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Building a Custom Record Page for Lightning Experience
I keep getting the "Challenge Not yet Complete......... Here's whats wrong"
Lightning page named 'New Account Page' does not appear to have the correct components on it.
The new record page must use the 'Header and Two Columns' template, be called 'New Account Page', and be assigned to the Account object. (Check this is done)
The page must have the Highlights Panel and Twitter components, and a Tabs component with these tabs containing these components: (Check this is done)
Activity Tab contains the Activities Component - Complete
Collaborate Tab contains the Feed Component - Complete
Related Tab contains the Related Lists Component - Complete
Details Tab contains the Record Detail Component - Compelte
Here is a screen shot, I believe I have all the items I am supposed to as well as what goes inside the components.
Lightning page named 'New Account Page' does not appear to have the correct components on it.
The new record page must use the 'Header and Two Columns' template, be called 'New Account Page', and be assigned to the Account object. (Check this is done)
The page must have the Highlights Panel and Twitter components, and a Tabs component with these tabs containing these components: (Check this is done)
Activity Tab contains the Activities Component - Complete
Collaborate Tab contains the Feed Component - Complete
Related Tab contains the Related Lists Component - Complete
Details Tab contains the Record Detail Component - Compelte
Here is a screen shot, I believe I have all the items I am supposed to as well as what goes inside the components.
-
- Brennan Butler
- June 13, 2016
- Like
- 1
- Continue reading or reply
outlook for salesforce unable to log task to lead
I have tried searching the Help area, I have tried google and everything, for some reason the disucssion posts here will not let me load them, I am however, able to post a question. So here is the issue,
When we are logging tasks from the Outlook side panel, we are unable to choose between searching a Contact and a Lead, this worked just a few weeks ago, now we are not able to do this. Is this happening to anyone else, or does anyone know what I need to do to fix this?
Thank you,
Brennan
When we are logging tasks from the Outlook side panel, we are unable to choose between searching a Contact and a Lead, this worked just a few weeks ago, now we are not able to do this. Is this happening to anyone else, or does anyone know what I need to do to fix this?
Thank you,
Brennan
-
- Brennan Butler
- March 02, 2016
- Like
- 0
- Continue reading or reply
Deploying from Sandbox to Production
This is a newbie question, but I live in fear of deleting all my hard work so here it goes.
I have refreshed the sanbox so that we can start a conversion with a new app. I have since made changed in the production area that are not in the sandbox, also, it does not seem to have anything we have in production in it like our profiles and hierarchies. When I deploy changes from the sandbox, will this over write everything in Production.
My main thing is, do I need to rebuild our live database in the sandbox to ensure nothing gets broken?
Thank you,
Brennan
I have refreshed the sanbox so that we can start a conversion with a new app. I have since made changed in the production area that are not in the sandbox, also, it does not seem to have anything we have in production in it like our profiles and hierarchies. When I deploy changes from the sandbox, will this over write everything in Production.
My main thing is, do I need to rebuild our live database in the sandbox to ensure nothing gets broken?
Thank you,
Brennan
-
- Brennan Butler
- March 02, 2016
- Like
- 0
- Continue reading or reply
Multiple Custom Text Fields need to be Mapped to other object but not overwrite each other
Here is my delima,
We have the below 4 description fields
General Description
OEM
Protection
Masking
We have these on our lead layouts, now if I just need to map them to the Contact, that would be simple, however, I need to map them to the Account, the problem I see with this is that if another lead is converted, then instead of just adding the new comments, it will over wright the old ones. We want to be able to keep a list of these items. I was thinking of maybe a related list that would show each comment, like on Cases where we can see Case Comments.
Does anyone have any suggestions on this?
Thank you,
Brennan
We have the below 4 description fields
General Description
OEM
Protection
Masking
We have these on our lead layouts, now if I just need to map them to the Contact, that would be simple, however, I need to map them to the Account, the problem I see with this is that if another lead is converted, then instead of just adding the new comments, it will over wright the old ones. We want to be able to keep a list of these items. I was thinking of maybe a related list that would show each comment, like on Cases where we can see Case Comments.
Does anyone have any suggestions on this?
Thank you,
Brennan
-
- Brennan Butler
- February 26, 2016
- Like
- 0
- Continue reading or reply
Formula to fire a workflow based off criteria and formula
Here is the delema, I have a workflow that works great except for one thing, it checks the box when the first email comes in, below is a picture of my criteria, what I need to do is create this in a formula format, so that I can add this logic.
