Build Sales reports | Lightning Experience Reports & Dashboards Specialist | CHALLENGE 3

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  • Опубліковано 7 вер 2024
  • Greetings, Istampers!
    Since many of you are requesting this Lightning Experience Reports & Dashboards Specialist Superbadge, I would appreciate it if you shared these solutions for every wrong challenge you encountered.
    SOLUTION TO:
    ------------------------
    Challenge Not yet complete... here's what's wrong:
    We can’t find a report with name “Accounts Without SolarBot Opportunities” in the correct folder, or it uses an incorrect report type.
    --
    Challenge Not yet complete... here's what's wrong:
    The 'SolarBot High-Case Candidates' report isn't lumped correctly or doesn't prioritize the list correctly.
    --
    Challenge Not yet complete... here's what's wrong:
    The 'SolarBot High-Case Candidates' report doesn't show the correct information about the listed accounts.
    --
    NOTE:
    Account Name: DESCENDING
    Phone : ASCENDING
    Sort by: Record Count
    ----------------------------------------------------
    UA-cam LINKS FOR EVERY CHALLENGES OF:
    Lightning Experience Reports & Dashboards Specialist
    ----------------------------------------------------------------------------
    CHALLENGE 1: Quiz: Credential Security | Lightning Experience Reports & Dashboards Specialist |
    UA-cam LINK: • Quick Start: Lightning...
    ----------------------------------------------------------------------------
    CHALLENGE 2: Organize and manage reports and folders | Lightning Experience Reports & Dashboards Specialist |
    UA-cam LINK: • Organize and manage re...
    ----------------------------------------------------------------------------
    CHALLENGE 3: Build Sales reports | Lightning Experience Reports & Dashboards Specialist |
    UA-cam LINK: • Build Sales reports | ...
    ----------------------------------------------------------------------------
    CHALLENGE 4: Create Report for the Support Team | Lightning Experience Reports & Dashboards Specialist |
    UA-cam LINK: • Create Report for the ...
    ----------------------------------------------------------------------------
    CHALLENGE 5: Create a report for the R&D team | Lightning Experience Reports & Dashboards Specialist
    UA-cam LINK: • Create a report for th...
    ----------------------------------------------------------------------------
    CHALLENGE 6: Create a report for the Executive team | Lightning Experience Reports & Dashboards Specialist
    UA-cam LINK: • Create a report for th...
    ----------------------------------------------------------------------------
    CHALLENGE 7: Update existing reports | Lightning Experience Reports & Dashboards Specialist
    UA-cam LINK: • Update existing report...
    ----------------------------------------------------------------------------
    CHALLENGE 8: Create the SolarBot dashboard | Lightning Experience Reports & Dashboards Specialist
    UA-cam LINK: • Create the SolarBot da...
    ----------------------------------------------------------------------------
    PLEASE SUBSCRIBE TO MY UA-cam CHANNEL :)
    #salesforce #trailhead #istampers #challenge

КОМЕНТАРІ • 39

  • @araunanpa
    @araunanpa Місяць тому

    there's no "SolarBot" for me in the cross filter "Add Opportunity Filter">"Type">"Equals", the options are: "All", "Existing Customer - Downgrade", "Existing Customer - Replacement", "Existing Customer - Upgrade", "New Customer" and "" (No Selection).
    Please, help!

  • @alicemorili1330
    @alicemorili1330 Рік тому +1

    Hi, thanks for posting this. I did exactly same, but it shows solarbot high-case candidates report doesn’t include the account name or correct phone number field. Really frustrating

  • @JoelIglesiaSr.-pt8xk
    @JoelIglesiaSr.-pt8xk 27 днів тому

    thank you ❤❤

  • @zimsters
    @zimsters 10 місяців тому +7

    this was pretty poor. 25% of it was you clicking around figuring out what to do, and the end result is challenge not completed. Appreciate the effort but don't publish half baked stuff like this.

    • @JoelIglesiaSr.-pt8xk
      @JoelIglesiaSr.-pt8xk 27 днів тому

      idiot. of course he has a script already that he was following to do recorded video. Make sense

  • @user-te1ny1xr1r
    @user-te1ny1xr1r Рік тому +3

    I got this error can you help me please Challenge Not yet complete... here's what's wrong:
    The 'Accounts Without SolarBot Opportunities' report doesn't include the correct collection of accounts.

