Re module Create New Reports with NPSP.
I contacted SF as I am trying to complete the module called "Create New Reports with NPSP."
A lovely person contacted me back with lots of advice and I did the following;
If you are running this in a Trailhead Playground (which I am), the playground org my not have the account record types that come with the Non Profit Success Pack. You can add the account record type in the Trailhead playground. To verify the account record types that exist: Click the Setup Gear and choose Setup From Setup, click Object Manager and select Account. Select Record Types
I did this but cannot see record types. The SF person said she can see it in my playground (email noted below)
I also launched the module she referred me to, to set up 'record type' if solution 1 didn't work
https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object/create-record-types. I am confused by that module and unsure what steps to take so I can complete this module.
If you are running this in a Trailhead Playground and not in your NPSP org, the playground org my not have the account record types that come with the Non Profit Success Pack. You can add the account record type in the Trailhead playground. To verify the account record types that exist: Click the Setup Gear and choose Setup From Setup, click Object Manager and select Account. Select Here is the trailhead module for creating record types if you need to add that one to your playground: https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object/create-record-types For more assistance with your Trailhead Playground: Our Trailhead Team and they may be contacted here: https://trailhead.salesforce.com/en/help?support=home I reached out to them proactively for you and they've provided the following resource for you: "We recently moved to a new Community-based support experience for Hands-on-Challenge questions. Please note, Our Trailhead Help team members are also available in Trailblazer Community regularly monitoring all questions and will be of assistance on the Community. Rest assured your post will be addressed. Please use the below best practices to search or post a question. 1. Open the below link and search for a solution by entering the error or the badge name in “Search Feed" search box on the top right and click enter to find relevant solutions. Please cross-check the solution provided by our fellow Trailblazers and check in your org with those similar steps. https://trailhead.salesforce.com/trailblazer-community/topics/trailheadchallenges 2. If you don't find an answer to your error message, please click on “Ask a question…” to post your question in the community. If you have any questions, please feel free to post a case comment and I am happy to assist. I will follow up tomorrow if I don't hear forr you. Thank you so much! Salesforce Support Engineer Global Customer Success Centers Work hours are from 9:30AM to 6:00PM Pacific Time
Kind regards,
Miriam
