The challenges would be much better to understand if they were written correctly. Everytime I do a chellenge, I can never complete them within a reasonable time because I can't understand the actual challenge question. Like, whoever writing them has poor sentence writing skills or mislabeled a section, which throws us off. Are these suppose to be riddles or actual lessons to teach us the software? sheesh

Hello All,
I have completed this challenge.

1-For this first you need to create a helper formula field(type-percent) 
Percent Completed :
(DATEVALUE( CreatedDate ) - CloseDate )/100

2- Then you need to create the actual formula field (type- text) by using the helper formula field.
Opportunity Progress :

IF( Percent_Completed__c <=25,"Early", 
IF(Percent_Completed__c <=75,"Middle", 
"Late"))

Thanks,
Nida


 

Hi All,

I am trying to learn Salesforce through Trailhead and quite possibly, i may have made a stupid mistake at this challenge but i am having hard time figuring the problem. Any help will be appreciable.

The challege:
We would like contact information in Salesforce1 to focus on the phone numbers and email addresses of the contact record. Override the system default compact layout so that the contact's phone, mobile number, and email address appear in the summary information of the Contact page in the Salesforce1 mobile application.Create a compact layout for the Contact object called 'Phone and Email'. The fields on the compact layout should be Name, Phone, Mobile, and Email. Set the Compact Layout Assignment for the Contact object so that the new layout is used in the Salesforce1 mobile application. 

Error Encountered: 


Solution:




I have the contact object with the compact layout 'phone and email' with the expected fileds and made it primary. Still, i face the above error. Any thoughts/ideas how to resolve my problem?

Thank you in advance.

The challenge as follows:

For purposes of local regulation new customers must be approved by the legal team.

When an Account has the value of 'Prospect' in the Type field, a user will click the 'Submit for Approval' button to launch an approval process. The process will only happen if Type is 'Prospect' and there are more than 500 employees. Upon entry of the process, Type will become 'Pending' and be locked. If approved, Type will be set to 'Customer' and be unlocked. If not approved, Type will be set back to 'Prospect' and will be unlocked.

The Account object's Type field must have the following picklist values: Prospect, Customer, Pending. Before creating the approval process, verify the values in your Account object setup
The approval process name must be 'Approve New Account'.
When user click 'Submit for Approval', the approval must be processed if the Type field is set to 'Prospect' and the value of Employees is greater than 500.
Upon entering the approval process, set the Type field to 'Pending' and lock the record.
Normally the approver would be someone else. In this instance, assign yourself to be the approver.
If approved, set the Type field to 'Customer' and unlock the record.
If not approved, set the Type field back to 'Prospect', and unlock the record.

I am getting error message: Challenge not yet complete... here's what's wrong: 
The process did not set the correct Type value on submitting for approval

This are the steps I did:

Created approval process called Approve New Account
Criteria Account Type field equals Prospect and Account Employees field greater than 500
Select Assigned Approver - myself
Final Approval Actions - Update Type field to Customer
Final Rejection Actions - Update Type field to Prospect

What am I missing that I received the error message?  Please help.

Thanks.

Hi Experts,
I am trying to solve this challenge but not able to solve because of salesfore license issue. Salesforce only allows 2 'Salesfoce' license for DE. Is there a way to solve this challenge? Please help.

Create a Profile and Permission Set to properly handle field access
The Marketing Coordinator and Account Manager both require access to view and update Account Records, but only the Account Manager should be able to see and edit certain fields. Specifically, only the Account Manager should be able to see and edit the Rating field. The Marketing Coordinator should not be able to see or edit the Rating field. Create one profile and one permission set with the appropriate field-level security to solve for this use case.The profile must be named 'Basic Account User' and result in an API name of 'Basic_Account_User'. It should use the 'Salesforce' user license type.
The permission set must be named ‘Account Rating’ and result in an API name of 'Account_Rating'.

Hello All,
I have completed this challenge.

1-For this first you need to create a helper formula field(type-percent) 
Percent Completed :
(DATEVALUE( CreatedDate ) - CloseDate )/100

2- Then you need to create the actual formula field (type- text) by using the helper formula field.
Opportunity Progress :

IF( Percent_Completed__c <=25,"Early", 
IF(Percent_Completed__c <=75,"Middle", 
"Late"))

Thanks,
Nida


 

Below is my challenge from navigating buttons and links module.

Add a custom button to a contact.
To pass this challenge, create a custom button which opens a link to 'http://google.com/#q=<CONTACT NAME>' - where <CONTACT NAME> is the current contact's name. Then add this button to the default 'Contact Layout'.The custom button must be named 'Google Info'.
The custom button must dynamically insert the contact's name using the appropriate merge field.
The custom button must be added to the 'Contact Layout' page layout.

I hvae done everything , and if I click the button also showing google page with the account holder name.But still getting the below error message.

Challenge Not yet complete... here's what's wrong:
The 'Google Info' custom button was not found. Hint: Make sure that it is a Detail Page Button (not link) and that its added to the page layout.

Trailhead is bugging out on accepting my completed challenge (I think). 

The task is: "In '3 - Sales & Marketing Adoption' dashboard, change the dashboard component for 'New LEAD Trend by Source' to a pie chart and set the wedges to Lead Source"

The picture may be hard to see- but wedges are set to lead source. I keep getting an error message that it is not. Bug fix?