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  • Tyler Woznica
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3 replies

Formula Error - Create a formula field that returns an image to indicate data quality

I am working on the trailhead challange for Create a formula field that returns an image to indicate data quality. The challange lists

Sales Managers have asked for an at-a-glance solution to see completeness on leads. Create a helper formula field that looks at 5 key fields on the Lead object and evaluates their completeness, then a second formula field that references the helper formula and returns an image.
The helper formula field should be on the Lead object with a name of 'Lead Quality Helper' and a resulting API name of 'Lead_Quality_Helper__c'.
The helper formula should be of type Number.
The helper formula should evaluate the following 5 fields: Email, Phone, Company, Title, and Industry and return 0 if blank and 1 if not blank. The formula should then add all the values together to return a total value.
The image formula should be on the Lead object with a name of 'Lead Quality' and a resulting API name of 'Lead_Quality__c'.
The image formula should reference the helper formula, and return an image based on the number returned by the helper formula. The image formula should be of type Text. Note: All of these images are already available in your Developer Edition.
1 = /img/samples/stars_100.gif with alternate text '1 star'
2 = /img/samples/stars_200.gif with alternate text '2 stars'
3 = /img/samples/stars_300.gif with alternate text '3 stars'
4 = /img/samples/stars_400.gif with alternate text '4 stars'
5 = /img/samples/stars_500.gif with alternate text '5 stars'
If none of the fields are filled out, the default should be /img/samples/stars_000.gif with alternate text '0 stars'.
The 'Lead Quality' formula must be added to the Lead Layout page layout.

I have made my Lead_Quality_Helper__c, 
IF(ISBLANK(Email), 0, 1) + IF(ISBLANK(Phone), 0, 1) + IF(ISBLANK(Company), 0, 1)+ IF(ISBLANK(Title), 0, 1) + IF(ISPICKVAL(Industry ,""), 0,1) and it passes the syntax check no problem.

I have been trying to make my Leady Quality formula and I keep getting the error "Error: Field Lead_Quality_Helper__c may not be used in this type of formula". It will not let me save the forumla, making it not let me complete the challange. I have searched specifically for this error and have seen it referenced twice on questions asked here, but there was never a reply on how to fix it. Any help would be greatly appreciated. I have no idea why it's not working.
 
SOLVED
13 replies

Build a Discount Approval Process Trail - can't complete the "Create Initial Submission Actions" Challenge

Hey guys,

Please help me.  This is the 3rd Org I've set up because I keep having the same error every challenge.  I follow the same steps but it works in one org and not in another, so I don't know what the issue is.  But, this one I need help with...I've tried too many times!!

The Challenge on Create Initial Submission Actions requests
If you’ve navigated away from where you ended the previous step, enter Approval Processes in the Quick Find box, then click Discount Approval Process from the Inactive Approval Processes section.
From the Add New picklist in the Initial Submission Actions section, select Field Update and complete the field update details with these values:
FieldValueNameApproval Status Pending
Unique Name[this field auto-populates]
Field to UpdateApproval Status
Picklist Options: A specific valuePending
Click Save.
Next, create approval steps.
Click New Approval Step and complete the details of the first approval step:
FieldValueNameManager Approval
Unique Name[this field auto-populates]
DescriptionDiscount approver must approve discounts over 15%
Step Number1
Click Next.
Select the Enter this step if the following radio button, and choose criteria are met, else approve record then fill in these details:
FieldOperatorValueOpportunity: Discount Percentagegreater than15
Click Next, then complete the assigned approver information:
Select the Automatically assign using the user field selected earlier (Manager) radio button.
Deselect The approver’s delegate may also approve this request checkbox.
Click Save.
On the What Would You Like To Do Now? page, select No, I'll do this later, take me to the approval process detail page to review what I've just created.
Click Go!
In the Approval Steps section, click New Approval Step and complete the details of the second approval step:
FieldValueNameVP Approval
Unique Name[this field auto-populates]
DescriptionVP North American Sales must approve discounts over 40%
Step Number2
Click Next.
Select the Enter this step if the following radio button, and choose criteria are met, then fill in these details:
FieldOperatorValueOpportunity: Discount Percentagegreater than40
Click Next, then complete the assigned approver information:
FieldValueSelect ApproverAutomatically assign to approver(s)
UserAllison Wheeler
Approve or reject based on the FIRST responseselect
Approver’s delegate may also approve this requestdeselect
Reject BehaviorPerform all rejection actions for this step AND all final rejection actions (Final Rejection)
Click Save.
On the What Would You Like To Do Now? page, select No, I'll do this later, take me to the approval process detail page to review what I've just created.
Click Go!

So I followed those instructions and created this:
Org

There's too many screenshots to attach, so let me break it down:
1: Approval Status ending - specific value = Pending
2: Manager Approval:
- Set to "Criteria are met, else approve if Discount Percentage greater than 15
- Automatically assign to Manager
3: VP Approval:
- Set to "Enter this step if the following criteria are met": Discount Percentage greater than 40
- Automatically assign you Allison Wheeler
- Perform all rejection actions

So, please help me identify why it's not working, despite me following the instructions to the letter.  I'm baffled.

Cheers, Nat