Platform App Builder

Review of the components of the report builder

(1). Filter records from your report until you get exactly what you want (2). From the menu bar, undo or redo actions, show or hide a chart, save, and run the report (3). Rename the report (4). Create and customize a report chart (5) Group rows and columns . Grouping is required for charts and other important report and dashboard features, so it's a good idea to add at least one grouping to all of your reports. (6). Add or remove report columns (7). Add a bucket column to group records based on conditions you define or evaluate report data with summary or row-level formulas (8). Perform actions on a selected column (9). Show or hide row counts, detail rows, subtotals, and the grand total

What are the functions available to you when viewing a dashboard?

(1). View dashboards as other people If the dashboard builder configured the dashboard to display as the dashboard viewer and allowed viewers (that is, you) to change whom they view the dashboard as, then you can do just that. Click Change to view the dashboard as someone else. (2). Refresh, edit, collaborate Perform common tasks, like refreshing dashboard data, from the toolbar. (3). View source reports To view a component's source report, click View Report. Any filters applied to the dashboard, including chart filters, get applied to the source report. (4). Interact with charts Hover over chart segments to see more details. Click a chart segment or data point to open the source report filtered by your selection. (5). Expand a component Want to get a bigger picture? Click to expand a component. Works great to present your data in meetings!

What is a sandbox and How do you create a one?

- A sandbox is just a copy of your production enviroment that can contain some or all of your production data. - sandboxes are available in professional, enterprise, unlimited, and performance editions. - To create the sandbox: 1. From Setup, enter Sandboxes in the Quick Find box, then 2. select Sandboxes. 2. Click New Sandbox. 3. Enter a name and description for the sandbox. 4.Select Developer (or pick a differerent kind) for the type of sandbox. 5. Click Start Copy. *you will receive an email when the sandbox is ready.

When and how should you add a flow to an app's utility panel?

- Add a screen flow to an app's utility panel when you want the flow to appear across all of the objects and at all times when inside on a specific app. - To add the flow to the utility bar, add the flow component under utility items in the "App manager"

Wen should you add your flow to an experience builder page?

- Add your flow to an experience builder page when the flow users will not have salesforce licenses. - Use cases for this include surveys, registration forms, interest forms

Why should you aim to have a consistent release schedule?

- Aim to release at regular intervals and on a given day of the week. For example, maybe minor releases occur at 8 PM eastern time on the first Tuesday of every month. Scheduling consistency helps with company-wide planning and sets expectations with your business users. - One more thing: Try not to release near holidays or other major events.

What are your consideration for deleting, editing, and deactivating values for global value sets?

- As with other picklist values, you can reorder, replace, and change the default value of a global value set. You can also edit, delete, and deactivate individual values. Keep in mind, the changes app to all picklist fields that reference that global value set. - Some things to consider about editing global value sets: 1. To replace a value, create the new value first, Then click replace to start the process. 2. When replacing a value, the replace all blank values options assigned the new value to all picklist fields that are currently blank 3. Deleting a value in a global value set goes to the background jobs queue. When the job completes, your picklist is updated and you're notified by email.

What are some feature discrepancies between managing files in classic and lightning?

- Attachments on records aren't automatically available from Salesforce Files or the Files related list because attachments aren't actually files. There are options for your admin to convert attachments to Salesforce Files. But in the meantime, you can continue to view and download existing attachments from the Notes & Attachments related list. You can't create new attachments in Lightning Experience. - The Documents tab isn't making the trek to Lightning Experience. If you have files in Documents that you need to access in Lightning Experience, we recommend downloading them, then uploading them to your Asset Library in Files home. One exception is documents used in email templates as attachments. These files need to stay in Documents for now. - Salesforce CRM ContentFolders and files in libraries are available from Salesforce Files in Lightning Experience. You can share and interact with them as with other files. But there are a few current limitations, including: a. Depending on your org setup, you might have to switch to Salesforce Classic to create or manage libraries. If you don't have this option, talk to your Salesforce admin. b. Content deliveries aren't available in Lightning Experience, but link sharing is supported.

When should you use a global value set? What are its properties? How do you create one?

- Create a global value set when you will have the same values shared across multiple picklists, across multiple projects. This value set can be referenced in both single select and multi-select picklist - Global value sets are always restricted. You can't convert them to unrestricted. This protects your values, because changing the global value set values modifies the values for all the field that reference the global value set. - To create a global value set" 1. In setup, go to "Picklist Value Sets" 2. Next to "Global Value Sets", click "New" 3. Complete that screen (label, values, etc. works just like creating a normal picklist) 4 save the list. You have the same options here as the normal picklists include setting default values, and reordering.

How do global actions elevate your productivity throughout the day?

- Global actions place often used actions everywhere within salesforce lightning. - Global actions menu is the plus sign in the top right - each global action opens a composer window that docks to the bottom of the page. If too many composer windows are opened at once, the unopened onces will go to an over flow dock (see screenshot.)

When and how should you add a screen flow to a lightning page?

