service cloud specialist superbadge challenge 2
I have read every message I can find and have double and triple checked everything I can think of. :), I am attempting Challenge 7 on the Service Cloud Specialist Superbadge. January 07, 2019. donut! Problem is however that the macro works fine: it sends out the correct mail template to the case contact person. Ok, wracking my brain here Getting error: We can't find a Contact Customer Case Task. kindly disregard my earlier comment.Check the FLS of Case Object of the customise case page layoutAnd you were right, the "count down" should be added too, otherwise another error will pop up.Thanks,. But not sure what is causing the macro to not find the email template. Thanks! I keep getting this message on step 3:Challenge Not yet complete here's what's wrong:We can't find the Entitlements Tab on the Console. hmmmm I think I just had to drag the filed onto the layout. Ensure the Macro uses the Cloudy Weather reusable email for the subject and body." At last count, there are 81 Salesforce Trailhead projects for developers. )- Page name is "Cloud Technical Team Page"- I added the field on page layout as well as the two additional fields it is asking for.- I removed the 4 fields on page layout - Was I supposed to create a new section and name it "Support Life cycle" or something?- Does this have to do with the user set up? I dont see any check box under layout properties of Knowledge. Still not sure what Im talking about? Hello Trailhead Baby! The Service Cloud Consultant certification is designed for consultants who have experience implementing Salesforce Service Cloud solutions in a customer-facing role. Hello Trailhead Baby,Getting Below Error Message on Step 4Challenge Not yet complete here's what's wrong:We couldn't find the Advanced Cases configuration. Trying new things- my baby brother practiced crawling through a tunnel. And I've included milestone tracker in the page layout. You have to make the article "Linking SP-100 to SP-200" visible to everyone. Grab a pen and paper. I also confirm that no additional code exists in this org. 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. My brother has started to play with me! And it's a little trickybut you can find out if you google it:). Help with Superbadge Service Cloud Specialist step 4. I have the same problem, I have the same problem, could you solve it? Making dinner for Mom! If you're using a new DE and seeing this error, please post to the developer forums and reference error id: BSAIHRHU. (Email to rebecca@capstorm.com). Executive Report Tips: SolarBot Loyalty Revenue This report is tricky, but I don't want to give away the solution! Ensure you have created the Support: Cloudy New Email from the Case email template., i tried everything but not able to fix this error, Good content. While I'm trying to create a Macro, and adding Instructions, the Update Case tab under feed tab is not highlighted. Ensure the Customer Contact can be tracked on Cases.Current SetupAssignment: Checking for below:1 (Case: Status EQUALS New) AND (Case: Priority EQUALS High) Assign toAdvanced Case Organizer2( Case: Priority EQUAL SLow) AND (Case: Status EQUALS New) Assign toBasic Case OrganizerPre-Defined Teams named "Cloudy Support Team"Case Team Roles 1: "Customer Case team" Access "read" ONLYCase Team Roles 2: "Support Lead Role" Access "read/write", My assignment is a tiny bit different (Equals High or "Not equal to High")Role names are also different- definitely schematics, but "Customer Contact" and "Support Lead", Thank you for sharing the information here. Goodness! If you're using a new DE and seeing this error, please post to the developer forums and reference error id: EVUFSEOY. 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. If you have additional questions, please give us a call and reference case {!Case.CaseNumber}. The macro works without the email button being visible. Take a break, grab a snack, and watch this video. Tnx, hmmmm What you have sounds correct. I ran into same issue and I was able to resolve this issue by switching the trailhead playgrounds back and forth. I have sent screen shot of my report to rebecca@capstorm.com . Hi,I am stuck with this error:Challenge Not yet complete here's what's wrong:We can't find the Cloudy Weather response sent reusable text. Ensure the Entitlement Field is visible to the System Administrator ProfileI've checked the console app, even gone through the SA profile, but i don't seem to understand what needs to be done. Dont forget to add the decline reason to the configuration, Adding statuses to Profiles is key for ensuring this all works and can be tested, Your queues need to be linked to your routing configurations respectively. Ensure you set up the routing for Advanced Cases properly. Book Now. I'm sure you've done this but is omin-channel enabled? You write beautiful things. Once this was done, I passed the 3rd challenge section. i could pass the challenge, so great to have some experts available like you! I'm also having issues with challenge 2 - it seems super simple, but I've tested many times and am still getting the same error message: I am doing Service Cloud Specialistchallenge 2. Thank you! The custom email button I made was visible instead but was not approved by the Trailhead check. Wait 24 hours then re-create the process. The sketch allowed me to organize all of the instructions into a reasonable order before I started clicking. Thank you sooo much, you were right! Any ideas that can help me? Ensure there is a tab on the service app to see support level assignments overall.I have done litteraly everyhing but nothing seems to work, I'm now 12 hours in, just with this third step. 