Trailhead Playgrounds allow only one additional active Salesforce license user. To complete this challenge, create a user and save. For this superbadge, fill in your own email address for new users. When their usernames autopopulate Super Mix your email address, replace that with a unique username by following this formula:.
Ursa Major is piloting a program to improve customer support and increase repeat-customer rates through a Bilingual Service program. Maria Jimenez added a "Language Preference" picklist field to the account object. For this pilot, provide Shinje Tashi access to the Language Preference field without modifying his profile.
Name the solution you create for extending access Bilingual Pilot. In preparation for the full Residential Sales team coming online, Gabriela asks you to create team and rep scoreboard dashboards and the background reports for these dashboards.
The Sales Operations team can use the insights from these reports and dashboards to decide which customers to offer additional opportunities and renewals to. Create a folder called Residential Reports and store Super Mix reports there.
Set reports to display data for all accounts and created dates of all time unless instructed otherwise. First, Gabriela needs a breakdown of the account industry distribution between the utility accounts and the newly imported residential accounts. Create a matrix report called Accounts by Market that summarizes account types as rows called Market and account ratings as columns. Gabriela wants you to use the following account types with all other types categorized as "Other" :.
The second report that Gabriela asks for can help the Sales Operations team focus attention on the most valuable residential accounts. Only residential accounts should be included. Until that time, they need a view into which states have the highest-rated accounts. She just needs to know which states have the most highly rated accounts, so hide the details. The Ursa Major Solar Residential Sales team loves their customers and strives to help them resolve their support issues.
To focus on the most pressing cases first, the team needs a report showing open cases for all accounts grouped first by Account Name then Priority. Create a summary report called Open Support Cases.
Dashboards can help the new Residential Sales team understand which accounts are growing and which need attention. Your stakeholders came up with some guidelines for two dashboards. Create a folder called Residential Dashboards and store these dashboards there.
High-level dashboards help sales leaders make the big decisions. This dashboard, called Team Scoreboardincludes a breakdown of how many accounts are residential, the list of top-valued residential accounts, and a view of states with the highest-rated accounts. North American box art, featuring Mario equipped with the robotic backpack F. Yoshiaki Koizumi Kenta Usui. Shigeru Miyamoto Takashi Tezuka. Koji Kondo Shinobu Tanaka. See also: Gameplay of Super Mario Archived from the original on February 10, Retrieved April 6, Archived from the original on October 12, Retrieved November 22, Archived from the original on November 12, Peach: So you're Bowser's son?
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Nintendo : September Field Sales users should have mobile access, granted by the admin on demand. They are not restricted in terms of their hours of access to Salesforce. They should also be able to read, create, and edit but not delete their own opportunities; and read and edit all accounts. Inside Sales users should only be able to access Salesforce from the main office IP address They should not have mobile access.
They should be able to create reports, dashboards, and create and manage reports and dashboard folders. They should be able to create and manage list views for themselves and other people. Inside sales users can view, create, and edit all accounts and opportunities but not delete them.
Note: Opportunities have restricted access. Sales Executive users should be Super Mix to view all opportunities Super Mix accounts regardless of other sharing settingsbut not be able to create, edit, or delete any opportunities or accounts.
They should be able to create reports and dashboards, but not create or manage report and dashboard folders. Sales Executive users should be able to create their own list views, but not create or manage list views for others. They should have mobile access, granted by the admin on demand, and are not restricted in terms of their hours of access to Salesforce.
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