Salesforce Trailhead - Billing Specialist super badge - The Why Of It

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 calls with the internal customer (Sales Operations, Product Management, Billing, Operations, Field Ops) had given me a fair bit of know-how around the Salesforce platform. And of course, I was also handling the relationship with Salesforce for the licensing and customer success, so that gave me an overview of the organization as well. And, did I mention, I got to attend Dreamforce once, the one where they introduced the Lightning Experience.

So that is how far back I go with Salesforce, and all of that without being hands-on! So come spring of 2019 in September (Southern Hemisphere edition of spring), I found myself looking at an opportunity for learning Salesforce hands-on, and boy, did I jump at it!

Well, that's enough background for why I am on the trail. Time to tackle the invisible bear in the next step.


Comments

Post a Comment

Popular posts from this blog

Salesforce Trailhead - Billing Specialist - Momma Bear

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...
Read more

Salesforce Trailhead - Lightning Experience Reports & Dashboards Specialist - Build Sales Reports

This blog describes the experience of the Superbadge with some details of problems faced. As per rules, no solution steps can be discussed on this blog and its comments. Challenge 3 - Sales Reports A stumble at the start of the trail itself. The setup and cleanup is pretty simple to complete. Let me know if you get stuck on those steps. It is the sales report that caught me out - Accounts without SolarBot Opportunities.  First of all, check if your Accounts list contains this "Sample Account for Entitlements". That needs to be deleted. This help article from Salesforce will show you the steps -  How to Delete the "Sample Account for Entitlements" Account (salesforce.com) Even after following all the correct steps for this report, if it keeps getting stuck on the error -  Error message:  The 'Accounts Without SolarBot Opportunities' report doesn't include the correct collection of accounts. If you are confident you have the correct list of accounts appear...
Read more

Salesforce Trailhead - Billing Specialist super badge - The Invisible Bear

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...
Read more