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Consultant Mastery
Project Checklist
Getting Started
Project 1 Sneak Peak - What's inside the course (2:35)
What will you learn in Project 1?
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Project (Transfer X - Sprint 1)
Project Intro (2:03)
Lesson 1 - Sprint 1 (Jira Stories) (17:51)
Lesson 2 - Sprint 1 (Profiles & Record Types) (15:27)
Lesson 3 - Sprint 1 (Page layouts & Field Level Security) (9:14)
Lesson 4 - Sprint 1 (Picklists, Record types & Currency Fields) (12:57)
Lesson 5 - Sprint 1 (Custom Field & UAT Feedback) (13:19)
Lesson 6 - Sprint 1 (Support Processes) (10:01)
Lesson 7 - Sprint 1 (Lightning Record Pages) (15:04)
Lesson 8 - Sprint 1 (Field Dependencies & Record Types) (10:34)
Lesson 9 - Sprint 1 (Formula field for dependent picklist) (7:39)
Lesson 10 - Sprint 1 (Building an Approval Process) (16:59)
Lesson 11 - Sprint 1 (Email Alerts, Email Templates & Approval Processes) (12:40)
Lesson 12 - Sprint 1 (Lightning record pages continued....) (8:32)
Project (Transfer X - Sprint 2)
Sprint 2 Lesson 1 (Using process builder) (16:22)
Sprint 2 Lesson 2 (Using process builder contd.....) (10:24)
Sprint 2 Lesson 2.1 (Using process builder contd...) (3:18)
Sprint 2 - Lesson 3 (Validation rules) (14:22)
Sprint 2 Lesson 4 (Validation rules contd.....) (12:48)
Sprint 2 Lesson 5 (Process builder changes) (11:57)
Sprint 2 Lesson 6 (Closing Remarks) (1:58)
Project (Transfer X - Sprint 3)
Sprint 3 Lesson 1 (Sprint 3 Intro) (2:44)
Sprint 3 Lesson 2 (List views) (10:02)
Sprint 3 Lesson 3 (UAT Feedback implementation) (11:14)
Sprint 3 Lesson 4 (Updating picklists on record types) (3:43)
Sprint 3 Lesson 5 (Permission sets) (8:41)
Sprint 3 Lesson 6 (UAT Feedback - changes to approval process) (6:47)
Project (Transfer X - Sprint 4)
Sprint 4 Lesson 1 (Enabling Path) (8:23)
Sprint 4 Lesson 2 (Deploying changesets) (10:03)
Sprint 4 Lesson 3 (Deployment checklists) (6:43)
Sprint 4 Lesson 4 (Mass import using Dataloader) (14:06)
Project 1 - Bonus (Flows) 🎁
Flow Part 1 (7:08)
Flow Part 2 (18:41)
Resources 💾
Project 1 (TransferX) - Field Requirements XLS File
Client Discovery Questions Sales Cloud
Advanced Salesforce Formulas
Jira User Stories
Project 1 Sneak Peak - What's inside the course
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