Our Salesforce experts love Salesforce so much that they can’t stop talking about it. Canpango Business Analyst Dan Nolan created his Road To Ranger blog to document his personal Salesforce adventures and outline Salesforce need-to-knows. You can read the original version and follow his journey here.
I completed my first Superbadge this week! The Lightning Experience Specialist covered a wide range of topics focused on setting up lightning in an org.
This Superbadge was estimated around 6 hours. I spent between 4 and 5 hours and I completed it in one sitting. This was definitely something I could have started and come back to over several days.
I would say it definitely was. If you are newer to Salesforce or are still learning how to configure an org, this would be an excellent exercise. The instructions tell you enough that experienced people know what they expect you to do, where new people might struggle reading through the lines at times. One example was the quick action needed to create cases. The instructions just say “create a way … to log cases from their phones.”
The 6,500 points for completing it definitely helped by 100DaysofTrailhead challenge too!
I was struck by how they presented a challenge with some of the tasks. Specifically, the process builder they ask you to make is fairly involved and challenges your knowledge of how records get created, and how records relate to each other. They could have just given us a softball with a simple one or two line process but it is more complicated than that. I thought it was great practice and not just busy work.
I definitely recommend doing this on your own as much as possible. Although challenging, it is definitely doable regardless of skill level. But if you get stuck, there are definitely resources out there. Googling the name of the Superbadge and the step number will provide links to many people probably asking the same questions you are. The biggest hangups people had were around the report, and the process builders.
The one piece that I looked for a work around was the data migration. THIS WAS A LIFESAVER! I found an Apex class that someone wrote that does all the data loading and relationships in one shot! This was way easier than doing the load from many spreadsheets through data loader. If you use this, don’t forget to follow the instructions in the comment lines. You need to create an opportunity record type first.
Dan Nolan is a Salesforce blogger and a Senior Business Analyst at Canpango with nearly a decade’s worth of Salesforce consulting experience. By day, Dan works with startups, mid-size and enterprise-level clients from the insurance, manufacturing, technology, real estate, professional services, finance and healthcare spaces to outline their Salesforce business requirements. By night, he’s a Trailhead Ranger that’s committed to helping Salesforce users and solutioners around the globe by providing uncharted best practice recommendations.
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