Trailhead Baby

The best present? Santa says that I am getting a little brother in April! Let's import some data!  It's simple to mass delete the records if there are inserted incorrectly - and you have me to help!  The goal with this post is to move beyond the "how" of data import and explain the "why."  The challenge makes more sense when you think about the relationships between the objects.  I'll explain more below. First: A confession I, the Trailhead Baby, am not a perfect Salesforce admin.  Even though I completed this entire Superbadge in 2017, I still messed up the data import badly enough that I had to mass delete all of my records and start over.   Quick tip: It may help to delete the existing data before you start the import.  This way, when you extract recordID's, you only extract the ID's of the records that you have already imported vs. the records that were already in the Trailhead Playground by default. You can use many da

Throw back to my 1st Christmas The Sales Automation process is a little confusing upon first glance, so I started by sketching rough draft of my process before clicking in Salesforce.  I've often found that drawing a process first helps to organize thoughts. The main keyword to note within the instructions is "status change."  Make sure that you have a criteria within each of your nodes that the status has to change .  Think about it like this: If the status changes to X, then do A. If the status changes to Y, then do B...etc The point is not that the status is "X," but that it changes to X. Stuck?  Leave a comment!   Fulfillment Cancellation is a fairly straightforward process with only one node and one immediate action.  The tricky part is a required field on the Adventure Package that needs to be adjusted. The Explorer field is as lookup relationship to Contact, so you will need to make changes so that the the fulfillment record

A serious face...I'm having deep thoughts.  What is actually happening?  Mom promised the dogs a treat and asked them to sit.  I am sitting... hoping for a treat.  Yes. I did get a treat.  Thank you mom! Tonight I have a serious question and would love your feedback.  What should be the next Trailhead Baby topic?  There are two options that I am considering: Conversion of a Salesforce Org from Classic to Lightning A study guide for the Salesforce Advanced Administrator Exam Vote by leaving your thoughts in the comments. If a new Superbadge is available, I will continue to post tips, but unless I learn to code, I have finished all superbadges that are possible with just an administrator background.  To all the Salesforce developers - You are amazing!  I wish I could do what you do.  I've tried.  I'm sticking with the "click and magic happens" approach that Salesforce makes possible! Why the two options? Classic to Lightning Conversion Both m

Quiz time! Once you take the Lightning Experience Rollout quiz, here are a few bonus questions: Trailhead Baby's favorite gingerbread house decoration is: a) icing b) a gumdrop c) the gingerbread man When Trailhead Baby is not brushing up his Salesforce skills, you can usually find him: a) Sleeping b) Chasing the dog c) Eating Cookies Trailhead Baby started playing on Trailhead at age: a) Two months b) Six months c) Ten months Did you answer all B's?  You win! Fulfillment Creation - This one is tough!  The field values for the fulfillment record creation are particularly tricky.  Here are a few screenshots of the most tricky parts with annotations in case you get stuck: Overall View Node  (the "diamond" shape) New Fulfillment Record Reviewing A Fulfillment Record