- If your flow is intended for internal users in your salesforce org and it'll be used frequently, make it easily findable by adding it to a lightning page. - Before adding the flow to page yourself, consider whether this flow is worth taking up screen space and whether it will be used frequently. -Additional consideration: If you add a flow to a Lightning page, every time the page loads, the flow starts and its first screen renders. If the flow includes any elements that come before that screen, the flow performs those actions even when the user is working with a different element. We recommend making the first element in these flows a screen, to avoid any unintended actions - To add your flow to any of the lightning page types (home page, record page, app page): 1. Navigate to the page in lightning app builder 2. Drag the "flows" component on to the canvas and point it towards you ACTIVE flow. 3. Save and activate the page.

How do you create streams in chatter?

- In the trailhead, chatter was a tab in the navigation menu. When you click it, you are able to hit the + next to streams - you then fill out that screen, selecting which record feeds (you can add up to 25) to add to add to the stream as well as if you want to be notified for every post or next - you can have up to 100 streams - If you want to change the notification option on a stream, open the stream and click the Notifications button. - if you want to share a stream, open the stream page and hit share.

What are the 5 kinds of experience builder pages? How do you add a flow to any of these pages?

- One of the first tasks for creating an Experience Builder site is selecting the template. Each template comes with a specific set of Experience Builder pages. That said, all Experience Builder pages fall into one of these categories. 1. My pages: The standard pages that you create 2. Template pages: The default pages that come with the site templates 3. Objects: The pages of the objects in your site, which include the object's record detail, list, and related list pages. 4. Generic Record Pages: These generic pages are used to display record information for a salesforce object when custom object pages do not exist 5. Login pages: The default login pages that come wit the site template. - to add a flow to any of these pages, drag the flow component onto the page using experience builder.

Which developmenent enviroment should you use in each ALM step wehn working in the change set developement model

- The ALM steps are: develop, test. build release, test release, and release - Sandboxes to use: 1. Develop and test: Each team member has their own Developer sandbox to create their assigned customization. Developer sandboxes contain no production data. 2. Build Release: Each team member migrates their customizations from their respective Developer sandboxes to a shared Developer Pro sandbox for integration. Developer Pro sandboxes don't contain production data, but you can seed them with testing data. 3. Test Release: For user-acceptance testing, the team uses a Full sandbox to create a complete replica of production. A Full sandbox includes production data. 4. Release: After the release is in production, the team can use the Full sandbox created in the last step to train users without exposing production data.

What is the activity time line and what are its components?

- The activity timeline shows a list of activities for a record - It shows the following parts (see attachment): 1. Upcoming and overdue 2. past month 3. expand all by clicking the arrows 4. if more detail is needed about an activity, click the arrow 5. expand all for all activities 6. view more upcoming events by clicking view more

How do you ensure that your users are able to run flows

- The run flow system permission lets users run active flows. Only admins with manage flow user permission can run inactive flows. - You can manage this permission by adding it to user's profile or permission set

How do utility items help you with productivity

- The utility bar is a fixed footer where you can quickly access handy utilities and common productivity tools, such as Notes, Quip, a flow launcher, telephony features... even custom options that your admin whips up - These utilities help you be more productive because it puts what you need at your finger tips

How do you create a change set, including any dependencies for customizations?

- To create a change set artificant: 1. From Setup, enter Outbound Change Sets in the Quick Find box, then select Outbound Change Sets. 2. Click New. 3. Enter a name for your change set and click Save. 4. In the Change Set Components section, click Add. 5. Choose the type of component, the components you want to add, and click Add To Change Set. 6. Click View/Add Dependencies to see whether the components you've added to the change set are dependent on other customizations. - the components added to a change set are from the change tracking list that you made earlier - An example of a dependencies is that if you have a detail object in a master detail relationship, the master object must exist in the target org. - Types of components: Just about anything you can create has a component type, such as objects, tabs, actions, buttons, flows, auto response rules, flows, lists, pages, app, profiles, permissino sets, etc. this list is very long.

When should you use a flow action instead of placing the flow on the lightning page?

- When a flow is placed on a lightning page, it will run every time the page is loaded. This is good if the flow will be used often, however, sometimes it is best to let users determine when to run the flow. This is when a flow action is better. - use flow actions when the flow is not used very often or the first element of the flow is not a screen.

Why do you need to keep track of your changes and what a method of chagne tracking that you can use

- When you're using the change set development model, it's important to track every change, especially changes that require manual migration. When you manually migrate a change, you take modifications from one environment and re-create them exactly in another environment. You have to manually migrate a change if the changed component isn't supported in Metadata API yet. - The Metadata Coverage report shows you which metadata types are supported in Metadata API and other metadata channels. This dynamically generated report is your best source for metadata coverage information. To access the Metadata Coverage report, go to https://developer.salesforce.com/docs/metadata-coverage. - information you need to track: 1.Who is assigned to make the change? 2. Does this change require manual migration? 3. Which component is impacted by this change? 4. Which orgs currently have the change? 5.When was the change made in each environment? * make sure you track changes mad directly to production so that you can ensure something in your change set will not overwrite it. * all changes made in a change set will appear in the setup audit trail.

