Case Number

Subject

00022382

ADM201: Student Exercise Guide

00023519

ADM201: Formatting Issues

00022749

ADM201: Exercise 3-4 Change from Your turn

to Join Me

00023982

ADM201: Slide number 57 and 92

00022750

ADM201: Exercise 7-4/7-5 - Add a Step to the

Tasks

00022009

ADM201 M00: sl22 Intro Review Q1 'customer

company'

00022010

ADM201 M00: sl20 & ex Intro log in please

can we do 5 hashes? eg aw#####

00023753

ADM201: Setup Assistant - new slide

00022011

ADM201 M02: Ex 2-11 2Bii it asks us to

change PIN length to 4, but already 4!

00021790

ADM201: Sl: 98, Title: "Getting Ready for

Salesforce1", Issue:
login.salesforce.com/one/one.app

00023881

ADM201: Using a Custom Fiscal Year slide

00023883

ADM201: User Interface Settings for the

Sidebar slide

00023885

ADM201: How does a profile Change the User

Experience slide

00023886

ADM201: Slide: Viewing and Editing Profiles:

Enhanced User Interface

00023887

ADM201: Using History TRacking to Maintain

Data Quality

00024069

ADM201: Slide 98 Questions 5 and 6 missing

"Teaching Point" content

00024072

ADM201: Sl: 92, Title: "Create Public and

Private Groups", Issue: Exercise Type Missing

00022733

ADM201: Sl: 129, Title: "How Can we Include

More Users on Chatter?"

00023750

ADM201: Custom Profile limit notes

00023754

ADM201: SMS Identity Confirmation setting

renamed

00024070

ADM201: Slide 141 - Knowledge Check - The

content in "Teaching Points" is missing

00021679

ADM201: Tina Bell Applicant Record should

not be owned by the Sys Admin

00021687

ADM201: Rename "Profile CRED" on the Big

Picture slides

00022224

ADM201 M04: Slides 229/230 questions don't

match KCM

00022227

ADM201: New Slide - need to add a slide sort

of like 401 that helps people understand the
process for determining the OWD for an
object.

00022396

ADM201 M04: Sl207 Is it worth adding

another slide after this on Manager Groups

00022515

ADM201: Sl: 154, Title: "Creating an

Organization-Wide Trusted IP Address List",
Issue: Spring 14 change

00023746

ADM201: Login access policy changes

00024021

ADM201: Sl: 202, Title: "4-9: Create

Opportunity Sharing Rules", Issue: Missing
slide for Ex 4-9

00022593

ADM201: Sl: 262, Title: "Creating Custom

Formula Fields"

00023975

ADM201: Sl: 227, Title: "Module Intro and

Agenda", Issue: Move bullet points to right
side

00023740

ADM201: Data Loader for Mac update

00022012

ADM201 M06: Sl333 Instructor notes vague

00022014

ADM201 M06: Sl334 Please can we add the

available objects on this slide

00022504

ADM201: Sl: 334, Title: "Setting Up Duplicate

Management", Issue: If you deactivate or
remove a field on an object, it may cause
matching rules with mappings to this field to
be ignored

00023739

ADM201: screenshots removed from

Importing Data slide

00022264

ADM201 M07: Ex 7-10 2 Giii is wrong and

should be H as it is a new step

00022265

ADM201: ModNum-7-5, Step: 4-B-ii-Report

Description, Title: "Create a Custom Report"

00021680

ADM201: Sl: 377 and 378, Title: "Grouping by

Date Fields" and "Report Formats Part 3:
Matrix Report:, Issue: Switch slide order

00023132

ADM201: Ex: 7-1, Step:4 (in Student Guide),

Title: "Run and Modify a Report", Issue: Name
of report inconsistent

00024022

ADM201: Sl: 352, Title: "Report and

Dashboard Folders", Issue: Duplicate of slide
351

00021689

ADM201: Ex: 7-6 and 7-10 (Step 3), Title:

"Filter by Relative Date Value" and "Create
Custom Adoption Reports", Issue: Students
create the same report twice

00022019

ADM201 M08: ex 8-6 5 steps J & K we could

use search feeds

00022015

ADM201 M08: Sl 433 needs updating to

include Process Builder (email alerts)

00022021

ADM201 M10: Sl558 should be a mirror of

slide 468, but the Org wide address step is
missing.

