Creating Cross Object Formula Fields Okay, so now we’re going to discuss the Cross Object Formula field. And I mentioned in the previous lecture at the end that we’re going to be doing this particular formula. And this is on that first page of this examples of advanced formula fields and that’s available via download in the resources section of this lecture. And this cross object formula is on the contact object. It mentions here that you can reference this Account Rating formula field from the Contact object using Cross…

Record Type Sample Exam Question #5 from the Exam Guide Okay, so it’s that time again to look at another sample question from the Exam Guide. And in particular, this is question number five that you’ll find towards the end of the Exam Guide, which is available from the Resources section of lecture one of this course. And you can also search for by searching platform app Builder exam guide from Google. And so this particular question reads that Universal Containers needs to set the record type for converted leads,…

Helpful Practice Activity – Create Contact Record Types So now we’re going to create different record types for contact records. So I’m in the Object Manager and set up here in Lighting Experience and I’m going to click on the contact object. And so then we see in the related list for record types that there should be no contact record types currently, which there are not. So I’m going to click on Record types to go to that area of the screen and that related list I’m going to…

Business Logic and Process Automation Introduction So now we’re ready to talk about business logic and process automation. Now, according to the exam guide, this particular section is a 27% weighting. That is by far the largest weighting of any section in the exam guide. And so there’s a lot of core concepts that you have to understand really in depth. And so I would recommend that if you spend a majority of your time in this particular section that get you about halfway to being able to pass the…

Sharing Settings and Granting Access Using Hierarchies Okay, guys, now we’re going to set up sharing settings and then also get into granting access using Hierarchies. So first off, I want to remind you where we left off and that’s with the end user of Jim Doe, which I’m logged in as Jim right now, he has that custom marketing profile and so he only has access to these two productions, the Andy Griffith Show and she Years. And so I’m going to log out as him and show you…

Introducing Permission Sets Introducing permission sets. And so we’ve talked about profiles and roles and now we’re getting more deeply into security and all the different settings that you can do that control visibility and access and read, write, update, delete, Writes and Salesforce. And so Permission Sets, I want you to consider those as secondary profiles. And so if you just recall, a profile can be assigned to a user and a user can only have one profile permission Sets. Users can be assigned to multiple Permission sets. And…

Introducing Roles We’re next going to get into Roles and the role hierarchy. So if you click on Setup and search for Roles on the sidebar, you’ll notice that the Roles link under Manage Users is available. So if you click that, the first screen you’ll see is the one related to understanding roles. And there’s a sample role hierarchy here at this splash screen to show show you an example. And you can see samples for a territory based sample where you’ve got a Western and Eastern and international…

Security Introduction Hi guys and welcome to the security section of this course. And so you’ve just made it through the data modeling and management section which was a large section. And the data modeling and management accounted for 20% of the exam. Now security is weighted at 10% and this is a much smaller section of the course, but security can be a complex and confusing concept. Now, I must admit that security is not as large of a piece of this particular exam and certification, it is more…

Creating External Objects & Data Source with Salesforce Connect and Heroku So now it’s time to complete this helpful practice activity where we’re going to create an external object and an external data source by completing this tutorial that’s on developer force GitHub IO. And so we left off here on this module two, we already previously realized that we’ve created a free developer account. And so we’re in module two of installing the Schema package. And so to install this, you just click this link that says clicking here,…

Relationship Types and Implications on Reporting Okay, so now we’re going to talk about relationship types and implications on reporting. And we’re back on the same help topic here of considerations for relationships. If you scroll down towards the bottom of that page there’s the section for Impact of Relationships on Reports. So there’s a lot of good information here as far as how relationship types impact reports. I encourage you to read this more full and as you work through this course, experiment with different report types and see…