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Hello:

I am going through the trailhead in the following area:

• Admin Intermediate
• Formulas and Validations
• Creating Validation Rules

I have completed the reading and created the validation rule.  

Formulas can be created in many different ways.  However based on the work instructions, I created the formula as this:

Challenge Exercise Question:

To complete this challenge, add a validation rule which will block the insertion of a contact if the contact is related to an account and has a mailing postal code (which has the API Name MailingPostalCode) different from the account's shipping postal code (which has the API Name ShippingPostalCode).

• Name the validation rule 'Contact must be in Account ZIP Code'.
• A contact with a MailingPostalCode that has an account and does not match the associated Account ShippingPostalCode should return with a validation error and not be inserted.
• The validation rule should ONLY apply to contact records with an associated account. Contact records with no associated parent account can be added with any MailingPostalCode value. (Hint: you can use the ISBLANK function for this check)

My Answer

AND( 
ISBLANK(MailingPostalCode) = FALSE, 
ISBLANK(Account.Name) = FALSE, 
Account.ShippingPostalCode <> MailingPostalCode 
)


I tested it using the following cases:

• Created a contact, linked it to an account (with a postal code), duplicated the postal code value in the required field in the contact object
  • The result:  The contact record was not allowed to be added and the message error appeared
• Created a contact, did not link it to an account, created the contact and added a postal value in the required field
  • The result: The contact record was allowed to be created

Based on the testng, the formula works as indicated.  Can someone validate this or can I be pointed out what I did incorrectly.

Regards,

- Mike

Hello Everyone! I just finished up the first challenge and moved on to the second challenge which is 'Create sales dashboards in Salesforce Classic'. I have created all the reports and dashboards. Reports are saved to General Reports and General Dashboards respectively. I have also granted 'Viewer' permission to all internal users. When I check the challege, I'm getting the following error, I'm kind of stuck and unable to figure out what is wrong. Request your help to resolve this issue and move forward.

Challenge Not yet complete... here's what's wrong: 
Could not find either the 'Sales Manager' or 'Sales Reps' dashboards.

In some instances, a case must automatically escalate. Create a workflow rule that will set the escalated flag and send a task to the case owner if a case is not closed and its priority is set to High.

NOTE: Since Workflow rules only fire on record save, normally you would implement this with a time-triggered workflow action.

The workflow rule must be called 'Case Escalate on High Priority'.
The workflow rule must be tied to Case and fire when it is not closed and the Priority is updated to 'High'.
The workflow rule must evaluate on create and when is doesn't meet the criteria but is edited to meet the criteria.
The rule should fire a Field Update action called 'Set Case to Escalated'.
The Field Update action must set the 'Escalated' checkbox field to true.
The rule should fire an Assign Task action with a subject of 'Follow Up on Escalated Case'.
The Assign Task action must assign a task to the owner of the Case.
The Task should have a due date of 'Rule Trigger Date', status 'Not Started' and Priority 'Normal'.

I am having trouble Creating a workflow rule field for this challenge. Can someone please let me know what FIELD, OPERATOR AND VALUE I am suppose to create for this workflow to work 

Hi,
I'm trying to complete the 'Enable Communities and Learn About Additional Features' Topic in the 'Community Rollout Strategy' Trail, and made a mistake in naming my url. The article indicates that once the url is named, it's set in stone. Is this true, is there any way to make a change to my dev account so I can complete this topic? Otherwise I won't be able to earn the badge.
Thanks,
Randi