00022621

ADM201: Sl: 436, Title: "Creating HTML Email

Template in Four Easy Steps"

00023549

Wording changes in Exercise 8-6 to match UI

00023742

ADM201: Lead Assignment Changes

00022523

ADM201: Combine 2 Workflow exercises into

1

00022279

ADM201: Ex 9-3 - work flow from comments make it more realistic

00022278

ADM201 M09: sl 510 suggestion, please can

we consider updating story now exercises
have gone?

00022516

ADM201: Sl: 511, Title: "Discovery: Workflow

from Case Comments", Issue: Still says
Trigger Criteria

00022517

ADM201: Sl: 560, Title: "Workflow Rules",

Issue: Still Trigger Criteria

00022684

ADM201: Sl: 507, Title: "Additional

Information about web to case", Issue: wrong
information

00023741

ADM201: Console for Sales - Mention with

talking about service console

00023743

ADM201: Case Assignment Checkbox

00023745

ADM201: Case Feed Post Edit now avail

00024023

ADM201: Sl: 509, Title: "What is the

Salesforce Console for Service?", Issue:
Balloons need to be resized

ADM201 All Changes 196 Summer '15

Copyright (c) 2000-2015 salesforce.com, inc. All rights reserved.
Confidential Information - Do Not Distribute
Generated By: Handri Kurniawan 7/24/2015 12:44 AM
Salesforce.com Training and Certification

Description

Closed Date

In Exercise 3-2. Student exercise guide does

not have complete instructions. Following
tasks are not given in the exercise guide at
the task section. Though steps are given in
the step-by-step instructions. All the students
do not like following step by step instructions,
if all the tasks are given at the task sections
it makes it easy to learn and do the exercise
them self. Assigned Apps Assignedconnected
Apps App permissions System permissions
Salesforce ADM 201.

3/18/2015

We have found some formatting issues in the

401 master exercise guide. We are providing
an instance of each type of issue in this case.
1. Line Spacing issue ? On page 1, steps
under the Task section and sub steps under
the Instructions sections do not have line
spacing. 2. Formatting issue ? a. On Page 17,
sub steps like ?a.?, ?b.?, and so on are in
bold. They should not be in bold. The same
issue is on page number 18 also. b. On page
21, the period should be bold on sub step A
and D of step 2 based on the font style of the
preceeding text. c. The exercise guide does
not have a blank page after TOC. d. The TOC
pages do not have copyright year
information.

5/15/2015

Hi, Exercise 3-4 (setting up Fumiko Suzuki) is

"Your Turn" exercise. However this user is
required to perform Exercise 3-7
( Troubleshoot Login Issues). Request you to
please see if we can change Exercise 3-4 it to
"Join Me" to avoid further confusion.
"Teaching Point - Says She must be set up,
but doesn't says specifically it has to be set
up by Instructor".

3/30/2015

Both of these slides in the new dexk still say

"Exer Type" in the top left corner of the slide.
57 = Your turn 92=Join me

5/28/2015

Hi, It would be very helpful if we could add

the following step to the tasks. This can be
an additional task in the Task List. For both
the exercises. 2- Add a filter to limit accounts
only to "Customer Accounts"

3/30/2015

the first intro review question is 'what is a

customer company'? This made sense when
we had slide 12 (no number on actual slide)
called customer company, but now it is called
'connect to the internet of customers'. Please
can we update this question so that it either
is asking about how wonderful salesforce
connectability is or something to do with why
you'd want a crm in the first place.. customer
company is a bit meaningless in this scenario
now. thanks

3/18/2015

I really like that we now have the login

credentials in the exercise manual. Final
request, please can we update the slide and
the manual to show five hashes instead of 3?
I keep being asked about this and have no
real answer! ta

3/18/2015

add to instructor notes slide 108 ** not

turned on in training org? Can't find in Setup
For the first ninety days in newly activated
Salesforce organizations, you see a prompt to
get you started. If you?re not ready, you can
access Setup Assistant anytime from
Salesforce Setup.up to 1,500 custom profiles
per user license type -

5/15/2015

Ex2-11 we the slide says change the PIN

requirements. 2 B i is fine as the require after
time is 5 and we change it to 10. 2 B ii asks
us to change it to 4, but it is already 4. Can
we either change it in the org to something
like 6 so we change it back to 4, or pick
another number for the exercise? thanks

3/18/2015

during this slide the people don't have the

Salesforce1 installed in their device because
this is a topic of homework. usually I explain
the S1 with the one app:
login.salesforce.com/one/one.app maybe is a
good idea to put this link in the teaching
note.

