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Admin Beginner Reports & Dashboards :Challenge Not yet complete... here's what's wrong: The 'LEAD Trend by Source' dashboard component is not a pie chart.
Hi all,
The question is
Install an AppExchange dashboard package and make updates to one of the dashboards.
You’ve been asked to create a new Lead trending dashboard. Rather than creating the dashboard from scratch, install a CRM adoption dashboard package from the AppExchange into your Developer Edition environment and update one of the dashboard components as specified below. (Note: While it's a best practice to always clone a dashboard before you modify it, for this example, you can go ahead and modify the dashboard directly).
Install Salesforce Adoption Dashboards from the AppExchange into your Developer Edition.
Refresh the '3 - Sales & Marketing Adoption' dashboard in the 'Salesforce Adoption Dashboards' folder at least once.
In '3 - Sales & Marketing Adoption' dashboard, change the dashboard component for 'New LEAD Trend by Source' to a pie chart and set the wedges to Lead Source.
The thing that I did:
The Error I am getting:
Challenge Not yet complete... here's what's wrong:
The 'LEAD Trend by Source' dashboard component is not a pie chart.
With Regards,
Nisha
The question is
Install an AppExchange dashboard package and make updates to one of the dashboards.
You’ve been asked to create a new Lead trending dashboard. Rather than creating the dashboard from scratch, install a CRM adoption dashboard package from the AppExchange into your Developer Edition environment and update one of the dashboard components as specified below. (Note: While it's a best practice to always clone a dashboard before you modify it, for this example, you can go ahead and modify the dashboard directly).
Install Salesforce Adoption Dashboards from the AppExchange into your Developer Edition.
Refresh the '3 - Sales & Marketing Adoption' dashboard in the 'Salesforce Adoption Dashboards' folder at least once.
In '3 - Sales & Marketing Adoption' dashboard, change the dashboard component for 'New LEAD Trend by Source' to a pie chart and set the wedges to Lead Source.
The thing that I did:
The Error I am getting:
Challenge Not yet complete... here's what's wrong:
The 'LEAD Trend by Source' dashboard component is not a pie chart.
With Regards,
Nisha
Install Salesforce Adoption Dashboards.
Salesforce Adoption Dashboards---->View Component---->3 - Sales & Marketing Adoption--->Refresh---->drag the pie diagram to the LEAD Trend by Source-------->Components----->Wedges----->Lead Source.
With Regards,
Nisha.
All Answers
Actually, I did that.
The error is :Challenge Not yet complete... here's what's wrong:
The 'LEAD Trend by Source' dashboard component is not a pie chart.
I named the dashboard as 'LEAD Trend by Source'.
With Regards,
Nisha
Install Salesforce Adoption Dashboards.
Salesforce Adoption Dashboards---->View Component---->3 - Sales & Marketing Adoption--->Refresh---->drag the pie diagram to the LEAD Trend by Source-------->Components----->Wedges----->Lead Source.
With Regards,
Nisha.
That is correct.
With Regards,
Nisha
I am stuck in the same challenge, were you able to solve it. If so can you explain me?
I also experienced the same error on the last challenge for the Admin Beginner module.
I renamed the title, changed the wedges from "Lead Source" to "Created Month" (thinking this might work), saved then refreshed the dashboard - didn't work. So I reverted setting the wedges to "Lead Source" again, saved then refreshed - nogo.
I'm not sure if it's because of my persistence clicking the Check Challenge button after I saved and refreshed or if it's because I also reverted the settings under the Formatting tab that I finally passed the challenge (that is, leaving all the graph settings to default - except for the wedges, as instructed in the specs).
Hope this helps.
- Randy, Trailhead newbie
I faced the same issue too, I don't think that is my mistake.
Here is the issue I faced:
I cloned the DB and updated only the original DB, so TH showed the error when I challenge it.
This issue got resolved After updating the Cloned DB as well.
To identify the issue, it took 30 mins for me....... crazy
Hi everybody. HELLLPPPP I have the same problem... In fact, it's worth : the is no "Lead Source" text so I can't us it !
I was very confused by this one, because I was attempting to edit the graph from the wrong location. I hope the screenshots below will help others avoid the mistake I made.
