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Showing posts from October, 2022

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

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 -...

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