#LightningStrikesIndia July 2018

Tips for Passing the App Customization Specialist Superbadge

This article will help you to work through the App Customization Specialist superbadge. I am not intending to give out the answers, just a nudge here and there where I know it can get frustrating.

The superbadge covers:

*Basic custom fields
*Validation rules
*Relationship fields
*Rollup summary fields
*Some advanced formula fields
*Some less advanced formula fields
*Process Builder
*Approval Processes
*Lightning app pages
*Report builder
*Dashboards
*Lightning app
*Creating a user
*Permission sets
*Testing!!

Help Yourself Succeed

*Don’t rush through it
*It’s not prescriptive on details – you have to figure out how to achieve each goal (except for things that are used for checking, like metadata labels and API names)
*Read the exercise fully – there are gotchas in there designed to catch you out if you just try to race through it.
*Enable the Beta Report Builder for Lightning Experience

It took me the best part of 2 days to get All Challenges because it’s so fussy. When this finally happened, I wanted to frame it:

Schema

*Keep referring to the entity relationship diagram that you’re provided with
*Get to know how each object relates to each other, so you know how to structure your formulae and report types later

Volunteer Shifts

*When you roll up your “Shifts Taken”, adding two rows of filters to your roll-up summary field will not get you any correct results since you’re asking for 1 record where the status is x AND y. Think about how you’d make it an OR filter.
*OMG – “# of Volunteers Still Needed” made my hair turn grey. There are a few ways to calculate this figure, but ultimately you’re figuring out whether the difference between “Desired # of Volunteers” and “Shifts Taken” is greater than 0 and deciding what result to show.

Reports and Dashboards

*Switch on Report Builder (Lightning Experience). It doesn’t like it if you create the reports in Classic and then switch over.
*Watch where you store things – the first step is to create your folders; this is where the checks will be made.
*Disable row counts – these are technically “details”
*This badge gets fussy over sorting, and the Beta report builder is a bit glitchy – it can forget your settings. Keep checking what you’re sorting by.
*Most important when you check challenge for Report and Dashboards you should create all report and run at Once.
*Sort your columns by clicking the grouped column and telling it to sort by your value column, as shown here:

*Keep a close eye on your chart titles; they’re not always the same as your report titles and they don’t always inherit them either

In all, challenges 2 and 4 are the most frustrating. So I’m so happy now I’ve got

app page and the app correctly and assigning it to the right profiles

#LightningStrikesIndia July 2018...
If you need any type of help regarding this Superbadge. Please comment so I will try to help you...

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