• steve Fitzgerald 6
  • NEWBIE
  • 50 Points
  • Member since 2016

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 0
    Questions
  • 6
    Replies
The call for service field description in the requirement is way different than what trailhead is actually validating.

User-added image
Hi,

I'm not able to complete #2 Automate Accounts. It give me the following error.
"Challenge Not yet complete... here's what's wrong:
Please check the configuration of the custom fields on the Account object. The formulas, rollup summaries, etc. did not produce the expected outcome."


Can anyone tell me what went wrong? Thanks.

My Custom Fields configuration are as following:
  • Number of deals (Roll-Up Summary field): Count Opportunity. No filter criteria
  • Number of won deals (Roll-Up Summary field): Count Opportunity with filter criteria as "Stage equals Closed Won"
  • Last won deal date (Roll-Up Summary field): MAX(Opportunity: Close Date) with filter criteria as "Stage equals Closed Won"
  • Deal win % (Formula field): Number_of_won_deals__c / Number_of_deals__c
  • Total amount of won deals (Roll-Up Summary field): SUM(Opportunity: Amount) with filter criteria as "Stage equals Closed Won"
  • Call for Service (Formula field): IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c) , DAY(Last_won_deal_date__c) ) <= TODAY(), 'YES', 'NO')