10/3/2015

Fiscal Year Update slide 51

5/14/2015

Update UI sidebar slide settings

5/15/2015

Get rid of the spring 14 release pic in "How

does a Profile Change the User Experience?"

5/15/2015

Change slide

5/15/2015

slide 280

5/15/2015

This slide did not change from the old, but

there is no content in "Teaching Points" for
questions 5 and 6.

5/28/2015

There is no Exercise Type listed in the left

corner. Historically has been a "Join Me."
Currently has a place holder.

5/28/2015

Suggestion: In our Chatter Post on this slide

we mention groups that aren't in the Test
Org's. Could we modify the chatter post on
slide 129 to say only 'Spider Laptops' (Allison
Wheeler) and maybe add the 'Marketing Best
Practices Group' (Conner McCoy)?

3/30/2015

up to 1,500 custom profiles per user license

type - add to instructor notes slide 108

11/5/2015

update instructor notes slide 148 In Session

Settings, under Identity Confirmation, the
Enable SMS-based identity confirmation
setting is renamed. The new name is Enable
the SMS method of identity confirmation. The
setting was renamed to clarify that SMS
delivery can be enabled or disabled, but the
email method of identity confirmation can't
be disabled.

11/5/2015

Questions 5 and 6 are missing the content

that the old deck had under "Teaching Points"

5/28/2015

records should not be owned by sys admin

3/30/2015

On slide 277, "Profile CRED" is listed in the

Object part of the diagram. I think it should
be changed to Object Permissions CRED,
since this is not just on the profile. You can
give these permissions via the profile as well
as permission sets.

3/30/2015

The questions in the manual don't match the

KCM for this module. I'm not sure what the
policy for keeping these updated are, but a
student mentioned it, so thought I'd pass it
on!

3/30/2015

I've attached a slide that contains what I

think it should look like - it's almost like the
slide currently in 401, but one additional
step.

3/31/2015

I was just doing the release training and

realised just how useful this is going to be to
circumnavigate some of the restrictions in RH
without having to resort to territory
management, particularly for orgs where
they have a partner overlay structure. To that
end, I was thinking it might be good to have
an manager group introductory slide after the
public group one, saying what it does/doesn't
do, and how to switch it on. We could even
move towards creating a sharing rule to
utilise it..

7/4/2015

Teaching Points - item 4 states

"Administrators can disable SMS identity
confirmation for all users (Setup | Security
Controls | Session Settings and clear the
Enable SMS-based identity confirmation
checkbox.) Verification code sent via email
and / or SMS information - Knowledge Article
Number: 000198756 states "The feature
"Enable SMS-based identity confirmation"
cannot be turned OFF once the system admin
enables it." Teaching Points - item 5 states
"Administrators can allow users to choose
between email and SMS identity confirmation
by granting them the ?Allow email-based
Identity Confirmation? permission". SMS
Based Identity Confirmation, Knowledge
Article Number: 000176035 states "Before
the the Spring '14 release, this article
mentioned the ?Allow email-based Identity
Confirmation? permission to enable email
identity confirmation verification for users
with verified mobile numbers. In the Spring
'14 release, the ?Allow email-based Identity
Confirmation? permission was renamed the ?
Email-Based Identity Confirmation Option?
permission. The behavior is the same.

3/30/2015

Update login permissions on slide 162

Administrators with ?Modify All Data?
permission and delegated administrators with
?View Setup and Configuration? permission
can log in as any user without asking end
users to grant access. Previously, this option
was available only if Salesforce enabled
theAdministrators Can Log in as Any User
setting for your organization. To disable this
feature, contact Salesforce.

11/5/2015

The slide for Exercise 4-9 is missing. The

exercise is in the Exercise Guide but no slide
in the deck

5/28/2015

Issue: Chatter Post No Longer Accurate since

Spring 15'. #2 has been removed from our
exercises, however it still appears in
screenshots and in the Chatter Post. Often
times, we see screenshots of what we're
about to do in the 'Join Me', 'Watch Me', and
'Your Turn' activities, such as creating a
Lookup Filter etc. Not sure if it matters if we
use Region/Zone Screenshots (I personally
don't care, because it's simple enough to
speak to) but it doesn't follow the pattern we
see throughout the entire curriculum.
Thanks!