(Date/Time_Opened < Message_Date)
The above needs to be true as well as the Filtered Criteria, I am jut unsure of how to write this up in a Formula format.

the filter logic on this which has been cropped is 1 AND (2 OR 3) AND 4 AND 5
Ignore 6 that was just me trying to figure this out.
If anyone can help me that would be great.
(Date/Time_Opened < Message_Date)
The above needs to be true as well as the Filtered Criteria, I am jut unsure of how to write this up in a Formula format.
the filter logic on this which has been cropped is 1 AND (2 OR 3) AND 4 AND 5
Ignore 6 that was just me trying to figure this out.
If anyone can help me that would be great.
-
- Brennan Butler
- February 10, 2016
- Like
- 0
- Continue reading or reply
Cases are being auto assigned to a Queue as the owner, I need this to stop I have tried everything
I have a Customer Service Queue, this is working correctly, we need the cases to be assigned to the queue. However, we have an Engineering Request Queue where the cases need to stay assigned to the person creating them. For some reason these are being automatically reasigned to the Engineering Queue as the case owner. Under Case Assingment Rules, I have the Customer Service Record type auto set to case owner being the Customer Service Queue. On the Engineering request I need to have the case owner not changed upon creation. I hit this little check box, save, and if i go in again then It is not happening. I have tried everything please help
-
- Brennan Butler
- January 11, 2016
- Like
- 0
- Continue reading or reply
VF Page as Dashboard Component
Hello Everyone, So I have a VF page, that I want to place on a dashboard, the preview works great, the links work, but when I pull it into a dashboard, nothing shows up. No links, nothing. The code is below, if it happens to be in the code, or if there is something little I am missing?
<apex:page showHeader="false" sidebar="false" applyBodyTag="false" applyHtmlTag="true" standardStylesheets="true" >
<style>
.toolsrus{color:#333333;padding:10px;width:269px;}
.toolsrus h3{margin-left:10px;;font-size:15px;color:#333333;display:block;}
.toolsrus ul{margin-left:10px;padding-left:0px;}
.toolsrus a{;font-size:13px;color:#333333;display:block;}
.toolsrus a:hover{;font-size:13px;color:#333333;display:block;background:#efefef}
</style>
<div class="toolsrus" >
<h3 >Web Leads</h3>
<div >
<ul>
<li>
<a target="_blank" href="/apex/zaapit_tb_GeneralWL?tp=OpportunityWL&viewid=a153100000BSLndAAH">Total Generated</a>
</li>
<li>
<a target="_blank" href="/apex/zaapit_tb_GeneralWL?tp=OpportunityWL&viewid=a153100000BSLnYAAX">Generated Customers</a>
</li>
<li>
<a target="_blank" href="/apex/zaapit_tb_GeneralWL?tp=OpportunityWL&viewid=a153100000BSLnTAAX">Generated Web Leads</a>
</li>
</ul>
</div>
</div>
</apex:page>
<apex:page showHeader="false" sidebar="false" applyBodyTag="false" applyHtmlTag="true" standardStylesheets="true" >
<style>
.toolsrus{color:#333333;padding:10px;width:269px;}
.toolsrus h3{margin-left:10px;;font-size:15px;color:#333333;display:block;}
.toolsrus ul{margin-left:10px;padding-left:0px;}
.toolsrus a{;font-size:13px;color:#333333;display:block;}
.toolsrus a:hover{;font-size:13px;color:#333333;display:block;background:#efefef}
</style>
<div class="toolsrus" >
<h3 >Web Leads</h3>
<div >
<ul>
<li>
<a target="_blank" href="/apex/zaapit_tb_GeneralWL?tp=OpportunityWL&viewid=a153100000BSLndAAH">Total Generated</a>
</li>
<li>
<a target="_blank" href="/apex/zaapit_tb_GeneralWL?tp=OpportunityWL&viewid=a153100000BSLnYAAX">Generated Customers</a>
</li>
<li>
<a target="_blank" href="/apex/zaapit_tb_GeneralWL?tp=OpportunityWL&viewid=a153100000BSLnTAAX">Generated Web Leads</a>
</li>
</ul>
</div>
</div>
</apex:page>
-
- Brennan Butler
- December 28, 2016
- Like
- 0
- Continue reading or reply
Create a Visualforce page displaying new cases - Added help
I am about to rip my hair out, I have searched all the questions and answers I could find in the communit, and still can't get this to work. I think it is in the Apex Method, I am not sure what the code is there. and have not been able to find anything to reference to figure it out. Here is my code:
<apex:page controller="NewCaseListController" showHeader="false">
<apex:form >
<apex:pageBlock title="Cases List" id="cases_list">
<apex:pageBlockTable value="{! Cases }" var="cs">
<apex:outputLink value="/!{cs.id}">{!cs.id}</apex:outputLink>
<apex:repeat value="{!Cases}" var="case" id="theRepeat">
</apex:repeat>
<apex:column value="{! cs.CaseNumber }"/>
<apex:column value="{! cs.id }"/>
<apex:column value="{! cs.Status='New'}"/>
</apex:pageBlockTable>
</apex:pageBlock>
</apex:form>
</apex:page>

Please help me.
