Hello! I see that Tableau 2024.3 is required for bootcamp--does 2024.2 have the majority of features that will be discussed in the intermediate group? I am not able to download the free trial of 2024.3 due to permissions set by my employer, and my employer has asked how essential it is to upgrade. Thank you!
So in researching for this answer I found that Opportunity Update reminders only exist in Classic and that the best option for Lightning would be to schedule reports. How do I know when it is asking a lightning versus classic question if it is not evident in the question?
Question 6 of 30 You got this incorrect. You chose C. Objective: Sales and Marketing Applications
How should the System Administrator implement biweekly notifications for Sales Reps that include Opportunities that need attention based on the Opportunity Owner's last login, past due Opportunities, and all Opportunities that have not been updated in the last 30 days?
A. Create Opportunity Update Reminders.
Correct. Opportunity update reminders allow managers to automatically send and schedule emails that include a report of the team's open opportunities to direct reports. You can select the fields you want to include in the reminders such as last login date, or # not updated in the last 30 days.
B. Create Scheduled Dashboards.
Incorrect. Scheduled dashboards would not be able to be schedule based on the user's last login.
C. Create Scheduled Reports.
Incorrect. Scheduled reports would not be able to be schedule based on the user's last login.
D. Create a Chatter Group.
Incorrect. A Chatter group would not post reminders based on the user's last login.
#Certifications
PS. It's been ages since I took the DEV201 or whatever they call it now, but I don't think there would be any "Classic UX" Questions on the exam now
For some reason rollups are not getting calculated on the household level. Steps I did to debug this are the following:
1- Custom Settings -> Wealth Application Configuration --> Set Enable Group Record Rollups and Enable Rollup Summary to true
2- Go to Rollup By Lookup Configuration and Run the rules that are active
3- Make sure that the group members have this household as their primary group and select All for rollup option
Can anyone help with this please?
Ensure below Rules are active
I am trying to write a formula that will verify that the user put the phone number in the correct format
(444)-555-5555. Here is the formula I am using REGEX({!Employee_Phone_Number}, "
\\(\\d{3}\\)-\\d{3}-\\d{4}"). The error I am getting isWhat. I am doing wrong. Any help i would appreciate it.
#Flow
I have a rich text component on a Rootstock Customer Master that I only want to show when the shipping state is one of 19. To get to that field I have to do an advanced I have tried using contains and putting all the states in but it does not appear to be working. If I put them in as individual filters, then it works, but with 19 I reach the 10 filter limit.
Looking for ideas on how to make this work please.
Here's what I have and it is not working:
#CRM Configuration
Hi Samantha,
I did some of my own testing and research, and I do not see a way to do this using the component visibility to enter all 19 values. Documentation states "Visibility filters support a single value at a time, not comma-separated values. To add more than one value, add a new filter."
There is an idea for this which you can vote on:
In the meantime, I'm thinking you could create a formula field on Contact (or on Account, I just tested on Contact) that looks at the Shipping State/Province and sets one value for the states where you want the value to show. I just tested this out really quickly (using a formula checkbox field) and it seems to work. Not ideal to have to create another field for it. Curious if anyone else has a better idea. That's all I can think of to solve for this for now.
(None Available) means the prompt builder can't find any template triggered Flows in your org.
=> Check if the flow exists, is ACTIVE and You have access to it.
So in researching for this answer I found that Opportunity Update reminders only exist in Classic and that the best option for Lightning would be to schedule reports. How do I know when it is asking a lightning versus classic question if it is not evident in the question?
Question 6 of 30 You got this incorrect. You chose C. Objective: Sales and Marketing Applications
How should the System Administrator implement biweekly notifications for Sales Reps that include Opportunities that need attention based on the Opportunity Owner's last login, past due Opportunities, and all Opportunities that have not been updated in the last 30 days?
A. Create Opportunity Update Reminders.
Correct. Opportunity update reminders allow managers to automatically send and schedule emails that include a report of the team's open opportunities to direct reports. You can select the fields you want to include in the reminders such as last login date, or # not updated in the last 30 days.
B. Create Scheduled Dashboards.
Incorrect. Scheduled dashboards would not be able to be schedule based on the user's last login.
C. Create Scheduled Reports.
Incorrect. Scheduled reports would not be able to be schedule based on the user's last login.
D. Create a Chatter Group.
Incorrect. A Chatter group would not post reminders based on the user's last login.
#Certifications
HI @Mallory Duncan Opportunity Update Reminders are available in both lightning and classic: https://help.salesforce.com/s/articleView?id=sales.customize_oppreminder.htm&type=5
@Alexis Curry If the Deactivate button is inactive (gray), it means that your Flow is not Activated.
To fix this, you need to make changes to the Flow, save it as a new version, and then click Activate.
Regarding the Unified Link 2 error – this is a common error that occurs due to the following reasons:
I hope this helps!
Sincerely,
Mykhailo Vdovychenko
Bringing Cloud Excellence with IBVCLOUD OÜ
Out of curiosity, I tried a few different approaches to replicate your situation, and I managed to get a similar result.
I simply opened several Challenge pages at once and started clicking the “Check Challenge” buttons and different Quiz options. After about 2 minutes of these actions, I ended up with the same issue — the tests disappeared from the page.
To bring them back, all I had to do was clear my browsing history and cookies, then log back into the Trailhead platform.
I suggest you try the same — clear your history, cache, and cookies, then re-authenticate on Trailhead. Hopefully, that resolves the issue for you too.
Sincerely,
Mykhailo Vdovychenko
Bringing Cloud Excellence with IBVCLOUD OÜ