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#Trailhead Challenges2,490 discussing

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I'm trying to create a custom Opportunity List View in Salesforce Lightning, filtered by Stage (Proposal/Price Quote or Negotiation/Review) and Probability (greater than or equal to 50%). However, I’m unable to select StageName or Probability fields in the filter options.

I’ve checked the field-level security settings, but the fields are not appearing for filtering. Could you assist in ensuring these fields are visible and available for use in list views? 

 

#Trailhead Challenges

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I have followed all the steps for Customize your Homepage and troubleshooting tips i.e. cleared  the browser cache, cookies etc, used a different playground and followed all the steps but I still keep getting this error. ie Ensure that you moved the Case object from the Available column to the Selected column.

38 answers
  1. Dec 21, 2022, 3:21 AM

    Hi,

    I am doing the Salesforce Admin course in that first Project which is after the Salesforce platform basics module, where Customize home page is the first hands on. I have followed all steps properly but could not get points and I am not only getting points only these hands on but next two also, 1) Create a unique account list view,2) Create chatter groups.

    Please suggest a solution.

    I look forward to hearing from you.

    Thanks and regards,

    Rajeshri Palkar.

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Here is are the steps mentioned: Let’s follow along.

  1. From the App Launcher , find and select Energy Consultations, then click the Energy Audits tab.
  2. Open the All list view.
  3. Select Burlington evaluation.
  4. From the Setup menu , select Edit Page

    The page opens in the Lightning App Builder.

  5. In the page properties, change the Label to Energy Audit Record Page for Sales.
  6. Change the API Name to Energy_Audit_Record_Page_for_Sales.
  7. Click the Details tab on the canvas, then click the Record Detail component (where the fields are). 

    There are all the fields for the Energy Audit object. But they’re all in one non-customizable block. With the click of one button, we can change that.

  8. In the properties pane, click Upgrade Now to start the Dynamic Forms migration wizard.

 

I am stuck in Step 7. I click on the "Details" tab in what I believe is my canvas. Then I click on the "Record Detail" under my components in the left bar. After this I only get a Warning notification; "Select an insertion point for the component, either in an empty region, or before or after another component." I am a bit confused on what I need to do for step 7 and would appreciate any help. 

Here is a screenshot with circles around what I'm clicking. 

 

For those who have completed the Customize Record Page Components and Fields module, I need some guidance.

 

 

 

#Trailhead Challenges

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11 answers
  1. Nov 17, 2018, 10:48 AM
    Hi

     

    Thanks for coming back to me.

     

    This is the error that i am getting and it comes from Admin Beginner, lightning Experience customization > create and customize list views

     

    The 'High Probability Opportunities' list view does not appear to be configured correctly. It should show only opportunities whose stage is 'Proposal/Price Quote' or 'Negotiation/Review', and whose probability is greater than or equal to 50%.

     

    My Trailhead Playground 3

     

    Launch

     

    Check challenge to earn 500 points
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Admin Beginner > Lightning Experience Customization > Customize Record Page Components and Fields

 

The exercise within this challenge lists the following: 

Let’s follow along.

  1. From the App Launcher , find and select Energy Consultations, then click the Energy Audits tab.
  2. Open the All list view.
  3. Select Burlington evaluation.

But I do not have a Burlington evaluation listed under Energy Audits. Have I missed a step somewhere? 

 

 

Unable to Complete 'Create a Custom Lightning Record Page'

 

 

 

#Trailhead Challenges

4 answers
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Hello everyone,

I've been stuck on this for a few weeks and I don't know what do. I've go through previous steps and ensured everything is done correctly:

 

I'm doing the SF Admin Prep trailhead, and am stuck on this module: Customize a Salesforce Object>Customize Record Pages: Here are the instructions:

 

Adjust the Fields on the Page

Begin by modifying the default account page to display sales region and support plan information in separate sections.

  1. From the App Launcher (), find and select Sales, then click the Accounts tab.
  2. Open the All Accounts list view.
  3. Select Edge Communications.
  4. From the Setup menu (), select Edit Page. The page opens in the Lightning App Builder.
  5. In the page properties, change the Label to Customer Account Page.
  6. Change the API Name to Customer_Account_Page.
  7. On the canvas, click the Details tab.
  8. Click the Record Detail component inside the Details tab.
  9. In the property pane, click Upgrade Now to upgrade the page to use Dynamic Forms.
  1.  
  1. This will allow you to add, remove, and customize the location of individual fields on the page instead of having to display them in a single block.
  2. Click Next.
  3. Select Account Layout, then click Finish.
  4. Click the Fields tab in the palette.
  5. Drag a Field Section component onto the canvas and drop it just above the Additional Information section in the Details tab.
  6. In the property pane, change the Label of the section to Sales Region.
  7. Add another Field Section component below the Sales Region section.
  8.  In the property pane, change the Label of the section to Support Plan Information.

