Sunday, August 30, 2015

Salesforce Platform App Builder Certification (Transition Exam)

Hello Friends

I cleared the Salesforce app builder transition exam today and thought of sharing my experience.. I can't post the exact questions but can give a brief of what topics the exam touched on and how easy / hard was it..

Exam Format

the transition exam is 20 multiple choice questionnaire and you get 30 minutes to complete it.. pass percentage is 65%, so you need to get at least 13 questions correct

Pre requisite

you should have already got the Salesforce Developer Certification..

Prior Experience

If you are doing the transition exam, most of you are already using Salesforce day in & out for at least few months and been looking into the release notes of the past couple of releases touching Salesforce1 and Lightning features. if that's the case then this exam is an easy one for you..

but if you are just getting started with salesforce and looking to take the full App builder certification exam, then you have to spend some good time in getting used to the platform and understanding the functionalities before taking this certification


I just prepared myself going through the links listed in the app builder transition exam study guide and the app builder full exam and I can comfortably say the topics listed in the study guide is all you need to pass the exam.

Topics Covered

  • Filed Types - focus on field type changes and data losses, limits & considerations of field type changes, field types for multi line paragraphs, phone number searches
  • Actions - Object Specific and Global Actions - focus on Child record creations from parent and auto relationships between them
  • Lightning Connect - External Objects & External Data Sources - focus on external ids, global search for external data, types of connectors
  • Rollup Summary Fields - required relationship type for rollup summary, where & how to create
  • Sandboxes - different types of sandboxes, which one includes data, when to use each type, what's preferred for testing, etc..
  • Packaging - managed / unmanaged, what's editable in unmanaged, test classes in packages
  • Assignment Rules - Case, Lead, what's required for assignment rules, how many can be active, how many rule criteria's can be there
  • Master Detail / Lookup - understand the difference and what happens when converting from one to another, what can give rollup summary fields
  • Record Types - business / sales process, impact on pick list values , page layouts, which picklist fields cannot have different values based on record types
  • Workflow Rule - Re Evaluation - what gets re evaluated when workflow rule field update is marked to re evaluate other rules
  • Order of Execution - go thru the salesforce reference on order of execution and understand the order for assignment , workflow, validation, escalation rules
  • Lightning App Builder - parts of app builder, types of components & actions you can add into the app, how to enable the app built in lightning app builder inside salesforce1 mobile, creating a tab for the app
  • Person Accounts - data storage for person accounts, difference compared to business accounts, record types for person accounts
  • Social Accounts - what's required to sync social accounts, what details you can see using social accounts
  • AppExchange - buy vs build, when to go for an appexchange app or develop in house, e.g. quick way to implement products, pricing, quote & order


it took me 22 minutes to complete all 20 questions and revised the answers a few times in the remaining 8 minutes..  if you go thru the links in the study material for both the transition & the full exam and focus on the key areas on each of the topics, you can easily clear the exam.. good luck folks..

Friday, March 27, 2015

Saleforce Analytics Cloud Wave Setup

I got access to Salesforce Analytics Cloud this week and got some time to enable / set it up in our org..

here's a quick list of steps to enable, setup & configure Analytics cloud

1. Get the Analytics Cloud feature added to your org  by Salesforce
2. Once its added, you will notice the new menu item for analytics cloud under the setup menu
3. Go to Setup -> Analytics Cloud -> Getting Started
4. Click on Enable Analytics Cloud
5. That's the easy part. the tricky part is to add the analytics permission set license and permission set with required user permission to the user
6. The Analytics Cloud feature comes wit
  • User License type called "Analytics Cloud Integration User" and 
  • Permission Set Licenses 
    • "Analytics Cloud Builder"
    • "Analytics Cloud Explorer"
7. Go to Setup -> Manage Users -> Users and select the user (who will be working with analytics cloud) or if its for yourself, click on My profile and go to your user detail page
8. Click on Permission Set License assignments for the user and click on Edit Assignments and add the "Analytics Cloud Builder" permission set license to the user.
9. Go to Setup -> Manage Users -> Permission Sets
10. Click on New and create a new permission set.
Give it a name and DONT SELECT ANY LICENSE TYPE for the permission set.
11. Open the App Assignments and add the Analytics App and then in the System Permissions options enable all the analytics cloud permissions and save the permission set.
12. Now come back to the User and add the permission set using the Edit Assignments option under the Permission Set section for the user.

