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Consultant Mastery
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Getting started checklist
What will you learn in the project?
Project Intro
Lesson 1 - Jira Stories
Lesson 2 - Profiles & Record Types
Lesson 3 - Page layouts & Field Level Security
Lesson 2 - Profiles & Record Types
Lesson 5 - Custom Field & UAT Feedback
Lesson 6 - Support Processes
Lesson 7 - Lightning Record Pages
Lesson 8 - Field Dependencies & Record Types
Lesson 9 - Formula field for dependent picklist
Lesson 10 - Building an Approval Process
Lesson 11 - Email Alerts, Email Templates & Approval Processes
Lesson 12 - Lightning record pages continued....
Lesson 1 - Using process builder
Lesson 2 - Using process builder contd.....
Lesson 3 - Validation rules
Lesson 4 - Validation rules contd.....
Lesson 5 - Process builder changes
Lesson 6 - Closing Remarks
Sprint 3 Intro
Lesson 1 - List views
Lesson 2 - UAT Feedback implementation
Lesson 3 - Updating picklists on record types
Lesson 4 - Permission sets
Lesson 6 - UAT Feedback - changes to approval process
Lesson 1 - Enabling Path
Lesson 2 - Deploying changesets
Lesson 3 - Deployment checklist
Lesson 4 - Deploying changesets
Flow Part 1
Flow Part 2
Project 1 (TransferX) - Field Requirements XLS File
Client Discovery Questions Sales Cloud
Advanced Salesforce Formulas
Jira User Stories
Amit's Resume
Course improvement feedback form
Welcome
Getting started checklist
What will you learn in the project?
Preview
Project 1 - Sprint 1 - Company Name (TransferX)
Project Intro
Lesson 1 - Jira Stories
Lesson 2 - Profiles & Record Types
Lesson 3 - Page layouts & Field Level Security
Lesson 2 - Profiles & Record Types
Lesson 5 - Custom Field & UAT Feedback
Lesson 6 - Support Processes
Lesson 7 - Lightning Record Pages
Lesson 8 - Field Dependencies & Record Types
Lesson 9 - Formula field for dependent picklist
Lesson 10 - Building an Approval Process
Lesson 11 - Email Alerts, Email Templates & Approval Processes
Lesson 12 - Lightning record pages continued....
Project 1 - Sprint 2 - Company Name (TransferX)
Lesson 1 - Using process builder
Lesson 2 - Using process builder contd.....
Preview
Lesson 3 - Validation rules
Lesson 4 - Validation rules contd.....
Lesson 5 - Process builder changes
Lesson 6 - Closing Remarks
Project 1 - Sprint 3 - Company Name (TransferX)
Sprint 3 Intro
Lesson 1 - List views
Lesson 2 - UAT Feedback implementation
Lesson 3 - Updating picklists on record types
Lesson 4 - Permission sets
Lesson 6 - UAT Feedback - changes to approval process
Project 1 - Sprint 4 - Company Name (TransferX)
Lesson 1 - Enabling Path
Lesson 2 - Deploying changesets
Lesson 3 - Deployment checklist
Preview
Lesson 4 - Deploying changesets
Project 1 - Bonus (Flows)
Flow Part 1
Flow Part 2
Resources 💾
Project 1 (TransferX) - Field Requirements XLS File
Client Discovery Questions Sales Cloud
Advanced Salesforce Formulas
Jira User Stories
Amit's Resume
Provide Feedback On Consultant Mastery ✍
Course improvement feedback form
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