Security Specialist Challenge 2
Hi All,

I am getting below Error while doing the challenge.
Challenge Not yet complete... here's what's wrong:
We couldn't find the Sharing Rule that shares Opportunities owned by Field Sales users with Inside Sales users. Please check if the setup of this Sharing Rule is correct.

I have tried all the possible solutions provided in the different forum, with different trainheads Please help me with this. I have been working on this from past 3 days still same thing.

I have done following steps as well. 
1. Navigate to "Sharing Settings"
2. Edit "Organization-Wide Defaults" and set "Opportunity" to private in the drop-down menu and save.
3. Scroll down to "Opportunity Sharing Rules" and click "new"
Rule1.
1. Label can be anything you like
2. Rule type = "based on criteria"
3.  Field = Type, Operator = Equals, Value = Existing Customer - Upgrade (the last one will be in the lookup using the icon right next to it)
- the second field will be: Field = Stage, Operator = Equals, Value = Closed Won (also use the lookup icon)

***Make sure you created a public group called "Project Managers" prior to this step if you haven't already***
4. "Share with" should be "Public Groups" in the first drop-down, and "Project Managers" for the second drop down.
5. Opportunity access should be set to "read-only"
Rule 2.
1. Label can be anything you like
2. Rule type = "Based on Record Owner"
3. Opportunity: owned by members of = Roles and Subordinates, and choose Sales Executives for the second drop-down menu
4. Share with: Roles, and choose Inside Sales Users for the second drop-down menu
5. Opportunity access should be set to "Read/Write"
Save both of these rules.
Type "Apex" into your quick search and choose Apex Test Execution
- Click Select Tests
- Choose "All namespaces" from the drop-down menu
- Choose "BeAwesome" and click run.
Your results should be 2/2.
Now navigate to the app launcher, and launch the "Sales" tab, and click on "Opportunities"
1. Click New
2. Name the opportunity anything you want
3. Choose Stage "Needs Analysis"
4. The close date should be picked as a value in the future.
5. click save
6. Create another "New" opportunity and name it anything you'd like again
7. For type, select "Existing Customer - Upgrade"
8. Set the date as whatever today's date is
9. Set the stage to "Closed Won"
10. Save

Now we need to make these opportunities owned by your user "Samantha Cordero"
1. Open the first opportunity you created, and click on the details tab
2. Under "Opportunity Owner" select "Change Owner" and change it to Samantha Cordero
3. Repeat steps 1-2 on the second opportunity.

Hi All,

I am getting below Error while doing the challenge.
Challenge Not yet complete... here's what's wrong:
We couldn't find the Sharing Rule that shares Opportunities owned by Field Sales users with Inside Sales users. Please check if the setup of this Sharing Rule is correct.

I have tried all the possible solutions provided in the different forum, with different trainheads Please help me with this. I have been working on this from past 3 days still same thing.

I have done following steps as well. 
1. Navigate to "Sharing Settings"
2. Edit "Organization-Wide Defaults" and set "Opportunity" to private in the drop-down menu and save.
3. Scroll down to "Opportunity Sharing Rules" and click "new"
Rule1.
1. Label can be anything you like
2. Rule type = "based on criteria"
3.  Field = Type, Operator = Equals, Value = Existing Customer - Upgrade (the last one will be in the lookup using the icon right next to it)
- the second field will be: Field = Stage, Operator = Equals, Value = Closed Won (also use the lookup icon)

***Make sure you created a public group called "Project Managers" prior to this step if you haven't already***
4. "Share with" should be "Public Groups" in the first drop-down, and "Project Managers" for the second drop down.
5. Opportunity access should be set to "read-only"
Rule 2.
1. Label can be anything you like
2. Rule type = "Based on Record Owner"
3. Opportunity: owned by members of = Roles and Subordinates, and choose Sales Executives for the second drop-down menu
4. Share with: Roles, and choose Inside Sales Users for the second drop-down menu
5. Opportunity access should be set to "Read/Write"
Save both of these rules.
Type "Apex" into your quick search and choose Apex Test Execution
- Click Select Tests
- Choose "All namespaces" from the drop-down menu
- Choose "BeAwesome" and click run.
Your results should be 2/2.
Now navigate to the app launcher, and launch the "Sales" tab, and click on "Opportunities"
1. Click New
2. Name the opportunity anything you want
3. Choose Stage "Needs Analysis"
4. The close date should be picked as a value in the future.
5. click save
6. Create another "New" opportunity and name it anything you'd like again
7. For type, select "Existing Customer - Upgrade"
8. Set the date as whatever today's date is
9. Set the stage to "Closed Won"
10. Save

Now we need to make these opportunities owned by your user "Samantha Cordero"
1. Open the first opportunity you created, and click on the details tab
2. Under "Opportunity Owner" select "Change Owner" and change it to Samantha Cordero
3. Repeat steps 1-2 on the second opportunity.

