Search Results for: label/Salesforce Certification

Tips for passing Salesforce Certified Education Cloud Consultant

I have successfully passed Salesforce Certified Education Cloud Consultant exam on 19th January 2020. Here are few tips to pass the exam.Nice to check out: Salesforce Spring 21 Release FeatureSalesforce Certification NotesSalesforce Release Video TutorialsSalesforce Lightning Flow Video TutorialsExam OutlineContent: 60 multiple-choice/multiple-select questions Time allotted to complete the exam: 90 minutes Passing Score: 68%  Registration fee: USD 200, plus applicable taxes as required per local law Retake fee: USD 100, plus applicable taxes as required per local law Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment. Prerequisite(s): Salesforce Certified Administrator credential. I have faced 60 questions and most of the questions are about Education domain knowledge, configuring HEDA and SAL, use case oriented questions.Preparation Education Cloud Consultant Trailmix – This is must as it covers 100% in all sections.Getting Started with Salesforce + the Higher Education Data Architecture – Another must complete Trailmix.Education Cloud Acedamy – This contains 3 recordings and it explains the heda concepts very well. So highly recommended.Education Cloud Consultant Training Guide.Education Data Architecture documentation.Salesforce Advisor Link documentation.Article on roles at UniversityEnrolment and Admissions ProcessFERPA RegulationsUnderstanding FERPA & Education Records DisclosureAdvancement/Alumni RelationsCore EDA Data ModelCore SAL Data ModelTopics Received on ExamQuestions regarding to Administrative and Household Account ModelSequence of data load into Education Cloud instance.Consideration of installing education cloud when person account is enabled.Frequency of updates for education cloud managed package.TDTM FrameworkImportance of user managed and namespace field.Best practices to...

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New AppExchange Component || Activity Timeline || View related records in a whole new way

Salesforce Labs published a new Lightning Web Component named “Timeline”. It will display the related records in a totally different way i.e. in a timeline fashion.Nice to check out: Salesforce Spring 21 Release FeatureSalesforce Certification NotesSalesforce Release Video TutorialsSalesforce Lightning Flow Video TutorialsI installed this in my developer org and this post is about how to configure this component.Pre-requisite: Enhanced Email should be enabled in the org.Here are the steps:Permission Set Assign the permission set “Timeline User” to the users.Update Timeline Configurations Page LayoutOpen the Timeline Configuration Page Layout and in the related list – Timeline Child Objects, include the New button.Create Timeline Configuration recordLet’s say we want to include this component in Account record page. So we will first create the Time Configuration record like below -Create Timeline Child recordsLet’s say we want to display Contact and Opportunities in Activity Timeline. So we will create two Timeline Child records like below -Note – Here is the quip document explaining the field details. LinkInclude the component – Activity Timeline in Account record page Here comes the new view of the related recordObservation(as of today): Fields are not getting displayed properly while expanding the individual items in the Activity Timeline. I informed Salesforce Labs Team about the issue. Will update this post based on the response.Overall this is a very cool component published by Salesforce Labs and I am quite sure this will...

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Salesforce Enterprise Territory Management Cheat Sheet

Sudipta Deb Founder of Technical Potpourri, Co-Founder of Shrey Tech, Enterprise Cloud Architect FacebookXLinkedIn FollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollow This post is the continuation of my study notes for  Sharing and Visibility Designer Architect Certification. Previous post was regarding Salesforce Sharing and Security Cheat Sheet. Enterprise Territory Management is a very important topic and having a clear understanding will definitely going to help in passing the certification as well as implementing it for your own project. Nice To Check Out Salesforce Spring 21 Release Feature Salesforce Certification Notes Salesforce Release Video Tutorials Salesforce Lightning Flow Video Tutorials Important Note Original Territory Management is only available with Customizable Forecast. Enterprise Territory Management works with Collaborative Forecast. It will not work with Customizable Forecast. Territory Group of Accounts and Sales reps who work for those accounts. Territory Type This is the criteria to group territories. Every territory must have one Territory Type, but it will never appear in the Territory Hierarchy Territory Type Priority Helps you to create priorities for your territory type. Territory Model Creates the entire Territory Hierarchy. It allows to create multiple territory hierarchy and test that before activating. Number of territory models depends on the Salesforce edition. Territory Hierarchy Shows the model’s territory structure. You can run assignment rules at the model level or individual territory levels. Your territory hierarchy in active territory model also determines the forecast hierarchy for territory forecast....

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Implicit Sharing in Salesforce

In Lightning Platform, Salesforce provides multiple options to administrators so that they can grant data access to different users, groups, teams. But there is something which is implemented and maintained by Salesforce which will also give relational data access to users based on their’s access to other records. In Lightning Platform, it is known as Implicit Sharing. Administrator cannot change the way implicit sharing works. So it is very important to understand the different types of implicit sharing we have in the platform.Nice to check out: Salesforce Spring 21 Release FeatureSalesforce Certification NotesSalesforce Release Video TutorialsSalesforce Lightning Flow Video TutorialsIn this blog post, I am going to explain different types of Implicit Sharing and how it works.To understand, let’s first consider the Account and Contact object. These two objects are linked with each other. So let’s say the Organization Wide Default for both Account and Contact are mentioned as Private, i.e. the record owner can see the records they created or owned.With the above assumptions, here are the different Implicit Sharing we have -Parent Implicit Sharing: This sharing provides read only access to parent record if the user is having access to the child record. Example – Refer the picture below. Here Bob is getting read-only access to Account because he is having access to the Contact (bcoz: Jimmy manually shared the contact with Bob). The level of Account access...

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LastModifiedDate Vs SystemModStamp

In Salesforce, when we create or update a record, there are so many things happen in the background. In this post, I am going to share my knowledge regarding two important fields present in each Salesforce record. I will start with a basic explanation regarding these fields and then at the end, I will explain how these fields are going to impact your query performance.Nice to check out: Salesforce Spring 21 Release FeatureSalesforce Certification NotesSalesforce Release Video TutorialsSalesforce Lightning Flow Video TutorialsLet’s start with basic explanation -LastModifiedDate:This is a standard field present in each Salesforce record. This field will be updated with current timestamp when the record is created or edited by Salesforce user. This field also has a very unique feature i.e. this field can be imported with some previous date. Let’s say you want to load data from your old legacy system, but you want to preserve the dates from your legacy system. In this situation, you can load the records from your legacy system into Salesforce by updating the LastModifiedDate field with the previous date.SystemModStamp:This is a read-only field. This field will be updated with current timestamp when the record is updated by the user. But the important difference is that this field will also be updated when the record is updated by Automated System Process. So in mathematical term -LastModifiedDate <= SystemModStamp    This is possible.LastModifiedDate > SystemModStamp ...

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