Thank you,
<apex:page controller="NewCaseListController" showHeader="false">
<apex:form >
<apex:pageBlock title="Cases List" id="cases_list">
<apex:pageBlockTable value="{! Cases }" var="cs">
<apex:outputLink value="/!{cs.id}">{!cs.id}</apex:outputLink>
<apex:repeat value="{!Cases}" var="case" id="theRepeat">
</apex:repeat>
<apex:column value="{! cs.CaseNumber }"/>
<apex:column value="{! cs.id }"/>
<apex:column value="{! cs.Status='New'}"/>
</apex:pageBlockTable>
</apex:pageBlock>
</apex:form>
</apex:page>
Please help me.
Thank you,
-
- Brennan Butler
- December 24, 2015
- Like
- 0
- Continue reading or reply
Cases Queue not assigning correctly
I am loosing it. I have created a second cases queue for our customer service people. It is called Customer Service. We also have an Engineering Queue I have been all over the system tryin to figure out why they are not auto assigning correctly. Record types of Customer SErvice should Auto-Assign to Customer Service, Engineering to Engineering. This is not what is happening, everything is going to engineering and I can't see to stop it. Email to case is set to go to Customer Service, Workflow rules are in place to auto assign.
I am thinking it is in the record type, because they are all being created as Engineering, how do I stop this, Ones from email to case need to be created as Customer Service. HELP ME PLEASE
I am thinking it is in the record type, because they are all being created as Engineering, how do I stop this, Ones from email to case need to be created as Customer Service. HELP ME PLEASE
-
- Brennan Butler
- December 09, 2015
- Like
- 0
- Continue reading or reply
Validation Rule to Give Warning
I want to write a validation rule that gives a warning but does not stop the workflow. What I need to do is, when an Opportunity is Closed Won/ Quote Submitted to Client, I need a flag or warning to show up that tells people to check to ensure accuracy on our Custom Date of "Estimated Production Start Date"
Is this possible?
Is this possible?
-
- Brennan Butler
- December 01, 2015
- Like
- 0
- Continue reading or reply
Query Event Log Files in Workbench
This is probably going to make me look like an idiot but I am done scouring the internet. I am unable to find the workbench, I have the permissions I double checked that. But all I am finding is the translation workbench, is this the same thing, or am I completely off the mark. I have a free developer edition. Please help me.
-
- Brennan Butler
- November 04, 2015
- Like
- 0
- Continue reading or reply
Trailhead Create an Approval Process
The error I keep recieving is this:
Challenge not yet complete... here's what's wrong:
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.:
My screen shot is below along with a diagram:

Challenge not yet complete... here's what's wrong:
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.:
My screen shot is below along with a diagram:
-
- Brennan Butler
- November 04, 2015
- Like
- 0
- Continue reading or reply
Routing Records with Approvals - Been Stuck for 2 Days
This is the error I recieve:
Challenge not yet complete... here's what's wrong:
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.:
It is acting like I didn't create this, below is my screen shot, it is set to Account, It is Active, I have all the fields required.

Here is the diagram view just in case it might help
Challenge not yet complete... here's what's wrong:
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.:
It is acting like I didn't create this, below is my screen shot, it is set to Account, It is Active, I have all the fields required.