3/16/2015

To be consistent with all the other modules,

can you right justify (or move all the bullet
points) for this module to the right column?
The other modules are designed such that
the objectives are on the left side and the
bullets are on the right side.

5/28/2015

Update exercise guide page 102: add to ex 63, need to add instructions regarding
download (currently reads just
windows/install shield wizard)

6/5/2015

Instructor notes state: After Duplicate

Management is set up, any time a user
attempts to save either a new record or an
existing record, the duplicate management
tools go to work. Please could we have the
DM setup steps here? Would be good for
quick reference since it is admins we are
teaching and I suggest we should be able to
tell them in brief. As this course moves on the
release notes are going to be bothersome to
go through just for this quick bit of setup. EG
we could say 'There is no checkbox in the
backend for admins to 'switch it on'. It is
available in all orgs and will start working as
soon as duplicate and matching rules have
been setup and activated.

3/17/2015

currently only 3 bullet points on slide. Please

can we add: Available for accounts, contacts,
leads, and custom objects thanks

3/17/2015

"If you deactivate or remove a field on an

object, it may cause matching rules with
mappings to this field to be ignored. This
could affect your duplicate detection. Make
sure you check all duplicate rule field
mappings for an object if you deactivate or
remove a field on the object." This is the use
case: 1) created a custom field on object 2)
added to Matching Rule 3) trying to delete
the custom field and got this error "This field
is used by the following matching rules: [rule
name]. Before you can delete the field,
remove it from the matching rules" what's
missing in the teaching note?

3/30/2015

Update slide with new screens ** Is slide 301

still needed??

5/14/2015

Currently G says add Login Date/Time

Column and the i and ii tell you how to do
that. iii then says Click Tabular Format and
select summary. This should be moved to H
and the letters after that updated to reflect
the changes. Alternatively, you could drop
this step and just ask them to select 'group
by this field' in step H, thereby automatically
changing it to a summary report. thanks

3/30/2015

Issue: Report Description says: "What are the

customer accounts created this year grouped
by Industry?" It should say "Created All Time"
as the date range in the exercise is 'All Time'.

3/30/2015

I think it would make more sense to switch

the two slides so we discuss Matrix reports
first and then discuss the possibility to group
by dates.

1/4/2015

For Exercise 7-1, the Student Guide states in

the tasks to create report and Save it as
Closed Business this Year If you go through
the exercise guide, the steps say to save it as
Closed Business YTD (you also use this report
later in a dashboard and the Exercise guide
again references it as Closed Business TYD)
This is confusing because a lot of students do
not use the exercise guide. They simply look
at the tasks listed in the Student Guide and
then get to Dashboard exercise and are
confused.

5/5/2015

2 copies of the slide are included.

5/28/2015

In Exercise 7-6 students do a your turn to

create the Users Not Logged in Last 7 Days
report. In Step 3 of 7-10 they basically recreate this report but group it differently. I
suggest we use the report design from 7-10
Step 3 for exercise 7-6 and remove Step 3
from 7-10. This will shave a little time of the
your turn but still leave the students with the
appropriate reports for the dashboard. The
Your Turn dashboard would also need to be
updated or checked to make sure it
references the correct Users Not Logged In
report.

11/5/2015

Currently in Ex 8-6 5 step J you have: I. In the

Global Search box, enter Allison and click
Search. J. Under People, click Allison Wheeler.
K. Verify that the Post appears in the feed I
think we should then click SEARCH FEEDS,
top right, and the post is immediately viiable,
so the steps could be: I. In the Global Search
box, enter Allison and click Search. J. click
SEARCH FEEDS K. Verify that the Post
appears in the feed. It also showcases the
SEARCH FEEDS functionality, and puts the
post we are looking for at the top, instead of
under Yuko's post.