In the property page, when I try to change the label of the section, I'm not able to find "Sales Region" in the list provided.

 

Can someone please help - I truly appreciate your help here.

 

Thank you,

 

David

 

#Trailhead Challenges

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In the very beginning of the training it says, "Let’s follow along.

  1. From the App Launcher , find and select Energy Consultations, then click the Energy Audits tab.
  2. Open the All list view.
  3. Select Burlington evaluation.
  4. From the Setup menu , select Edit Page.
  5. The page opens in the Lightning App Builder."

I can't find "Energy Consultations" in my App Launcher.  I also can't find "Burlington evaluation" in the Energy Audits list. Which effects future parts of this lesson.

 

Next under the "Audit Page" step, it says: 

  1. From Setup, click the Home tab.
  2. Enter App Builder in the Quick Find box, then select Lightning App Builder.
  3. Click Edit next to the Energy Audit Record Page for Sales page.
  4. Click Activation.

and I can't find the "Energy Audit Record Page for Sales Page" in my Lightning App Builder.

 

#Trailhead Challenges  #TrailblazerCommunity  #TrailblazerCommunityHelp  #Trailhead

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Hi everyone,

 

I'm working on the "Customize the User Interface for a Recruiting App | Create a Custom Position Record Page" module, and I'm having trouble with the verification step. I've successfully added the Record Type field to the Information section of the Technical Position Page, and I can see it in the page layout editor. However, when I try to verify the step in Trailhead, I get an error saying it can't find the Record Type field in the Information section. Also I've carefully reviewed the instructions and confirmed that the Record Type field is indeed present in the Information section in the page layout editor. I've even tried deleting and re-adding the field, but the verification still fails.

 

I've attached screenshots showing:

  • The Record Type field in the Information section of the page layout editor.
  • The error message I'm receiving from Trailhead.

Has anyone else encountered this specific verification issue, even when the field is visibly present? Any insights would be greatly appreciated!

 

Thanks in advance.

Trailhead Verification Failing: Record Type Field Present on Technical Position Page (

 

image (1).png

 

 

#Trailhead Challenges

8 answers
  1. Jan 15, 6:12 AM

    Thanks everyone! I resolved the issue by creating a new organization specifically for that module and redoing that module only. 

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4 answers
  1. Nov 29, 2024, 4:16 AM

    Hello @B P,

    Before you can do this project, you must complete t the Build a Data Model for a Recruiting App, Customize the User Interface for a Recruiting App, Improve Data Quality for a Recruiting App, and Keep Data Secure in a Recruiting App projects. The work you do here builds on the work you complete in those projects.

    In your case the page is to be created in Customize the User Interface for a Recruiting App > Create a Custom Position Record Page

     

    Make sure you have followed the below steps:

     

    Create a Record Page for Technical Positions

    Next, create a new record page for technical positions that shows the Operating System and Programming Language fields in a separate section.

    1. Click to open the App Launcher, then click Recruiting.
    2. Click the Positions tab.
    3. Click one of the existing positions in the Recently Viewed list.
    4. Click , then select Edit Page. This is a shortcut to get into App Builder and clone the default record page for the Position object.
    5. Enter Technical Position Page as the Label.
    6. Enter Technical_Position_Pageas the API Name.
    7. Click Save, then click Not Yet.
    8. Click the Details tab, then select the Record Detail component inside the tab.
    9. In the properties pane, click Upgrade Now to start the Dynamic Forms migration wizard.
    10. Step through the wizard, select Position Layout, then click Finish.
    11. Drag the Record Type field from the palette into the Information section and drop it just below the Department field.
    12. Drag a Field Section from the palette and drop it just below the Information section.
    13. For Label, enter Technical Skills.
    14. For Columns, select 1-Column.
    15. Drag the Operating Systems and Programming Languages fields into the new Technical Skills section.
    16. Save the page.

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000J6E4N0AV

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Hi Trailblazers,

I'm currently working on the "Customize Opportunity Stages" module in Trailhead, and I’m stuck because I can’t find the United Oil Office Portable Generators record in the Opportunity object.

Here’s what I’ve tried so far:

  1. Searched for the record globally.
  2. Checked the Opportunity list views.
  3. Ensured I’m in the correct Trailhead playground.

Despite this, I’m unable to locate the record. Do I need to create this Opportunity manually, or am I missing something? Any guidance would be greatly appreciated!

Thanks in advance!

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