Request and Enable a Net Zero Cloud Org | Configure a Net Zero Cloud Org

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  • Опубліковано 15 вер 2024
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    #trailhead
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    Configure a Net Zero Cloud Org : • Configure a Net Zero C...
    To complete this project, you need a special Developer Edition org with Net Zero Cloud. Get the free Developer Edition and connect it to Trailhead now so you can complete the challenges in this project. Note that this Developer Edition is designed to work with the challenges in this badge, and may not work for other badges. Always check that you’re using the Trailhead Playground or special Developer Edition org that we recommend.
    Sign up for a free Developer Edition org licensed for Net Zero Cloud.
    Fill out the form.
    For Email, enter an active email address.
    For Username, enter a username that looks like an email address and is unique, but it doesn't need to be a valid email account (for example, yourname@test.com).
    After you fill out the form, click Sign me up. A confirmation message appears.
    When you receive the activation email (this might take a few minutes), open it and click Verify Account.
    Complete your registration by setting your password and challenge question. Tip: Save your username, password, and login URL in a secure place-such as a password manager-for easy access later.
    You are logged in to your Developer Edition.
    Now connect your new Developer Edition org to Trailhead.
    Make sure you're logged in to your Trailhead account.
    In the Challenge section at the bottom of this page, click the playground name and then click Connect Org.
    On the login screen, enter the username and password for the Developer Edition you just set up.
    On the Allow Access? screen, click Allow.
    On the Want to connect this org for hands-on challenges? screen, click Yes! Save it. You are redirected back to the challenge page and ready to use your new Developer Edition to earn this badge.
    Enable Net Zero Cloud
    First things first. What do you do when you walk into a dark room? Flip the light switches on! Likewise, Safiya must enable NTO’s licensed Net Zero Cloud org for use.
    Follow along with Safiya to complete all the steps in this project using your Developer Edition org.
    From Setup, in the Quick Find box, enter Net Zero, and then select Net Zero Settings.
    Turn on Net Zero Cloud.
    Verify the Domain
    Safiya starts by checking on her org's My Domain.
    From Setup, in the Quick Find box, enter My Domain and select My Domain.
    View My Domain Details. Some example details follow:
    Current My Domain URL: superusercom-dev-ed.develop.my.salesforce.com
    My Domain Name: superusercom-dev-ed
    Domain Suffix: Standard (*.my.salesforce.com)
    Notice that My Domain Name is part of the current My Domain URL.
    For more information, see the My Domain related links in the Resources section.
    Verify the Licenses
    Next, Safiya checks that her org has the Net Zero Cloud permission set licenses, which give users access to features that aren't included with a standard user license. As the Net Zero Cloud admin, she’ll assign these licenses to herself later on so she can configure the app. Come to think of it, maybe she’ll assign them to Sam as well.
    From Setup, in the Quick Find box, enter Company Info and select Company Information.
    Click Permission Set Licenses.
    Confirm that the following permission set licenses are present:
    CRM User: Gives access to the Salesforce platform
    Net Zero Cloud: Gives access to Net Zero Cloud features, standard objects, and Net Zero Cloud objects
    At least one of these: Net Zero Analytics Base1 Apps, Net Zero Analytics Base3 Apps, or Net Zero Analytics Base5 Apps
    CRM Analytics for Net Zero Cloud: Comes with the CRM Analytics for Net Zero Cloud add-on and gives access to the full platform capabilities of CRM Analytics, including dashboards in Net Zero Cloud

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