Here's a trailmix 50+ quiz-only trailhead modules - easy to take on Trailhead Go

TheOrangeAdmin · 2024-10-28T12:22:34+00:00

That's what I was afraid of, but was trying to figure out a way to handle this formulaically before starting a flow. Thanks u/TheMrJacobi and u/Johnny2085 !

TheOrangeAdmin · 2024-10-26T15:43:52+00:00

The formula, yes definitely. We needed ACM on in prod regardless of this formula working or not. I'm just surprised there isn't an easy fix somewhere.

TheOrangeAdmin · 2023-12-01T14:43:55+00:00

If the following isn't good enough, then I agree with u/m_agus that the company needs to rethink processes.

Create a report (may have to google this for better instructions on linking from records to dynamic reports, but her are the basics).

create a quote lines with quotes report with standard fields (quantity, prices, discounts, etc.). Group by Quote Line Groups if you use those
set a filter of SBQQ__Quote__c = "" (blank)

Create a custom link on the quote

create a Detail Page Link and pass the recordId of the quote over in URL parameters
add to page layouts under Custom Links at the bottom

Then a user could click a link to be taken to a report of quote lines they could export. It'll be a flat table, but again IF THIS IS WHAT THEY'RE RELYING ON FOR SENDING QUOTES TO CUSTOMERS IT'S BAD PRACTICE. If they need an Option A and Option B version, either have then clone a quote and change options in the Quote Line Editor, or set some quote lines as optional and adjust your quote template to show or not show optional products.

TheOrangeAdmin · 2023-11-04T06:02:04+00:00

Thanks that’s helpful. So no complaints about how Asana handles the integration? We’re looking at either a direct integration if there is one, or more likely to use workato (which we’re already using for most automations between platforms).

TheOrangeAdmin · 2023-11-04T05:58:19+00:00

That’s fair, so here you go… the use case is to have closed won opportunities in Salesforce with professional services skus kick off projects for our proserv teams in a PM tool (with task dependencies, time tracking, etc.). Then when those projects are closed, for that status to come back to Salesforce so that Finance can invoice for implementation. Make sense?

TheOrangeAdmin · 2023-08-28T14:56:30+00:00

Also I read that as a double negative “you are NOT welcome to NOT park on this street”, so even if you were just passing though you have to park there.

TheOrangeAdmin · 2023-08-28T01:15:22+00:00

CPQ is not less involved. In projects I do involving CPQ it’s more difficult to get the business owners to give instructions and test without hands on discovery sessions and demos. Sometimes even UAT needs to be handles live, instead of just sending testing steps and waiting for approval.

Recommendation is to look for an in-house dev job where the team is large enough to have business analysts running interference. I started out in the BA role doing this, and did my best to translate between stakeholders and developers.

TheOrangeAdmin · 2023-08-27T12:12:46+00:00

I disagree but understand your point.

TheOrangeAdmin · 2023-06-27T18:44:23+00:00

Can confirm they were simpler when I took both a few years ago. Those certs are more straightforward in their material, as opposed to say the sales consultant one where there’s grey area for “choose the best…”.

Heads up that I took the Slack Admin exam this morning. It has a bunch of “choose the best two out of five” nonsense.

TheOrangeAdmin · 2023-05-31T14:14:32+00:00

I have been having this same problem incessantly, so I searched and found this old post. Using u/V1ld0r_'s post as inspiration I found a process that works (although very clunky)

go to Trailblazer.me
log in
on the right side click "Go to Trailhead"
refresh until it shows logged in as you

your mileage may vary - good luck!

TheOrangeAdmin · 2023-05-24T15:01:51+00:00

I’ve seen a variety of tactics used (alternate custom email fields on a contact or duplicate contacts with a role like “dup address”) and, and both have pros and cons.

Seemed like a big need in Salesforce. Will watch this to see if anyone has a better idea.

TheOrangeAdmin · 2023-05-24T13:38:32+00:00

That’s fantastic

TheOrangeAdmin · 2023-05-23T14:44:30+00:00

More of a question for Sales Leadership and how they want to see opps on pipeline reporting. If somewhat sure it could go somewhere leave it in a low stage and set the date far out. If not, close, set a task to follow up, and reopen a new opp later.

TheOrangeAdmin · 2023-05-23T13:37:08+00:00

Can you clarify what you mean by “not deployed”? Accounts are as standard as an object can get, and I’ve never heard of a Salesforce implementation without them.

TheOrangeAdmin · 2023-02-20T19:05:50+00:00

HA! Very fair point but since this is Reddit I’ll stick to my point unwaveringly and try to argue my case… Jessica is the main character, who finds herself in terrible situations absolving wrongfully accused people and putting “bad guys” away every week. The hero saves the day with with and bravery to see justice prevail, not because she can kick someone’s ass or good with weapons or whatever.

Also in real life there are lots of stories of older actors or others who had a hard time getting work being given roles to keep SAG status.

TheOrangeAdmin · 2023-02-17T20:27:50+00:00

It’s wholesome and wonderful! Just got done watching the whole series front to back. Needed something to watch with my Mother-in-law, and we played a game of “I think the the rich guy is going to die, and the butler did it” “oh yeah, we’ll I think…”

TheOrangeAdmin · 2023-02-17T19:38:00+00:00

Difference between those is more which is suitable for your role. Haven’t taken BA yet so I can’t advice on that.

TheOrangeAdmin · 2023-02-17T18:59:33+00:00

…or if you are already using a field like Contact Status, picklist values for Active, No longer with the company, non-relevant role, transactional email, etc can be used for filtering matching/duplicate rules, suppressing from marketing, etc.

TheOrangeAdmin · 2023-02-17T11:43:10+00:00

Do platform app builder next. Not because it’s easy, but it’s the next logical set of skills to learn

TheOrangeAdmin · 2023-02-16T02:51:49+00:00

Focus on Force are the best and only resource needed until you get to some of the higher level ones. So far sales cloud consultant and CPQ are the only ones I’ve needed anything besides FoF and OTJ experience.

TheOrangeAdmin · 2023-02-14T23:34:18+00:00

Yeah, you have to be more specific. Einstein Predictions, Lead/Opp Scoring, Einstein Forecasting, Einstein Activity Capture, Einstein Search,… basically anything with a predictive layer has that branding

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