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. Even though I created the Case Assignment Rules to achieve this I am getting the below error, please help !!! We recommend using a new Developer Edition (DE) to check this challenge. Below are tips and gotchas for each report / dashboard. This article will help you to work through the Lightning Experience Reports and Dashboards superbadge. That proved to be incorrect. "I have created the Entitlement Process named "Cirrus Support Process" twice now. I have to double check the directions, but I believe that you just have to add a few values. I tried to rebuild the report in another playgorund but this error occurs agin: We can't find the result 'Sort: Descending' in Grouping1. for Challenge 7. i see one prob in my advance routing configuration i am not able to populate Overflow Assignee. Turns out that i put the incorrect work capacity for Basic Cases so it wasnt finding it. Ensure you group report results correctly. 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. 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. I have created also both categories. Ensure a High Priority Task is created for the case owner to contact the customer.Please do the needful. Thank you SO MUCH. This is where you start building out the ability to manage support levels. How can you update it as status field is inactive dring recording procedre? Stuck on Superbadge Apex Specialist Step 1? Ensure a High Priority Task is created for the case owner to contact the customer.I DO in fact have a task for this. Ensure you set up the routing for Basic Cases properly." If the answer is a dev org and you are still on step 1 or 2 of the challenge, I would just start over in a playground. :), I am unable to solve this. Modified 2 years, 1 month ago. What other fields do you need to add? Ensure Milestones are configured properly for High Priority Cases. 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). Start in setup. 79, Section 3, New Taipei Blvd., Xinzhuang District, New Taipei City, Taiwan, 242032 +886 2 8522 9980. Challenge 5 error : We can't find a field called 'Question Long Text Area'. 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? This kind of information is very useful, but I liked this article very much, if you also want some new information related to Covid 19, then you can visit here.1. Ensure if an agent picks up a case, but decides it's wrong for them, they can send it back by selecting 'Wrong Queue'. 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! I am the Trailhead Baby! to your account. Open a Case in the service console.2. I am also stuck in Challenge 5 with the "Challenge Not yet complete here's what's wrong: We can't find that Case Agents have access to Knowledge. For example, Basic vs Premier support. Think about the number of times you need to reuse a milestone the business rules are not the same for each occasion, Make sure your profile can see the specific fields on the Case that deal with the SLA management process, You can track progress through the process through a standard Lightning component which needs to go onto the record page. I was able to work out a solution, I will outline it below. This type of information has a track record of assisting businesses of all sizes in producing outstanding user experiences.If you want to know about then you can click here.Thanks for sharing. Thanks for getting back to me. "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. Yes! Usually this is due to some pre-existing configuration or code in the challenge Org. "Im not able to add instructions in the macro. Ive always thought this was pretty cool. i m at step 4 getting below error Challenge Not yet complete here's what's wrong:We couldn't find the Advanced Cases configuration. Excellent statistics for your blog, thanks for taking the time to proportion with us. Hi Baby, I'm stuck in step 2 whit his stupid error:Challenge Not yet complete here's what's wrong: We can't find a group called 'Basic Support Agents'. @Joy.. Can you please share the solution ?r. 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. Look at the page layout again- there is another item you will need to add. I thought that the issue was missing "Milestones" :), Support Lifecycle Can you guide me how to do Service cloud Challenge 3. I'll take a look as soon as Trailhead is back up! Ensure Agents have access to Knowledge when viewing a Case". If you are still stuck after that, leave a comment with some more details and I'll take a look. Tags Review the steps to ensure you configure the Case Stages for the Cloud Technical Team Lifecycle." Hello Trailhead Baby, thank you for all your replies.I am interested in what profile you cloned for this one. You signed in with another tab or window. I'm working on the Service Cloud super badge and the error below is driving me nuts! As with any Superbadge on Trailhead, you'll do better if you work through the instructions step by step rather than going by the errors you get from Check Challenge. I'll let you guess that part :) 2) I'm showing subtotals, but I doubt it matters, Thx a lot, you gave me nice direction. Ensure your Dashboard component Header and Title are correct.I'm pretty sure my Dashboard and Report have correct header/title/subtitle, any idea what (obvious?) Did you check the little box to activate the entitlement process? Glad you figured it out! Ensure the Macro sends an email to the customer. That is why I referred to the question that was asked to you before on May 31st. My problem was that I had 2 users with the same name: Ada Balewa. Please post some details of what you have. Reports Accounts by Market To create the "Market" row grouping, use a bucket field. Thanks, the mistake was that it was not Cloud but Cloudy :(, Woohoo! 