Security Specialist Challenge 2
Hi All,

I am getting below Error while doing the challenge.
Challenge Not yet complete... here's what's wrong:
We couldn't find the Sharing Rule that shares Opportunities owned by Field Sales users with Inside Sales users. Please check if the setup of this Sharing Rule is correct.

I have tried all the possible solutions provided in the different forum, with different trainheads Please help me with this. I have been working on this from past 3 days still same thing.

I have done following steps as well. 
1. Navigate to "Sharing Settings"
2. Edit "Organization-Wide Defaults" and set "Opportunity" to private in the drop-down menu and save.
3. Scroll down to "Opportunity Sharing Rules" and click "new"
Rule1.
1. Label can be anything you like
2. Rule type = "based on criteria"
3.  Field = Type, Operator = Equals, Value = Existing Customer - Upgrade (the last one will be in the lookup using the icon right next to it)
- the second field will be: Field = Stage, Operator = Equals, Value = Closed Won (also use the lookup icon)

***Make sure you created a public group called "Project Managers" prior to this step if you haven't already***
4. "Share with" should be "Public Groups" in the first drop-down, and "Project Managers" for the second drop down.
5. Opportunity access should be set to "read-only"
Rule 2.
1. Label can be anything you like
2. Rule type = "Based on Record Owner"
3. Opportunity: owned by members of = Roles and Subordinates, and choose Sales Executives for the second drop-down menu
4. Share with: Roles, and choose Inside Sales Users for the second drop-down menu
5. Opportunity access should be set to "Read/Write"
Save both of these rules.
Type "Apex" into your quick search and choose Apex Test Execution
- Click Select Tests
- Choose "All namespaces" from the drop-down menu
- Choose "BeAwesome" and click run.
Your results should be 2/2.
Now navigate to the app launcher, and launch the "Sales" tab, and click on "Opportunities"
1. Click New
2. Name the opportunity anything you want
3. Choose Stage "Needs Analysis"
4. The close date should be picked as a value in the future.
5. click save
6. Create another "New" opportunity and name it anything you'd like again
7. For type, select "Existing Customer - Upgrade"
8. Set the date as whatever today's date is
9. Set the stage to "Closed Won"
10. Save

Now we need to make these opportunities owned by your user "Samantha Cordero"
1. Open the first opportunity you created, and click on the details tab
2. Under "Opportunity Owner" select "Change Owner" and change it to Samantha Cordero
3. Repeat steps 1-2 on the second opportunity.

Hi, 
I'm taking Superbadge: Lightning Experience Reports & Dashboards Specialist. I'm getting the below error. "The 'Accounts Without SolarBot Opportunities' report doesn't include the correct collection of accounts, or it shows the wrong information about them." Can someone let me know, what is wrong? and help me to solve the challenge?
Thanks
Kasi

Hey All, 

First time posting here, I look forward to what I can learn from the community.  I am a mostly self taught Admin so I suspect my issue stems from some of the common knoweldge gaps that newer self taught types can have.  I've read post after post and watched countless videos and can't figure out the small little thing that is hanging me up on this. I also see that this doesn't seem to have spell check so all you grammer hounds please grant me mercy. 

First, since language changes on these modules I'll post the step for future readers and then the error I'm getting. 
---
2)
Set record-level security settings
Configure other Salesforce settings related to record-level security to meet the business requirements.
Create a user, Samantha Cordero, and assign her the Field Sales User profile and the Field Sales role
Create an opportunity owned by Samantha with the stage name 'Needs Analysis'
Create a Closed Won opportunity owned by Samantha, with the type of 'Existing Customer - Upgrade'
---
The error on the apex test thing I get: "Assertion Failed: Field Sales users should not be able to read Opportunities owned by someone else. However, the test returned records not owned by the user. #sadtrombone: Expected: 1, Actual: 3"

So here are the few things I've drilled into and checked, I honestly can't think of anything else that I'm missing. Other parts of this could be messed up but as far as relation to the error thrown I just can't find it. 

1) Issue with the Profile, "Field Sales User". I don't think this is it due to the error throwing a lower case "user" which makes me think it's an issue with roles. Also this doesn't really have much to do with viewing rights beyond basic allowance so.. eh. Honestly I'm not even sure the best way to approach Profiles vs Roles, but again, noob here. In this profile I have the Opportunity object checked for everything except "delete" as the trail ask. 



2) Roles. Now here is where we get to the good stuff. I've checked the hierchy and have tried to mark that lowly field reps are not worthy of viewing other's opportunities (humor y'all).  For your consideration here are shots of the hierchy and the field where I marked them as unworthy. 

 



---
3) Sharing Settings. This is the last area I know of to deal with this error.  I have set Opportunities to private. This, in combination with the other rules really baffles me as to why field reps can still creep on other opportunities. For visual confirmation: 



Any help or hints would be much appreciated on this.  In the event I make it out to Dreamforce and the lucky person that helps me out the most does I will gladly buy you a beer or coffee or heck even both! 

Cheers.