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BUSINESS ADMINISTRATION SPECIALIST challenge 5
Hi Team,
Not able to verify the step 5 of the BUSINESS ADMINISTRATION SPECIALIST SUPERBADGE because of the following error:
I cloned the Utility layout as "Residential Opportunity Page" and modified as per the requirement but still facing the same issue.
Please share some details regarding this, your support will be very helpful for me.
Thanks!
First, let’s create a new Sales Process and keep only required values.
Now, copy the existing Opportunity Page layout and call it Residential Opportunity Page, delete the fields specified in the instructions and add the Quantity field. Don’t forget to save it.
As next step, navigate to Compact Layouts section, click on New button and create a new Opportunity Compact Layout.
Create a new Record Type. Assign it only to Custom: Sales Profile and System Administrator profiles.
Lastly, assign the new record type to the profiles (don’t forget page layout assignments too).
Aha! That’s that. Now check the fifth challenge and move on to the last one. I can almost see the new badge on your Trailhead profile.
Hope this helps you with the above challenge.
May I request you please mark this as solved if the information was helpful so that it gets removed from the unanswered queue which results in helping others who are encountering a similar issue.
Thanks,
Nagendra
All Answers
First, let’s create a new Sales Process and keep only required values.
Now, copy the existing Opportunity Page layout and call it Residential Opportunity Page, delete the fields specified in the instructions and add the Quantity field. Don’t forget to save it.
As next step, navigate to Compact Layouts section, click on New button and create a new Opportunity Compact Layout.
Create a new Record Type. Assign it only to Custom: Sales Profile and System Administrator profiles.
Lastly, assign the new record type to the profiles (don’t forget page layout assignments too).
Aha! That’s that. Now check the fifth challenge and move on to the last one. I can almost see the new badge on your Trailhead profile.
Hope this helps you with the above challenge.
May I request you please mark this as solved if the information was helpful so that it gets removed from the unanswered queue which results in helping others who are encountering a similar issue.
Thanks,
Nagendra
I missed to update page layout assignment for the new record type.
Thanks for your response!
Unwanted fields are still present in the 'Residential Opportunity Page' layout.
I have searched to locate the fields that should not be there and included Quantity,
Same as Utility Opportunity Page but without:
Lead Source
Primary Campaign Source
Delivery/Installation Status
Main Competitor(s)
Current Generator(s)
And adding:
Quantity
I'm losing my hair at this point. Any assitance is greatly apprectiated. Thank you.