Category: Architect

How To Configure Salesforce Flow Repeater Component

Imagine a scenario where the need arises to duplicate a set of components dynamically during runtime, providing users with a seamless and efficient way to work with repetitive data or tasks. Enter the Repeater component, a powerful addition to Salesforce’s arsenal that opens up a world of possibilities for developers and administrators alike.

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How To Verify API Connection & Perform HTTP Callout in Salesforce Flow

Traditionally, integrating external systems or fetching real-time data from web services within Salesforce Flows has been a multi-step process involving Apex code or external tools. However, the Spring ’24 Release marks a paradigm shift by introducing a built-in capability to validate API connections and execute HTTP callouts seamlessly, all within the intuitive and user-friendly environment of Salesforce Flow.

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Notes on passing Salesforce Certified Sharing and Visibility Designer

I have cleared Salesforce Sharing and Visibility Designer certification on Jan 11th, 2019 and it helped me to become Salesforce Application Architect.Let me quickly share the Exam Outline:Total Number of Questions: 60 multiple-choice/multiple-select questions.Time: 120 minutesPassing Score: 68%Registration Fee: USD 400; Retake Fee: USD 200Prerequisite: NoneIn this blog post, I will share my notes and experience during the preparation and also during the exam. I hope it will help you in your #JourneyToCTA.To me questions were very straight forward, but very descriptive, which took a lot of time to go through the entire question. Going through the entire question is very important because one single work can totally change your answer. Before I start preparing myself, I have gone through the below blog posts which helped me to create a consolidated list which I am going to share here.How to Prepare For and PASS Sharing and Visibility Designer Exam.Preparing For The Salesforce ‘Sharing and Visibility Designer’ Exam.Salesforce Sharing & Visibility Designer Certification.Ladies Be Architect: Study Group.Below are the topics from where I have received questions:Understanding Profile and Permission DifferenceProfile is user’s base level permission and all users having the same profile will have the same permission. Permission Set is assigned to individual users on top of profiles to extend their visibility.You can set Login Ip, Hour, Session Settings, Password policies in Profiles, where these are not possible in permission sets.Profiles are...

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Salesforce Enterprise Territory Management Cheat Sheet

Sudipta Deb Founder of Technical Potpourri, Co-Founder of Shrey Tech, Enterprise Cloud Architect FacebookXLinkedIn FollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollowFollow This post is the continuation of my study notes for  Sharing and Visibility Designer Architect Certification. Previous post was regarding Salesforce Sharing and Security Cheat Sheet. Enterprise Territory Management is a very important topic and having a clear understanding will definitely going to help in passing the certification as well as implementing it for your own project. Nice To Check Out Salesforce Spring 21 Release Feature Salesforce Certification Notes Salesforce Release Video Tutorials Salesforce Lightning Flow Video Tutorials Important Note Original Territory Management is only available with Customizable Forecast. Enterprise Territory Management works with Collaborative Forecast. It will not work with Customizable Forecast. Territory Group of Accounts and Sales reps who work for those accounts. Territory Type This is the criteria to group territories. Every territory must have one Territory Type, but it will never appear in the Territory Hierarchy Territory Type Priority Helps you to create priorities for your territory type. Territory Model Creates the entire Territory Hierarchy. It allows to create multiple territory hierarchy and test that before activating. Number of territory models depends on the Salesforce edition. Territory Hierarchy Shows the model’s territory structure. You can run assignment rules at the model level or individual territory levels. Your territory hierarchy in active territory model also determines the forecast hierarchy for territory forecast....

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How to Prepare For and Clear Data Architecture and Management Designer Exam

I have cleared my first Salesforce Architect certification – “Data Architecture and Management Designer” on June 1st, 2018. I was dreaming about this certification for quite a long time and finally I am so happy that I am able to clear this one. Here today I am going to share few key tips with you which might help you while you are doing your preparation.My Strategy:I downloaded the study guide and prepared my own notes with my some labels.I always try to break the study guide in three labels like -I THINK I AM GOOD: This label is for those topics where I personally feel I am good.I MIGHT NEED TO LOOK: This is the one where I am some doubts and need to revisit.OHH NO: This is the scary one, where I need to focus more.Then I started my study with Trailhead. Below are the Trailmixes I followed -Architect Journey: Data Architecture and ManagementCertified Data Architecture & Management Designer Exam TrailsBelow are the blog posts from #SalesforceOhana which really helped me.Salesforce Certified Data Architecture & Management Designer Exam Tips by Gemma EmmettTips for Passing the Three New Salesforce Architecture Designer Exams by By Lars MalmqvistHow to Prepare For and PASS Data Architecture and Management Designer Exam by Maciej JozwiakImportant Topics:I am writing down the important topics which you need to concentrate for sure. Those who already read the study guide,...

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