3/18/2015

Please can we update slide 433 - Email

Templates, to include Process Builder (email
alerts)? thanks

3/18/2015

Sl 558 (prep for web to case), 506 (prep for

web to case) and slide 468 (prep for web to
case) should all be identical, but they aren't!
Please can we just make sure they all look
the same? thanks

1/4/2015

Suggestions: 1. Should the title be "Creating

an Email Template in Four Easy Steps"
because you don't necessarily have to use
HTML? 2a. In the first box "Choose Template
Type" on the third bullet point perhaps we
could use "W/O" b. There isn't a closing
parenthesis after "(no letterhead)". Thanks!
Process Name: Post for Won Opportunities ii.
Description: Post to Allison Wheeler for won
opportunities. C. Click Save. 2. Specify the
object. A. Click Add object. i. Object:
Opportunity ii. Start the process when a
record is: created or edited B. Click Save. 3.
Add process criteria. A. Click Add criteria. i.
Criteria Name: Won Opportunity ii. Criteria for
Executing Actions: Conditions are met iii.
Field: Stage (Click Choose) iv. Operator:
Equals iv. Type: Picklist v. Value: Closed Won
vi. Conditions: All of the conditions are met
(AND) B. Click Save. 4. Add an immediate
action. A. Under IMMEDIATE ACTIONS, click
Add Action. i. Action Type: Post to Chatter ii.
Action Name: Post to VP Sales iii. Post to:
User iv. User: Search for a user v. Find a user:
Allison Wheeler B. In the text box, enter I just
won this opportunity: C. Click Merge Field. D.
Select Name and click Choose. E. Click Save.
5. Activate and test the process. A. Click
Activate. B. Click OK to the version warning.
C. Click Back to Setup | Manage Users |
Users. D. In the Action column, click Login
next to Anna Bressan. E. In the Global Search
box, enter ziffcorp and click Search. F. Under
Opportunities, click Edit next to ZiffCorpPrinters. G. Change the Stage field to Closed
Won. H. Click Save. I. In the Global Search
box, enter Allison and click Search. J. Click
Search Feeds. K. Verify that the Post appears
in the feed. L. Click Anna Bressan | Logout.

3/18/2015

4/23/2015

Exercise guide page 155 exercise 8-8: show

options on page layout properties so that the
option does/does not appear on the edit/new
lead page Notes from RL: To force case
assignment rules, select Default under Case
Assignment Checkbox. This means end users
won?t see any option to turn off case
assignment when editing a case. You can also
decide to include the Assign using active
assignment rules checkbox by selecting Show
on edit page. If you select both options, the
assignment checkbox is displayed and is
checked by default. The default setting will
force the assignment rule to run unless you
also display the checkbox and a user
manually deselects the checkbox.

11/5/2015

Now that we have an exercise for the process

builder, can we combine the 2 workflow
exercises into 1. We can have an immediate
action and time dependent action to cover
both. We can use the existing exercise 8-4
and add a time dependent task for 1 day
after date close. Assign to the Account owner.
subject would be follow up with client to
ensure they are satisfied with resolution. OR
You can add an immediate action to 8-5 and
eliminate 8-4.

5/14/2015

Rather than just updating the priority of the

case whenever a comment is added, use
"Case Comment Contains" in the workflow
criteria, check for important key words, and if
the key words are present change the priority
to High. Suggested Key Words: SLA, violation,
escalation

3/30/2015

Now that we've taken out the web to case

exercise and the queue checking, could we
make this slide a little shorter? Particularly for
non english speakers, cutting down text on
these definitely helps them listen day 5 :)

7/4/2015

"Trigger Criteria" changed to "Rule Criteria"

elsewhere but not here.

3/17/2015

Still says "Trigger Criteria". Has been

changed to "Rule Criteria" in other slides.

3/17/2015

Slide 507 states that 'If web-to-case

generates more than 5000 cases per day,
cases automatically queue and are processed
when the queue refreshes' Help & Training
states 'If your organization exceeds its daily
Web-to-Case limit, the default case owner
(specified in your Support Settings page) will
receive an email containing the additional
case information'

3/16/2015

slide 512 - instructor notes really busy

already... possibly on exercise slide (next
slide?)

11/5/2015

update instructor notes in slide 503 with

options for case assignment checkbox
defaults from RL: To force case assignment
rules, select Default under Case Assignment
Checkbox. This means end users won?t see
any option to turn off case assignment when
editing a case. You can also decide to include
the Assign using active assignment rules
checkbox by selecting Show on edit page. If
you select both options, the assignment
checkbox is displayed and is checked by
default. The default setting will force the
assignment rule to run unless you also
display the checkbox and a user manually
deselects the checkbox.

11/5/2015

update instructor notes on slide 517 or 518

11/5/2015

Primary Tabs and Highlights Panel balloons

need to be resized for text to display within
the balloons.

