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In Protect Your Data in Salesforce - > Set Up Account Teams trailhead module, I have completed all the steps that are given and when trying to verify it is showing  below error.

 

"We couldn’t find 'Sales Engineer' in a team role. Review the instructions for creating the 'Sales Engineer' role."

 

But the 'Sales Engineer' role is added to the Team roles and Amy daniels user is assigned as sales engineer. I have tried new playgroung and private window, still the same error. 

 

Please help me on this.

4 answers
  1. Aug 31, 2023, 7:33 AM

    Hi @Vishnu Varthan A K ,

     

    The default team should be like this:

     

    Hi , The default team should be like this: https://developer.salesforce.com/forums/?https://developer.salesforce.com/forums/?id=9060G0000005fCTQAY

    I reviewed the issue further in your org and it seems you didn't add the default team in the Account Team related list under Edge Communications. You have to click the Add Default Team button under Account Team related list in Edge Communications contact record as shown in the below screenshot:

     

    image.png

    And this will add Amy Daniels user to the Account Team related list who has Sales Engineer role and then challenge works as expected. I have already added it in your org and you can verify the challenge again.

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A94QCSAZ

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