To change the graph, do not click on the graph itself. When you click on what I've X'ed out in red below, you can navigate to a dialog box that looks very similiar to the ones shown by Anand and Randy above, but it does not have the checkbox at the top, and has fewer options. Editing the graph this way was not accepted by Trailhead.
Instead, click the edit button at the top.
Then you will see the view that Taiwo Aladeojebi mentions above. Drag the pie chart on the left to the New LEAD Trend by Source.
Trailhead verified this and awarded me the points without me making any further edits to the pie chart. However, you can click the little wrench at the top of the pie chart section, and you will see the dialog box shown by Anand and Randy in the posts above if you need to make more edits.
I hope this clears up some confusion about where the edit needs to be made to be verified by Trailhead.
I tried the options mentioned above, but nothing worked for me. Not sure how do I clear this issue.
Any solution is much appreciated.
Thanks
Challenge Not yet complete... here's what's wrong:
The '3 - Sales & Marketing Adoption' dashboard wasn't found. Make sure that you've installed the 'Salesforce Adoption Dashboards' AppExchange package and refreshed that dashboard
Error:Challenge Not yet complete... here's what's wrong:
The '3 - Sales & Marketing Adoption' dashboard wasn't found. Make sure that you've installed the 'Salesforce Adoption Dashboards' AppExchange package and refreshed that dashboard
\
I tried to follow the tips above, but I didn't solve
I did all the stages :
- Install Salesforce Adoption Dashboards from the AppExchange into your Developer Edition.
- Refresh the '3 - Sales & Marketing Adoption' dashboard in the 'Salesforce Adoption Dashboards' folder at least once.
- In '3 - Sales & Marketing Adoption' dashboard, uncheck the 'Use chart as defined in source report' box. Change the dashboard component for 'New LEAD Trend by Source' to a pie chart and set the wedges to Lead Source.
But I have the same error : "Challenge Not yet complete... here's what's wrong:
The '3 - Sales & Marketing Adoption' dashboard wasn't found. Make sure that you've installed the 'Salesforce Adoption Dashboards' AppExchange package and refreshed that dashboard"
I tried some tips but I can't validate this step
Katherine,
Did you create the chart directly in the report builder, or did you create it through the dashboard? I ask, because others have had success resolving your issue by unchecking the "use chart as defined in source report" button, as discussed in this thread: https://developer.salesforce.com/forums/?id=906F0000000DDsuIAG. Also, double check and make sure the wedges are set to "Lead Source" in the pie chart (which it looks like they are).
Here is my solution and it worked!
1) Go to developer.salesforce.com and sign up a DE edition
2) you'll get an email to verify your account and set up pw
3) Go to Trailhead and launch deverloper version with the new account
4) Redo the task and it shows 'Challenge Complete"!
1.
2.
3.
Hi everyone, I'm getting the same error message: "The '3 - Sales & Marketing Adoption' dashboard wasn't found. Make sure that you've installed the 'Salesforce Adoption Dashboards' AppExchange package and refreshed that dashboard"
I've tried all the steps above but this is the problem:
I've uninstalled and reinstalled the app several times and even tried to login in a private browser. Nothing is working. Please help!
@Hiran- I get the same error; I'm pretty sure this excercise is bugged. I'm experiencing the same issue and have not been able to resolve.
I will try one last step in uninstalling the package, then reinstall, and finally try the excercise again.
Hopefully this gets examined in the mean time.
Best,
N. Brown
https://trailhead.salesforce.com/modules/reports_dashboards/units/reports_dashboards_appexchange
The instruction link, Salesforce Adoption Dashboards, takes me here: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000004gHhLEAU
*** Every time I've tried this... it takes me to my a) Production enviroment ... https://na40.lightning.force.com/....
OR my Sandbox environment: https://test.salesforce.com/...
**** But I cannot install on my trailhead environment....https://brave-raccoon/....so, I can't complete the rest of the steps. I'm not the only one having this issue (see above)...
I've tried going through developer.salesforce.com login... to no avail...
*** Can someone please help??? ... **** Can someone at Salesforce please fix this???
There are three of us on our staff that can't get past it....
Thanks
Jarrell
Here are some more links...
