Salesforce Analytics for Analytics Newbies

Salesforce Analytics for Analytics Newbies - Dataflow (2)

It was a bit too chilly for a swim this morning, so I took a quick dip in the bathroom sink instead. I can climb into the sink on my own! I just climbed on top of the toilet, stretched across the gap, and lifted myself onto the counter. Who knew that there would be so many interesting things in the bathroom that are usually out of reach? Mom caught me, however, and sent me to my room. Since I'm in my room with plenty of extra time....Welcome to dataflow transformations - round 2!

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Process Automation Specialist Superbadge - 5

A project with Daddy: My favorite daily process! Making dinner for Mom! Tonight's challenge involves the creation of two processes. Processes. Have you guessed the theme of the photos that go along with the Trailhead - Process Automation Specialist Superbadge series?They are a few of my favorite day to day processes! You, my amazing reader, get more than tips for a Salesforce Superbadge. You also get personal insight into the life of a Trailhead Baby! I hope that you feel inspired. Process Builder sketch Last night, I drew a rough sketch of my process: Was it pretty? No. Did it help? Yes! The sketch allowed me to organize all of the instructions into a reasonable order before I started clicking. It also removed the approval steps from Process Builder and highlighted (with *'s) the prerequisite items to building my process. * Email Alerts I needed the Email Alerts set up before I could create either the process or ...

Einstein Analytics Data Preparation Specialist Superbadge - 1,2,3

Hello all! It's time for another superbadge! I started this superbadge a long time ago... it's time to finish it! My goal is to complete this badge before my little brother starts to walk. He's getting close... Step 1 - A quiz. You're on your own! Step 2- This is one checkbox in setup. You're on your own! Step 3- Let's talk about that.... Dataflow. The best tool to use when crafting your dataflow is the data monitor. It can help troubleshoot issues to find which part of the process needs some work. For example.... Why were rows not created? The problem? A box was checked that should not be checked.... The alias name was not correct for the "register" node. Once you see that beautiful green "Success" message, it's time to check the challenge. Do not be discouraged if you get a few error messages. This superbadge is EXTREMELY picky on syntax. A few common errors: You can see this error and st...

Security Superbadge -2

Challenge 2: Record-Level Security Settings I created the three user profiles last time, so the starting point tonight was the next tier of security - roles. I set up the roles per the provided org chart, making sure to follow the opportunity restrictions from the directions. Next, I set up the required user and assigned her to the correct profile and role. Hint: Use a real email address for Samantha Cordero. You will need to login as Samantha in order to create an opportunity for her. While you are at it, go ahead and login to Salesforce1 as Samantha. Once Salesforce1 is enabled, you can set up the appropriate permissions. You may want to take take a peek at a Salesforce Knowledge Article . Me - as a Project Manager. Next, I addressed the special role - Project Managers Project Managers require a role, permission set, and a sharing rule. Whew! For the final step, I set up the remaining sharing rules in ...

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