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Brittany Dewb Creating Object-Specific Quick Actions - Wrong Account Fields?
Hi, I can't figure out what I'm missing... I've come back to "Creating Object-Specific Quick Actions" quite a few times now, and keep getting the same error:
Challenge Not yet complete... here's what's wrong:
You do not have the correct account fields in the 'Update Account Information' quick action layout
In Setup, I'm in Account Buttons Links and Actions. I've added a New Action to Update Account Information. I Edited the Layout to add the 4 fields requested: 'Account Name', 'Rating', 'Employees', and 'Annual Revenue'. Saved and added to Account Layout in both regular and Salesforce1 sections.
After getting that error a few times, I've gone back in and tried these things and more, none of which worked:
- Added Quick Action to all 4 Account Layouts listed
- Tried adding fields as Predefined Field Values instead of just in the Layout
- Deleting and re-creating the Quick Action
- Adding all fields to the Layout instead of just the 4 listed
Please help!
Challenge Not yet complete... here's what's wrong:
You do not have the correct account fields in the 'Update Account Information' quick action layout
In Setup, I'm in Account Buttons Links and Actions. I've added a New Action to Update Account Information. I Edited the Layout to add the 4 fields requested: 'Account Name', 'Rating', 'Employees', and 'Annual Revenue'. Saved and added to Account Layout in both regular and Salesforce1 sections.
After getting that error a few times, I've gone back in and tried these things and more, none of which worked:
- Added Quick Action to all 4 Account Layouts listed
- Tried adding fields as Predefined Field Values instead of just in the Layout
- Deleting and re-creating the Quick Action
- Adding all fields to the Layout instead of just the 4 listed
Please help!
Label of the Action should be "Update Account Information" and API name should be "Update_Account_Information".
Let us know if this will help you
Thanks
Amit Chaudhary
All Answers
1) https://developer.salesforce.com/forums/?id=906F0000000BNXVIA4
2) https://developer.salesforce.com/forums?id=906F0000000BJFVIA4
Let us know if this will help you
Thanks
Amit Chaudhary
Unfortunately those links are not helping with my issue, as they have a different error message. Mine is specifically about the fields in the quick action layout. Any other ideas?
Thanks,
Brittany
Action details:
Action Layout:
Account Page Layouts (I added the Action to ALL layouts)
Where I added the Action on each layout:
Label of the Action should be "Update Account Information" and API name should be "Update_Account_Information".
Let us know if this will help you
Thanks
Amit Chaudhary
I chose the Action “Type” as “Update a Record” because of the wording in the challenge/question. Amit tried using “Create a Record” and it worked. That was the only difference, so hopefully it will work for you.
It would be a good idea for Trailhead to change their wording in the challenge to specify.
The object-specific quick action was not created on the Account object, or it was not called 'Update Account Information'. I used update a record the first time, and then Create a record. I added the 4 fields, and can see Update Account Information as a quick action and am able to add it to the page layout in the Salesforce1 bar. Still get hte error message?
Anyone who is referring to this page may have this solution.
According to 'Brittany Dewb' error message: Trailhead is not able to find the label " Update Account Information" .
As you can see in the snaphot of Action page he provided, The Label is " Update Acdcount" 'Information is missing.
I had the same situation. Here is what worked for me:
Chose Action Type : ' Update a REcord' and the Standard Label Type to NONE, then the label of the Action would be The Label name you entered.
What happens when you select 'Update[Record] ' in Standard Label Type picklist is SF replaces The object name in [Record] so it would be Update Account irrespective of you giving the Label Name.
If you Select NONE, it just takes the label name you have given. And the trailhead can find the label name its trying to look .
Hence your challenge will be completed.
This is what happened in my case. Hope it helps you.
I successfully completed my challenge. But,
I can't see in my Salesforce1(in my mobile). That's the pity thing.. Can anybody say where its exactly be seen?
NOTE: I did add this Action to my Salesforce1 Account layout.
Thanks!