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Topics#Trailhead ChallengesPergunta de F Cristina Vieira D. C
F Cristina Vieira D. C (Alexander Maclean) perguntou em #Trailhead Challenges
2 de fev. de 2024, 15:58

Learn to Work in Financial Services Cloud->map client relationships

Hi, I am trying to complete the "Map client relationship" badge however it is giving me an error saying it cannot find a Claire Johnson with an occupation of CFP. Now there is no "Occupation" field when setting up a person account on the wealth management app however there is a "Tittle" field. Therefore I am unable to complete this challenge. Plr

Learn to Work in Financial Services Cloud->map client relationships

https://trailhead.salesforce.com/content/learn/modules/client-management-with-financial-services-cloud/map-client-relationships?trail_id=learn-to-work-in-financial-services-cloud&trailmix_creator_id=officialblaze&trailmix_slug=getting-started-with-financial-services-cloud-fsc

Screenshot 2024-02-02 155615.png

4 respostas
  1. Gudimetla Veera Venkata Satyanarayana (TATA Consultancy Services Limited)
    2 de fev. de 2024, 16:06

    @F Cristina Vieira D. C

    Actually I worked it out that I had inadvertently typed 'CFO' in the TITLE field, instead of the OCCUPATION field. It all worked fine after that correction.

     

    •  Make sure you have created a developer edition using the link provided by the module instructions.
    •  If you have not done so, you can create a developer edition using the provided link. 

    please refer the below similar thread and refer the below video to achieve your badge:

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