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Topics#Trailhead ChallengesJamie Ip's Question
Jamie Ip (Deloitte Salesforce Wave Program) asked in #Trailhead Challenges
Feb 6, 2024, 11:54 PM

Create Assignment Rules

Hi everyone,

 

I am trying to complete this challenge:

https://trailhead.salesforce.com/content/learn/projects/customize-an-org-to-support-a-new-business-unit/automate-your-business-process?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-administrator-credential

 

While I try to create a new billing support case to test the assignment rule, I added the contact "Sean Forbes" since it is not in the contact list. But when I tried to save the case, the system doesn't recognize the name and gave me this error. Did anyone has this problem before and how to solve it? Thanks

Create Assignment Rules

3 answers
  1. Keiji Otsubo
    Feb 6, 2024, 11:58 PM

    Hi @Jamie Ip ,

     

    I have found out the problem where we need to update. 

    In the Field & Relationship tab of the Case Object, click edit the Contact Name Field. Then, under Filter Creteria, select the options as in the attached image that and click save. 

    Then you can create a record by clicking Sean Forbes name under Contact Object and clicking new in Case in Related tab. Thus, it will appear as saved in the Case object as well. 

     

    Hi , I have found out the problem where we need to update. In the Field & Relationship tab of the Case Object, click edit the Contact Name Field.

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000Jfsf0

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