5/28/2015

ts reserved.

Closed Action

Exercises updated

Closed Action Explanation

I have added a screenshot with all the

permissions to the exercise guide.

Exercises updated

Slides updated

Exercise 3-4 has now been changed to a Join

Me.

Slides updated

Exercise type specified on slide as requested.

Slides updated; Exercises updated

The following bullet was added to task #2 of

exercise 7-4: Type is Customer. Adding this
bullet is unnecessary in Exercise 7-5, since
task #3 already states that it should be
filtered for customers.

Slides updated

There are new corporate slides that do

mention the customer company, and the
teaching notes clearly say this: Customer
companies are not only connecting their
customers, they are connecting employees
together so they collaborate around customer
accounts, problems, and ideas. Connected
employees can solve problems faster and
leverage expertise across your company. It is
one way to talk about being customer
companies.

Slides updated; Exercises updated

Step 2Ai on the Intro: Log In exercise has

been changed to have five #s.

Slides updated

New slide titled Setup Assistant for New

Organizations

Exercises updated

In Exercise 2-11, Step 2B ii, the pin length

was changed to 6.

Slides updated

The following was added to the instructor

notes of the slide titled "Salesforce1 Mobile
App". You can showcase the app on your
computer by using
login.salesforce.com/one/one.app

Slides updated

updated screenshot

Slides updated

screenshot updated

Slides updated

screenshot updated

Slides updated

screenshot updated

Slides updated

screenshot updated

Slides updated

Module 2 knowledge check slide now has

answers to questions 5 & 6 in the instructor
notes.

Slides updated

Exercise type specified on slide.

Slides updated

I changed the wording on the slide to the

following: Allison's post: Chatter has been
great for my team and we?d like members of
the R+D team to join us on Chatter, to
participate in some product groups. However,
Brent told me additional Salesforce CRM
licenses are not in the budget. Any ideas?
Conner's post: I heard we can now invite
people outside AW into Chatter ? I?d really
like to get some of our marketing contractors
into Chatter and set up a Marketing Best
Practices Group!

Slides updated

Added to extra material on slide 108

instructor notes.

Slides updated

tested and instructor notes updated

Slides updated

Teaching notes updated to include responses

to questions 5 & 6.

Org updated

Source org was changed so that the Tina Bell

applicant record owner is now Conner McCoy.
This should not affect exercises, since manual
sharing is still available to administrators.

Slides updated

The following slides have been changed to

read Object (CRED Permissions): Slide titled
The Big Picture: Setting Access to Fields Slide
titled The Big Picture: Setting Access to
Records Slide titled The Big Picture: Setting
Access at All Levels

Slides updated

The questions have been updated so that the

slides and the org are matching.

Slides updated

New slide added, titled: Determining How to

Set OWD for an Object

Slides updated

Added new slide titled Manager Groups,

placed right before exercise 4-10.

Slides updated

The instructor notes on the slide titled

"Activating an Unrecognized Computer" have
been changed to reflect the following: 4. The
feature "Enable SMS-based identity
confirmation" cannot be turned OFF once the
system admin enables it. 5. Administrators
can allow users to choose between email and
SMS identity confirmation by granting them
the ?Email-based Identity Confirmation
Option? permission.

Slides updated

Notes updated and Resource bar at bottom of

slide updated on how to disable the new
feature. As of the Summer ?15 release,
Administrators with Modify All Data
permission and delegated administrators with
?View Setup and Configuration? permission
can log in as any user without asking end
users to grant access.

Slides updated

Added a slide for exercise 4-9 in the PPT

deck.

Slides updated

The following has been removed from the

slide titled Creating Custom Formula Fields 2.
It would be useful if we could see a
customer?s account region and zone
information on their opportunities, too. I'm
keeping the other screenshots as is since it's
just another way to show the concept.

Slides updated

All bullets moved to the right column.

Exercises updated

Updated steps on page 102 to include Mac

(tested on a MacBook Pro running OSX)

Slides updated

The following has been added to the teaching

notes of the slide Setting Up Duplicate
Management: There is no checkbox in the
backend for admins to 'switch it on'. It is
available in all orgs and will start working as
soon as duplicate and matching rules have
been setup and activated.

Slides updated

Added a fourth bullet to the slide: 4. Available

for accounts, contacts, leads, and custom
objects.

