service cloud specialist superbadge challenge 2

Click the cog in the upper right hand corner. I feel I can very confidently now teach people about Service Cloud productivity in Lightning and now also have some practical experience in setting up Omnichannel! Still stuck? Executive Report Tips: SolarBot Loyalty Revenue This report is tricky, but I don't want to give away the solution! But not sure what is causing the macro to not find the email template. Challenge Not yet complete here's what's wrong: @atapper - add those stages in support process and assign. Review Superbadge Challenge Help for information about the Salesforce Certification Program information and Superbadge Code of Conduct. At last count, there are 81 Salesforce Trailhead projects for developers. Its much informative and really i got some valid information.Lapel BadgesInternal Signs, Hi I am stucking step 2, I can't find these options in case layout NewInvestigating CauseInvestigating SolutionResolving with CustomerEscalatedClosed. Take a break, grab a snack, and watch this video. Did it help? Found my mistake (apart from taking it too literally). Does this help? Confused? Back to the superbadge. Prework and Notes. Also when i click on Overflow Assignee no records found window pop up. Excellent article and with lots of information. The solution? Intermediate case users can access both lists of cases. I have named it "Cloud Technical Team" and I have named it "Cloud Technical Team Support Process." I fixed it, it was a really stupid mistake. Once this was done, I passed the 3rd challenge section. here's what's wrong: We can't find the Case Stages for the Cloud Technical Team Lifecycle. Think of this like a Sales Process. where you have opportunity stages associated with the process. (Email to rebecca@capstorm.com). I used a new trailhead playground created exclusively for the service cloud badge. Enter the billing service credentials in the custom setting. We can't find a field called 'Question Long Text Area'. * Able to be used on a profile level? Drag the Milestones object from the left bar of the lighting app editor anywhere on the page.5. Grief! I am not intending to give out the answers, just a little bit of a nudge. The demand for UI/UX design implementation is continuing to grow. I'm concerned to share photos because of the slight nudity, however, I can assure you that it was a glorious adventure. Chatter feed and publisher action for email is there, i just tried to add my own email and run the macro and even tho it says it is successful, I am not actually getting the email. Thanks for sharing your great ideas, thank you so much and keep share.Custom Name BadgesMagnetic Name badges. Review the steps to ensure you configure the Case Stages for the Cloud Technical Team Lifecycle." Are you using a Dev org or a playground generate from Trailhead? It also removed the approval steps from Process Builder and highlighted (with *'s) the prerequisite items to building my process. Tried it all, from custom : support profile to standard user, even admin. Yes! I ran into same issue and I was able to resolve this issue by switching the trailhead playgrounds back and forth. Open a Case in the service console.2. Use Lightning Knowledge to create a knowledge base for better customer service. Hello,I'm stuck on Challenge 7 with a hair-pulling message:We couldn't find the correct dashboard metadata. But I have created this Data Category, so I'm not sure what the issue is. Thanks a lot because I asked SF support and got this answer which did not help me much. If the action is missing from the page layout, it will not show up as an option in the feed. This exam zones into Salesforce's second most popular product, diving deep into all the features that make up the Service Cloud. I'd bet that the solution is to "clone" not rename. Due to the fact that we created custom page layout, I totally forgot to add the 'Entitlement Name' and give it access to the required profiles. Designers follow many disciplines to create a better online experience for everyone by improving accessibility, user research, and prototyping. Ensure a High Priority Task is created for the case owner to contact the customer.I DO in fact have a task for this. Review the steps to rename the console to 'Cloud Support Service Console'. In fact, you need to have better coding style to pass the challenges. Hello, I passed the first challenge but i still have a question. Checkboxes: Missing 3 that should be checked. Does somebody have a thought? This comment has been removed by the author. I am getting mad over this error now. Let's do this. Could you shoot over a few screenshots of what you have? I tried to rebuild the report in another playgorund but this error occurs agin: We can't find the result 'Sort: Descending' in Grouping1. In all case page layout I have enabled Knowledge Sidebar in each case page layout, Useful Information, Thank you for sharing these, its so helpful.Reusable badgesHotel Name Badges, Thanks for sharing your valuable information Salesforce CPQ TrainingSalesforce CPQ Online Training, uak bayankilis bayanosmaniye bayansiirt bayanmu bayanbartn bayansivas bayanile bayanayvalk bayansultangazi bayan, malatya bayanar bayanadana bayanedirne bayanzonguldak bayanrize bayanbalkesir bayankarabk bayankrehir bayankonak bayan. Hi