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Shubhashini RajaShubhashini Raja 
Hello Trailblazers!!
I cleared my Admin Certification today. I'm so happy. Thank you so much Trailblazer Community for helping me accomplish this. You guys have responded immediately for every question I posted and thanks a lot for sharing the required materials on topics I need referencing. You guys are amazing. Let's keep Blazing!!

Next prep for "Advanced Admin"
 
Best Answer chosen by Shubhashini Raja
Sakthivel MadeshSakthivel Madesh
Wow.. Congratulation Shubhashini !!

Try this trailmix from trailhead - https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-advanced-administrator-credential

Advanced Administrator Quiz from SalesforceBen Website - https://www.salesforceben.com/certified-advanced-administrator-quiz/
Ismail KhanIsmail Khan 
Hi All, 

I had to create a field on an opportunity record type. I am wondering if it's possible for that field to appear on the opportunity depending on a value of another field. I know this can be done by dependent picklists. Unfortunately this is a date field that needs to pop up when a location is selected on antother field. 

Thanks in Advance
Best Answer chosen by Ismail Khan
Jayson MoralesJayson Morales
Hi Ismail,

Unfortunately, it's not possible through standard functionalities to show a field based on the value of another field. You need to use custom coding for this or you can vote for the idea below.

Idea: Dependent page layouts - data rules to show, hide, or make fields/sections req'd
URL: https://success.salesforce.com/ideaView?id=08730000000BroxAAC

Hope that helps.

Regards,
Jayson
Michael FaberMichael Faber 
I am trying to write a report formula that will return the % of one option from a picklist.

Lets say we have 10 items returned in an activity report, and we are grouping by Type (picklist) and Sub Type (picklist). The Sub Type picklist contains options Inquiry and Transfer

We are trying to create a column that will return the percentage of rows that have selected Sub Type Transfer, irrespective of Type.

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Is this possible without configuration changes?
Best Answer chosen by Michael Faber
Steve MolisSteve Molis
These are the Formulas that I used (keep in mind I uswed an Opportunity Report in my example to approximate the data)

Formula A
IF(PARENTGROUPVAL(RowCount , CREATED_DATE, COLUMN_GRAND_SUMMARY) = 0, 0 ,
RowCount
 / 
PARENTGROUPVAL(RowCount , CREATED_DATE, COLUMN_GRAND_SUMMARY)
)

Formula B
IF(PARENTGROUPVAL(RowCount, TYPE, COLUMN_GRAND_SUMMARY) = 0, 0,
RowCount / 
PARENTGROUPVAL(RowCount, TYPE, COLUMN_GRAND_SUMMARY))
Formula C 
IF( PARENTGROUPVAL(RowCount, ROW_GRAND_SUMMARY, Opportunity.Do_you_owe_SteveMo_a_beer__c) = 0, 0, 
RowCount / 
PARENTGROUPVAL(RowCount, ROW_GRAND_SUMMARY, Opportunity.Do_you_owe_SteveMo_a_beer__c))


​​​​​​​
Bob JohnsonBob Johnson 
For the life of me I cannot figure this out.   The Admin Cert 2021 is a simple item but it is acting very buggy for me.   I did the major steps:

1.  Set up new org
2.  Import the CSV to create object
3.  Edited the Dynamic Form as intended (since this is the showcase item of the mini badge)

But it will not complete verification -- each timve giving the message below:

We can’t find the custom object with api name 'Laptop_Warranty'.

NOTE:   Shouldn't it be looking for Laptop_Warranty__c ???  Since it has to be a custom object, is there a bug in the check-for-complete code perhaps?

Did anyone else get stuck on this?


Link:  https://trailhead.salesforce.com/en/content/learn/modules/administrator-certification-maintenance-spring-21/maintain-your-administrator-certification-for-spring21
Course Link (https://trailhead.salesforce.com/en/content/learn/modules/administrator-certification-maintenance-spring-21/maintain-your-administrator-certification-for-spring21)
Best Answer chosen by Bob Johnson
Bob JohnsonBob Johnson
Ok, I finally solved it and I figured out the two problems I had were, and I do not believe they were related. 

1st -- even though I created a new org like the instructions suggest, AND I was using the "Launch" button with that Org selected, because I was logged into two different orgs at the time the "validation" function was clearly going to the right org.  When I started over with a new reboot (no changes at all) and fresh Chrome, the validation now found the object.   Then the error changed to something like "please set your filters correct" (sorry I missed exact error).