Here is the diagram view just in case it might help
-
- Brennan Butler
- November 04, 2015
- Like
- 0
- Continue reading or reply
Create an approval process that validates when a Prospect Account becomes a Customer
I have searched all the answers, but have yet to find the error I am getting. Can someone please explain to me what this means.
Challenge not yet complete... here's what's wrong:
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.:
Challenge not yet complete... here's what's wrong:
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.:
-
- Brennan Butler
- November 03, 2015
- Like
- 0
- Continue reading or reply
Auto populate the Date Time Field for when a record is saved
I have been asked to create a custom object that will track the time our inside sales reps are spending on all activities (including breaks, lunch and the such, these may or may no be related to Accounts, Contact, Opportunities - I am assuming this is why we are not using the Activities tab.)
I need to Auto Populate the custom field of Finish Date/Time for when they click the "Save Button" I have search everywhere and am not able to find it. Please Help.
I need to Auto Populate the custom field of Finish Date/Time for when they click the "Save Button" I have search everywhere and am not able to find it. Please Help.
-
- Brennan Butler
- October 27, 2015
- Like
- 0
- Continue reading or reply
If statement to add to Validation rule........................
I am not even sure if this is possible, I am slightly new to the coding world, but I have a validation rule as follows:
AND(
ISNEW(),
Name = UPPER(Name)
)
I need to place an IF statment to allow Lettered companies to be added with all caps. Such as we have a company called TRG, so it will not allow us to add this as all caps with the above rule. Is there way to make it allow all caps for companies that need it.
Thank you in advance for your help.
AND(
ISNEW(),
Name = UPPER(Name)
)
I need to place an IF statment to allow Lettered companies to be added with all caps. Such as we have a company called TRG, so it will not allow us to add this as all caps with the above rule. Is there way to make it allow all caps for companies that need it.
Thank you in advance for your help.
-
- Brennan Butler
- October 14, 2015
- Like
- 0
- Continue reading or reply
Custom Object wont pull to reports or GeoMapping App
Hello Everyone,
I am unable to get the reports area to pull the Shipping Address into the reports. For us this is a custom object and we also have multiple "Shipping Addresses".
I have gone in and check that the check box to enable reports has been checked. And now I am stuck.
I need to create a report that will pull multiple Shipping Addresses from the custom object, so that I can be able to get our GeoMapping App to work.
Thank you in Advance
I am unable to get the reports area to pull the Shipping Address into the reports. For us this is a custom object and we also have multiple "Shipping Addresses".
I have gone in and check that the check box to enable reports has been checked. And now I am stuck.
I need to create a report that will pull multiple Shipping Addresses from the custom object, so that I can be able to get our GeoMapping App to work.
Thank you in Advance
-
- Brennan Butler
- October 13, 2015
- Like
- 0
- Continue reading or reply
Sandbox Issue - Please Help
Hello,
I am working in our Sandbox, (it is my 4th day with this company, trying to figure out their workflow). I am clicking on our "Create Product" button, however, this is pushing me straight to the login screen for the live system, I have never run into this error before. Has this happened to anyone else, or does anyone know an easy fix for this.
Please
Thank you,
Brennan
I am working in our Sandbox, (it is my 4th day with this company, trying to figure out their workflow). I am clicking on our "Create Product" button, however, this is pushing me straight to the login screen for the live system, I have never run into this error before. Has this happened to anyone else, or does anyone know an easy fix for this.
Please
Thank you,
Brennan
-
- Brennan Butler
- October 08, 2015
- Like
- 0
- Continue reading or reply
Building a Custom Record Page for Lightning Experience
I keep getting the "Challenge Not yet Complete......... Here's whats wrong"
Lightning page named 'New Account Page' does not appear to have the correct components on it.
The new record page must use the 'Header and Two Columns' template, be called 'New Account Page', and be assigned to the Account object. (Check this is done)
The page must have the Highlights Panel and Twitter components, and a Tabs component with these tabs containing these components: (Check this is done)
Activity Tab contains the Activities Component - Complete
Collaborate Tab contains the Feed Component - Complete
Related Tab contains the Related Lists Component - Complete
Details Tab contains the Record Detail Component - Compelte
Here is a screen shot, I believe I have all the items I am supposed to as well as what goes inside the components.
Lightning page named 'New Account Page' does not appear to have the correct components on it.