Trailhead Baby, I am stuck in Challenge 6, keep getting error:Challenge Not yet complete here's what's wrong: We can't find an automated action in the Cloudy Weather template. Two things try a different merge field for the name. I checked again while waiting for your asnwer, and I was issing a character at the end of the Title ('Type' instead of 'Types').I'm all set now, thank you! Process Builder sketch Last night, I drew a rough sketch of my process: Was it pretty? Well occasionally send you account related emails. The error message is so cryptic that it's hard to troubleshoot the issue. http://www.alwaysablezard.com/salesforce/tips-for-passing-the-service-cloud-specialist-superbadge/, Business Administration Specialist Superbadge- 3 & 4, Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6, Process Automation Specialist Superbadge - 5. Your message said "violation action after 10 minutes: create case" - but I'm pretty sure you meant task. Thanks in advance. I have both Email to Case and On Demand Service enabled on the Email to Case page. I'd just give it 24 hours then recheck the challenge. 43 are for Admins. (I made a custom button as well for this one.). It was an interesting project, and I wanted to share some lessons learned from . hmmm It has been a while, but I believe that just the "standard" profile is what you need. This thing is just hosed and I'm only on #2. Service Cloud Specialist Superbadge Challenge 2 QuestionI have followed the exact process but I am facing the below error. Reports Accounts by Market To create the "Market" row grouping, use a bucket field. Knowledge Basics for Lightning Experience. thing I could be missing?Thanks in advance! Couldn't figure out where I go wrong.. What profile did you clone to create Cloud Team Billing Support? Something a little odd- Have you added the chatter feed/publisher to the layout? Review the steps to ensure you configure the Case Stages for the Cloud Technical Team Lifecycle.". I did add the things mentioned automated action in macro. Hi All,I am currently stuck at challenge 4. I have read every message I can find and have double and triple checked everything I can think of. Service Cloud Specialist Superbadge - 4,5,6,7. I am facing issue on challenge 4 as I am not getting fair idea where to start I have created all the queues enabled Email-to-case but I need a starting point as where to start. Thank you! These are not correct check the challenge instructions, If you are still stuck .read about Onmi Channel. Or "on demand email to case". Use the search o. Hello! Remember you can only have one assignment rule per object and the instructions specify two routes. Thanks, the mistake was that it was not Cloud but Cloudy :(, Woohoo! Already on GitHub? Ensure the Macro sends an email to the customer. It is hard to give many hints about this step without giving away too . Step 4 : Service Cloud specialist challage ERROR MESSAGE : "Challenge Not yet complete here's what's wrong:Ensure you set up Email Routing to work without having to install the Email-to-Case agent behind a network firewall. here is the complete guide for designers that will increase your knowledge. Review the steps to ensure you display the correct fields on the Page Layout.I double-checked that all the fields are there. So heres some advice on how to get through this most super of Salesforce badges its great for: As with any Superbadge on Trailhead, youll do better if you work through the instructions step by step rather than going by the errors you get from Check Challenge. Initial Response milestone- You only need 1 criteria. This is my journey- a normal kid by day- a Trailhead explorer by night. Report Modifications: Sales Two words: Filter Logic Support If you get this errortry stacking to 100% and make sure that you have a "horizontal" style chart. I have logged in as Ada can see everything selecting an article with question and answer field but keeps providing me the error "We can't find that Case Agents have access to Knowledge. I've been in this challenge for hours now. Challenge Not yet complete here's what's wrong:We can't find the 'Cloud Support Service Console'. Ensure Agents have access to Knowledge when viewing a Case." Start in setup. Please guide me on this.Thanks. Alas, fingers crossed for the next challenges. I dont see any check box under layout properties of Knowledge. Tnx, hmmmm What you have sounds correct. Review the steps to update the Utility Bar to include a way to automate the completion of otherwise manual tasks. Youll need to enable this whole feature before you start I wont give away what its called! Salesforce Data Analytics let us help you become a data driven organization and ensure your data is working hard for your business, This includes implementionSalesforce consulting companiesSalesforce ServicesStaff augmentation companiesSalesforce integration companiesSalesforce Implementation servicesSalesforce Health CheckSalesforce DevOpsManaged project services. Good! Ensure the Macro sends an email to the customer.I have submit in Macro and when i run it I can see it works fine and close the case successfully.Did you find a solution? I have enabled the knowledge user check box in the user profile. It's a status. The instructions for configuring these rules are given directly to you dont skim read the