Skills & Certificates

Articles related to Skills and Certification

How do I set up a Document in the org for users?
Setting Up a New Document in the Org Navigate to the Document Flow Template Object and click the New button, Enter Document Details Document Name: E...
Tue, 25 Mar, 2025 at 11:53 AM
Who approves my certificates?
Once you submit a certification request, the details will appear under the "Approvals" sub-tab of the "Credit Requests" tab. Your Ma...
Fri, 17 Jan, 2025 at 4:54 PM
How do I apply for a Document?
To apply for a Document Go to the Credit Requests Tab, You see the following sub tabs: Start My Requests Recommendations Approvals Apply for a ...
Tue, 25 Mar, 2025 at 12:25 PM
Can all users view and apply for all certificates?
Yes, all users will have access to all the certificates, they can check and apply for any certificate.
Thu, 9 Jan, 2025 at 1:03 PM
How do I enable the option to add attachments when submitting a certificate request?
To enable the option of attaching files while requesting a certificate, follow these steps: Go to the Document for Flow Template object in your system an...
Wed, 8 Jan, 2025 at 4:41 PM
What is the Credit Requests Tab?
The Credit Requests tab provides the following functionalities: Request/Apply for a new certificate. View all the certificates you have requested, Appro...
Thu, 9 Jan, 2025 at 12:47 PM
How do I approve the user document?
When the user applies for a document, as a Manager you see it in the Approvals sub-tab of the Credit Requests tab. To approve the documents  Go to ...
Tue, 25 Mar, 2025 at 12:28 PM
How do I set the manager for document approvals?
By default, a Reporting Manager of the user can approve the user documents. Alternatively, you can create groups in Salesforce and assign them as Approv...
Tue, 25 Mar, 2025 at 12:32 PM
How do I know if my certificate is Approved or Rejected?
You will receive an email notification when the Certificate is Approved or Rejected. To ensure these emails are sent, your Manager must include the emai...
Wed, 12 Feb, 2025 at 1:36 PM
How do I configure the email content to notify users when I Approve or Reject their certificate?
Simply add the email details while creating the certificate document and save it. This ensures that users receive an email notification when their certifica...
Wed, 12 Feb, 2025 at 2:15 PM