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Financial Services Cloud Specialist Superbadge - Prework and Configuration



Money is on my mind... I would like a garbage truck Lego set that I spotted on Amazon this week, but Mom says that I need to do chores to earn money to buy it.  It is a difficult concept - usually I just ask for things, and they show up.  Mom has never mentioned chores when I kindly point out that we are out of pull ups or ice cream.... However, she insists that I earn the garbage truck by doing chores.  

With this in mind, I decided to start on the Financial Services Cloud Specialist Superbadge.  I learned from the pre-work modules that I can set a life event, establish my household...etc.  These seem like good steps to take in order to show Mom that yes, we should buy this garbage truck... And perhaps I will do some chores as well.  I am sure that the dog needs a bath and the rugs need to be vacuumed. 


Most Superbadges do not have crucial information in the pre-work! This badge is an exception.

7. Make sure My Domain is enabled and deployed to all users. 
8. Enable Multiple Relationship Groups 
Unsure how to enable multiple relationship groups? Trailhead Baby did not know either! Click this link for some help
 Dig into Custom Settings!
Ready? Let's dive into the Superbadge! 
As always, step 1 is to read all of the instructions before clicking away! 

 

Create new users, clone profiles, assign permission sets.... This is easy for an admin!
The custom metadata requirement is a bit more challenging, but fortunately, there is help in this article. Click on the image to link to the article... and you might want to skip to "Configure Person Account Record Types."  


Ready to build a FSC Wealth Management app?


Just in case you do not want to flip back and forth between your new app and the Wealth Management app... Here's a screenshot of the tabs.  You're welcome! The instructions did not say specifically who should access the app, but it is a safe assumption that you will want to see it plus any of the FSC profiles.  



Tiny "oops" in this challenge will result in handful of helpful error message such as:

Solution: Add in the tab that I missed the first time! Click and....


Argh! The same issue.  Here is a new thing for Trailhead Baby: There are two home page icons.
One has an "alarm clock" image.  The other, the standard "house."






Comments

  1. This comment has been removed by a blog administrator.

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  2. Liam Edward LindyJuly 8, 2021 at 4:32 PM

    Hello! Do you have any tips about the "creating meta data types" section of this SB? I have followed the documentation to a tee but it still wont work. Any thoughts?? Thank you so much!

    ReplyDelete
    Replies
    1. > Setup > Custom Metadata Types > Individual Record Type Mapper > Manage Individual Record Type Mappers > New. Under Label and Account Record Type, enter 'Gold Client'. Got stuck here for quite some time. Hope this helps.

      Delete
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  10. hi i get error i get error "We were not able to find the FSC Lending app with the correct tabs." i believe i already configure correctly. i already tried to change home with clock icon. i already tried to change home with home icon but no one is success. could you help?

    ReplyDelete
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  12. "We were not able to find the FSC Lending app with the correct tabs"
    Someone fix this issue?

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  14. Your post was quite beneficial to me after reading it. I appreciate you sharing this material here.It is very useful and enlightening knowledge. Through it i got to learn about Financial IT Services. thank you for sharing.

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