13. All done. once you save the User with both the Permission Set License and the Permission Set, you will see the Analytics App under the App menu

Now its time to surf thru the wave..

Monday, August 18, 2014

How can we contribute back to the Awesome Salesforce Community

I started working with Salesforce platform for quite sometime now and learnt most of the stuff on the job and the rest with a great help from the awesome salesforce community channels ..

  • Success Community (Answers Board & Chatter)
  • Salesforce Developer Forum
  • Salesforce Stackexchange (SFSE)
  • Lots & Lots of Blogs (from MVP members and other great minds)
  • User Groups & Developer Group Meetups
  • Dreamforce Sessions
  • Webinars & Salesforce Youtube Channel videos
  • Social #AskForce in Twitter, LinkedIn, Facebook, Google+
  • and many more.....

as a Developer when you see so many different options/places to find a solution to what you are working on, over a period of time you will start thinking about contributing back to these channels which helped you.. and thats how i started my work in sharing what i learnt from the community back to the crowd to help people like me who are reaching out to the community everyday.. 

believe me this is more interesting / challenging / engaging / satisfying than just browsing existing answers or repeatedly asking the questions .. the more you share the more you learn.. the amount of research I do to post an answer helps me to understand and gain a deeper knowledge of a topic to which i answer.. i would never read those documents or articles if I am not answering a question..

I initially started with Salesforce Success Community Answers Board and then extended myself into Salesforce Developer Forums and recently into Salesforce Stackexchange as well.. 

each of these forums has a unique way of operating / dealing with questions & answers, how the contributors are rewarded / ranked, etc.. it takes a while for anyone to understand the moderation rules. I would suggest users to go thru existing discussions, use the search to find whats already existing, browse already Solved ones, top answers, FAQ pages to understand more about how the forums work, then get started with simple ones which you are very sure & confident about.. 

If you are answering to a question in any of these forums, I would suggest to follow these simple steps
  • Salesforce has Awesome Documentation resources (Salesforce Help, Docs, Youtube videos, blogs, etc..) if the answer exists in any of these please share those links and guide the user to the related section 
  • if the question has already been asked and answered before, provide those links instead of copying & sharing the answer again
  • if someone already answered to the question, no point in repeating the same.. see if you are adding more details or value with your answer compared whats already there
  • do your research and provide as much details as possible in a single answer rather than making it a chat by asking more questions and answering at the same time
  • finally share some respect to fellow contributors
here's my profile across the 3 different discussion boards I am currently involved in

Success Community Answers Profile

Developer Forums Profile

Salesforce Stackexchange Profile

Remember the more we share the more we learn.. :-)

Wednesday, April 09, 2014

How to Select a Best Answer in Salesforce Success Answers Community

Just a quickie to let all the new users in Salesforce Success Answers community to show how to select a best answer when someone's answer solves your question.. 

here is an image used by Steve Mo explaining how to select a best answer

Best Answers are something that energizes / encourages the community contributors to support and contribute more..

so don't miss to do it if someone helped you :-)

Monday, January 13, 2014

Salesforce GeoLocation Error "No such column GeoLocation__c"

If you are using the latest geolocation feature in your existing salesforce apex classes & soql queries, then chances are you might hit this error "No such column GeoLocation__c. If you are attempting to use a custom field, be sure to append the '__c' after the custom field name. Please reference your WSDL or the describe call for the appropriate name" as we did in our org..

there is a known issue which the salesforce team is reviewing currently

the workaround is to increase the version number of your apex class to something greater than 26 and try.. please note in certain cases, we might need to increase the version number of the class that has the geolocation field / soql and also the version number of the classes being referred inside the class with the geolocation / soql..

good luck.