I had set the filters correctly on the Active Warranty field -- but because I had messed up the page originally, somehow it got renamed as Laptop_Warranty_Record_Page2.     Once I fixed the name of the page by removing that number, it now successfully completed the challenge.

So:
1.  If you are getting the "cant find object" message, make sure you log out of all sandbox/sf instances and start fresh.
2.  If you are getting an error on the record_detail component, check your page name and make sure it is correct.

Thanks for the replies all. 
David NavaDavid Nava 
Background
I created a custom object in Salesforce Lightning to record survey results. The fields on the survey object that record the respondent's answers are all picklists. All picklists reference the same global value set. The global value set is a Likert Scale, as follows:
5-Very High Confidence
4
3-Confident
2
1-Very Low Confidence

The survey object has master detail relationships to the Contact and Campaign records.
I created a custom Contacts with Surveys and Campaigns report.
There are twelve questions on the survey that need to be reflected in the report that I am trying to create.

Requirement
I need the report to list each of the twelve questions. This is easy and already accomplished. I also need the report to calculate the average value of each of the question columns and return a summary value. For example, column one lists the Likert Scale results for each user for Question 1. I need the values for the Likert Scale responses to be averaged for that column, and for the next 11 columns (one column per survey question). See below for a screenshot of my report as currently structured.
Survey Report Snapshot

Problem
This is where I am struggling. I can't figure out how to summarize each of the question columns. My company want to be able to review the collective results from the survey and be able to immediately tell which questions they scored low in,out of the 12 questions. A chart showing thjs would be awesome.

I can't gfigure out how to do this. Is a formula column or columns the way to go? 
Pleas help. Thank you in advance!!!

Best,
Dave Nava
Awesome Admin
Best Answer chosen by David Nava
Sunil SarillaSunil Sarilla
Hi David,
I don't think you will be able to summarize the report by 12 different fields and show it on a chart with the way your data is structured.
whats possible is showing the avg value for each question in a campaign.
so you will need 12 charts i.e a chart for each question and then show the information in a dashboard but this is not scalable if you want to show the avg scores for each question for a different campaign.
or a Lightning Table component Dashboard

In order to summarize by the question, you will need to convert the picklist field into a numeric value, so you will need a formula field (12 formula fields)
the formula will be as below
CASE(Your_Response_Picklist_Field__c,
'5-Very High Confidence',5,
'4',4,
'3-Confident',3
'2',2,
'1-Very Low Confidence',1,
0)
 
How flexible are you in changing the data structure?
Steve MolisSteve Molis 
Here's a Formula I built to create an "Ultimate Parent Account" field that you can use to create Opportunity Pipeline reports that roll up all Opportunities under the top Account in the hierarchy. 

*** in this example I'm testing up to a 5 Tier Account Hierarchy (Compiled size: 342 characters) ***

Datatype: Formula 
Result: TEXT 
Formula: 
 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Name)),Parent.Name,
Name)))))

 
Best Answer chosen by Steve Molis
Jeremiah DohnJeremiah Dohn
Marrying Ultimate Parent ID + Ultimate Parent Name with levels can create some great reporting.  With the below, you can see all levels of the hierarchy and what they are bringing in from a forecast perspective.

Ultimate Parent ID: 
BLANKVALUE(Parent.Parent.Parent.Parent.Parent.Name, 
BLANKVALUE(Parent.Parent.Parent.Parent.Name, 
BLANKVALUE(Parent.Parent.Parent.Name, 
BLANKVALUE(Parent.Parent.Name, 
BLANKVALUE(Parent.Name, 
Name)))))

All hierarchy level names:
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)),
Parent.Parent.Parent.Parent.Parent.Name & " - " & Parent.Parent.Parent.Parent.Name & " - " & Parent.Parent.Parent.Name & " - " & Parent.Parent.Name & " - " & Parent.Name & " - " & Name,
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name & " - " & Parent.Parent.Parent.Name & " - " & Parent.Parent.Name & " - " & Parent.Name & " - " & Name,
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name & " - " & Parent.Parent.Name & " - " & Parent.Name & " - " & Name,
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name & " - " & Parent.Name & " - " & Name,
IF(NOT(ISBLANK(Parent.Name)),Parent.Name & " - " & Name,
Name)))))
Note that we can't use BLANKVALUE as the base for the formula because "-" would be not blank for each level. Thus using the nested IF().  I'm sure we can optimize all the same to reduce compile size.

