Nov '24 • UNcertified
Nov 21, 2024 - Learning Lab: Starting Your Learning Journey
ACE Learning Labs - November 21
Meeting Purpose
Key Takeaways
- Created a custom "Discovery" object with fields to track learning resources (websites, blogs, Trailhead modules, etc.)
- Built a "My Trailblazer Journey" Lightning app with reports and dashboards to visualize learning progress
- Demonstrated how to iteratively improve the app by adding new fields, picklist values, and field dependencies
- Highlighted best practices for object/field creation, app building, and user management in Salesforce
Topics
Creating the Custom Object and Fields
- Created "Discovery" custom object with fields: Type (picklist): Website, Blog, Podcast, Group Link (URL) Notes (Long Text Area)
- Enabled field history tracking and activities
- Created custom tab for the object
Building the Lightning App
- Created "My Trailblazer Journey" Lightning app
- Added Discoveries, Reports, Dashboards, Chatter, and Files to the app navigation
- Assigned app visibility to Standard User and System Administrator profiles
Reporting and Analytics
- Created a summary report grouped by Discovery Type
- Built a dashboard with a donut chart and metric showing total discoveries
- Demonstrated how to customize chart titles and dashboard properties
User Management
- Created a new user with System Administrator profile
- Explained important user record fields (e.g., locale settings, time zones)
- Showed how to use email aliases (e.g., [email protected]) for easier org management
Iterative App Improvements
- Added new picklist values to Type field (e.g., Trailhead)
- Created Status field (Not Started, In Progress, Completed, Abandoned, Unknown)
- Added Trailhead Type field (Link, Module, Trail, Project, Superbadge)
- Demonstrated field dependencies between Type and Trailhead Type
Next Steps
4
2 comments
Nov 21, 2024 - Learning Lab: Starting Your Learning Journey
powered by
skool.com/ace-consultant-academy-8494
Salesforce professionals working to improve our skills, increase our income, and help others to do the same. From First Step to Founder. Join Now
Suggested communities
Powered by