Hi Bhuvanesh,

The following text may help you if you get stuck during the challenge. I recommend that you do this challenge on your own.

Organizational Chart – Roles and Hierarchy

Firstly, create a hierarchy like the one displayed on the figure below.

Also, create one user Camila Martinez and assign the Sales Operations Role for her – we will need this user in the last challenge.

Custom Objects

It’s easy enough for everyone to do this bit. Create two custom objects Hobby and Contact Hobby. Since Contact Hobby is a Junction Object, create two Master-Detail relationships – for Contact and Hobby objects.

Data Import

For the load, I strongly recommend using Dataloader.io tool, it has an intuitive interface, even if it your first time using it. Look for the “Login with Salesforce” button on top of their page to start.

First – load the account records, you need to use the following columns from the Contacts and Accounts tab in the Excel sheet provided:

• Account Name
• Billing Street
• Billing City
• Billing Zip
• Billing State
• Billing Country
• Rating

After all the contact is loaded, move on to contacts. Create First Name and Last Name of Contact Name.  You can easily separate first and last name in Excel. Add an empty column next to Contact Name column, then highlight the Contact Name column and in Excel menu, navigate to Data -> Text to Columns -> choose ‘Delimited‘ option and select ‘Space’ on next screen.  Here are the columns needed for this bit.

• First Name
• Last Name
• Contact Title
• Mailing Street
• Mailing City
• Mailing Zip
• Mailing State
• Mailing Country
• Phone Number
• Email
• Account Name – in mapping, map to Account ID – lookup via Account Name

Let’s move to Opportunities, we utilize the following information:

• Opportunity Name
• Type
• Amount
• Close
• Date
• Stage
• Probability (%)
• Account Name – in mapping, map to Account ID – lookup via Account-> Account Name

For Hobbies, you just need the Hobbies Name field to go ahead with the import.
Contact Hobby – we need just two fields:

• Contact Name – map it to Contact ID field – lookup via: Contact -> Full Name
• Hobby – map it to Hobby ID field – lookup via Hobby -> Hobbies Name

Perfect – now we are ready to check the first challenge of the Reports & Dashboards Specialist Super badge. Good luck.

Hope this helps.

Kindly mark this as solved if the information is helpful.

Thanks,
Nagendra