What are the two ways you can upload a file related to a record, and what are your options for managing that file once it is uploaded?

- You can upload a file by 1. Dragging and dropping the file from your desktop to the files related list on a record 2. add the files to the files related list by going to "add files" and browsing to it. - Once your file is attached, your management options include download, share, public link, view file detail, edit file detail, and delete

How do you keep up with your calandar?

- calendar tab can be added to the navigation pane - you can create events and filter down your calendars

What are the differences between package development and change set development?

- change sets only use changed components were as package development can have both. - In package development, you manage different customizations as separate packages, not as one big release of changes to the org.When you're working in a package development model, you build a release artifact you can test and release independently from artifacts for other projects. Instead of a set of changes relative to production, your team creates a package that contains all the relevant metadata. The metadata in the package includes both changed and unchanged components - A package version is a fixed snapshot of the package contents and related metadata. The package version lets you manage what's different each time you release or deploy a specific set of changes added to a package. If you're introducing metadata changes to an already deployed package, you upgrade from the current package version to the newer package version. - each project can have a package and each package is released separately from other packages and sometimes there are dependencies between each (such as when a component in one package is referenced in another.) - a component cannot be in multiple packages at once. - when using package development, you do not need to track changes manually, but you do for org dev model and change set dev model. (changes tracked automatically in scratch orgs) - look into scratch orgs

What are the similarities between the change set and org development model?

- change sets release metadate and org development also releases meta data - org development models can involve releasing through apex calls to the salesforce CLI instead of components (used in change sets) - for both models, team members need to track the changes they will be making so they can be included in the release. - org development release handled through salesforce CLI (code) and managed through a VCS - change sets are declarative - When using the change set process, team members can (and sometimes did) accidentally overwrite someone else's changes by deploying a change set right over the previous change set. By using the new process of committing changes to the VCS, customization conflicts can be identified before a change gets overwritten. - Though they use additional tools in the org development process, the basic ALM steps, the change set concept, and the environments for development and testing are the same *org development model is not declarative and allows you to do destructive changes, such as deleting fields, which is not allowed with change set development

What types of changes can you do in production and what kinds can you not?

- customizations that do not affect data are safe to create in production org, such as developing new dashboards, reports, and email templates. - when developing more things in production, you run the risk of causing errors such as accidentally making an infinite loop, a change to a field type that cannot be upon, an incorrect validation that prevents users from saving a record, a page layout that confused users. - some customizations require a non-production org such as apex code (cannot be written directly into prod)

What are enhanced notes and what makes them enhanced?

- enhanced notes are notes with more capability - you can: 1. Highlight important details and enhance meaning by adding bold and italic formatting to text 2. Organize info with bulleted and numbered steps 3. Add clarity and memorability by embedding pictures or images 4. you can expand the visibility and impact of important information by relating a note to multiple records, such as relevant opportunities, accounts, and contacts 5. You can even share a note with groups or teammates

How do you make them enhanced notes? Where are your notes found?

- enhanced notes are salesforce note taking tool - you can create notes using the "new note" global action or the "notes" utility item -notes from classic show up in "notes and attachment" - notes from lightning show up in "notes"

What is the difference between "everytime a record is updated to meet the requirements" and "only when a record is updated to meet the requirements"

- every time example: if an opp is updated is closed won, create a contract. when the opp is once again update and is still marked as close won, a new contract will be created - only when: in the above example, first contract will be made and future updates will be ignored.

Give an example of each type of app exchange solution and tell me where you can find them

- find the solutions in the "solutions by type" tab of AE 1. App: download an app that can automate the contract generation, signing, and approval process 2. component: download a component and add to the record page that notifies AEs when it is time to follow up with an account 3. Bolt Solutions: Download a help desk system that integrates with salesforce cases to track internal employee requests 4. Data enrichment: such as ring lead 5. flow templates: template that runs a credit check, pull results into salesforce, if credit is good, approves a transaction

What is change sets development and how do keep track of what to add to them

- in change set development, the team's release artifact is a set of metadata relate to what's in the production org. What gets released is only metadate that has been added or changed (if it doesn't change, it is not in the release) - Similar to how jay comments his change set details on a case, developers should written track of what should be included in the change set so things are not forgotten. - be mindful of dependencies on change set such as migrating a field to prod for an object that does not exist in prod. - change set development is used for small or medium size releases. For major release, use org development model

Notes about using search for productivity

- since you use search everyday, getting better at searching will boost productivity - you can search in the "search salesforce box". When you first click in the box, the dropdown will show you recent records. - You can narrow search down to an object by using the drop down and selecting an object. You can go back to searching all objects by selecting "all" - when searching for a record in a lookup field, results for records of that objected are sorted by relevance to the search term. - The search results page after hitting enter on a search shows you all of the returned records, you are able to apply filters and navigate through objects from here.

How do you keep up with your tasks in lightning?

