Create your Custom Calendar in Lightning

We can create custom calendar in Salesforce. Sometimes as per business requirement we need to create custom Calendar.

Go to App Launcher and search for Calendar.

Go to My Calendar and click on New Calendar. Select the object on which you need to create Calendar.

Add filter settings for Calendar.

Created two new opportunities for Account where close date is current month only.

Go to  "Sales Meeting Calendar". We can select Custom color for calendar. We can see opportunities from here.

Create Global Action in Lightning Experience

Create New Lead action in Global Action list from following steps:-

• Click Setup
• Click User Interface
• Click Global Actions
• Select Global Actions 

Click on new Action. Enter label, Target object, success message. From Predefined Field Values enter predefined value.

Go to Publisher Layout. Click on Edit button. Drag global action in Salesforce1 and Lightning Experience Actions.

Global action is created.  From the Global Action tab we can view new Global action button.

Click on custom lead button. We can view predefined value "Working- Contacted" in Lead Status field.

How to create Custom Report type in Lightning Experience?

We can create custom report type from following steps:-

Click SetUp
Click Feature Settings
Click Analytics
Click Report & Dashboard
Click Report Type

Click on New Custom Report Type.

Click on Save Button.

New report type is created. We can use this report type to create new Reports.

Task/Activities in Lightning

Create new task/Activity go to Account/contact page.

Click on New Event tab in Activity Section.

Enter start date, end date, Location, select contact or lead from Name field. Enter Assigned To vale. By default it will be assigned to person who creates it.

We can view event from Next Steps section, once event is created.

Closed Tasks can be seen from Past Activity section.

Salesforce CRM Overview Video

Salesforce CRM Overview

https://youtu.be/gN8KFeaWVLg

Try Trailhead Apps

 Build a Cat Rescue App That Recognizes Cat Breeds

Use Apex, Lightning components, and Einstein Vision to recognize and classify cat images

https://trailhead.salesforce.com/projects/build-a-cat-rescue-app-that-recognizes-cat-breeds

 Build an Instant Notification App

Design a system to configure and send custom notifications based on platform events

https://trailhead.salesforce.com/projects/workshop-platform-eventshttps://trailhead.salesforce.com/projects/build-a-cat-rescue-app-that-recognizes-cat-breeds

Salesforce Platform Developer 1 Exam Tips

The Salesforce Certified Platform Developer I credential is designed for those who have knowledge, skills, and experience building custom declarative and programmatic applications on the Force.com platform.

Here are some examples of the concepts you should understand to pass the exam:

• Design the data model, user interface, business logic, and security for custom applications
• Develop custom applications using Apex and Visualforce
• Be familiar with the development lifecycle from development to testing, and have knowledge of the available environments

I cleared this exam on 15th June, 2017. This exam is little tricky.

Please refer this link for more certification information.  One should have clear understanding about below topics:-

• When to use process builder or workflows.

• Describe how to use and apply Apex control flow statements

• Exceptions

• Describe the relationship between Apex transactions, the save execution order, and the potential for recursion and/or cascading. 

• Describe how to implement exception handling in Apex. 

• Describe how to write Visualforce controllers. 

• Describe when and how to use standard Visualforce controllers vs. Apex custom controllers and controller extensions.

• Debug and Deployment Tools and their limitations

• Describe the benefits of the Lightning Component framework.

• Schema Builder

• Describe the capabilities and use cases for formula fields.

• Describe the considerations when developing in a multi-tenant environment

Practice more and more questions.

https://www.proprofs.com/quiz-school/story.php?title=mtqxody1nwx6k1

http://mansoorsfdc.blogspot.in/2016/12/salesforce-certified-platform-developer.html

Best of Luck for your exam

Sales Cloud Certification Guide & Tips

I have cleared Sales cloud consultant exam on May 24, 2017.  I prepared for this exam in 15 days. If you have work experience in Salesforce then it is great help to clear exam.

The Salesforce Certified Sales Cloud Consultant program is designed for consultants who have experience implementing Salesforce Sales Cloud solutions in a customer-facing role. The Salesforce Certified Sales Cloud Consultant is able to successfully design and implement maintainable and scalable Sales Cloud solutions that meet customer business requirements, and contribute to long-term customer success.

Candidate should have knowledge about all topics mentioned in study guide. Practice more and more questions based on each topic.

You can get more information about certification from following url.

http://certification.salesforce.com/salescloud


A few courses I would definitely recommend are the following:

Territory Management
Campaign Management (Leads)
Salesforce Files, CRM Content, Knowledge, Documents, and Attachments
Opportunity and Forecasting
Setting up Customizable Forecasting 
Products, Price Books, and Schedules Overview
Forecasts Administrator’s Workbook

You can find lots of questions on following websites:-

https://www.proprofs.com/quiz-school/story.php?title=mtyxmty4oa1g6h

http://mansoorsfdc.blogspot.in/2017/03/sales-cloud-consultant-certification.html


Please drop an email to me on salesforcecodelesson@gmail.com if you need any technical help.