features of approval processes that are now available with flows, too. For more information, check out this Help documentation.
Assessment Objectives
In this superbadge, you’ll:
- Create an approval process with specific criteria, outcomes, and approvers.
- Modify an approval process to reflect new criteria.
Recommended Learning
Before you start this superbadge, consider completing the recommended content. This provides a knowledge base to help you complete the technical skills assessment.
Content |
Description |
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Make it easy for your sales reps to get the approvals they need for discount offers. |
Prework and Notes
Sign Up for a Developer Edition Org with Special Configuration
To complete this superbadge, you need a special Developer Edition org that contains specific configuration and sample data designed to work with the challenges in this superbadge.
Important
Sign up for the free Developer Edition org with special configuration. Follow the instructions in the “Verify Account” email to log in and complete the sign-up process.
Connect Your New Developer Edition Org to Trailhead
- Make sure you’re logged in to your Trailhead account.
- Select Connect org from the Choose a hands-on org screen.
- On the login screen, enter the username and password for the Developer Edition org you just set up.
- On the Allow Access? page, click Allow.
- On the Want to connect this org for hands-on challenges? page, click Yes! Save it. You are redirected back to the Get Ready for Superbadge page and ready to use your new Developer Edition org to earn this superbadge.
- Now that you have a Salesforce org with special configuration for this superbadge, you’re good to go.
Review the Approval Process Superbadges: Trailhead Challenge Help Article
Important
Before you begin the challenges, review Approval Process Superbadges: Trailhead Challenge Help for resources to complete the challenges. Check out the accessibility section to learn more about any accessibility considerations related to this superbadge.
Use Case
Ursa Major Solar (UMS) has established a Salesforce Center of Excellence (CoE) to manage its system’s growth. As the Salesforce admin, you’ve been asked to help route requests to the CoE so that system requests get the appropriate level of review. UMS’s Salesforce users frequently want enhancements to their Salesforce environment. The CoE strives to deliver as many enhancements as possible to keep users engaged and satisfied. One of the pain points the team has experienced is a lack of visibility around any requested changes and approval from key stakeholders.