I am having issue logging in to newly created TP orgs, anyone having the same issue or knows how to solve it?
Have you tried creating new org again to check whether it logs in ?
FYI. there is also a limit on number of TP for a trailhead account . I think it is 10. But I don't really think that is causing this issue.
May be you can try do this.
- Log in from a different browser. Just to ensure this is not a cache issue.
- Try creating new TP to see whether it works out.
- If 1 & 2 doesn't work for you, then raise a case to Salesforce.
I know it's possible to auto-approve a record with standard Approvals, but how can I auto-approve a record with Advanced Approvals?
Example, a Rep has created a Quote with Product A, which requires approval by management if the discount is over certain thresholds. If the discount is under these thresholds though, they can approve it themselves, that is the Quote is auto-approved.
Rep Approval 0-10% (A rep can auto-approve a Quote if the discount is 0-10%)
Regional Sales Manager 11-20% (Regional Sales Manager must approve the Quote if the discount is 11-20%)
VP Sales 21-30% (VP Sales must also approve the Quote if the discount is 21-30%)
Ideally, the Rep would ALWAYS submit for approval, no matter what discounts are applied, and it would be approved automatically if it was 0-10%. But as this wasn't working, I also tried to add an Approval Rule in, where the Rep was the approver themselves. I did this with the CreatedBy field on the Quote, and also tried a custom Quote_Creator__c field, but neither of them worked. I got an error in the Preview Approval window stating "Unable to find Approver for Rule ID".
Any help would be greatly appreciated. I would be really surprised/disappointed if this cannot be done in Advanced Approvals, since it can be done in Standard Approvals.
hence I was looking for alternative preparation resources.
Below are the two resources which seemed to be quite helpful.
Suggested by the agile cloud consulting blog(for practicing of skills acquired in trailheads):
Salesforce Study guide - https://na1.salesforce.com/help/pdfs/en/sf.pdf
It would be great if you guys can provide your views on the relevance of this material.
Further, it would be really helpful if you could recommend any study resource which would fulfill the purpose of consolidating my preparation for the admin examination.
You really don't need to sit for the classroom trainings, well surely, unless you can afford them!
I would advise the below:
- The workbooks that you have mentioned are great to get deeper understanding of their respective subjects. I advice that you performa all the exercices in these workbooks.
- The guide: https://na1.salesforce.com/help/pdfs/en/sf.pdf is not the study guide, but in fact the WHOLE Salesforce user guide. It contains around 6000 pages of documentation. You can look at it as the whole Help documentation. It is surely very handy to refer to, but surely not needed as a whole for the Admin exam.
- First thing: Get the official Study Guide: http://certification.salesforce.com/SG_CertifiedAdministrator.pdf
- Get 1 or more free Developer orgs: https://developer.salesforce.com/signup
- Check this Free Udacity course by Salesforce: Intro to Point & Click App Development: https://www.udacity.com/course/intro-to-point-click-app-development--ud162
- Make sure you get EACH concept of the study guide. For example, open the Study Gudie, and randomly select a topic, read it, and try to explain it to yourself. Like, Security: what is a Profile, Role? What is Permission Set? If in doubt, you gotta get back again to this topic to make sure you get it 100%.
- Check out these flash cards:
- Check out this page, it contains some good quizes: http://sfdcstudy.org/adm-201-certification/
- Finally, I left my whole Admin notes here: http://sfdcnotes.com/admin-0-introduction/ They are sorted out as per the Study Guide above. I get back to them when in doubt! You may check them.
- Feel free to PM me. I have tons of private resources!
Let me know if this helps!
OK, thanks...just wanted to be sure.
Subject on Activities is a special "combo" field that acts as both a Text and a Picklist field.
You can modify the fixed list of subjects by going to Setup > Customize > Activities > Task Fields > Subject
Also, if you want to enforce the picklist side of the Subject field and not allow users to enter their own Text subject, you could create a validation rule:
Go to Setup - Build - Customize - Activities - Task Validation Rules
The syntax would look like this:
Subject <> 'Picklist Value 1',
Subject <> 'Picklist Value 2',
Subject <> 'Picklist Value 3',
Subject <> 'Picklist Value 4',
Subject <> 'Picklist Value 5'
Let me know if you have any questions and I can help walk you through it.
If this solves your problem, please select as "Best Answer" to close out the thread and so others can refer to it as a potential solution in the future.
I need a listing of which users are "Salesforce" versus which are "Salesforce Platform".
I've tried a custom field on the user object: TEXT(Profile.UserType)
but that only returns the following values: CsnOnly; Guest; Standard
and based upon the counts the "Standard" includes both my Salesforce and my Salesforce Platform users.
How can I break that out separately so I know which users hold which license ?