Skip to main content

I completed the following steps: 

Create a New List View

Create a list view to display accounts in the biotechnology and energy industries.

  1. Click the App Launcher and select Sales.
  2. Click the Accounts tab.
  3. Click the List View for List View Controls.
  4. Select New.
  5. Complete the New List View section.
  • List Name: Energy and Biotech Accounts
  • Who sees this list view: All users can see this list view 
  1. Click Save.

Edit the list filters.

  1. If you don’t see the Filters section on the right, click Filters .
  2. Filter by Owner: All accounts.
  3. Click Done.
  4. Click Add Filter.
  • Field = Industry
  • Operator = equals
  • Value = Energy, Biotechnology
  1. Click Done.
  2. Click Save.

Choose fields to display.

  1. Click the gear icon in the upper-right for List View Controls, then select Select Fields to Display.
  2. Choose Industry from the Available Fields list, then click the Add arrow (>).
  3. Click Save.
  4. 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

7 件の回答
0/9000