Slides updated

The instructor notes have been changed to

reflect the following: If a field on an object is
no longer available to your organization, it
may cause matching rules with mappings to
this field to be ignored. This could affect your
duplicate detection. Make sure you check all
duplicate rule field mappings for an object if
there is a change to the fields available to
your organization. For example, theClean
Statusfield is only available to customers
with a Data.comlicense. If your organization
no longer has aData.comlicense, this field is
no longer available and matching rules with
mappings to this field will be ignored.

Slides updated

Removed screenshots from slide Importing

Data: Object Import Wizards, since the
screenshots are shown on the next slide.

Exercises updated

Exercise 7-10 Step 2Giii is now step 2H.

Exercises updated

Exercise 7-5, Step 4Bii changed to following:

ii. Report Description: What are the customer
accounts grouped by industry?

Slides updated

Switched the order of the two slides.

Slides updated

changed wording in slide 357 to match ex

guide

Slides updated

Duplicate slide deleted.

Slides updated; Exercises updated

updated exercises 7-6 and 7-10 in EG and

deck. Removed "Wall of Shame" from 7-10
Added "Wall of Shame" (sorted by role) to 7-6
Tested successfully in dashboard exercise 712.

Exercises updated

Exercise 8-6, Step 5J now reads Click Search

Feeds.

Slides updated

The slide now includes "processes."

Slides updated

Slide titled "Preparation for Web-toLead/Case" is now "Preparation for Web-toLead" and all mention of cases has been
removed. In the slide titled "Preparation for
Web-to-Case and Email-to-Case" all mentions
of leads have been removed. Both had the
org-wide email step so no action was taken
on that account.

Slides updated

Slides updated

The slide title now reds "Creating an Email

Template in Four Easy Steps." In the second
bullet, I added the word "with" rather than
"w/" I closed the parenthesis in the third
bullet.
Process Name: Post for Won Opportunities ii.
Description: Post to Allison Wheeler for won
opportunities. C. Click Save. 2. Specify the
object. A. Click Add object. i. Object:
Opportunity ii. Start the process when a
record is: created or edited B. Click Save. 3.
Add process criteria. A. Click Add criteria. i.
Criteria Name: Won Opportunity ii. Criteria for
Executing Actions: Conditions are met iii.
Field: Stage (Click Choose) iv. Operator:
Equals iv. Type: Picklist v. Value: Closed Won
vi. Conditions: All of the conditions are met
(AND) B. Click Save. 4. Add an immediate
action. A. Under IMMEDIATE ACTIONS, click
Add Action. i. Action Type: Post to Chatter ii.
Action Name: Post to VP Sales iii. Post to:
User iv. User: Search for a user v. Find a user:
Allison Wheeler B. In the text box, enter I just
won this opportunity: C. Click Merge Field. D.
Select Name and click Choose. E. Click Save.
5. Activate and test the process. A. Click
Activate. B. Click OK to the version warning.
C. Click Back to Setup | Manage Users |
Users. D. In the Action column, click Login
next to Anna Bressan. E. In the Global Search
box, enter ziffcorp and click Search. F. Under
Opportunities, click Edit next to ZiffCorpPrinters. G. Change the Stage field to Closed
Won. H. Click Save. I. In the Global Search
box, enter Allison and click Search. J. Click
Search Feeds. K. Verify that the Post appears
in the feed. L. Click Anna Bressan | Logout.

Slides updated

added to notes on exercise 8-8 in slide deck

as option to show. Doesn't affect exercise,
but can be optional to illustrate on page
layout.

Slides updated; Exercises updated

Story slide now reads: "Great idea, Noah. I

would like the sales rep in charge of the
account to follow up with our important
customers after the case has been closed. I
will also need to track and this data on a
regular basis. Is this possible?" Exercises
combined into one.

Exercises updated

Exercise 9-3 task 2 was changed to the

following: 2. Establish evaluation criteria and
trigger criteria. A. Rule Name: Escalated in
case comment body updates priority to
medium B. Description: Update case priority
to medium when agents add comments that
contain the word ?escalated.? C. Evaluate the
rule when records are: created, and any time
it?s edited to subsequently meet criteria D.
Run this rule if the following: criteria are met
i. Field: Case Comment: Body ii. Operator:
contains iii. Value: escalated iv. Field: Case:
Priority v. Operator: equals vi. Value: Select
Low from the lookup list E. Click Save & Next.
Step 3Aiii: iii. Description: Field update ?
priority changes to medium when comment
added containing the word ?escalated.? Step
4Eii: ii. Enter Internal Comments: This case
was escalated.

