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Ankur Aggarwal 35
Security Specialist Challenge #2
Security Specialist Challenge 2
Hi All,
I am getting below Error while doing the challenge.
Challenge Not yet complete... here's what's wrong:
We couldn't find the Sharing Rule that shares Opportunities owned by Field Sales users with Inside Sales users. Please check if the setup of this Sharing Rule is correct.
I have tried all the possible solutions provided in the different forum, with different trainheads Please help me with this. I have been working on this from past 3 days still same thing.
I have done following steps as well.
1. Navigate to "Sharing Settings"
2. Edit "Organization-Wide Defaults" and set "Opportunity" to private in the drop-down menu and save.
3. Scroll down to "Opportunity Sharing Rules" and click "new"
Rule1.
1. Label can be anything you like
2. Rule type = "based on criteria"
3. Field = Type, Operator = Equals, Value = Existing Customer - Upgrade (the last one will be in the lookup using the icon right next to it)
- the second field will be: Field = Stage, Operator = Equals, Value = Closed Won (also use the lookup icon)
***Make sure you created a public group called "Project Managers" prior to this step if you haven't already***
4. "Share with" should be "Public Groups" in the first drop-down, and "Project Managers" for the second drop down.
5. Opportunity access should be set to "read-only"
Rule 2.
1. Label can be anything you like
2. Rule type = "Based on Record Owner"
3. Opportunity: owned by members of = Roles and Subordinates, and choose Sales Executives for the second drop-down menu
4. Share with: Roles, and choose Inside Sales Users for the second drop-down menu
5. Opportunity access should be set to "Read/Write"
Save both of these rules.
Type "Apex" into your quick search and choose Apex Test Execution
- Click Select Tests
- Choose "All namespaces" from the drop-down menu
- Choose "BeAwesome" and click run.
Your results should be 2/2.
Now navigate to the app launcher, and launch the "Sales" tab, and click on "Opportunities"
1. Click New
2. Name the opportunity anything you want
3. Choose Stage "Needs Analysis"
4. The close date should be picked as a value in the future.
5. click save
6. Create another "New" opportunity and name it anything you'd like again
7. For type, select "Existing Customer - Upgrade"
8. Set the date as whatever today's date is
9. Set the stage to "Closed Won"
10. Save
Now we need to make these opportunities owned by your user "Samantha Cordero"
1. Open the first opportunity you created, and click on the details tab
2. Under "Opportunity Owner" select "Change Owner" and change it to Samantha Cordero
3. Repeat steps 1-2 on the second opportunity.
Hi All,
I am getting below Error while doing the challenge.
Challenge Not yet complete... here's what's wrong:
We couldn't find the Sharing Rule that shares Opportunities owned by Field Sales users with Inside Sales users. Please check if the setup of this Sharing Rule is correct.
I have tried all the possible solutions provided in the different forum, with different trainheads Please help me with this. I have been working on this from past 3 days still same thing.
I have done following steps as well.
1. Navigate to "Sharing Settings"
2. Edit "Organization-Wide Defaults" and set "Opportunity" to private in the drop-down menu and save.
3. Scroll down to "Opportunity Sharing Rules" and click "new"
Rule1.
1. Label can be anything you like
2. Rule type = "based on criteria"
3. Field = Type, Operator = Equals, Value = Existing Customer - Upgrade (the last one will be in the lookup using the icon right next to it)
- the second field will be: Field = Stage, Operator = Equals, Value = Closed Won (also use the lookup icon)
***Make sure you created a public group called "Project Managers" prior to this step if you haven't already***
4. "Share with" should be "Public Groups" in the first drop-down, and "Project Managers" for the second drop down.
5. Opportunity access should be set to "read-only"
Rule 2.
1. Label can be anything you like
2. Rule type = "Based on Record Owner"
3. Opportunity: owned by members of = Roles and Subordinates, and choose Sales Executives for the second drop-down menu
4. Share with: Roles, and choose Inside Sales Users for the second drop-down menu
5. Opportunity access should be set to "Read/Write"
Save both of these rules.
Type "Apex" into your quick search and choose Apex Test Execution
- Click Select Tests
- Choose "All namespaces" from the drop-down menu
- Choose "BeAwesome" and click run.
Your results should be 2/2.
Now navigate to the app launcher, and launch the "Sales" tab, and click on "Opportunities"
1. Click New
2. Name the opportunity anything you want
3. Choose Stage "Needs Analysis"
4. The close date should be picked as a value in the future.
5. click save
6. Create another "New" opportunity and name it anything you'd like again
7. For type, select "Existing Customer - Upgrade"
8. Set the date as whatever today's date is
9. Set the stage to "Closed Won"
10. Save
Now we need to make these opportunities owned by your user "Samantha Cordero"
1. Open the first opportunity you created, and click on the details tab
2. Under "Opportunity Owner" select "Change Owner" and change it to Samantha Cordero
3. Repeat steps 1-2 on the second opportunity.
At First set the OWD of Opportunity object to Private.check the View All permission on the Inside Sales profile.
thanks
Tried this , still same. Does it have something to do with Opportunity access on roles for field sales and Inside sales
hope it helps
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