paragraphs because the odd word will tell you how to configure whats needed. Ensure you set up the routing for Advanced Cases properly.i have done all the setup but . Have you guessed the theme of the photos that go along with the Trailhead - Process Automation Specialist Superbadge series?They are a few of my favorite day to day processes! I've been stuck on this error message for two days! Below are tips and gotchas for each report / dashboard. I have the same problem and my Entitlement Process is already active :(. I have sent screen shot of my report to rebecca@capstorm.com . "I named the process :"Cloud Technical Team" !Not sure what is going on .. Stuck on Superbadge Apex Specialist Step 1? :) I'd reconsider that time trigger. Edit your action, and on the lookup field for the "assigned to" there is a drop down on the left. (Not the "standard platform user", just "standard user"). (Hint- search in setup for "support process". I like your blog.Devops Online Training in HyderabadLearn Devops Online. Ensure you group report results correctly. Case( Cloud Technical Team) Layout, I'd bet your guess about the incorrect name is correct- { Cloud Technical Team Page } is what I would try without the "{"'s. Did you start with a clone of the correct profile? Email to Case would already be on if youve followed the instructions carefully now its a case (ahem) of establishing a routing address and making sure it doesnt need a firewall agent to work. Also, created Technical Topics (Technical_Topics) with Broken Equipment (Broken_Equipment), Connections & Panel Access (Panel_Access).What am I doing wrong. Review the steps to create the 'Cloud Technical Team Support Process'. !Challenge Not yet complete here's what's wrong:We can't find that Low Priority Cases have been assigned to the 'Basic Case Organizer' queue. Finally I have enabled only: Enable email-to-case, Enable html email, Set Case source to Email, Enable On-demand Service (over email: Bounce and unauthorized sender action : discard message). Ask Question Asked 2 years, 8 months ago. Sign up for a free GitHub account to open an issue and contact its maintainers and the community. I have literally tried everything mentioned in this tread I am six hours in and cannot clear this error"We can't find the Case Stages for the Cloud Technical Team Lifecycle. @MM - thanks for your time. If not, I'm happy to take a look at the details of your macro if you would post them as a comment. I have the Enable Email-to-Case and Enable On-Demand Service checkboxes checked, and tested the whole system and am able to create a case via an email. Review the steps to ensure you create the Case Page Layout for the Cloud Technical TeamPage layout is created with name : Cloud Technical Team - not working Cloud_Technical_Team - not working tried so many times but still showing same error.Can you please help me on this. I can only click on the Email tab. Most of the errors that I encountered are of the silly type- aka- If you don't activate an assignment rule, it is not going to work! Even after setting up support proc and presence status. Did it help? Yes - You will need to use the preexisting standard field, then add the stage values that are necessary in addition to the standard. That's what i was looking for but i couldn't find the merge field for {!recipient.name} and i used a custom email template so that it would be available to use for the case email action. Read this article- It should answer your question: https://help.salesforce.com/articleView?id=customizesupport_ondemand_email_to_case.htm&type=5If not, leave some details on your setup of email-to-case. Ensure the Macro adds the Cloudy Weather response sent reusable text to the description.Please help. Hi there,I am struglling with sataus update within a macro. I may be overthinking this, but want to make sure they aren't twisting the terminology on us like they tend to do with Superbadges. Ensure you create the 'Question Long Text Area' fieldI am getting the above error.Can you pls guide me through. Ensure the Case Reason and Type Analysis report format is SUMMARY. The free lemonade offer worked! Thank you SO MUCH. Dont know what was the issue in playground I was using but I created a new one and did all steps again and it worked, I completed the Superbadge Successfully. Don't be worried if you are updating several page layouts plus the console app. I'll keep checking if I missed anything. You will need it. Please help me to resolve, Hi,I want to know the resolution for Service cloud specialist badge challenge 7.everything looks fine in my account but not able to pass the challenge due to some grouping issue. Module. Sounds like an easy oops! I had figured that out in order to build the macro. *must be completed in lightning experience*1. Thanks. Essentially, a superbadge is a digital expression of your expertise in certain fields of Salesforce Stack Exchange. I'm wondering if that has anything to do with it?Any direction pointing is greatly appreciated! Check this one out: https://help.salesforce.com/articleView?id=activitytimeline_configure_call_task_event_tabs.htm&type=5Its a page layout tweak. https://trailhead.salesforce.com/en/content/learn/modules/reports_dashboards/reports_dashboards_report_types, Hi i am stuck at step 4 with the error"Challenge Not yet complete