The new record page must use the 'Header and Two Columns' template, be called 'New Account Page', and be assigned to the Account object. (Check this is done)
The page must have the Highlights Panel and Twitter components, and a Tabs component with these tabs containing these components: (Check this is done)
Activity Tab contains the Activities Component - Complete
Collaborate Tab contains the Feed Component - Complete
Related Tab contains the Related Lists Component - Complete
Details Tab contains the Record Detail Component - Compelte
Here is a screen shot, I believe I have all the items I am supposed to as well as what goes inside the components.
-
- Brennan Butler
- June 13, 2016
- Like
- 1
- Continue reading or reply
Building a Custom Record Page for Lightning Experience
I keep getting the "Challenge Not yet Complete......... Here's whats wrong"
Lightning page named 'New Account Page' does not appear to have the correct components on it.
The new record page must use the 'Header and Two Columns' template, be called 'New Account Page', and be assigned to the Account object. (Check this is done)
The page must have the Highlights Panel and Twitter components, and a Tabs component with these tabs containing these components: (Check this is done)
Activity Tab contains the Activities Component - Complete
Collaborate Tab contains the Feed Component - Complete
Related Tab contains the Related Lists Component - Complete
Details Tab contains the Record Detail Component - Compelte
Here is a screen shot, I believe I have all the items I am supposed to as well as what goes inside the components.
Lightning page named 'New Account Page' does not appear to have the correct components on it.
The new record page must use the 'Header and Two Columns' template, be called 'New Account Page', and be assigned to the Account object. (Check this is done)
The page must have the Highlights Panel and Twitter components, and a Tabs component with these tabs containing these components: (Check this is done)
Activity Tab contains the Activities Component - Complete
Collaborate Tab contains the Feed Component - Complete
Related Tab contains the Related Lists Component - Complete
Details Tab contains the Record Detail Component - Compelte
Here is a screen shot, I believe I have all the items I am supposed to as well as what goes inside the components.
- Brennan Butler
- June 13, 2016
- Like
- 1
- Continue reading or reply
Deploying from Sandbox to Production
This is a newbie question, but I live in fear of deleting all my hard work so here it goes.
I have refreshed the sanbox so that we can start a conversion with a new app. I have since made changed in the production area that are not in the sandbox, also, it does not seem to have anything we have in production in it like our profiles and hierarchies. When I deploy changes from the sandbox, will this over write everything in Production.
My main thing is, do I need to rebuild our live database in the sandbox to ensure nothing gets broken?
Thank you,
Brennan
I have refreshed the sanbox so that we can start a conversion with a new app. I have since made changed in the production area that are not in the sandbox, also, it does not seem to have anything we have in production in it like our profiles and hierarchies. When I deploy changes from the sandbox, will this over write everything in Production.
My main thing is, do I need to rebuild our live database in the sandbox to ensure nothing gets broken?
Thank you,
Brennan
- Brennan Butler
- March 02, 2016
- Like
- 0
- Continue reading or reply
Multiple Custom Text Fields need to be Mapped to other object but not overwrite each other
Here is my delima,
We have the below 4 description fields
General Description
OEM
Protection
Masking
We have these on our lead layouts, now if I just need to map them to the Contact, that would be simple, however, I need to map them to the Account, the problem I see with this is that if another lead is converted, then instead of just adding the new comments, it will over wright the old ones. We want to be able to keep a list of these items. I was thinking of maybe a related list that would show each comment, like on Cases where we can see Case Comments.
Does anyone have any suggestions on this?
Thank you,
Brennan
We have the below 4 description fields
General Description
OEM
Protection
Masking
We have these on our lead layouts, now if I just need to map them to the Contact, that would be simple, however, I need to map them to the Account, the problem I see with this is that if another lead is converted, then instead of just adding the new comments, it will over wright the old ones. We want to be able to keep a list of these items. I was thinking of maybe a related list that would show each comment, like on Cases where we can see Case Comments.
Does anyone have any suggestions on this?
Thank you,
Brennan
- Brennan Butler
- February 26, 2016
- Like
- 0
- Continue reading or reply
Formula to fire a workflow based off criteria and formula
Here is the delema, I have a workflow that works great except for one thing, it checks the box when the first email comes in, below is a picture of my criteria, what I need to do is create this in a formula format, so that I can add this logic.
