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I am facing an error message that "We couldn’t find a logged call in Claire’s account with the correct record details. Make sure that the Subject, Related To, and Regarding fields are correct".

 

https://trailhead.salesforce.com/en/content/learn/modules/client-management-with-financial-services-cloud/manage-client-interactions?trail_id=learn-to-work-in-financial-services-cloud&trailmix_creator_id=strailhead&trailmix_slug=financial-services-cloud

 

The challenge is as below, I completed all and there are no other logs on the Claire's client page.

Need some help to complete this, kindly refer the screenshot attached.

 

[challenge]

  • Create a reminder task in Claire Johnson's account 
  • Subject: Call Claire re: retirement planning
  • Status: Not started
  • Priority: Normal
  • Regarding: Service
  • Task Subtype: Call
  • Log a call in Claire Johnson's account
    • Subject: Call
    • Comments: Called Claire Johnson to discuss her retirement planning options. She said she needs to talk to her family before firming up on anything. Claire isn't quite where she wants to be on her goal and was glad for the reminder.
    • Related To: Claire Johnson Household
    • Regarding: Service

 

Error on a challenge:  Manage Client Interactions on FSC module

 

スクリーンショット 2022-07-13 15.56.05.png

 

スクリーンショット 2022-07-13 15.56.13.png

5 件の回答
  1. 2022年7月27日 7:10

    I finally fix this, I mistakenly chose "Call" on the "Task Type" field. I should leave it as blank and fill in the "Task Subtype".

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