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#Trailhead Challenges1,717 discussing

Hands-on challenges are the “secret sauce” of Trailhead. Before searching for solutions to superbadge challenges, review the Salesforce Certification Program Agreement and Policies. ** NOTE ** : If you were able to get a response that solved your issue, please mark it as the 'Best Answer' to help other Trailblazers. If the issue persists after 48 hours, create a Trailhead Help case at https://help.salesforce.com/s/support for further assistance.
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Pooja Balsara
Mar 16, 9:36 PM
Create Report and Dashboard Folders - prompt asking to share roles that don't exist

Here's the section I'm working on.  

 

Create a new dashboard folder called Global Sales Dashboards:

  1. Click the Dashboards tab.
  2. Click New Folder and enter the details.
  3. For Folder Label, enter Global Sales DashboardsCopy.
  4. Click in the Folder Unique Name text box to auto-populate the unique name. Don't worry, the unique name of this folder isn't checked.
  5. Click Save.

Share all the new folders with the Sales team:

  1. Click Created by Me under Folders.
  2. Click the arrow to the right of the Global Sales Dashboards folder, and select Share from the menu.
  3. From the Share With dropdown, select Role and Internal Subordinates.
  4. In the Search Roles... box enter and select Channel Sales TeamCopy, Eastern Sales TeamCopy, and Western Sales TeamCopy.
  5. Leave Access as View, and click Share.

When I search for the roles like Channel Sales Team, I don't have them. I don't think it was part of a previous exercise for the Trailhead either.  

 

#Trailhead Challenges  #Trailhead

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Yang Yaocen
Jun 11, 7:31 PM
"A report of type 'Discovery' could not be found." How can I resolve this?

I finished completing the activity "Create a report, a report chart, and a dashboard," but when I checked the completed activity, this message appeared: 

"A report of type 'Discovery' could not be found." 

 

How can I resolve this? 

 

#Trailhead Challenges

2 answers
  1. Abaid Ur Rehman
    Jun 11, 8:33 PM

    Hello @Yang Yaocen,

     

    This error usually means the challenge validator couldn't find a report with the expected "Discovery" report type, even if you've completed the steps. 

     

    I'd suggest checking:

    • Whether the report was created using the correct report type specified in the challenge.
    • That the report and dashboard were saved successfully and not left in a private folder.
    • If everything looks correct, try deleting and recreating the report, then run the challenge check again.

    I've seen Trailhead validation occasionally fail due to metadata sync delays, so logging out and back in or waiting a few minutes before rechecking can also help.

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Kiran Kharade - Vashi Integrated Solution Ltd (6X Salesforce Certified || Trailhead Ranger || at Vashi Integrated Solution Ltd)
May 26, 10:11 AM
CPQ Report Access for Non-CPQ Users

We have around 900 users in the system, and out of those, approximately 130

users have CPQ access and can view CPQ-related data. 

 

However, many users who do not have CPQ access also require visibility to these reports. Could you please suggest how we can provide CPQ report record access to non-CPQ users without granting them full CPQ access? 

 

Please advise on the best possible approach. 

 

#Trailhead Challenges

2 answers
  1. Hasan Mustafa (Folio3)
    May 26, 12:00 PM

    @Kiran Kharade - Vashi Integrated Solution Ltd depends on what you mean by "view CPQ report data."

    If the users need to open reports that are built directly on CPQ objects such as CPQ Quotes, Quote Lines, Subscriptions, Contracts, or other SBQQ__ package objects, then report folder access alone will not solve it. They still need the required object, field, record, and package/license access behind those reports. Salesforce’s CPQ permissions guidance states that CPQ access is controlled through CPQ licenses and package-specific permission sets (Get Started with Salesforce CPQ Permissions)

     

    Recommended option is to give CPQ licenses only to users who need direct access to CPQ records, then create a restricted read-only permission model for them as much as CPQ allows.

     

    For non-CPQ users, the safer approach is not to expose the CPQ objects directly. Create a separate reporting layer, such as a custom reporting object, summary object, scheduled snapshot, CRM Analytics dataset, or exported BI dataset, containing only the fields they are allowed to see. Then report on that object/dataset instead of the live CPQ package objects. That gives visibility without opening full CPQ record access.

     

    A dashboard with a running user may work for high-level summary visibility, but it should not be treated as a clean replacement for proper CPQ licensing or record access, especially if users need to drill into report details. 

     

    My recommendation is: direct CPQ report access usually requires CPQ access. For non-CPQ users, create a controlled summary/reporting layer and expose only the required CPQ data there. 

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Luciano Justina (Coordenador de Projetos de TI na Natura | BRM | Gestão de Projetos at Natura)
Mar 11, 3:22 PM
Stuck on "Filter Your Report" Challenge - Filter Logic/Translation Error

Hi everyone,

I'm having a persistent issue with the "Filter Your Report" challenge in the "Reports & Dashboards for Lightning Experience" module.

Despite following all instructions, I keep receiving the error: "The filter for 'Sector' equal to Energy could not be found in the 'Case Status' report."

Here is what I've already tried:

  1. Renamed the report to Cases by Status and ensured the Unique Name is Cases_by_Status.
  2. Verified the filters:
      1. Industry equals Energy
      2. Industry equals Electronics
      3. Status not equal to Escalated
      4. Type equals Structural
  3. Applied Filter Logic: (1 OR 2) AND 3 AND NOT 4.
  4. Saved the report in the Public Reports folder.
  5. Switched Org language between Portuguese and English, but the error persists (sometimes mentioning 'Sector', sometimes 'Industry').
  6. Created a brand new Playground and recreated the report from scratch.

Even with the correct report name and filters, the validator seems to be looking for a report named "Case Status" or a field named "Sector" that doesn't match the UI.

Any tips on how to bypass this metadata mismatch? Thanks! 

 

#Trailhead Challenges

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Noorul Haseen.K (Developer at Vivekananda College of arts and science for women)
Feb 15, 1:36 PM
Topic:Create Reports and Dashboards for Sales and Marketing Managers – Step not yet complete. Subtopic:Create a Simple Custom Report.

I am facing an issue with this Trailhead hands-on challenge. 

 

The challenge error shows: 

"Could not find a report named 'opprtunities by Rep' in the 'Global Sales Reports' folder" 

and the step still shows "Step not yet complete". 

 

I have corrected the spelling and created the report with the exact name: 

"Opportunities by Rep". 

 

Report details: 

- Report Type: Opportunities 

- Filter: Close Date = Current FQ 

- Grouped by: Opportunity Owner 

- At least one record is visible 

- Report saved using Save and Run 

 

I refreshed the page, reconnected the playground, and also tried a new playground, 

but the challenge is still not getting validated. 

 

Kindly help validate or complete this hands-on challenge. 

Thank you.

 

#Trailhead Challenges

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