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Antoine LeleuAntoine Leleu 
hello,

Object : Case

I would like delete 2 record type to come back with just a on master record type.
But when i want disactivate the record type, i have this message :

This record type Service Request Customer Prospect Phase cannot be deactivated because the following profiles use this record type as default.

Package License Manager
External Who
Chatter External User
 
Problem, i'm Salesforce Administrator but i cant edit  this profiles.


Thanks for your help,

Antoine
Best Answer chosen by Miglena (Salesforce.com) 
Karanraj SankaranarayananKaranraj Sankaranarayanan
Antoine,

Certain Profiles like the Chatter Free User can be assigned Record Types which cannot be removed by clicking an edit link in the Record Type Section of the Profile. This prevents Record Types from being deleted. In order to remove the record type from the Profile a URL 'Hack' must be performed.
 
First, the Enable Enhanced Profile User Interface checkbox in the User Interface must be deselected:
 
Setup> Customize> User Interface> Setup Section> Deselect  Enable Enhanced Profile User Interface> Save
 
Proceed with the following Steps:
 
1)Please follow this click path:
 
Setup> Manage Users> Profiles> System Administrator> Navigate to Record Types> Click the Edit Link on the Object in question's Section
 
At this Point you will be at the Edit Record Type Settings Page for the Object.
 
2)Copy the URL from the adress bar on your browser and paste it into note pad:
 
https://naX.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=xxxxxxxxxxxxxxx&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx
 
3)Now follow this click path
 
Setup> Manage Users> Profiles> Chatter Free User
 
4)Copy the 15 digit Salesforce Id from the URL in the Adress bar of your Browser:
 
yyyyyyyyyyyyyyy
 
5)You are now going to replace the id in the Edit Record Type Settings Opportunity Page ( the first id number right after the "jsp?id=" in the URL ) with the Id from the Chatter Free User.
 
This:
https://naX.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=xxxxxxxxxxxxxxx&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx
 
Should now look like this:
https://na5.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=yyyyyyyyyyyyyyy&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx
 
xxxxxxxxxxxxxxx was replaced with yyyyyyyyyyyyyyy
 
6)Now take the modified Url and place it in the Adress bar of your browser and hit enter.
 
 
*************This will seem to have taken you to the System Administrator's edit page but you are in the right place.******************
 
7)You will now be able to remove the value by highlighting it and selecting remove. Switch the Default record type to whatever you like and hit save.
 
 
All you need to do now is repeat this for any other Profiles in which it is necessary, then Deactivate and Delete the Record Type.
Lisa DonningLisa Donning 
Hi all,

I'm working thorugh this badge (https://trailhead.salesforce.com/content/learn/modules/data_security/data_security_fields) and in the 'Restrict Field Access with a Profile' section I'm to modify the Object Settings however when I open any of the Permission Sets I only see App Permissions, Flow Access, Custom Metadata Types and Custom Setting DefinitionsUser-added image

Enhanced Profile User Interface is turned on and I'm not sure what else I should be checking to access Object Settings from Permission Sets. Any clues?


Thanks
Lisa
Best Answer chosen by Lisa Donning
Sakthivel MadeshSakthivel Madesh
From Setup - Permission set -> Permission level differ based on the license types

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for example: 
Service User license only few permission to enable from permission set level

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Salesforce License permission set have almost all access as like Profile

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Ihor JIhor J 
Hi,
I am new to salesforce and I am trying to figure out how to change default Role list. 
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Best Answer chosen by Ihor J
Srinivasa RayapuriSrinivasa Rayapuri
In your case it is PartnerAccount, so you will have to choose Partner Role
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I switched to classic to update the values 
Lucas ArrudaLucas Arruda 
Hello, 
Is it possible to Salesforce connect with SAP Ariba to send data and create data into the SAP Ariba?
Best Answer chosen by Lucas Arruda
Guy KeshetGuy Keshet
yes it is. you can custom code it, you can use mulesoft whcih provides native connectors for SAP and salesforce, or you can use the applciation provided by Ariba: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000004fwDqEAI