Slides updated

The slide titled "Automating Case

Management" now reads: Web-to-case is
already saving us time! What else can we
automate? For example, is there a way to
automatically update the case priority to ?
medium? as soon as an agent adds a
comment that contains the word ?escalated?
to a case? Lastly, our more experienced
support agents need to take ownership of
Product Support cases that have been
unresolved after four hours. Thank you.

Slides updated

On screen text changed to Rule Criteria.

Slides updated

On screen text changed to Rule Criteria.

Slides updated

The teaching points were changed to include

the following: AW Computing does not expect
to exceed the limit of five thousand cases a
day that can be automatically generated by
web-to-case. However, if they do receive
more than 5000 requests in a 24 hour period,
Salesforce stores additional requests in a
pending request queue that contains both
Web-to-Case and Web-to-Lead requests. The
requests are submitted when the limit
refreshes. The text on the slide was changed
to the following: If web-to-case generates
more than 5000 cases per day, Salesforce
stores additional requests in a pending
request queue that contains both Web-toCase and Web-to-Lead requests.

Slides updated

Added to instructor notes. Now on slide 510.

Slides updated

added to instructor notes on assignment

rules slide 460

Slides updated

Added to instructor notes on slide 514.

Chatter Feed: The Chatter feed is optimized
for case management, listing all case
interactions in a chronological feed on the
main page. Anyone who has access to the
case can follow and add comments to the
feed. Prior to Summer ?15, Case Feed posts
and comments couldn?t be modified. With
the Summer ?15 release, users can edit posts
and comments, making it easy to fix typos
and add information.

Slides updated

Balloons resized on slide.

Module

ADM201 All Modules

ADM201 All Modules

ADM201 All Modules

ADM201 All Modules

ADM201 All Modules

ADM201 M00: Introductions and Overview

ADM201 M00: Introductions and Overview

ADM201 M01: Getting Around the App

ADM201 M02: Getting Your Organization

Ready for Users

ADM201 M02: Getting Your Organization

Ready for Users
ADM201 M02: Getting Your Organization
Ready for Users
ADM201 M02: Getting Your Organization
Ready for Users
ADM201 M02: Getting Your Organization
Ready for Users
ADM201 M02: Getting Your Organization
Ready for Users
ADM201 M02: Getting Your Organization
Ready for Users
ADM201 M02: Getting Your Organization
Ready for Users
ADM201 M02: Getting Your Organization
Ready for Users

ADM201 M03: Setting Up and Managing

Users
ADM201 M03: Setting Up and Managing
Users

ADM201 M03: Setting Up and Managing

Users
ADM201 M03: Setting Up and Managing
Users

ADM201 M04: Security and Data Access

ADM201 M04: Security and Data Access

ADM201 M04: Security and Data Access

ADM201 M04: Security and Data Access

ADM201 M04: Security and Data Access

ADM201 M04: Security and Data Access

ADM201 M04: Security and Data Access

ADM201 M04: Security and Data Access

ADM201 M05: Customization: Fields

ADM201 M05: Customization: Fields

ADM201 M06: Managing Data

ADM201 M06: Managing Data

ADM201 M06: Managing Data

ADM201 M06: Managing Data

ADM201 M06: Managing Data

ADM201 M07: Reports and Dashboards

ADM201 M07: Reports and Dashboards

ADM201 M07: Reports and Dashboards

ADM201 M07: Reports and Dashboards

ADM201 M07: Reports and Dashboards

ADM201 M07: Reports and Dashboards

ADM201 M08: Automation

ADM201 M08: Automation

ADM201 M08: Automation

ADM201 M08: Automation

ADM201 M08: Automation

ADM201 M08: Automation

ADM201 M08: Automation

ADM201 M09: Manage the Support Process

ADM201 M09: Manage the Support Process

ADM201 M09: Manage the Support Process

ADM201 M09: Manage the Support Process

ADM201 M09: Manage the Support Process

ADM201 M09: Manage the Support Process

ADM201 M09: Manage the Support Process

ADM201 M09: Manage the Support Process

ADM201 M09: Manage the Support Process