Salesforce Certifications and Superbadges Preparation

Finally meeting the Momma Bear - Challenge # 15 - It has been known to hold trailblazers in a bear hug for months on end, breaking bones and crushing spirits. If you get stuck, you will likely have to delete your orders. This will take some doing. Disable triggers in the managed package. Deactivate your process created in earlier steps. Take the quote back to Draft, remove Ordered, Contracted tick on the respective checkboxes. Remove the quote number from the order. Delete Quote Lines from the quote and you should have a virgin Q-00015 available. To avoid getting into this bear trap, examine your order very carefully before activating it. Make sure the error in the Tax Calculation is addressed. Legal Entity has to be added manually so as to get rid of the error in tax. I am sure you would need to delete the order and quote lines multiple times. To delete the order, remove the Quote reference in the order, remove provisioning date, contracted checkbox to be unchecked and any cont...

Challenge # 5 -  Tax Calculation Settings Spent some time meddling with the settings and then ended up deleting everything and starting from scratch. Done in 2 minutes! This Super Badge is all about reading it and planning it before doing it. The tax configuration bit is simple. Do not overthink it. First, get the Tax Rate in. What matters here is the tax code. The tax rule is already there so do not go creating a new one. You need to only modify it as per the requirements. Add the Tax Treatment, making sure again of the Code. That's all there is to it! Challenge # 7 -  Product Provisioning Methods Why are things getting simpler? I am scared after finding so many baby bears, I am sure momma bear is going to tear me apart.  Funny thing is, I am convinced there is something wrong in the way this DE got installed. I am facing some weird errors and still working only in Classic. But let us not worry about that. Now, this may be because I am a...

Challenge 3 is a baby bear. Quite cute and cuddly, but you need to be aware mamma bear can be lurking around. You need to know your way around handling bears like this, else it can be very painful. Don't create the new product. It is better to clone the Solar Panel for sale and convert it into a rental product. As always, be careful with the exact string used for the names and codes. You should know how to set up Subscriptions and Billing Configuration for recurring billing. This article is helpful -  https://help.salesforce.com/articleView?id=cpq_subscription_products.htm&type=5 . Setting up the Price book to reflect the requirement is the final step and you are done with this challenge. This challenge definitely needs you to know the basic concepts of Salesforce Billing. It was a good practice for me.

Challenge 2 - Grey Bears - Why is the UOM greyed out in Consumption Schedule? And the Matching Attribute is still in the clutches of Invisible Bear! You have to define the picklist values for UOM field in Setup. Under Consumption Schedules -> Fields -> Unit of Measure, click Edit and add New UOM picklist values. The picklist values have to be set up under Global Value Set also. This seems to be a key instruction and will not allow you to move ahead without completing it -  Please update the Consumption Schedule object page layout assignment to Billing Consumption Schedule Layout to configure all necessary fields. Finally able to locate the consumption schedule under App Launcher. It is not on any tab, but stands individually. The rules on the Consumption Schedule need to match the rules on the Product. Check the billing rule, tax rule and revenue recognition rule.

Having already attempted the Process Automation Specialist super badge, I knew that a super badge on the Salesforce Trailhead is not something that one attempts lightly. One does not come out of the experience the same person as ventured in. It is an oft frustrating, head-banging experience as you are out of the familiar arena of trailhead projects, challenges and quizzes. This is where you leave the safety net and step into the near real-world scenario and use cases. With simulated real-world users giving you requirements in non-salesforce lingo. So, attempting the Billing Specialist super badge at the end of my first two weeks on Trailhead, I knew I was up against a biggie. I was pretty convinced to follow every step and pre-step instruction given to me.  I found this discussion forum to be super useful in attempting this SuperBadge. The very first step is to sign up for the  free  Developer Edition org with Salesforce Billing and Salesforce CPQ . I se...

This was the second super badge I attempted on the Salesforce Trailhead. Immediately after installing the DE, I ran into a bear. An invisible bear actually. Read more about that in my next post. I started my trailhead journey at the beginning of Sep'19, which is the start of spring down here in New Zealand. The season does add to the experience of the trail, with the promise of new beginnings, new life, growth and all that. Having quickly devoured 6 trails, 51 badges, 35000 points in just the first two weeks of spring I was champing at the bit to achieve the Ranger rank. That may sound like a lot for a month worth of effort (100 badges and 50000 points to be achieved), but I was not a newbie to Salesforce. Agreed, I had never had to configure or code previously, but I had a fair bit of experience leading Salesforce resources and teams in my earlier roles a few years back. This meant I was aware of the terminology in Salesforce. Leading a team of developers and having fielded...