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Thomas DennisThomas Dennis 

Lightning Experience Rollout Specialist Superbadge Step 4


Challenge number 4 is described as:
As described in the requirements, customize Accounts so sales reps see a highlight of the details they care about most, while Paloma sees a highlight of the details she cares about.

important account details for sales reps are:
• The account’s name
• How many employees work at the account
• What phone number to use for calling the account
• Rating of how easy it is to do business with this account

Paloma’s priorities when working with accounts are:
• The account’s name
• The type of account
• What phone number to use for calling the account
• Parent account name, if any

Customize Accounts so sales reps see a highlight of the details they care about most, while Paloma sees a highlight of the details she cares about.

Attempted solution: I would achieve this by modifying the compact layout which in turn updates the highlight panel component on account record detail pages

User-added image

Attempted solution 2: The two profiles that are created by setting up the org for this challenge are Custom: Sales Profile (for sales reps) and the user Paloma uses just Standard Platform User. I tried modifying their respective page layouts to isolate the fields they required into a new section as well as dragging them into the highlights section of page layout but it still yields an error.

Error on both solution attempts:
User-added image
Best Answer chosen by Thomas Dennis
Eric Olson 45Eric Olson 45
Looks like the only way to pass this is to create an additional record type on Account and assign compact layouts accordingly. Seems like a horrible approach, but that was the answer here: https://developer.salesforce.com/forums#!/feedtype=SINGLE_QUESTION_SEARCH_RESULT&id=9060G000000MOtEQAW

All Answers

Eric Olson 45Eric Olson 45
Looks like the only way to pass this is to create an additional record type on Account and assign compact layouts accordingly. Seems like a horrible approach, but that was the answer here: https://developer.salesforce.com/forums#!/feedtype=SINGLE_QUESTION_SEARCH_RESULT&id=9060G000000MOtEQAW
This was selected as the best answer
LJ-DevLJ-Dev
Totally agree, terrible solution, doesn't make sense but thank you for the guidance @eric! 
Joanna Knott 44Joanna Knott 44
To complete this challenge, create two Account Record Types, then two Compact Layouts, and then assign the Compact Layouts to the Record Types. Make sure the record types are assigned to the correct profiles too.