Month: January 2020

Tips for passing Salesforce Certified Education Cloud Consultant

I have successfully passed Salesforce Certified Education Cloud Consultant exam on 19th January 2020. Here are few tips to pass the exam.Nice to check out: Salesforce Spring 21 Release FeatureSalesforce Certification NotesSalesforce Release Video TutorialsSalesforce Lightning Flow Video TutorialsExam OutlineContent: 60 multiple-choice/multiple-select questions Time allotted to complete the exam: 90 minutes Passing Score: 68%  Registration fee: USD 200, plus applicable taxes as required per local law Retake fee: USD 100, plus applicable taxes as required per local law Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment. Prerequisite(s): Salesforce Certified Administrator credential. I have faced 60 questions and most of the questions are about Education domain knowledge, configuring HEDA and SAL, use case oriented questions.Preparation Education Cloud Consultant Trailmix – This is must as it covers 100% in all sections.Getting Started with Salesforce + the Higher Education Data Architecture – Another must complete Trailmix.Education Cloud Acedamy – This contains 3 recordings and it explains the heda concepts very well. So highly recommended.Education Cloud Consultant Training Guide.Education Data Architecture documentation.Salesforce Advisor Link documentation.Article on roles at UniversityEnrolment and Admissions ProcessFERPA RegulationsUnderstanding FERPA & Education Records DisclosureAdvancement/Alumni RelationsCore EDA Data ModelCore SAL Data ModelTopics Received on ExamQuestions regarding to Administrative and Household Account ModelSequence of data load into Education Cloud instance.Consideration of installing education cloud when person account is enabled.Frequency of updates for education cloud managed package.TDTM FrameworkImportance of user managed and namespace field.Best practices to...

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New AppExchange Component || Activity Timeline || View related records in a whole new way

Salesforce Labs published a new Lightning Web Component named “Timeline”. It will display the related records in a totally different way i.e. in a timeline fashion.Nice to check out: Salesforce Spring 21 Release FeatureSalesforce Certification NotesSalesforce Release Video TutorialsSalesforce Lightning Flow Video TutorialsI installed this in my developer org and this post is about how to configure this component.Pre-requisite: Enhanced Email should be enabled in the org.Here are the steps:Permission Set Assign the permission set “Timeline User” to the users.Update Timeline Configurations Page LayoutOpen the Timeline Configuration Page Layout and in the related list – Timeline Child Objects, include the New button.Create Timeline Configuration recordLet’s say we want to include this component in Account record page. So we will first create the Time Configuration record like below -Create Timeline Child recordsLet’s say we want to display Contact and Opportunities in Activity Timeline. So we will create two Timeline Child records like below -Note – Here is the quip document explaining the field details. LinkInclude the component – Activity Timeline in Account record page Here comes the new view of the related recordObservation(as of today): Fields are not getting displayed properly while expanding the individual items in the Activity Timeline. I informed Salesforce Labs Team about the issue. Will update this post based on the response.Overall this is a very cool component published by Salesforce Labs and I am quite sure this will...

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Things to remember before giving community access to guest users

When we build the Salesforce Communities, sometimes based on the customer requirements, we need to provide guest access to the communities. Guest access in basically the unauthorized access to the community. As you can easily understand, any unauthorized access is always a very dangerous things to implement. So we need to make sure our security configuration is strong enough that no internal data is getting exposed to the outside world i.e. unauthorized users. And if situation demands, only the required information(as minimum as possible) will be exposed.I am going to write down what are the details we should keep in mind while configuring guest access to the communities. To start, let’s revisit some basic stuffs first.For each communities we build in Salesforce, there will be a guest profile created for us automatically. It doesn’t matter, whether we allow guest access or not, the guest profile will be created for us always.All guest users i.e. unauthorized users will use this profile to access the community. If we create 5 communities, then there will be 5 guest profiles created. Name of the profile will be Profile. Starting Spring’20 Salesforce release, the settings “Secure guest user record access” will be enabled by default. Salesforce recommends using this settings to provide user record access to the guest users through communities. But there are few important things we should keep in mind -OWD will be...

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Compare Knowledge Articles – WoW Feature

In Spring’20, Salesforce introduced one feature which was pending for a long time and also got a good amount of vote in Idea Exchange.Recently while working with a customer who is trying to implement Lightning Knowledge, it was one of the top priority requirement. And I don’t want to do any custom development for this. But to my surprise, I saw that Salesforce already introduced this feature in Spring’20 as Beta.I was like …So thought of sharing this information here how we can use this great feature.Basically in the article layout all we need to do is include the Lightning component “Article Version Comparison” and then we can select the versions we want to compare. Screenshots are given below.This is very useful feature for the Approver to see the actual changes before taking any decisions. Also for the viewer also, they can see the changes between different versions(provided they have the permission to view versions of the...

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