J2R Solutions

Training & Compliance

Training Catalog

Phase 2 ← All views
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What this phase shows

The catalog lives in Training_Program__c. Every Training__c assignment links to one program via the new Program__c lookup. This is what makes Phase 3 (compliance %, vendor cert coverage) computable.

Catalog ↔ Assignment Linkage

Catalog programs

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Training__c records

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Linked to catalog

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Cleanup queue

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Training__c rows with no Program lookup

Reviewed via fuzzy-match → manual queue

By Vendor

Active programs grouped by issuing vendor

By Framework

via the Framework__c field

By Category

existing Category__c picklist

Catalog — Sample

First 12 active programs

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Program Vendor Framework Cert Level Validity Active Holders
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Steps to ship this phase

  1. Create Training_Program__c custom object
  2. Add fields to it: Vendor__c, Framework__c, Category__c, Cert_Level__c, Validity_Days__c, Active__c, Description__c
  3. Add Program__c Lookup field on Training__c referencing the new object
  4. Seed the catalog: gather distinct Program_Name__c values from Training__c, dedupe by hand, create one Training_Program__c record per canonical program (assign Vendor + Framework while you're there)
  5. Backfill Training__c.Program__c via name match (script or formula)
  6. Build a manual cleanup queue for Training__c rows whose name didn't auto-match — review one-time, then add validation rule: new Training__c requires a Program__c lookup
  7. Grant FLS on the new fields via a permission set (we used Training_Dashboard_Schema)
  8. Build a Lightning Record Page for Training_Program__c so vendor managers can curate the catalog without an admin