#Trailhead Challenges2.398 utenti parlano di questo argomento

Hi, @Matthew Garton

This is great information, thank you for sharing it. Really interesting aspects. 

Keiji Otsubo

Thank you for responding so quickly.

The Lightning Experience Customization Module has the following sections:

Set Up Your Org (Develops Energy Audit object)

Create and Customize Lightning Apps (Develops Energy Consultations object)

Create and Customize List Views ( Creates a List View on Accounts object, No Upgrade to Dynamic forms).

Customize Record Highlights with Compact Layouts. (Sets up Compact Layout for Energy Audit object)

Customize Record Page Components and Fields. (Creates Lightning Record Page for Energy Consultations object. Runs the Upgrade to Dynamic forms.)

Create Custom Buttons and Links ( This pulls the Account object from Setup: Object Manager to modify the Account Layout to include the Detail Page Link)

Empower Your Users with Quick Actions (not attempted yet)

From the contents of the previous sections there is no indication that the Accounts object ‘Detail’ page was altered to a Dynamic form.

I could not find anything expressing the fact that Custom Links are not compatible with Dynamic Forms.

How can I confirm that the Account object detail page was converted to a Dynamic form?

If this is the case how am I to proceed with completing the Module?

Thank you for any insights you can offer!!!

Rick Tanner

Contractor, Blend360

Senior Analytics Consultant

>

Mobile: 801-598-7152

Hello @Christina Egan please check there is no typo, or extra space/character in the data you have pasted :

• Topic Label :  Experience Management
• Classification Description : This topic addresses customer inquiries and issues related to booking experiences at Coral Cloud Resort, including making reservations, modifying bookings, and answering queries about experience details.
• Scope : The agent's job is to assist users in navigating and managing bookings for different experiences offered by Coral Cloud Resort, ensuring a seamless customer service experience by providing accurate information and resolving issues promptly.
• Instruction :  If a customer would like more information on Activities or Experiences, you should run the action 'Get Experience Details' and then summarize the results with improved readability. Always ensure you know the customer before running this action.

Eric

Hello @Hoa La,

If you notice that the "Add Filter Logic" option is unavailable, in your Salesforce report and appears greyed out of clickable or editable, for usage enhancement purposes. Here are a couple of steps you can take to troubleshoot the issue:

Make sure you're using either a Summary Report or a Matrix Report, for your report type selection as Tabular Reports lack filter logic support that might explain why the option isn't available, to you. 

To use filter logic effectively in your report; Ensure that you have added at one filter before attempting to apply filter logic. Once filters have been added successfully to the report settings page" the "Add Filter Logic" button will become active for customization options. 

Make sure to verify that your user account has the required permissions to modify reports and incorporate filter criteria if needed. User profiles may have limited access, to report functions. 

Make sure you're using Salesforce Lightning Experience, not the Salesforce Classic to ensure the feature functions as expected. 

Regards

Sunny Patwa

@Alejandro Escandon

It seems like there might be some confusion between the permission sets and field-level security. 

Since you are using two permission sets (Experience Profile Manager and SCRT2 Integration User), it's important to check the field-level security for the picklist fields in your profile and those permission sets.

Here are the steps to troubleshoot:

1. Go to Setup > Object Manager > Account > Fields & Relationships.
2. Find the picklist fields for Account, Opportunity, and Case Access.
3. Review the Field-Level Security for the relevant profiles and permission sets. Make sure that the picklist field has the correct access (Read Only, Read/Write).
4. Ensure that the permission sets are not restricting the ability to change the picklist options. You might also want to check if any Page Layout Assignments are affecting the field visibility.

If you still can't add or remove permissions, make sure that your admin profile has the necessary permissions to modify permission sets and fields.

Useful links:

• https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/perm_sets_overview.htm
• https://help.salesforce.com/s/articleView?id=sf.users_profiles_field_perms.htm&language=en_US&type=5

I hope it helps you.

Sincerely, 

Mykhailo Vdovychenko 

Bringing Cloud Excellence with IBVCLOUD OÜ

Hello @Rachel Fong, the issue you're facing with the Crew Members field missing from the record page, despite it being present in the page layout, is likely due to how Dynamic Forms works in Salesforce. When using Dynamic Forms, fields from the page layout don’t automatically carry over to the Lightning Record Page unless they are manually added. 

Thanks

Hi, @AAINA BAJAJ

1. In the Setup Quick Find, search for and select Agents.
2. Select Coral Cloud Experience Agent (the last agent in the list).
3. Click Open in Builder.
4. Click the down arrow and select New Topic.

5. In the modal, configure the Start element as follows:

Topic Label:

Experience Management

Classification Description:

This topic addresses customer inquiries and issues related to booking experiences at Coral Cloud Resort, including making reservations, modifying bookings, and answering queries about experience details.

Scope:

The agent's job is to assist users in navigating and managing bookings for different experiences offered by Coral Cloud Resort, ensuring a seamless customer service experience by providing accurate information and resolving issues promptly.

Instruction:

If a customer would like more information on Activities or Experiences, you should run the action 'Get Experience Details' and then summarize the results with improved readability. Always ensure you know the customer before running this action.

6. Click Next. Note: It is not recommended to use the standard query and summarization actions with a public facing agent, so instead use custom actions to interact with the data.

7. Click Finish.

8. Click the Experience Management topic.

9. Click the This Topic’s Actions subtab.

and continue steps like as mentioned in the Challenge article LINK:

Sincerely, 

Mykhailo Vdovychenko 

Bringing Cloud Excellence with IBVCLOUD OÜ