- task are object and as such, they can be given a tab in the navigation bar. - task quick actions include mark complete, edit comments, change date, create follow up tasks, change priority, edit, delete

How do you send mass emails from the UI

- this feature is only available for contacts and leads 1. Start by creating a custom filtered list that contains the recipients. 2. If enabled, you should see the "send list email" list button 3. This will bring up a composer that lets you write an email to the contacts or leads present in the list. *make sure you customize "my email settings" in setup before sending out the emails. This is where you set how your name will appear and the return address.

How do you deploy your change set once it has arrived in the target org?

- to deploy a change set in the target org: 1. From Setup, enter Inbound Change Sets in the Quick Find box, then select Inbound Change Sets. 2. In the Change Sets Awaiting Deployment list, click the name of the change set you want to deploy. 3. Click Deploy. - If a deployment can't complete successfully for any reason, the entire transaction is rolled back. - If a deployment completes successfully, all changes are committed to your org and the deployment can't be rolled back. To finish the deployment, performs any manual migration steps required by the customizations.

What are your options for sharing a file once it has been uplaoded?

- when sharing you can, you can share with: 1. Specific people or groups If the Share action is available for a file, you can designate the people or groups who can see it. Assign Viewer or Collaborator file permissions to each person or group. Viewers can view, download, and reshare the shared file (if the file allows resharing). Collaborators can do all that plus change file permissions, edit the file, and upload new versions. 2. Broader audiences or records Attach files to posts or comments in the main Chatter feed or to feeds on records. 3. Customers or people outside your company If the Public Link action is available, you can safely share the file with external audiences. A public link is an encrypted URL that's safe to send to any recipient outside (or inside) your company, including leads, customers, partners, and coworkers. Recipients can view and download the file, but they can't be collaborators. You can delete the link at any time, at which point it no longer provides access to the file.

How do you free add different date fields to your calandar

- you can add any date field to a calendars such opportunity closed date. - To add, click new calendars, select objects and select the date field you want to add. - see screenshot

What is App exchange and do its solutions have in common

1. A marketplace for: - apps -components - bolt solutions - flow solutions - consultants 2. They have solutions span just about every industry, department, and line of business - all app solutions have several things in common: - extend salesforce functionality - can be distributed to others - run on the salesforce platform - accelerate solution development

How do you create a flow action

1. Create an action on the object you want selecting action type = flow. This will prompt you to select your active flow 2. Do not forget to add the action to the page layout under "Mobile and Lightning Actions" 3. When done, your flow will appear in the button bar.

Considerations for deactivating, deleting, and replacing picklist values

1. Deactivate a picklist value when it will not be needed at this time (but perhaps it might be needed in the future). An example of this would be pumpkin flavoring as an option for coffee. This would be active in the fall and deactivated in the summer. Before deactivating a value, consider the following: - Existing records containing a value when you set it to inactive continue to contain the value. - You can reactivate inactive values. This makes it a good alternative to deleting a value entirely. - There is a limit on total combined active and inactive values. If you hit these limits, you need to delete some values. 2. Before deleting or replacing picklist values, consider the following - Decide whether to replace the value or leave it blank. If you replace it with a blank value, existing records will not display the value anymore. To keep the value on existing records, deactivate instead of delete. - Deleting a value in a picklist goes to the background jobs queue. When the job completes, your picklist is updated and you're notified by email. - If you replace a parent value in a controlling picklist, the picklist dependency on the value is lost. After replacing the parent value re-create the dependency using the new parent value. - To replace a value, create the new value first. The click replace to start the process. *you can just replace or delete and replace

Fast field updates vs records and actions and related lists vs run async.

1. Fast field updates should be used the action of the flow is on the record that triggered the flow. A flow using Fast Field Updates runs before the record is saved to the database. 2. actions and related records: used for updating related records (example imp case related to closed won opp). the triggering update will not commit to the database until the flow is finished 3. run async: the triggering update will commit before the flow is done.

How do you push the change set to a new enviroment?

1. In to the org containing the outbound Change Set. 2. From Setup, enter Outbound Change Sets in the Quick Find box, then select Outbound Change Sets. 3. Find the change set to upload. In this case, it is the change set Language Training. 4. Click Upload and choose your target org. Calvin chooses the Developer Pro sandbox. - The outbound change set detail page displays a message, and you get an email notification when the upload to the target org is complete. - doing this push just moves the change set to the target org, you then have to go to inbound change sets in the target org and deploy

List the places where you can distribute a screen flow:

1. Lightning pages 2. Flow Actions 3. Utility Bar 4. Experience builder pages 5. Custom Lightning Components 6. Visual Force Page 7. Web Tabs 8. Custom buttons and links

How do you authorizae a deployment connection to another enviroment?

1. Log in to the org that you want to receive the inbound changes (for us this would be prod) 2. From Setup, enter Deployment Settings in the Quick Find box, then select Deployment Settings. 3. Click Edit next to the org from which you want to receive inbound change sets. (for us this would be prod copy or a personal sandbox) 4. Select Allow Inbound Changes and click Save. This will allow inbound changes sets coming from the specified sandbox.

How do you install an app exchange solution to your org?