"Install an AppExchange dashboard package and make updates to one of the dashboards." bugged - Salesforce Developer Community
https://developer.salesforce.com/forums/?id=906F0000000BMXoIAO
Error in Hamds on challenge - Salesforce Developer Community
https://developer.salesforce.com/forums/?id=9060G000000MSe8QAG
Admin Beginner Reports & Dashboards :Challenge Not yet complete... here's what's wrong: The 'LEAD Trend by Source' dashboard component is not a pie chart. - Salesforce Developer Community
https://developer.salesforce.com/forums/?id=906F0000000DDsuIAG
Salesforce Developers | API Documentation, Developer Forums & More
https://developer.salesforce.com/
Install an AppExchange dashboard package and make updates to one of the dashboards - Salesforce Developer Community
https://developer.salesforce.com/forums/?id=9060G000000MRP7QAO
Install an AppExchange dashboard package and make updates to one of the dashboards - YouTube
https://www.youtube.com/watch?v=IFdz4TLvVlc
I had to "Enter an Alternate Domain" and use the full name of my trailhead domain:
Not this: https://brave-raccoon-111111.com
But this: https://brave-raccoon-111111-dev-ed.lightning.force.com
(where 111111 would be the number of your trailhead URL)
PROBLEM SOLVED!!!
I have also been struggling a lot to achieve this.
When you are deploying the package you should select the second option i.e, For Admin and all other users
doing so will give you option to edit the Dashboard (use classis view) and change the report accordingly.
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Delete failed. First exception on row 0 with id 5007F00000KBnpiQAD; first error: DELETE_FAILED, Your attempt to delete 00001037 could not be completed because it is associated with the following caseinprogresstimes.: a017F00000gUEVy : []
The 'Web Leads' report is not using Leads as the report type.
It's not true. I have created a Report with Lead Report Type. I CAN'T COMPLETE THE MODULE. I'M BLOCKED!!!
1) You will need to do it in Salesforce Classic
2) When you install the package "Salesforce Adoption Dashboards" choose : "For all users" (If you choose "For admin only" you will not get the "Edit" button
3) Clic on "Edit" button and then modify the component "New Lead Trend by source"
4) You need to uncheck the option "Use chart as defined in source report" and then you will have access to pie chart
5) Change the wedges to "lead source."
Done.
1) Uninstall the package "Salesforce Adoption Dashboards". Do this by going to Setup, searching for "Installed" on quick box and click on Installed Packages. Select Uninstall.
2) Once this is done go back to appexchange and re-install Salesforce Adoption Dashboards.
3) when back to the home page before even accessing the dashoboard change it Salesforce Classic. Continue as per post above.
If you're like me, who completed most of the exercises in Lightning you'll struglle with the classic view but be patient and you'll get throught this.
This finally worked for me.
Finally, I have completed my challenge using "For all users" ("For admin only" I did not get the "Edit" button) during the installation of Sales & Marketing Adoption package.
After installation, edit the Dashboard and then modify(click wrench) the component "New Lead Trend by source"
Remaining steps are same as mentioned by Oscar Escobar.
Done :)
1) Uninstall and delete the dashboard package.
2) Close all google chrome instances and open new incognito window.
3) Create new playground and reset its password. Note the username and password somewhere.
4) After resetting the password, you will be automatically logged in with that new password via link in email.
5) Use salesforce classic for this task. Install package by going to app exchange. (Don't click on the link provided to install step up in trailhead.)
6) During installation you will be asked for relogin. Please enter the username and password which we have noted in step 3 above.At one place you will be asked to select either Production or Sandbox installation. Select production and give access to ADMIN only.
7) After successfull installation, go to dashboard and refresh it.
8) Click on the report component and edit the chart only by clicking on edit button.
9) Choose pie chart and set the wedges to "source". Save it.
10)Imp. Now go to dashboard list,refresh & select the dashboard and click on an tools icon above the piechart component.
11)Imp. Select piechart and wedges here again, click save and run report.
12) Before clicking on verify step button, refresh the page. Done.
Go to the Salesforce Adoption Dashboards folder, and click the Edit button
Then it opens up the setting, and you can change the New Lead Trend to Pie Chart! Remember to save the Dashboard!