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Showing posts from December, 2019

Selling with Sales Cloud Specialist Superbadge - part 2!

Done! It's time to celebrate with chocolate milk and sugar cookies.  My little brother gave up around step 7 when we ran into the same error message for 2 whole days.  That was a little frustrating, but let's talk about it here so that you do not get stuck in the same spot! Product Products Report Potential problems: Wrong report type - The type you need should start with "Opportunities with Something."  If you start with Products, the report will look correct but the challenge will not pass. This report needs 2 filters - both of which are stated in the instructions.  Do not overthink- No fields should be added to the report.  The standard auto-generated ones will do!  If you get stuck, give up and start over!   Stuck? Leave a comment! 

Selling with Sales Cloud Specialist Superbadge - part 1!

Selling with Sales Cloud Specialist: A Superbadge so simple that I let my baby brother help! (Until we got to step 7... more on that later!)   The key to this superbadge is organization! The data entry is not difficult, but there are a ton of little requirements that are easy to skip.  Here's how to do it right the first time: Open the data entry spreadsheet in a new window.  If you have multiple monitors.... open it in a new monitor! (My mom's home office has 3 monitors, so we snuck in there while she was busy cooking dinner.)  The highlight function is your best friend - as each record is entered, highlight the data entered so that you KNOW that the record is fully in Salesforce.  It was easy to overlook the employee count!   Double check each record against the requirement list to make sure that you are creating the correct type of record.  Example: before typing in any of the "current pending deals," I made a new column on my s...