1. Login: Navigate to app exchange and log in: https://appexchange.salesforce.com 2. Find Package: Locate the app you want to install and click "Get it now" 3. Pick Org and Prod vs Sandbox: The next screen will ask you to pick the org you want to install the package in. There will be a dropdown of connected accounts. Here, select the org you want from the drop down and either click "install in production" or "install in sandbox" 4. Pick who has access to the app: Next screen asks you to pick who to install the package for: Choose from a. install for admins only b. Install for all users c. Install for specific profile 5. Complete the confirmation until you click "Done" 6. The app now will appear under "installed packages" in setup and is available for use. For example, if you installed a screen component, that component will now be available in your components panel.

Considerations for multi select picklist vs picklist

1. Multi select picklists have a lower limit on total values 2. You can convert a custom picklist to a multi-select picklist to support multiple values in the field, later. However, when you convert a multi-select picklist to a picklist field that does not support multi-select, salesforce clears the values for the that field on existing records. The new field only allows one value. 3. Reports referencing multi-select picklists should use "contains" or "includes" (not equals) to collect all results that contain more than one value. 4. In report results, or dashboard, multi-select picklists are grouped independently. For example: One record has a, b, and c values. Another record has b and c values. And another record has only c selected. You'll get three different groupings: one for a;b;c, one for b;c and another for c. 5. Only specific functions can reference multi-select picklists in formulas.

How do you assign a dynamic default value for a picklist?

1. Navigate to the picklist field and click edit (see screenshot) 2. Scroll down to general options, under default value, you have a formula editor that lets yo populate what you want. *Writing the default value formula works just like any other formula. It will evaluate to a value that will be your default value.

What are your options for managing picklist values?

1. New: Add new values 2. Reorder: Rearrange the existing values 3. Replace: Replace an existing value. You can replace an existing value with a new value, one of the other values, or a blank value, If you replace an existing value with a blank value, existing records will not display the the value anymore. 4. Printable View: See all of your values at once. This is a helpful view while you set up a dependent picklist 5. Chart Colors: Customize the appearance of values on charts and reports. For each value, you have the option to edit, delete or de-activate

What are the three kinds of releases?

1. Patch Bug fixes and simple changes: Simple changes include reports, dashboards, list views, and email templates. 2. Minor Changes with limited impact, such as a new trigger impacting a single business process: These releases typically require testing, but only limited training and change management. Typically, a team delivers the changes for a minor release within a few weeks. 3. Major Changes with significant impact, including changes with one or more dependencies. Because these releases can greatly affect the user experience and data quality, they require thorough testing, training, and careful change management. Major releases are typically delivered

What are the 6 steps of ALM

1. Plan release: Start your customization or development project with a plan. Gather requirements and analyze them. Have your product manager (or equivalent) create design specifications and share them with the development team for implementation. Determine the various development and testing environments the team needs as the project progresses through the ALM cycle. 2. Develop: omplete the work, following the design specifications. Perform the work in an environment containing a copy of the production org's metadata, but with no production data. Develop on Lightning Platform using an appropriate combination of declarative tools (Flow Builder, the Custom Object wizard, and others in the UI) and programmatic tools (Developer Console, Source Code Editor, or Visual Studio Code). 3. Test: ork. Do your testing in the same type of environment as you used in the develop step, but keep your development and integrated testing environments separate. At this point, focus on testing your changes themselves, not on understanding how your changes affect other parts of the release or the app as a whole. 4. Build Release: mizations that you deploy to production. From this point on, focus on what you're going to release, not on the contributions of individuals. 5. Test Release: ssible. Use a realistic amount of representative production data. Connect your test environments with all the external systems they need to mimic your production system's integration points. Run full regression and final performance tests in this step. Test the release with a small set of experienced people who provide feedback (a technique called user-acceptance testing). 6. Release: When you've completed your testing and met your quality benchmarks, you can deploy the customization to production. Train your employees and partners so they understand the changes. If a release has significant user impact, create a separate environment with realistic data for training users.

What are your settings for the "configure start" when creating a record triggered flow

1. Select object 2. Configure trigger - a record is created - a record is updated - a record is created or updated - a record is deleted 3. Set entry criteria. Select the critieria a record must have to fire the flow 4. When the flow runs for updated records: - every time a record is updated and meets the condition requirements - only when a record is udpated to to meet the condition requirements 5. optimize flow for: - fast field updates - actions and related lists - run ascync.

App exchange solutions 1: Specialized applications

1. Specialized applications - a ready to install collection of items that work together to serve a particular function. - each app contains a list of package content and lightning components listed on their page in the app exchange

What are the app exchange solution types?

1. Specialized applications 2. component building blocks 3. Bolt Solutions 4. Lightning Data: CRM Data Enrichment 5. Flow Solutions: process automation 6. Consultants

Why use restricted picklists and what are the properties of the restricted picklist. How do you change it?

