Financial Services Cloud Specialist Superbadge - Prework and Configuration



Money is on my mind... I would like a garbage truck Lego set that I spotted on Amazon this week, but Mom says that I need to do chores to earn money to buy it.  It is a difficult concept - usually I just ask for things, and they show up.  Mom has never mentioned chores when I kindly point out that we are out of pull ups or ice cream.... However, she insists that I earn the garbage truck by doing chores.  

With this in mind, I decided to start on the Financial Services Cloud Specialist Superbadge.  I learned from the pre-work modules that I can set a life event, establish my household...etc.  These seem like good steps to take in order to show Mom that yes, we should buy this garbage truck... And perhaps I will do some chores as well.  I am sure that the dog needs a bath and the rugs need to be vacuumed. 


Most Superbadges do not have crucial information in the pre-work! This badge is an exception.

7. Make sure My Domain is enabled and deployed to all users. 
8. Enable Multiple Relationship Groups 
Unsure how to enable multiple relationship groups? Trailhead Baby did not know either! Click this link for some help. 
 Dig into Custom Settings!
Ready? Let's dive into the Superbadge! 
As always, step 1 is to read all of the instructions before clicking away! 

 

Create new users, clone profiles, assign permission sets.... This is easy for an admin!
The custom metadata requirement is a bit more challenging, but fortunately, there is help in this article. Click on the image to link to the article... and you might want to skip to "Configure Person Account Record Types."  


Ready to build a FSC Wealth Management app?


Just in case you do not want to flip back and forth between your new app and the Wealth Management app... Here's a screenshot of the tabs.  You're welcome! The instructions did not say specifically who should access the app, but it is a safe assumption that you will want to see it plus any of the FSC profiles.  



Tiny "oops" in this challenge will result in handful of helpful error message such as:

Solution: Add in the tab that I missed the first time! Click and....


Argh! The same issue.  Here is a new thing for Trailhead Baby: There are two home page icons.
One has an "alarm clock" image.  The other, the standard "house."






Comments

Post a Comment

Popular posts from this blog

Advanced Billing Specialist Superbadge - 7 & 8

Image
Today's mission: Find a pirate treasure and finish the Advanced Billing Specialist Superbadge! Did I find a treasure? Yes! Did I finish the superbadge? No! Trailhead Baby is still stuck at Challenge #9...but read on for some hints about steps 7 & 8. Here are a few error messages..... Want to get rid of this error message?  Create a Workflow rule. There should be two rule criteria. In Trailhead Baby's quest to trigger every possible error message... I did not activate my workflow rule before checking the challenge again....  (Who am I kidding? I simply forgot to activate the rule!) The secret to passing this step is these words:  ...when an invoice's due date is more than 30 days in the past More than 30 days... not 30!  Stuck?  Just write a comment with some details of what you have currently.  A pirate and Spiderman... looking for treasures in the sand....  Start step 8 by going incognito.  Trailhead Baby typically reserves incognito mode for...
Read more

Trailhead Baby is a Platform App Builder and you can be one too!

Image
The weather has been too nice to be inside, so Trailhead Baby has been out and about - biking, swimming, fishing, and a little bit of boating.  Mom went a little crazy with the sunscreen (see photo), but she did let me drive the boat.  My hope is to use this experience to convince her that I should be allowed to borrow our mini-van.  If you are reading this mom - I promise to be very careful! In between my biking, swimming, fishing, and boating adventures, one of my summer goals is to pick up a few more Salesforce certs.  Trailhead Baby is already proud to be the youngest....  This month's goal was to add the Platform App Builder cert. And, yes, I did! Here's how Trailhead Baby passed the Platform App Builder exam on the first try: Step 1 Assess Skill Level to determine how much work needs to done! Practically.   How much of this Trail on Trailhead have you done? 86% Not bad! Step 2 Get some help!  I can't say enough good words about Focus On Forc...
Read more

Billing Specialist Superbadge - 6, 7, 8 , 9 , 10

Image
I woke up before dawn this morning to help Mom sort out out the pom-poms.  I do not understand why Mom keeps all of these tiny balls in a plastic bag when they should be appropriately sorted by size and color.  It bothered me so much last night, that I had to get up early and fix this mess.  Since I am up, let's get back to the Billing Specialist Superbadge with some tips for steps 7, 8, and 10. Step 7 requires a bunch of little steps in order to pass!  Fortunately, the instructions for this step are clear but require a very careful reading.... Are you looking for a few hints? There are two, let's call them, "high level" checkboxes to tick. A global picklist set is always better when you want to use the values more than once. The process builder part is one field update.  If your process is more complex, research why there is a checkbox on quote to indicate that the quote has been ordered.  The instructions are not very clear, so I will break from Trailhead...
Read more