Welcome to Salesforce fundamentals. In this demo, we will be covering entitlement management, lightning experience, customization, lightning flow and you will conclude with a project. Entitlement management is all about personalizing the services your customers will get. It will allow you to define who needs to get phone support, an email or a site visit. Entitlements allow you to create standard quality of service. This module needs a lot of attention and as you read through the text, make sure you follow along with the task in your trail-head management. Lightning experience customization is a heavy module that will require attention to detail. The first module will start with setting up your organization in the lightning experience and build upon the foundations of previous modules. Make sure you follow along with the text and I will demo it now. Once you start the lightning experience customization module, you'll set up your organization. I will walk you through creating a custom object for this particular challenge. As usual, make sure you follow along with the text, before you get started, go ahead and launch your playground. I have already done that here, and it should bring you to this page. For this particular challenge, we're going to be creating a custom object and follow it along. The first thing that we're going to want to do is, go to Setup and go to Object Manager. Click Setup and in the top bar you'll click Object Manager. Since energy audit is a new object, we wanted to create a new custom object. As I've mentioned and make sure that you follow along with the text and copy it exactly as it's provided to you in the Salesforce trail-head. If you do not do this, Salesforce will not be able to read this and it will not complete your challenge. When you add the description, make sure that you try to be creative and add something that will make sense to the organization. In my example, I'm using energy audit for invoicing and now we can follow along with the rest of the task. One, we want to select the box that indicates a start with vowel sound. In search status, we want to select Allow Search and then select Launch New Custom Tab Wizard after saving the object. We'll go back here, starts with a vowel sound and we want to go down Allow Search and Launch New Custom Tab wizard after saving. Click Save and this will automatically launch you to creating a tab for the energy object. This on the front end, which we'll see in a little bit, will allow you to see energy audit as a tab. We want to find the sun color scheme for this custom tab, click Next and Next again and we're going to de-select Include Tab and only select Sales Standard Lightning Sales. From here, we want to click this little button in here that will provide us with all the custom tabs and we're looking for sun. Once we've done that, click Next and Next again and then this section is where you are going to determine who can view them. We're going to de-select Include Tab, and we're going to go down and look for Sales Standard Lightning Sales, which is this section here. Once you've done that, click Save, and we can move on. Now that you've done this, we can go ahead and create custom fields in this custom object. We're going to go to our custom object, click on Fields and Relationships and then click New. Once we've done that, we're going to create a pick list on the types of installations that our energy audits require. We're going to be doing rooftop, carport and ground mounted. Go ahead and go to Fields and Relationships, and as you can see, we don't have anything here and fields in relationships, so we're going to create a new one. In this section, it will allow you to see which options are available to you to create in this Field and Relationship section. We're going to use picklist. Go ahead and click Next, and once you've done this, we want to follow along with the text and so this label is going to be type of installation and we're going to enter the values here. Click on "Enter values" and we are going to select Rooftop, Carport, and Ground mounted. When you do this, make sure that you separate each of these pick-list values by clicking "Enter" on your keyboard. If you do them together, it will mesh the two values together and it will give you only one so make sure that this is done separately so that you get it correct. Once you've done this, select first value as default value, then click "Next". We can go here and click "Use first value as default value", and don't require and click "Next". Once this is done, we can determine the security that we want for this particular pick-list value, but for this one, we're going to go ahead and click ''Next'' and "Save." Now, we've created a type of installation and picklist values for that particular custom object, but we're not done. We're going to create several other fields and relationships that will help us determine what values to add to this particular object. The first type we're going to be doing is lookup relationship, the label is going to be account and it's going to be related to account. Let's go ahead and go back into the back-end and create New. We are going to create lookup relationship and click "Next" and it's related to account, go ahead and click "Next". Once you've done this, make sure that you copy exactly the texts as I have mentioned and we're always going to require this field for it to be saved. As I mentioned, this is really good practice for you to determine what these fields are useful for. Click "Always required" and "Save." I did forget one back step, in the help text, make sure you add "Account." Click "Next." Once this is done, don't worry about the securities, this is not the challenge for security. Click "Next" and go ahead and save it. Now that you're done with this, go ahead and click "New", we're going to move on to the next one. We are going to go ahead and create a new