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Patrick McConnell 6
Business Administration superbadge step 5
I am currently on step 5 of the superbadge, and I'm getting this error:
Challenge Not yet complete... here's what's wrong:
The record type 'Residential Opportunity' has the incorrect business process assigned.
Obviously I've set up the Residential Opportunity record type. I also created a sales process called Residential Opportunities and used the stages in the guidelines, and I DID assign it to the Residential Opportunity record type. I'm not sure where I'm going wrong here. Is this a bug?
Challenge Not yet complete... here's what's wrong:
The record type 'Residential Opportunity' has the incorrect business process assigned.
Obviously I've set up the Residential Opportunity record type. I also created a sales process called Residential Opportunities and used the stages in the guidelines, and I DID assign it to the Residential Opportunity record type. I'm not sure where I'm going wrong here. Is this a bug?
All Answers
Please follow the below steps to complete the challenge.
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.
Please mark this as solved if it's resolved.
Thanks,
Nagendra
Make sure you only have one process named Residential Opportunities. I think I accidentally made a process for another process before realizing my mistake and switching to a sale process. I didn't delete that lone process.
Challenge Not yet complete... here's what's wrong:
Couldn't find the correct stages for the 'Residential Opportunities' business lifecycle.
Hi NagaDivya Grandhi,
In utility Opportunities sales process also add the values mentioned in chalenge for residential Opportunities :
And Keep in mind to add the Residential opportunites sales process for residential opportunity record type.
please feel free to ask if you you get stuck anywhere.
Thanks,
Lalit
This helped me. I had a support process with same name. After deleting it the challenge completed successfully.