1. You set a restricted picklist when you select the restrict picklist to the values defined in the value set option when you create a custom picklist. When you set a picklist to be unrestricted, users can't enter new values through the user interface, but they can add new values via the API, automation, or other apps 2. To change this setting, toggle on and off "Restrict picklist to the values defined in the value set'

[Battle Station App] How do you go about creating an app

1. app manager 2. click "new" will open a new app wizard 3. Compete the wizard with your options being utility, navigation, and profiles 4. click save and finish 5. Check that your app exists by going to app launcher and searching the name. For this example (and generally all) grant profile permission to system admins only then expand that out once your app is ready to be released.

4 important qualities of app exchange solutions

1. easy to install 2. seamless to setup 3. peer reviewed 4. tested for security notice "free" is not one of the qualities. Some are free, many are not.

How do you print a report

1. print the browser of the saved report 2. export the report and print that

What are the two most common places you will be sending emails from in Lightning

1. send email global action 2. send email in activity composer (we just have the chatter publisher)

What are the filter options that you can filter by in App exchange

1. solution type 2. prices 3. editions 4. ratings 5. language

How do you search for and filter app exchange solutions?

1. start by logging into app exchange. 2. enter a search into the "search appexchange" bar. when you first active the search field, app exchange will show you your most recently visited pages. 3. after searching a term, the results are sorted by solution type (app, component, bolt solution, etc.) 4. All filter options are selected by default, deselect the results that you do not want. - if you leave app exchange and come back to it later, you can "pick up where you left off" (a section in the AE showing most recently visited pages) - three sections on AE home page: "Pickup where you left off", "Popular for Admins", "Trending Today" - the product collections tab in ae shows you solutions for specific products - the industry collections tab shows you solutions for specific solutions.

What are the features of the salesforce chatter poster?

1. you are allowed to create a post, a poll, or a question 2. you can add inline images by finding it using the image icon in the bottom button bar 3. you can add links that show as texts using the link feature 4. you can use a / to link to a record 5. you an @ to mention people - chatter feeds update automatically without you having to reload the page. you can also see when people are trying and new messages show in yellow - you can also share sf records as a means for collaboration. All you do is click share at the top of the record, copy the generated link, and send that link out

App exchange solutions 2: Component building blocks

2. component building blocks - downloading a single component instead of downloading a whole page. - building blocks that you can use to customize things such as pages and apps - two types of components: a. components: modular building blocks that you can use to build other solutions, such as apps and bolt solutions - no code required. components allow you to add functionality without having to develop it on your own. b. web components: UI elements. In lightning experience, everything on a page (buttons, tabs, and so on) is a lightning web component. to augment or customize a page, you add web components to the page. Examples include components that track salesforce login and feature usage, automatically manage email opt outs, kick off processes, find and merge duplicate records across salesforce objects, add a calendar to a page.

App exchange solutions 3: Bolt Solutions

3. Bolt solutions: industry solutions: A solution that must work with a salesforce product, such as sales cloud and service cloud, and have business logic and automation built in. Last but not least, it has to have a customizable, eye catching user interface. When you need all that, you need a bolt solution. Unlike ready to install apps and components, bolt solutions deployment requires the services of the partner who created the bolt.

App exchange solutions 4: Lightning Data: CRM Data Enrichment

4. lightning data: CRM Data enrichment: An app exchange solution that connects your salesforce org to a data feed and automatically enriches your crm data. Behind the scenes, the lightning data engine provides an automatic and perpetual connection between your org and a third part data feed. SF customers have used this type of solution in market analyst and go to market strategy, lead scoring and routing, marketing segmentation, AI and Einstein features.

App exchange solutions 5: Flow Solutions

5. Flow Solutions: To avoid making automations for business from scratch, use flow solutions from app exchange. Flow solutions automatically do things such as update data, send emails, and interact with external systems. Two types of flow solutions 1. Flow Actions: Flow actions are prebuilt, stand alone, functional elements that perform an action within the context of a flow. For example, credit card validation (one activity in a multistep payment processing flow). Other examples include send an sms message, conduct a credit check, update account info 2. Flow Templates: Flow templates are prebuilt (meaning already designed process), end to end (meaning flow is a start to finish process), configurable business processes (flow is customizable) tailored to match specific industry use cases. Example would be collect credit card info, store info, find bill, charge card, send receipt.

App exchange solutions 6: Consultants

6. Consultants: Salesforce app exchange has a consultant finder to help you find consultants.

How does the ALM development improve your efficiency?

ALM provides a process and policies that them build apps smoothly and therefore faster, without breaking things. Apps and tools can vary, but the steps in the ALM cycle apply to any Salesforce development project.

What does the indexed column mean in on an objects "fields and relationships" tab

An indexed field is stored in the database in a way that supports quick retrieval. This optimizes report generation, list views, and other requests...sometimes. What makes a good index candidate is pretty advanced. Salesforce automatically analyzes performance and periodically assigns fields to be indexed. You don't have to think about this while you're creating picklists, but it can be important later if you're trying to optimize report or org performance.

How can using version control systems help you manage your change set releases.

As the org gets more complex and more frequent releases are needed, you need a system (VCS) to help you manage all of the releases that you will be making

What can a flow do?

