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Topics#Trailhead ChallengesKenneth Nuckols's Question
Kenneth Nuckols asked in #Trailhead Challenges
May 15, 8:49 PM

Is there a list of prerequisites for any given module?

My employer is consolidating tools to the Salesforce platform across many departments. As the company KM Manager, I have been tasked with migrating our existing knowledge base to Salesforce. I started the Setup & Manage Salesforce Knowledge unit, which is helpful. However, I've reached a point in the "Manage Cases Using Articles" section that presumes I should have set up certain custom cases previously.    The problem is there's nowhere I can find a list of Prerequisite Trails (e.g., before starting this module, you should complete X and Y). Does such a flow exist somewhere? While some departments have used Salesforce for other functions, it's a new tool for me and my team.     The Playground concept is fantastic, and I appreciate the hands-on, guided learning. But it's a little frustrating to reach a point that presumes something outside the module was already completed when it hasn't been done yet.    

1 answer
  1. Eric Burté (DEVOTEAM)
    May 15, 8:53 PM

    Hello @Kenneth Nuckols

     you don't need prerequisites here. Just make sure you have well created the case as requested at the beginning of the same unit ("Create a case" section, after the introduction).  

    Then make sure that you use a list view as "All Cases" allowing you to see all cases with no filters. 

     

    PS : below the instructions from the " Create a Case" section : 

    Create a Case

    Next, create an inquiry case for Edge Communications.

    1. In the Service App, click the Cases tab.
    2. Click New.
    3. If asked to select a Record Type, select Inquiry. (This is only applicable if you have completed the Set Up Case Escalation and Entitlements project.) If you do select inquiry, you’ll need to add the Articles related list to Inquiry Case Layout.
      • In Setup click Object Manager and select Case
      • In Case Page Layouts, if there is an Inquiry Page Layout, click edit.
      • Add the Articles related list to the page layout.
      • Click Save and Yes.
    4. Fill in the case information.
    • Contact Name: Rose Gonzalez
    • Account Name: Edge Communications
    • Case Origin: Phone
    • Subject: Solar PanelsCopy
    • Description: Solar Panels need maintenance work. How do I maintain my Solar Panels?Copy
    1. Click Save.

    Eric

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