field in relationship for currency, and that's going to be called the average annual electric cost. The length is going to be 16 digits and two decimal places. The help text will be annual cost per square foot and always require value in this field. Go ahead and go down to creating new field and relationship and click "Currency." Go ahead and click "Next." The field label would be Average annual cost, the length will be 16 and two decimal places. The help text will be Annual cost per square foot, and we're always going to require this field in order to save. Again, don't worry about this, go ahead and click "Next" and "Save." Go ahead and click "New" one more time and now we're going to do number, and it's going to be Annual energy usage at kilowatts. The help text would be Usage per square foot and always require the value in this field. We're going to go down and hit "Number," click "Next." Field label, length, doesn't require it, help texts will be uses for square foot and always require. Oops, copied and pasted into the wrong area. Go ahead and click "Next." Again, don't worry about the securities, and click "Save." Now we're going to do the last one, which is text area long. We're going to leave this as audit notes and we want five lines visible. Go down, Text area (long), go ahead next, we want five visible lines. We're going to name this audit notes and the help text is Audit Notes. Once you've done this, again, don't worry about security. Go ahead and save. Now the custom object is complete. You have added all your fields and relationships and picklists values, now we're going to see how this exactly translates to the front end. Go ahead and pull up the front end, you don't have to worry about the setup, and you're going to go to service here and click these little dashboard buttons. You're going to type in energy audits, and it will say open in salesforce classics, so just go ahead and click that, and it will bring you to the energy audits tab that will be up here. As you can see, the tab is with a little sun. We're going to create a new energy audit, and we're going to follow the specifications on our task. We're going to add a new record with these parameters, we're going to add the energy audit is Burlington evaluation. The type of installation is rooftop. Average annual electric cost is 1.86. The kilowatts of average energy used is 23, and the account is Burlington textile Corp of America. Let's get started with that, and let's app the the audit, rooftop type in Burlington, and the average annual cost is 1.86, again make sure you type it in exactly as in the field and add audit notes. You don't have to do this for the particular challenge, but it's good practice to add this to your workflow. Click and save new because we're not done, we're going to be creating a couple more. We're going create one that's called UA spring assessment, it's a carport type of installation, the cost is 2.19, kilowatts used is 30 and it's where the University of Arizona. UA spring assessment, it is a carport University of Arizona, and it's 2.19 with an average use of 30, and audit for UA, go ahead and save, click new because we are not done yet, we are going to add one for Genepoint, five-year review, rooftop 1.56, 21 and the account is Genepoint, so here Rooftop account Genepoint, our electric cost is 1.56 and 21, and here five-year review. As you can see, we built this all in the back-end. We created a custom object, which is our energy audit, and we input these individual picklists values so that our data, is clean and clear as we input it. The last one will be sForce Los Altos Hills campus. It took ground mounted installation 1.7725 and sForce is the account, 1.77 and last is 25. Once you've completed that, go ahead and click save, and you are good to go with the challenge. You can go ahead and check challenge. I'll go ahead and do that here, but I'll actually move on to the next one. Once you've completed that, and you've gone through all the modules, you'll head up to the lightning flow modules. Then this one you're going to be automating a simple business process with process builder. I wanted to demo this one specifically, because this one tends to trip people up as they go through the salesforce trawl head. In this one we're going to be following along with the text as well. However, you're going to be doing that on your own, and I will be doing the challenge, which is where a lot of people get mixed up. We're going go ahead and launch Hartrell head and I kept it open. It does not affect it if you keep it open, so don't worry about that. But I'm going to go ahead and close out the front end, I no longer need that. We're just going to be working on the back-end in the setup function. You can go ahead and click setup again, and it'll take you to a new tab, so that you can see where it's going. For process builder, it's going to be very easy. Go to the Quick Find section and type in process. All of these different processes will appear here. But what we want to focus on is creating a Process Builder. This will be loading and this is where you will see for when you creating new Process Builder. Since you don't have any, it will appear blank. Don't worry about that. That's okay. You're going to go ahead and create new. Now, let's follow the instructions on the challenge. We're going to give the process a name. The Object is Account. The Trigger is a record that is created or edited. The criteria account is updating the shipping address and updating the mailing addressed if the shipping address is updated, and then will activate the process. In Salesforce, you're going to be working with a lot of processes and you want to automate as much as possible in your organization. In this case, when a shipping address is updated for a particular accounts or client, we want that to be automatically updated to the mailing address for our particular