Welcome to Salesforce fundamentals. In this demo will be covering customizing an order for a business unit and preparing your Salesforce org for users. Each of these modules will build appan each other, so it's in very important that you go through each modules and follow the text. Today I'll be Des Moines manage users manage Ng Chatter, and leaving you off, so you can conclude modifying your data model. Could configuring your email letterhead and automating your business practices. So we'll be starting with managing users, and as usual, this challenge youll need to follow along. So go ahead an launch your playground. And as you do that, go ahead and start reading through the text. In this case were going to be setting up users for Fumiko, Erin and we're going to have some special light specified details that will need to add to their specific profiles. This is going to be very important as you prep for your super badge. So from home, you're going to go ahead and click the Gear icon and click on setup. From set up you will find the quick Finan click on typing users. Go to go ahead and click on users. And once you're here, you'll see that all the users are listed. Go ahead and click on your user an let's follow along with the specifications that were being asked. 's name is Fumiko Suki. And. The alias will be ensue. We're going to enter an email address. This does not have to be a very long email address. At. Come, the user automatically populates. Nickname and title, customer support rep, customer support is a Department. And. The role is going to be customer support international and the user licenses going to be Salesforce platform. So. Salesforce platform and roll. Customer support international. All right now that we've done this, will head down to locale settings. And we want to do GMT9 in Japan. And the language is going to be Japanese. Japanese OK, so locale. Japanese Japanese, and this will be. Routine. 09 let's look. GMT, there you go, go ahead and click save an new as we are going to be generating a new user. And we are going to move to Erin. Erin. H. Alias should auto populate. Let me move this tab here. OK nickname. Username let's see. Hunting Badger. Dot com you can use any alias here, so don't worry about that. Title is customer support Rep. And role is going to be customer support. Customer support. North America user license is going to be Salesforce and Standard. North America hopes. And sales force. Did they answer a specific profile standard user? Great and. Now we can click save. We already have a user name by that name. So let's. Further define that. OK. So you'll often run into this issue when it comes to creating users, so the way that you will want to change this is. By changing the email address. Sometimes you will still have. Issues there. But make sure that you changed both the email address and username to a different email then what Salesforce has and then you should be able to create the new user. So if you go back. We have our users that are required and we can move on to the next challenge. You can verify this step. You should receive your 100 points. And well, that's verifying we can pull up the next category. And it still verifying. So again, we're going to be following along today. We're going to be following along with managing Chatter, and we received 100 points. So in this specific module youll be using the front end, so let's go ahead and switch. This is a back end, will bring this tab over here and we're on the front end. So follow account records user needs to follow certain records in their chatter feed. So Aaron needs to follow edge communications. So we're going to go into service, click on the accounts tab in the account list view, view all accounts, click click Edge communications and click follow. So. Let's go to service. And we're going to go ahead and click accounts. And. We're going to look for Edge Communications. And we are going to follow. Once we've done that, we want to create a case for Edge communications. So go ahead and go down to cases related to this list and create new and this information that we're going to be creating. So go ahead and head down. And in cases were going to create new. And we're going to follow along with the information that they have provided here. It's an email, it's electronic, its performance laptop not working. And client laptop not working. So. Status is new priority. Unchanged case origin is email. The type is electrical case reason performance. And additional description. Subject laptop not working. And description is clay new laptop not working. And we're going to click save. To make sure that we're not missing anything else, click save. Now we can create a chatter group. So again, will go into our front end. Click our little gearbox here on the left hand side an click groups. If you don't see it. Now in groups you can. See all active groups since there's none were going to create a new one. So create new and we're going to fill this in this information to group name would be edge communications customer support. The description. Is going to be exactly what they have listed here. It's going to be private and we're going to select to allow customers. Save the next. Next type it's going to be private and customers save in next. We don't need to upload an image. If you would like to upload an image, you can, but we're going to be adding Erin. And fumiko. Go ahead and click done. Once you have done this. We're going to share an update. And this is going to be the update. So just like in any other social media platforms, you'll just type in. Make sure that it's formatted correctly. Again, Salesforce won't be able to read it, so click Share. Once you've done that, it's asking us to click on Edge Communications Customer Support in Groups and to pull. So we're going to do a pull with two values. Edge communications we're going to do a poll. This is what we like to ask and the two values will be yes and no. We can go ahead and ask, and now this will populate here and we can verify. As usual, this process does take a little while, so you can go ahead and start setting up your next challenge. But once you receive the 100 points, you'll be able to conclude the challenge and move on to customizing your org model, modifying your data model, configuring your email letterhead, and automating your business process. Thank you for joining us.
