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Lightning Experience Reports & Dashboards Specialist Challenge Create Support Reports

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Lightning Experience Reports & Dashboards Specialist Challenge Create Support Reports Create Support Reports Challenge Report Name:- Top Case Drivers by SolarBot Ownership Object :- Cases Folder Name :- SolarBot Support Reports Group By:-  SolarBot Ownership Create Bucket Coloumn on SolarBot Ownership :-  Field :- Number Of SolarBots Bucket Name:- SolarBot Ownership Range :- Number Of SolarBots<=0 -> No SolarBots 0<Number Of SolarBots<3 -> Some SolarBots Number Of SolarBots>3 -> Several SolarBots Tick :- Treat empty Number of SolarBots values in the report as zeros. Sort:- Descending Case Reason Sort:- Ascending Coloumns:- Account Name Subject Select Details Rows And Deselect all checkbox Filter:- Show Me-> All Cases, Opened Date-> All Time, Units-> Hours Report Name:-SolarBot Status Averages Report Type:- SolarBots and Status Data Folder Name:- Status Reports Group By:- Status Date:- Sort:- Ascending Sort By:- Status Date Group Date By:- Day ...
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Lightning Experience Reports & Dashboards Specialist Challenge Build Sales Reports

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Lightning Experience Reports & Dashboards Specialist Challenge Build Sales Reports   Report Folder:- SolarBot Sales Reports Accounts Without SolarBot Opportunities:- Report on Account Object Report Name:- Accounts Without SolarBot Opportunities Columns:- Account Name,Phone,Type Cross Filter:- without opportunity equals SolarBot Filter :- Show My accounts, Created Date All Time SolarBot High-Case Candidates:- Report on Cases Object Report Name:- SolarBot High-Case Candidates Columns:- Subject,#Open,#Closed Group By:- Account Name(desending,Sort By Record Count),Phone(Asending,Sort By Record Count) Filter :- Show-> All Cases, Opened Date-> All Time,Units->Hours,Number Of Solarbots->0 SolarBot Warranty Call Sheet:- Report on Account with SolarBots report type Report Name:- SolarBot Warranty Call Sheet Columns:- Account Name,Phone,Warranty expiration,#Under Waranty(Sum) Filter :- Show-> All Accounts, Last Activity-> All Time,Under Waranty?->False
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Lightning Experience Reports & Dashboards Specialist Challenge #3

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Lightning Experience Reports & Dashboards Specialist Challenge #3 Folder Administration and Report Cleanup:- Create 4 Folder Using Below Name:- SolarBot Executive Reports SolarBot Sales Reports SolarBot Support Reports -> Status Reports(New Folder) SolarBot R&D Reports Folder Shared Permissions to Public groups :- Folder Name -> Shared Permissions SolarBot Executive Reports -> Report and Dashboard Administrators(Manage), Executive Team(Edit) SolarBot Sales Reports -> Report and Dashboard Administrators(Manage), Executive Team(View), Sales Leadership Team(Manage),Sales Team(View) SolarBot Support Reports -> Report and Dashboard Administrators(Manage), Executive Team(View), Sales Leadership Team(View),Support Team(Edit), Research and Development team(View) SolarBot R&D Reports -> Report and Dashboard Administrators(Manage), Executive Team(View), Research and Development team(Manage) Report Cleanup :- Folder -> Move Report Name SolarBot R&D Reports -...
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Lightning Experience Reports & Dashboards Specialist Salesforce Superbadge - Challenge#2

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 Lightning Experience Reports & Dashboards Specialist Salesforce  Super badge - Challenge#2 Prerequisites Steps:- Step 1:-    Create a new trailhead playground. Step 2:- Go to Setup -> Object manager -> search & select "Opportunity" Object. Step 3:- Select field "Type" picklist -> add new picklist value " SolarBot " Step 4:- Install unmanaged package. Step 5:- Search for  SolarBots  app from app launcher -> click on " Data Import " tab and click on "import" button. Step 6:-Setup -> search public group -> click on New button -> create below public groups Executive Team Report and Dashboard Administrators Research and Development Team Sales Leadership Team Sales Team Support Team Lightning Experience Reports & Dashboards Specialist Salesforce Superbadge - prerequisites
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What is Salesforce? and It's Services?

  What is Salesforce? Salesforce   is an American cloud-based software company headquartered in  San Francisco, California .  It provides  customer relationship management  (CRM) services. Salesforce Services :- Salesforce's main services are tools for case, task and issue management.  It gives platform to the customers to track their raised cases. Lightning Platform (Which is another salesforce service)  is a  platform as a service  (PaaS) that allows developers to create add-on applications that integrate into the main Salesforce.com application. Experience Cloud (formerly Community Cloud),  provides Salesforce customers the ability to create online web properties for external collaboration, customer service, channel sales, and other custom portals in their instance of Salesforce. Work.com,  is a social performance management platform for managers and employees. It allows continuous coaching, real-time feedback, and reco...
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