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buSineSS adminiStration
SpecialiSt
Challenge 1
Fix and import data
• Install the unmanaged package from the pre-work if you haven’t
already
• Add the Residential account type.
• Bring April Hansen’s account data into compliance with the data
quality standards before importing.
Challenge 2
Create users
• Add the list of users Maria sent with the name, role, user license,
profile
• Locale to accomplish the business goals described.
• Create and assign the solution providing Shinje access to the
Language Preference field.
Challenge 3
Create reports and dashboards
• Create the four reports, two dashboards
• Storage locations to help the Residential Sales team better
understand the value of their accounts.
• Please refresh both dashboards immediately before checking your
challenge.
Challenge 4
Configure reusable emails
• Configure your email signature and build the letterhead,
• Two preconfigured emails, and storage location for the Residential
Sales team to introduce themselves.
Challenge 5
Build a business process
• Build the new business lifecycle, customer information page, compact
customer information view
• Record variety to help the Residential Sales team focus on their
unique business needs.
Challenge 6
Build a space for collaboration
• Create and configure the collaboration space based on the business
needs.
• Use the collaboration functions to create the two described posts.
Changes to be made to the Page Layout
Remove All these Add this
• Lead Source • Quantity
• Primary Campaign Source
• Delivery/Installation Status
• Main Competitor(s)
• Current Generator(s)
Take a look on these modules!!
• Data Modeling • Formulas & Validations
• Build a Data Model for a Recruiting • Advanced Formulas
App • Data Security
• Customize a Salesforce Object • Keep Data Secure in a Recruiting App
• Improve Data Quality for a Recruiting • User Management
App • Quick Start: Process Builder
• Customize the User Interface for a • Lightning Flow
Recruiting App • Change Management
• Lightning Experience Development • Application Lifecycle Management
• Lightning Experience Customization • Picklist Administration
