#Trailhead Challenges2,417 discussing

Hi , 

Are the following settings correct? 

Greetings @Chelsea Jordan, You do need to turn off the enhanced view of your profile first in order to access the UI that Mykhalio shown.  

First go to SetUp --> Search For User Management Settings --> Disable the Toggle Button for 

Enhanced Profile User Interface 

Hi , 

There may already be a record page with the same name.

Goto Setup --> Lightning App Builder  

Try renaming or deleting the existing record page 

Hi @han shi

Hope you are doing well, 

The "Existing Record Type" checkbox determines the base settings for the new record type you are creating. When you select an existing record type (e.g., "Product Support") instead of "Master," Salesforce copies the picklist values, page layouts, and other settings from the selected record type to the new one. 

This saves time because you don’t need to configure everything from scratch. You only need to make adjustments specific to the new record type.

In your example, "Product Support" is selected as the existing record type for the Inquiry Process because it likely has picklist values or layouts similar to what is needed, whereas "Master" is a blank template with no preconfigured settings. 

I hope you find this answer helpful. 

Regards,  

Sunny Patwa

@satya surya teja Kolli,

Sure! It looks like you're working through the "Customize the User Interface for a Recruiting App" challenge, and you're at the part where you need to create a Custom Review Record Page and assign values to fields in a Review record.

Let's go step-by-step through the challenge to help you complete it.

Steps to Complete the Challenge

1. Open the Recruiting App:

• Click on the App Launcher (the grid icon in the top-left corner).
• In the search bar, type "Recruiting" and click on the Recruiting app when it appears.

2. Open the Reviews Tab:

• In the Recruiting app that opens, you should see a Reviews tab in the navigation bar (if the app is set up correctly).
• Click on the "Reviews" tab.

3. Create a New Review Record:

• Once you're in the Reviews tab, you should see a button labeled New (usually located at the top-right of the Reviews page).
• Click "New" to create a new Review record.

4. Fill in the Core Competencies, Leadership Skills, and Experience Fields:

• When you create the new Review record, you will be presented with a page that has several fields.
• Locate the fields for Core Competencies, Leadership Skills, and Experience (these are likely custom fields on the Review object).
• Assign values to each of these fields. Depending on how the app was configured, these fields might be picklists or text areas, so just enter valid values for each.

5. Select the Job Application:

• Look for the Job Application field on the Review record page.
• This field is likely a Lookup field, which will allow you to search for an existing Job Application record.
• If you created a Job Application record in the previous unit, you should be able to search for and select the Job Application you created earlier.
• Select the correct Job Application record.

6. Save the Record:

• After entering the values into the required fields (Core Competencies, Leadership Skills, Experience, and Job Application), click Save.

Troubleshooting Tips:

• Ensure the Fields are Available: If you don't see some of the fields (Core Competencies, Leadership Skills, etc.), make sure the Review object has those fields created and that they are not hidden or restricted by profile permissions.
  • Check if these fields are visible by going to Setup → Object Manager → Review → Fields & Relationships.
• Check Field Values: Make sure that the values you're entering into the Core Competencies, Leadership Skills, and Experience fields are valid and conform to any picklist or validation rules that might be set.
• Job Application Lookup: If you're unable to select the Job Application, make sure you've actually created a Job Application record in the prior unit and that it's visible to your user profile. Also, ensure that the Job Application lookup field is pointing to the correct object.

Review the Custom Page Layout (if needed):

If the fields aren't visible or you want to customize the page more, you might need to customize the page layout for the Review object:

1. Go to Setup → Object Manager → Review → Page Layouts.
2. Ensure that the fields you're working with are on the layout and are visible to the appropriate profiles.

Additional Resources:

If you're still stuck, you can consult these resources:

• Salesforce Object Manager Guide
• Customizing Page Layouts

Let me know if you need more help with this! Good luck with your challenge!

If you think this helps please mark Answer as Useful so that it will help others as well

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configure page layouts and record types