#Trailhead Challenges2,399 discussing

Hi, @melissa vaughn

You are absolutely right: in Salesforce, you cannot directly use a Roll-Up Summary Field on the Case object to count Quotes, as Case is a child object of Opportunity (through a lookup relationship), and Roll-Up Summary only works for master-detail relationships. However, we can solve this using Record-Triggered Flow or Apex Trigger. 

1. Create a field Quote_Count__c on Opportunity (Number). 

2. Write a trigger on the Quote object:  

(example of Apex Trigger):

trigger QuoteCountTrigger on Quote (after insert, after update, after delete) {
    Set<Id> oppIds = new Set<Id>();
    if (Trigger.isInsert || Trigger.isUpdate) {
        for (Quote q : Trigger.new) {
            if (q.OpportunityId != null) {
                oppIds.add(q.OpportunityId);
            }
        }
    }
    if (Trigger.isDelete) {
        for (Quote q : Trigger.old) {
            if (q.OpportunityId != null) {
                oppIds.add(q.OpportunityId);
            }
        }
    }
    if (!oppIds.isEmpty()) {
        List<Opportunity> oppsToUpdate = new List<Opportunity>();
        for (AggregateResult ar : [SELECT OpportunityId, COUNT(Id) quoteCount 
                                   FROM Quote 
                                   WHERE OpportunityId IN :oppIds 
                                   GROUP BY OpportunityId]) {
            oppsToUpdate.add(new Opportunity(
                Id = (Id)ar.get('OpportunityId'),
                Quote_Count__c = (Decimal)ar.get('quoteCount')
            ));
        }
        if (!oppsToUpdate.isEmpty()) {
            update oppsToUpdate;
        }
    }
}

Sincerely, 

Mykhailo Vdovychenko 

Bringing Cloud Excellence with IBVCLOUD OÜ

Hi, @Abhishek .

You added Reservations, but it should be added to the Related tab.

As shown in this screenshot: Yours is located above the Related tab:

Sincerely, 

Mykhailo Vdovychenko 

Bringing Cloud Excellence with IBVCLOUD OÜ

Hi , 

I deleted the contact and account to start over. I added the task on the lead record before I converted and I was able to check off the challenge. So even though the challenge says you can add the New Task to the contact record if you already converted, that doesn't seem to be accurate. Once I deleted to re-do, I added the new task to the lead record before conversion and all worked fine.

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000Jg1wi

All l had to do was type Call Ms. Smith on the subject line instead of leaving it as CALL from the dropdown list .

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A9AAv

Hi, @Yvonne Riemeijer

Nothing to worry about, everything is fine. I also try to relax on weekends, but weekdays are busy with work.

So, thank you for the provided trigger code. I ran it in my system and encountered a similar error.I made some changes to it, and now everything is working. Please use this code, and the challenge will be completed.

trigger ClosedOpportunityTrigger on Opportunity (after insert, after update) {
    List<Task> tasksToCreate = new List<Task>();
    for(Opportunity oppty : Trigger.New) {
      if (oppty.StageName == 'Closed Won') {
          Task nwTask = new Task();
          nwTask.Subject = 'Follow Up Test Task';
          nwTask.WhatId = oppty.Id;
          tasksToCreate.add(nwTask);
      }
  }
    if (!tasksToCreate.isEmpty()){
           insert tasksToCreate;
      }
}

And, by the way, here's where the mistake was:

It was necessary to simply write outside the loop:

It was really interesting =)

Sincerely,

Mykhailo Vdovychenko

Bringing Cloud Excellence with IBVCLOUD OÜ

Hi ,

I'm going straight through the Prepare for Your Salesforce Administrator Credential Trailmix using a single Trailhead Playground and ran into this error today. But I was able to get this resolved relatively quickly thanks to all the comments from fellow Trailblazers, so I'd like to pitch in with what worked/what didn't work for me.

DIDN'T WORK: Service Setup > Object Manager > Account > Page Layouts > changing the "Page Layout To Use" to "Account Layout" for all of the profiles.

WORKED: 1. Service Setup > Object Manager > Account > Record Types (there should be 2 active ones; Customer Account and Partner Account) > try to disable the Customer Account one so you'll get the error message (below), along with a list of profiles that use that record type as the default. 

Example with Partner Account:

2. Once you know which profile(s) you want to change the default for, go to Setup > Profiles > choose the profile, scroll down to "Record Type Settings", and remove everything (except "--Master--", because something has to be selected).

Example:

I only had to do this with 2 profiles (I didn't have to edit the Partner Account profiles) so it was relatively quick and painless. Hope this helps someone out there!

Reference: https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000A98DcSAJ

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000JfCLGSA3

Hi, @Ravi Sharma

Try to create new Playground and retake this Challenge on it.

To create a new Agentforce/Data Cloud Org, you need to delete the current one, and only after that will you be able to create a new one.

To delete/disconnect Agentforce/Data Cloud Playground, you need to follow these steps:

https://youtu.be/xP8C2x961Vc 

1. Open the list of your Playgrounds (SF Orgs) at https://trailhead.salesforce.com/users/profiles/orgs.

2. Create a new "standard" Playground.

3. Once the Playground is created, you will be able to delete/disconnect the Agentforce/Data Cloud Playground.

Now you can create a new Agentforce/Data Cloud Org. 

Sincerely, 

Mykhailo Vdovychenko 

Bringing Cloud Excellence with IBVCLOUD OÜ