clients. Again, this is specific to this organization. In your organization, you might not want that to happen, or you might want a different process. This is to give you the conceptual knowledge of how this works. In this process, we're going to name this Update Mailing Address and as always the API name will automatically be generated for you. Here is update mailing address once shipping address is changed, and we want to select that whenever a record changes, this will start. Go ahead and click "Save", and it will prompt you to this Process Builder. The first thing that we want to do is add the object is what happens when something happens in account. Go ahead and click "Save". Oops, go ahead and go back. You'll want to click when a record is created or edited. We don't want to limit any changes when the record is created. We want it to be when it's created or edited, and click "Save". Now we want to add the criteria. In this criteria is shipping address change. For here we want to make sure that the conditions are met. We're going to add several different conditions and I'll show you what those are in just a second. But let Salesforce load. We're going to need a few dependencies, or I should say a few conditions. We're going to follow the challenge here. The account shipping addresses updated, which is the criteria for how the action is to update the mailing address. We're going to start with street. Once you do that Shipping Street, click on that, City. Click on that, this is State. Click on that, Zip code and country. Here it goes. Salesforce can be a little bit temperamental, so make sure that your patient. Now that we have our criteria which is Shipping Street, City, State, Postal Code, and Country. Let's just make sure that we have all that criteria from our challenge. We want to understand what the operations are going to be. In this specific situation is we want to have it when Shipping Street is changed, the Boolean, which is just a true or false, changes. We want something to happen in Salesforce. We want to make sure that all this has changed. When Shipping Street is changed, the Boolean is true, true, true, true, true. When Shipping Street is changed, is true, this is what's going to create the immediate action for here. Click "Save" and go ahead and add the next action. Now that we've set the conditions and the criteria for when we want something to be updated, now we want to set the actual action. This is the action we want to update, the mailing address fields related to contacts. This is usually where people get tripped up. Because contact isn't bolded, it's not heavily emphasized. People are thinking, "Oh, I'm just going to update the mailing address in the account Object and there won't be a problem." I'll show you how that falls into here. We want to update records. But a name does change mailing address and if you do hear record type and select an account record, it's just going [inaudible] account, but this is actually incorrect. You don't want to do that. You want to say select a record related to account. In this case, we want to do contact and now we can change the criteria here. We are going to add all of these because they got to be matching. We're going to do mailing; street, city, state, and zip, and country. In these set of conditions, we are essentially saying that we're changing the mailing address of our contacts in the account object under the following conditions so we don't want the records to be updated meeting all the conditions, any condition needs to be updated, so no criteria. Just update the records and I apologize, I should have done that earlier. Go ahead and add all the fields one more time, mailing street, city, state, zip, and country. Once you've done this, you want to do field reference for all these sections and I'll explain that in a second. The field reference means that the mailing street, the mailing city, state, zip, and country, are going to be updated in accordance to the field reference of shipping address, so here we're going to match the same variables that we use, so shipping street, whenever shipping street is updated, it will be the field reference for mailing street, shipping city, state, zip, and country. Once you've done that, go ahead and click save. Now you've created at your simple process builder for updating a mailing address, you'll want to hit activate and once you've done that, it's going to ask you to Confirm, you want to hit Confirm, and now it's active. So go ahead and go to your automated process builder and check challenge and while we do that, we can see the other challenge, we got 500 points and now we're going to this one. It's checking challenge and let's see if it gives us the correct values. Just as a quick overview, you want to make sure that in your process builder you've selected account and one record is created or edited. You don't need to worry about the advanced, go ahead and go into account shipping, make sure that your criteria is here, the conditions are met, and the account shipping street is changed the type is Boolean, and it's true you will do that for shipping city, state, postal code, country, and any of the conditions are met. So not all any of the conditions are met. Once you've done that, go ahead and make sure that you have updated contact, mailing address the record is account contacts, no criteria just update the records, so for any of the shipping addresses updated, we want to update the mailing city. Once you've done that, go ahead and click Save and click Activate and you should be able to complete the challenge. Once that's complete, you will conclude with the lightning flow module, which is a project that you'll do. It will build upon this record. Once you've completed this challenge, you'll be able to move on to the lightning flow project. This will be a short challenge that will help you understand this a little bit.
