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#Lightning Experience Customization0 人がディスカッション中

 Trouble with “Audit_Notes__c” field not recognized on “Energy_Audit__c” object, 

 I’ve created the Energy_Audit__c custom object and added the Audit_Notes__c field as a Text Area (Long) with 5 visible lines. Feed tracking is enabled, and the field name and type are correct. Still getting the error   

Trouble with “Audit_Notes__c” field not recognized on “Energy_Audit__c” object, I’ve created the Energy_Audit__c custom object and added the Audit_Notes__c field as a Text Area (Long) with 5 visible l

 

 

 

#Trailhead Challenges  #Lightning Experience Customization

1 件のコメント
  1. 2025年10月17日 13:33

    Hi @Tejaswi Pannala  I’m a member of the Trailhead Help team. If your issue has been resolved, please share the solution that worked for you and mark it as Best Answer. If the issue remains unresolved, kindly log a case here

    for further assistance. Thank you! 

     

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The challenge directions are a little limited, so I have a feeling I am doing something in the wrong location.

 

Error Message When Checking Challenge

Challenge not yet complete in Protect Your Data in Salesforce

"We can't find the default record page for the Contact object. Be sure to activate and assign a record page as Org Default."

 

I updated the following step in a specific person's contact "Rose Gonzalez" - Is this step to be done somewhere else?

Step: Remove these fields from the page: 

Fax

Other Phone

Home Phone

 

I saved the "Edit Page" layout to Org Default when I selected "Activation".

 

I am working on Customize Record Page Components and Fields, I have followed all of the challenge directions, but am still getting an error

 

Screen Shot 2024-03-06 at 8.23.09 AM.png

 

Screen Shot 2024-03-06 at 8.23.25 AM.png

 

Screen Shot 2024-03-06 at 8.23.32 AM.png

 

Screen Shot 2024-03-06 at 8.23.38 AM.png

 

#Trailhead Challenges  #Lightning Experience Customization

10 件の回答
  1. 2024年3月6日 14:36

    @Lauren Artis

    • Please double check if the challenge is done in the same org as you are checking.

    You can try accessing it in incognito mode on your current browser. logout & login

    If it works, you can clear your cache and cookies. Alternatively, try logging in using a different browser. 

     

    if still facing error create a new playground and do same form the scratch

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I am working on my first project as a BA and I’ll also lead as the project manager. Looking for any advice, resources, templates, tools or videos that can help me be more successful. I’ll be creating a custom application as well so pretty much doing the entire project myself. I want to document everything to put in my portfolio and appreciate any help you can provide. Thanks!

#CRM Configuration #Lightning Experience Customization #Events #Project Management
2 件の回答
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    2024年3月16日 8:27

    Hello @Yoddit McLean, it will depend on the methodology / tooling you will need to use.

    You can have a look at Agile methodology to design functionally the business requirements, and make your client validate them before implementing them. You can use any tools your company may have (Jira for product definition and sprint planning, Confluence for documentation) or Agile Accelerator Labs to do it in your Salesforce instance (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000ps3jEAA)

    You still can have a look at this dedicated trailmix on project management : https://trailhead.salesforce.com/content/learn/trails/manage-your-projects-as-a-salesforce-admins

    Do not hesitate to speak with your lead / manager to ask for training and support

    Eric

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Hello!

I am trying to update the "New Event" Page Layout that I have placed on the Opportunity Page and remove the Category field. This is a Lightning Action, but I am unable to find where I can change this layout. I am using the Standard button for New Event and there are no Record Types and only 1 Page Layout on the Event object.  Any suggestions on where to look? 

 

Update Page Layout for New Event Tab on Opportunity

 

#Lightning Experience Customization

3 件の回答
  1. 2024年3月12日 15:14

    @Angela Moran

     

    You can go to Setup -> home -> search global Action -> click on Global Action -> click on the New Event -> Click Edit Layout -> Click on Save.

     

    Thanks! 

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