    • @isaaclee7855
      @isaaclee7855 Рік тому +1

      Problem is due to 'Accounts Without SolarBot Opportunities' report being saved in a different folder, most likely in "Private Reports". This problem will persist until 'Accounts Without SolarBot Opportunities' is removed/deleted from "Private Reports" even if 'Accounts Without SolarBot Opportunities' is in the correct folder.

    • @Jolacoz
      @Jolacoz Рік тому

      Also if you use language that has a different format of number , example Arabic numbers , make sure to change the locale to English from users page

    • @shashwatsrivastava9784
      @shashwatsrivastava9784 7 місяців тому

      What's the solution

  • @dennisliu5069
    @dennisliu5069 Рік тому

    Thanks for the video, it helped me pass the challenge. However, I didn't apply the filter logic 1 in the report 'SolarBot Warranty Call Sheet'.

  • @JoelIglesiaSr.-pt8xk
    @JoelIglesiaSr.-pt8xk Місяць тому

    THANK YOU ❤

  • @madhuchande1957
    @madhuchande1957 Рік тому +1

    can you please explain applying filter logic 1 in SolarBot Warranty Call Sheet ?

    • @saikarthik273
      @saikarthik273 7 місяців тому

      Select the check box of locked under filters section - under warranty

  • @umoruabdulazeez8438
    @umoruabdulazeez8438 6 місяців тому

    Hello thanks, I'm grateful it works for me😉😉😉

  • @ashwinijoshi5881
    @ashwinijoshi5881 Рік тому

    Challenge Not yet complete... here's what's wrong:
    The 'SolarBot High-Case Candidates' report isn't lumped correctly or doesn't prioritize the list correctly.

    • @riteshthakur3009
      @riteshthakur3009 Рік тому +4

      sort Account Name to descending & Phone to Ascending

    • @keerthis7574
      @keerthis7574 Рік тому

      @@riteshthakur3009 This helped me … I’m trying for the answer all day long and here I’m done .. thanks a lot 💯🤍

    • @devyaniyeshi9490
      @devyaniyeshi9490 Рік тому

      ​@@keerthis7574thanks dude... saved me

    • @ChezIna
      @ChezIna 7 місяців тому +1

      I have the same error. I tried everything! Sorting Account Name to descending & Phone to Ascending didnt help either. Now im stuck, great! Any ideas?

    • @gallioadam7770
      @gallioadam7770 3 місяці тому

      ​@@ChezInaHave you gotten an answer now? I'm also stuck

  • @suroopa538
    @suroopa538 7 місяців тому

    The solar bots high case candidates report isn't lumped correctly or doesn't prioritze the list correctly
    It shows like this

    • @pujabhattacharya5657
      @pujabhattacharya5657 5 місяців тому

      Prioritize the list by the highest number of cases by clicking the Account name header as descending and phone as ascending.

    • @rupabarua7349
      @rupabarua7349 Місяць тому

      @@pujabhattacharya5657Thanks a lot 🎉

  • @chaffylocket1174
    @chaffylocket1174 Рік тому

    what record type should it be it asks in the beginning to select utility or residential

    • @trivedreddy8433
      @trivedreddy8433 10 місяців тому

      Did you know the answer for that now can you tell me

  • @user-nv6ye8hc4w
    @user-nv6ye8hc4w Рік тому

    Thanks!!

  • @anushabaratam111
    @anushabaratam111 Рік тому

    I got this error..
    The 'SolaBot Warranty Call Sheet' filter shouldn't be adjustable by users.

  • @user-cj8oj9kk8w
    @user-cj8oj9kk8w Рік тому

    I get the following error msg "This list API name is used by a public or private list view. Choose a different name."

    • @ISTAMPERS
      @ISTAMPERS  Рік тому

      Hi Zohra,
      Solution: You have an existing name or you copied the SPACE before the API Name. Hope it helped!

  • @prudhvibhargav
    @prudhvibhargav 9 місяців тому

    All of your videos are great but this video is not accurate. Its been a nightmare getting the challenge right.

  • @aamirbhat3026
    @aamirbhat3026 Рік тому +2

    Have done exactly what u have shown..
    Challenge Not yet complete... here's what's wrong:
    We can't find a report with name "Accounts Without SolarBot
    Opportunities" in the correct folder, or it uses an incorrect report type.
    Please help today last day for submission

  • @gracepunay8875
    @gracepunay8875 Рік тому +1

    the sound is annoying.

  • @siddhum7982
    @siddhum7982 10 місяців тому

    THANKYOU