Automation: Example 1. Create records: Create an account. 2. Update records: Change a contact's address. 3. Delete records: Delete a user's permission. 4. Send an email: Send an introductory email to a lead. 5. Collect input from external users with an online form: Let new customers add themselves to your contacts using an online form. 6. Collect input from internal users with a form placed on a Lightning page or launched by a button: Create an account, a contact, and a case quickly with one simple form placed directly on support reps' Home pages. 7. Send a custom notification: Notify managers when significant opportunities are won. 8. Send a survey: Send a customer satisfaction survey after an opportunity is closed. 9. Submit a record for approval: Require that managers approve discounts. 10. Run another flow in the context of the current flow: Run another flow that creates a contact within your account-creation flow. 11. Access external systems: Call actions registered by External Services to insert details from an external banking system into a Salesforce record 12. Call a custom invocable action: Execute a custom Apex method that uses the InvocableMethod annotation. You decide what the action does. 13. Send outbound messages: Initiate the reimbursement process for an approved expense report by sending a message to an external HR system.

What are some considerations you should have when creating field dependencies

Field dependencies narrow down the options in dependent picklist based on input from the controlling picklist. Some things to consider: - Custom picklist fields can be either controlling or dependent fields - Standard picklist fields can be controlling fields, but not dependent fields - Multi-select picklist fields can be dependent, but not controlling fields - You can set default values for controlling fields but not for dependent picklists - If your org uses record types, choose a record type to test how it affects your controlling and dependent picklist values. the record type and the controlling field together determine what values are available in the dependent picklist. For example, a dependent value is only available if its available in the selected record types picklist values.

How do you promote a normal picklist to be a global value set>

Find the field in question, hit edit, and click "Promote to Global Value Set". This will generate a value global value set using the values of the promoted picklist. The promoted picklist will still remain on the object except now it will reference the generated global value set.

When should you use dependent picklist values

For better data cleanliness, use dependent picklist to filter the options in one picklist based on the inputs of another.

How does salesforce help you manage your files?

In salesforce files is an object and as such, you can add it to the navigation bar of an app. What you add is called the "files home page" (just like notes is called "notes home page") - The home page contains the following: 1. Access all the files you own or have access to. Change the list of files that you see with filters 2. Access libraries and the files in libraries. Libraries are a way to organize content and share content with colleagues. You can even create folders within libraries, to better organize your content. 3. Search to find files. 4. Upload new files to Salesforce Files so you can attach them to records and share them with colleagues, groups, or customers. All file types are supported, from Microsoft® PowerPoint® presentations and Excel® spreadsheets to Adobe® PDFs, images, and audio and video files. 6. See files in the file preview player. The player includes controls for downloading, sharing, or deleting the current file, uploading a new version of the file, editing file details, generating a public link to the file, and switching to full-screen mode for presentations.

What are salesforce lab solutions?

Salesforce labs is a program that lets salesforce engineers and other salesforce employees create solutions and share them using app exchange. The solutions range from simple utilities to entire vertical solutions and are: 1. Free. 2. Ready to Install 3. Designed to solve common business challenges 4. open source (allow for dramatic customization) - Salesforce lab solutions are excellent ways to see what is new and exciting

What does the notes home page look like?

Since notes is an object, you can add it to an app's navigation bar. This unit talks about productivity so adding a notes tab to an app may improve productivity.

Why is the API name for picklists important?

The API name is important because it is how the picklist and its values are referenced even when its label changes.

What is the application development model and its three development models?

The application development model (ALM) is the procedure by which an app or customization should be used to follow. It contains three models: 1. Change set development model 2. org development model 3. Package development model

T/F: You can use a change set to add new and changed components, but you can't use change sets to delete or rename components.

True -To delete components, use the web interface in the target org. -To rename a component, first delete the component in the target org and then upload the new component in a change set

t/f: the unit titled "elevate your daily productivity" talks about how keyboard shortcuts can help you boost productivity

True. I suppose keyboard shortcuts help you do things faster which enhances productivity. Notes about keyboard short cuts: - You can't customize keyboard shortcuts in Lightning Experience. - Keyboard shortcuts aren't case-sensitive. For example, Shift+B is the same as Shift+b. If Ctrl, Alt, or Shift is part of the shortcut, the sequence of the keys doesn't matter. For example, Ctrl+Alt+A is the same as Alt+Ctrl+A. - For shortcuts that specify "then," release the first key, or key combo, before typing the next key. The comma isn't part of the shortcut. - Keyboard shortcuts are supported on U.S. and U.K. keyboards. Shortcuts that include / (forward slash) and . (period) aren't supported on other language keyboards. - Lightning Experience keyboard shortcuts don't work on Salesforce Classic apps viewed in Lightning Experience or in Visualforce or iFramed components.

t/f: you can add other people's calendars to your own

True. See screenshot

T/F: You can only change picklist field type to other type of picklist and vice versa.

True. You can switch between picklist and multi-picklist. To do this, hit "change filed type" while looking at the list

t/f: you users can create email templates from the front end UI and reference classic email templates

True. see screenshot. - use the insert, create, or update templates icon in the action bar where you click the paper click to add attachments or the trash to delete email content

Triggers and Examples for a Platform Event Triggered Flow

Use a platform event triggered flow for the following flow starts or triggers (these are just example) 1. When a platform event message is received Examples: - When an integrated printer is out of ink, it publishes a platform event message.