(Date/Time_Opened < Message_Date)
The above needs to be true as well as the Filtered Criteria, I am jut unsure of how to write this up in a Formula format.

the filter logic on this which has been cropped is 1 AND (2 OR 3) AND 4 AND 5
Ignore 6 that was just me trying to figure this out.
If anyone can help me that would be great.
(Date/Time_Opened < Message_Date)
The above needs to be true as well as the Filtered Criteria, I am jut unsure of how to write this up in a Formula format.
the filter logic on this which has been cropped is 1 AND (2 OR 3) AND 4 AND 5
Ignore 6 that was just me trying to figure this out.
If anyone can help me that would be great.
- Brennan Butler
- February 10, 2016
- Like
- 0
- Continue reading or reply
Query Event Log Files in Workbench
This is probably going to make me look like an idiot but I am done scouring the internet. I am unable to find the workbench, I have the permissions I double checked that. But all I am finding is the translation workbench, is this the same thing, or am I completely off the mark. I have a free developer edition. Please help me.
- Brennan Butler
- November 04, 2015
- Like
- 0
- Continue reading or reply
Trailhead Create an Approval Process
The error I keep recieving is this:
Challenge not yet complete... here's what's wrong:
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.:
My screen shot is below along with a diagram:

Challenge not yet complete... here's what's wrong:
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.:
My screen shot is below along with a diagram:
- Brennan Butler
- November 04, 2015
- Like
- 0
- Continue reading or reply
Create an approval process that validates when a Prospect Account becomes a Customer
I have searched all the answers, but have yet to find the error I am getting. Can someone please explain to me what this means.
Challenge not yet complete... here's what's wrong:
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.:
Challenge not yet complete... here's what's wrong:
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.:
- Brennan Butler
- November 03, 2015
- Like
- 0
- Continue reading or reply
If statement to add to Validation rule........................
I am not even sure if this is possible, I am slightly new to the coding world, but I have a validation rule as follows:
AND(
ISNEW(),
Name = UPPER(Name)
)
I need to place an IF statment to allow Lettered companies to be added with all caps. Such as we have a company called TRG, so it will not allow us to add this as all caps with the above rule. Is there way to make it allow all caps for companies that need it.
Thank you in advance for your help.
AND(
ISNEW(),
Name = UPPER(Name)
)
I need to place an IF statment to allow Lettered companies to be added with all caps. Such as we have a company called TRG, so it will not allow us to add this as all caps with the above rule. Is there way to make it allow all caps for companies that need it.
Thank you in advance for your help.
- Brennan Butler
- October 14, 2015
- Like
- 0
- Continue reading or reply
Data Security -> Controlling Access to Fields -> Create a Profile and Permission Set to properly handle field access
Hi Experts,
I am trying to solve this challenge but not able to solve because of salesfore license issue. Salesforce only allows 2 'Salesfoce' license for DE. Is there a way to solve this challenge? Please help.
Create a Profile and Permission Set to properly handle field access
The Marketing Coordinator and Account Manager both require access to view and update Account Records, but only the Account Manager should be able to see and edit certain fields. Specifically, only the Account Manager should be able to see and edit the Rating field. The Marketing Coordinator should not be able to see or edit the Rating field. Create one profile and one permission set with the appropriate field-level security to solve for this use case.The profile must be named 'Basic Account User' and result in an API name of 'Basic_Account_User'. It should use the 'Salesforce' user license type.
The permission set must be named ‘Account Rating’ and result in an API name of 'Account_Rating'.
I am trying to solve this challenge but not able to solve because of salesfore license issue. Salesforce only allows 2 'Salesfoce' license for DE. Is there a way to solve this challenge? Please help.
Create a Profile and Permission Set to properly handle field access
The Marketing Coordinator and Account Manager both require access to view and update Account Records, but only the Account Manager should be able to see and edit certain fields. Specifically, only the Account Manager should be able to see and edit the Rating field. The Marketing Coordinator should not be able to see or edit the Rating field. Create one profile and one permission set with the appropriate field-level security to solve for this use case.The profile must be named 'Basic Account User' and result in an API name of 'Basic_Account_User'. It should use the 'Salesforce' user license type.
The permission set must be named ‘Account Rating’ and result in an API name of 'Account_Rating'.
- Mandodari Rawat
- February 25, 2015
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