here's what's wrong:We couldn't find the Advanced Cases configuration. The custom email button I made was visible instead but was not approved by the Trailhead check. Save & Activate.That helped me clear that error. Billing Topics (Billing_Topics) with Payments and Reimbursements. Please, anyone, tell me which steps are involved in challenge-2 and I am facing one issue. I have created data categories and Subcategories and have activated.But have issue with the above error. There are a few steps to this oneso if you've done all of these things and are still having trouble, I'm happy to take a look at screenshots. Its upsurd. I tried to rebuild the report in another playgorund but this error occurs agin: We can't find the result 'Sort: Descending' in Grouping1. You may find it easier to set this up using the Set Up Knowledge setup flow, Create your article (I found that my custom fields were already there, which helped), Youll need to make changes to your Case Lightning page and actual record page to complete this part , The first requirement smacked of full automation bear in mind to stay modern in your approach, I had to put {!recipient.name} in my email template for it to work it fusses over fields. #sellingwithsalescloudspecialistsuperbadge#techinvisible#superbadgeagentFor complete SUPERBADGE solution videos , Dm me on instagram for more details :https:. For those of you who know me, you probably know that Im lucky enough to have a job that. Based on our research, it appears the low power produced is related to the cloudy weather in your area recently. Rated Accounts by State The record count for state and account rating are automatically added. I earned the badge ;), I am getting Error "Challenge Not yet complete here's what's wrong:We can't find a format of 'Vertical Bar Stacked' chart. It should be put in the activity bar (along with email/call,etc), and you can manipulate these items with a macro. Knowledge Sidebar is enabled in the Cloud Technical team page layout (and in all other layouts) but the message persists.Any idea on what else to look for. Thank you very much for such an interesting post. Help with Superbadge Service Cloud Specialist step 4. Not sure what I'm missing here, Help is much appreciated, My error message: We can't find the Case Page Layout for the Cloud Technical Team Lifecycle. Ensure you add a way for agents to customize who is assigned to each role for each case.I have already added the roles Edit | Replace Customer Contact Read OnlyEdit | Replace Support Lead Read/WriteAppreciate your help. How can you update it as status field is inactive dring recording procedre? rebecca@capstorm.com. "I've made all entitlements fields visible for system administrator profile and 2 other profiles that I've created. That is why I referred to the question that was asked to you before on May 31st. Any help! HiiI face some problem while trying to finish this challenge:Set report, dashboard, and public list view security settingsChallenge Not yet complete here's what's wrong:There was an unexpected error while verifying this challenge. Ensure the Macro sends an email to the customer.I have submit in Macro and when i run it I can see it works fine, I get the email and also the case is closed successfully.Did you find a solution? and me too!! Right from the prerequisites, every module and challenge is a nicely curated contents to master Lightning Web Components (LWC). As you had mentioned, it took right up to 24 hours for that one to process That's frustrating! Wait 24 hours then re-create the process. Yeah, meant task.And yeah, completely missed that dynamic case owner assignment until just a few minutes after I sent my comment. Telecom Billing System2. Start here:https://trailhead.salesforce.com/en/content/learn/modules/service-cloud-agent-productivity/create-a-macro-and-quick-textAnd check to make sure that your email template is available for use. Hi Trailhead Baby, I am stuck in Challenge 6, keep getting error:Challenge Not yet complete here's what's wrong: We can't find the 'Send Email' macro. Do share more like this. Still stuck? So in trying to troubleshoot my error message (which was We can't find the Case Stages for the Cloud Technical Team Lifecycle. Please reference: https://help.salesforce.com/articleView?id=activitytimeline_configure_call_task_event_tabs.htm&type=5. I found it helpful to take a separate notebook and write down the steps that I would need for each challenge step - for example - My rough notes for challenge 1: Create 2 profiles. I have added the macro in a new folder & given 'manage' access to the public groups created for this badge as well. It's easy to miss. If yes, this was created in the wrong place. Take a break, grab a snack, and watch this video. Also, I've included Entitlements in the console. If you did them recently, try not to leave it too long to attempt this superbadge. Thanks for the quick reply : still struggling :-( I actually enabled ALL checkboxes in Email-to-Case Settings, but still not working. No. Keep up the good work. Still stuck? I don't know what else to try. A few things to check:1) On the custom app - Object added?2) Case page layout (don't forget that you've created a custom one) - What fields have you added?3) On the record page - added the component to "count down" until the next item due?