I completed the following steps:
Create a New List View
Create a list view to display accounts in the biotechnology and energy industries.
- Click the App Launcher and select Sales.
- Click the Accounts tab.
- Click the List View for List View Controls.
- Select New.
- Complete the New List View section.
- List Name: Energy and Biotech Accounts
- Who sees this list view: All users can see this list view
- Click Save.
Edit the list filters.
- If you don’t see the Filters section on the right, click Filters .
- Filter by Owner: All accounts.
- Click Done.
- Click Add Filter.
- Field = Industry
- Operator = equals
- Value = Energy, Biotechnology
- Click Done.
- Click Save.
Choose fields to display.
- Click the gear icon in the upper-right for List View Controls, then select Select Fields to Display.
- Choose Industry from the Available Fields list, then click the Add arrow (>).
- Click Save.
- Click Hide Filters (the funnel icon in the upper right).
You successfully created a customized list view. Users can now quickly access all of the biotech and energy accounts. The VP of Sales loves the new list view and now wants a way for their reps to collaborate. Chatter groups to the rescue!
When I submitted it, I got the message: We couldn't find the correct filter information. Please ensure that you have followed all the instructions to create a filter.
I went back and tried again. The message said that the filter already exists, so I created a new filter name, following all the other steps. Same message. I went back and created another unique filter, this time selecting different feilds and values. Same message. Not sure what I am missing to complete the objective
#Trailhead Challenges