In the Trailhead module Setup Salesforce Knowledge > Manage Cases Using Articles I am stuck.
Under the "Create a Case" section I'm getting an error when trying to proceed because the "Product" and "Type" fields are not filled in. I filled in the case information as instructe and there were no instructions about filling out the "Product" and "Type" fields. What do I do here? I randomly selected a product and type in order to proceed but this is probably wrong.
In the next section "Add the Knowledge Component to the Case Record", instructions say to click the :gear" icon and select "Edit page". When doing this "Edit page" is not an option in the drop down...only "Setup" and "Service Setup". What do I do here?
2 réponses
Hi Denise,
For the 1st Point, there might have been additional fields in the page layout. unless its not mandatory - you can ignore those.
For 2nd point, you need to be in the case record to access " edit page" , go to case tab and open the case record
The click 'gear' icon -> and select Edit Page.
Attached is the screenshot.
Hope this will be helpful for you.
