Create Records from the Sidebar Use the Create New drop-down list in the Sidebar to create a record. Update Records Many Salesforce objects offer the convenience of inline editing for records. Updating custom object records is similar to updating standard object records.
Full Answer
How do I create a new record type in Salesforce?
Creating record types will allow them to simply choose from Consulting or Education in these cases. Let's get to it. Create a new account record type called Customer Account. From Setup, click Object Manager and select Account. Select Record Types, click New, and fill in the details.
How do I create a customer account in Salesforce?
Create a new account record type called Customer Account. From Setup, click Object Manager and select Account. Select Record Types, click New, and fill in the details. In the Make Available column header, deselect the checkbox. In the Make Available column, select these profiles. Click Next.
How do I edit the picklist values in Salesforce?
Click Save. Edit the Type picklist values to include only Channel Partner/Reseller, Installation Partner, Technology Partner, and Other. In the Action column, click Edit next to the Type field, and then edit the picklist values. In the Selected Values list, hold down Ctrl/Command and select Prospect, Customer - Direct, and Customer - Channel.
How do I create a trailhead playground?
Once you've created a Trailhead account with your Salesforce account or a linked social account, we’ve done all the hard work for you! A Trailhead Playground is created automatically and linked to your Trailhead account. In every hands-on challenge and project step verification, you'll see the name of a hands-on org and a Launch button.
How do I change the playground in Salesforce?
From any hands-on challenge or project step, click the name of your playground and then click Manage Orgs. From here, click Rename (1) next to one of your Trailhead Playgrounds to rename it, or Disconnect (2) to disconnect it.
How do I start a new playground?
0:161:10Create a Trailhead playground in 1 minute - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis creates a trailhead playground for you. You will have a trailhead playground.MoreThis creates a trailhead playground for you. You will have a trailhead playground.
How do I launch a playground in Salesforce?
You just login into trailhead and click on launch button on the challange section . The playground will be open and you can switch on multiple playground also.
How many Trailhead playgrounds can I have?
10 Trailhead PlaygroundsYou can have up to 10 Trailhead Playgrounds for your profile.
What is playground starter?
The new Playground Starter app launches automatically when Salesforce Trailhead Playground is opened. It provides tips, best practices insights and walk-throughs to help users launch packages and applications in Trailhead, and easy access to login credentials.
How do you change a playground trailhead?
You can connect, disconnect, or rename your Trailhead Playgrounds to keep yourself organized. From any hands-on challenge or project step, click the name of your playground and then click Manage Orgs. From here, click Rename (1) next to one of your Trailhead Playgrounds to rename it, or Disconnect (2) to disconnect it.
How do I add apps to my Trailhead playground?
If your playground has the Playground Starter app, follow these steps to install an app or package.Find the package ID starting with 04t and copy it to your clipboard.Click the Install a Package tab.Paste the package ID into the field.Click Install.Select Install for Admins Only, then click Install.More items...
What is Salesforce playground?
A Trailhead Playground is a free Salesforce practice org. It's used by Salesforce learners to gain hands-on experience with the Salesforce platform. It's called a Playground because you get to play around with the different Salesforce features and functionalities.
Can I delete a Trailhead playground?
Delete a trailhead playground | Salesforce Trailblazer Community. You can disconnect a playground once you're off of it. So the Data modeling playground says its the last used one. Meaning that's the default set one, and you won't be able to disconnect it unless you're on another one.
What's the difference between a Trailhead playground and a Developer Edition org?
DE org is an org used to test new features and implementations in Salesforce without affecting a production org. And on the other hand, the trailhead playground is similar to DE org that is equipped with specific trailhead data and unmanaged pre-installed packages that are utilized to test your hands-on challenges.
Do Trailhead orgs expire?
The life span is 6 months if there is no activity, if you working on it then it will not expire.
What is the reason to use a Developer Edition instead of a Trailhead playground?
2)What's one reason to use a Developer Edition org instead of a Trailhead playground? I)You have an existing Developer Edition org. II)You don't want to go through the effort of making a Trailhead playground. III)You're new to Trailhead.
Introduction
Noah Larkin would like a few more things tweaked for his teams. He'd like you to set up some page layouts (next step of this project), but first you need to lay the groundwork by creating record types. Record types determine the business processes, page layouts, and picklist values users have access to.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
What is trailhead playground?
What Is a Trailhead Playground? A Trailhead Playground is an org you can use to complete hands on challenges and try out new features and customizations. Much like a real playground, a Trailhead Playground lets you play around and make customizations without impacting anything else (in this case, your production org).
How to link a DE org to a trailhead?
Just click the name of your org at the bottom of any hands-on challenge or project step and then click Connect Org and log in to your DE org. Once you’ve linked your DE org to your Trailhead account, you’ll be able to launch it from any hands-on challenge.
What If a Badge Asks Me to Create a Different Kind of Org?
As you earn more badges, you might notice that some modules and projects use features that aren’t available in just any Trailhead Playground. In these modules, you have to sign up for a feature-specific trial org. If you’re working through the Fundraise with Nonprofit Cloud trail to learn about the Salesforce Nonprofit Success Pack (NPSP), for example, you’ll need to sign for an NPSP trial org. If you want to learn how to create Configurable Bundles in Salesforce CPQ, you’ll need an org with Salesforce CPQ enabled.
Do trailhead playgrounds expire?
And although you can outgrow a real-life playground, your Trailhead Playground never expires, as long as you keep using it.