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Derrika Ragsdale (Salesforce Professional en Ragsdale Salesforce) ha preguntado en #Trailhead Challenges
28 feb 2023, 12:07
Keep Getting error ( Create and Customize List View Module) :

The 'High Probability Opportunities' list view does not appear to be configured correctly. It should show only opportunities whose stage is 'Proposal/Price Quote' or 'Negotiation/Review', and whose probability is greater than or equal to 50% ( not sure what I am doing incorrectly when editing this list view, thanks in advance for any suggestions!)

29 respuestas
  1. Ines Garcia (get: Agile) Forum Ambassador
    5 oct 2023, 8:46

    I feel compelled to explain: This is a public global forum for all / the community of users/customers all over the world where we try to help out each other.

    Note that we dont have access to your instances nor context or anything. 

    Generally there are 2 main reasons for such errors upon trailhead module verification:

     

    1. is that you are checking the verification on a different instance, log out and launch from the bottom of the module then check all steps are done there

     

    2. the names of the records, elements etc are not matching, needs to have 100% exact match for the checker to find it including API names

     

    Sometimes the best is to spin anew playground and do it again. 

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Sebastian Toplician (Senior Consultant en VTG)
31 may 2023, 22:06
Reporting on Custom Object with "My" Records for Dynamic Reporting

Hey there, I am helping my organization with a project called "Account Cadences". The developer and I have built out the ability for the Account owner to have their own Account Visiting Cadence, and Account Calling Cadence. All is working well. However, the business requirements were to allow the Account Owner to set Account Teams and those individuals could have their own "Account Team Cadence", as some of these reps may work on specific parts of the business.

 

I created a junction object called "Account Team Cadence" where the Master Detail is the Account. This allows Managers/Account Owners to set an Account Team Cadence for that individual, and they are automatically prompted to do so when they add an Account Team Member. Not everyone Account Team Member needs to have a Cadence, however in most cases they would.

 

The main question is: I want to add a component to the Homepage/dashboard for our Sales Reps for them to see what Accounts they are Account Team Members on and have an Account Team Cadence, showing that they are "Underperforming" or "Cadence Due". As this is valuable for the reps to know what Accounts they should follow up with.

 

Open to opinions and if something could have been built better. Been working on this for a couple of months now.

 

#Solution

3 respuestas
  1. Trevor B. (First Watch)
    1 jun 2023, 15:47

    for dynamic reporting, you can create a new report type in the setup menu and relate the Account object and Account Team Cadence object, this will allow you to pull data from both objects. Create a new report using the report type you created and set filters to only the relevant data, I.e. if someone is logged in or priority of request, and add the component to the dashboard of the sales reps. You can configure the component to display as a chart or table and define any additional filters or sorting options. 

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