Triggers and Examples for Record Triggered flow

Use a record triggered for the following flow starts or triggers (these are just example) 1. When a record is created 2. when a record is updated 3. when a record is created or updated 4. when a record is deleted 5. after a certain amount of time Examples: - When a new case is created. - When a lead's status field is changed. - When an account is created or the account priority field is changed. - When a contact is deleted. - A week after a quote is created. Add a scheduled path to the record-triggered flow.

Triggers and Examples for a Schedule Triggered flow

Use a schedule triggered for the following flow starts or triggers (these are just example) 1. At a specified time and frequency Examples: - Every Saturday at midnight.

Triggers and Examples for screen flow

Use a screen flow for the following flow starts or triggers (these are just example) 1. When a user clicks a button on a form 2. when a user clicks a quick action button Examples: -When a customer enters contact information into a flow screen and clicks the Next button. - When an employee clicks Request PTO on their employee record. Opens a form to complete.

Triggers and Examples for a Autolaunch flows

Use an auto launch flow for the following flow starts or triggers (these are just example) 1. When a user clicks a custom button or link 2. When called by another flow 3. When called by Apex code Examples: - When a user clicks a Complete Sale button after closing an opportunity. Starts background automations, such as updating records and emailing stakeholders. - When a flow executes another flow within the same running instance to reduce repetition within the main flow. - When an Apex class is triggered by a change to an opportunity's stage, which triggers an autolaunched flow

What are our three types of picklists, their properties, and how are there values defined?

We have three types of picklists 1. Standard : Picklists that are included in your salesforce org before any customization. Standard picklists (such as lead source) can sometimes take values from global value sets. 2. Custom: You define the values, whether or not the picklist is restricted, field level security, and the order of the values 3. picklist (Multi-select): Allows for ONE OR MORE selections each separated by a ; And picklist fields can have the following properties - restricted - dependent or controlling And values can be defined three ways 1. Individual values when you create the picklist. these are specific to a single picklist field 2. Use the built in-set of values for the standard picklist fields that come with your salesforce org 3. create a global value set. A global value set is a custom set of values you create to share with more than one picklist field.

How do you use a global value set?

When creating a picklist, use the radio button "Use global picklist value set." This will ask you pick the value set you want to use. *you can define a default value on this specific field to be used. If you do not, the default value for the global value set will be used.

How can you design a home page to better enhance user productivity

When making the home page you can add things such as: - leads assigned to you today - opportunities with overdue tasks - opportunities with no activity in 30 days - opportunities with no open activity - overdue opportunities - news from customers, partners and competitors - top opportunities

When should you use automation tools that are not flows:

When you want to ... Use... for example you want to ....

How do groups help you collaborate?

You can add people to a group and have communication there.

How do you filter down activities in your activity timeine?

You can click the gear icon to open the settings. You can then filter by - date range - activities to show (all activities or my activities) - activity type - sort order

Why are global actions called global actions?

You might be tempted to think the Global Actions menu is so named because it's available everywhere. But in fact, it's because all of the options in the menu are global actions that create records without an automatic relationship to other records or the current page. (Although you can easily assign relationships if you want.) The beauty of the Global Actions menu is you can instantly create just what you need without needing to navigate somewhere else first

What are the factors that influence personalize recommendations

Your role, what's trending among admins, what is getting the most downloads

What happens when you enable feed tracking

feed tracking creates a post to the record's feed when an update is made. Attached shows the feed tracking for the space station app that will post an update when the owner is changed To do: 1. feeds in setup 2. click object 3. check the two checkboxes (shown in screenshot) to enable

What is $record

record that triggered the flow. You can do things like $record.Id or $record.Fullname

What are the updates that you can make to an activity within the activity timeline?

you can: 1. Edit comments 2. change date 3. create follow up tasks 4. change status 5. change priority 6. edit 7. delete 8. create follow up events - As you activities , you can update an activity. From the activity row, click the dropdown arrow and editing options appear. - As you complete a task, click the checkbox to mark it complete (orange box in screenshot)

What are your first steps when creating a new app

your first steps are to create the objects and there navigation tabs. To start 1. Create the objects as you normally would. As you create it, you can launch the custom tab wizard to create your tab or go to "tabs" in quick find and create it there. 2. If you are creating your tab using "tabs" quick find, all you have to do is click new, select the object you want to create the tab for, and then select the look. That is all. 3. Finally, go to "feeds" in quick find and enable feed tracking. To summarize 1. create the objects 2. Create the tabs 3. Enable feed tracking 4. Make sure you create the data model by connecting your objects using master detail and lookup relationships. 5. Create the fields you want for your objects. 6. Modify the layouts and lightning app pages for the objects you want. 7. Write your validations and automations 8. build your reports and dashboards *the steps shown in the screenshot are from the space ship app. there is another suggestion box app trail that goes through the same steps, so these are the high level steps to follow when building an app.