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Manuel Mizraim Trujillo
Error in Trailhead Creating Global Quick Actions
Hello I have this Error:
Challenge Not yet complete... here's what's wrong:
You do not have the correct account fields in the 'New Detailed Account' publisher action layout
but I've done all that indicates the trailhead:
Users sometimes want a more detailed way to add new Accounts. In order to make entry of new Account data more flexible, add a new global quick action with a new layout and new default values.
Create a new global quick action labeled 'New Detailed Account' to create an Account record.
Add the Account Name, Type, Rating and Fax fields to the action layout.
Add the new quick action to the global publisher layout.
Set the predefined value of the 'Type' field to 'Prospect'.
Could you help me?
Challenge Not yet complete... here's what's wrong:
You do not have the correct account fields in the 'New Detailed Account' publisher action layout
but I've done all that indicates the trailhead:
Users sometimes want a more detailed way to add new Accounts. In order to make entry of new Account data more flexible, add a new global quick action with a new layout and new default values.
Create a new global quick action labeled 'New Detailed Account' to create an Account record.
Add the Account Name, Type, Rating and Fax fields to the action layout.
Add the new quick action to the global publisher layout.
Set the predefined value of the 'Type' field to 'Prospect'.
Could you help me?
In mean time you can also check below post for same issue
1) https://developer.salesforce.com/forums/?id=906F0000000BPm4IAG
2) https://developer.salesforce.com/forums/?id=906F0000000BVXRIA4
3) https://developer.salesforce.com/forums/?id=906F0000000D7jNIAS
Goto Setup > Build > Global Actions > Actions and click the Label for the New Detailed Account Action you created
Click the New button in the lower Predfined Field Values section. You can add the value there.
Please check below post for step by step screen shot.
1) https://developer.salesforce.com/forums/?id=906F0000000BPm4IAG
2) https://developer.salesforce.com/forums/?id=906F0000000BT2gIAG
Step 1 :- Create a new global publisher action labeled 'New Detailed Account' to create an Account record.
Setup-> Global Action -> Action
Step 2:- "Add the Account Name, Type, Rating and Fax fields to the compact layout."
After same page layout will open. You need to add all below 4 field on page and save
Step 3:- Add the new publisher action to the global publisher layout.
Setup -> Global Action -> Publisher layout and then add new action on page layout
4) Set the predefined value of the 'Type' field to 'Prospect'.
You can under "Predefined Field Values" or set the field type field as defualt Prospect on object
Please check you have any record type on Account
If you've got a few Record Types you can check which one is assigned to the System Administrator profile from their profile page.
1) https://developer.salesforce.com/forums/?id=906F0000000D7jNIAS
Let us know if this will help you
Really helpful guide!