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. Review the steps to ensure you create the Case Page Layout for the Cloud Technical Team.Is it how I named it? Review the steps to update the Utility Bar to include a way to automate the completion of otherwise manual tasks. I was creating 'wrong queue' queue . Ensure the Cloudy Weather Email Template addresses the Recipient of the email.My macro runs with the quick text and email set up but I keep getting the error above when i check the challenge. Review the steps to ensure you configure the Case Stages for the Cloud Technical Team Lifecycle. Issue was with the Lightning Page Layout. Hello, I am also stuck with the same situation as Anonymous May 31, 2019 at 12:12 AMHi 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. "I named the process :"Cloud Technical Team" !Not sure what is going on .. Tried giving access only to the relevant objects, but still getting this error message, becoming a real nightmare for mewould really appreciate some help here, its becoming really frustrating :) Thank you very much ! The first think I would try is to create a case with an email address that is yours then run the macro to make sure that you get the email. Case organizers think about the language. Was this badge FUN or what?! If you want to check the support process' api name, you can extract via data loader. We recommend using a new Developer Edition (DE) to check this challenge. Still stuck? Anyone have any idea? :) I'd reconsider that time trigger. It's a status. No. But I have successfully created this service console in my playground. Note the filter. If you are in a playground, I've seen this error a few times for the Process Automation superbadge and it usually gives you better details of what could be wrong. Sounds like you need, The instructions mention that agents should be able to decline requests. Challenge 1: Automate record creation. I'm STILL hacking away at this error message. 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.Not sure what needs to be done, any help..? rebecca@capstorm.com, Hey, I'm having the same issue, seeing "Challenge Not yet complete here's what's wrong:We can't find the Case Stages for the Cloud Technical Team Lifecycle. Would you like to share a few more details on how you currently have things set up? Did it help? It is reason i m getting this error. Getting the error messageChallenge Not yet complete here's what's wrong: We can't find the status 'Wrong Queue'. 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. The challenge says "add the option for agents to compose emails within the console while looking at a case". I fixed it, it was a really stupid mistake. 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've been stuck on this error message for two days! The Cloud Technical team page layout (and all other page layouts) has knowledge sidebar enabled and I can see the knowledge bar in the console.Any idea of where to look next?Thank you! Ensure you create the Cloudy Weather Resolution automated action. I'd just give it 24 hours then recheck the challenge. Ensure you set up the routing for Advanced Cases properly. Empty the recycling bin. I really learned a lot here. 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. Even after setting up support proc and presence status. When it works it plays a sound to tell you that a case has been assigned to you. I put both the Security and Service Cloud specialist badges here as they don't particularly belong to another category. Please add the Email quick action in the page layout for lightning experience in case you dont find it on the feed and let us know if you are still seeing this issue.Thanks,Praveen, The response from Salesforce support was good. You may want to jot down notes as you read the requirements. Click the cog in the upper right hand corner. Any clues as to what I might be missing? Hi there, thank you in advance for your time, very kind of you.I am stuck on Challenge 4 - Routing Case Traffic and the error message I am receiving is: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.I have 2 Routing Configurations: Advanced Cases with: 'Routing Priority' of 1, 'Routing Model' of Least Active and 'Units of Capacity' of 2.00 - with a 'Related Queue' of 'Advanced Case Organizer'Basic Cases with 'Routing Priority' of 2, 'Routing Model' of Least Active and 'Units of Capacity' of 1.00 - with a 'Related Queue' of 'Basic Case Organizer'.Also;'Email-to-Case' is enabled and has a Routing Address.I have a 'Service Channel' called 'Stormy Cases' (Case object).I also completed the Trail: 'Omni-Channel for Lightning Experience' but obviously I didn't fully understand it :(Thanks again for your time. I'll keep checking if I missed anything. By creating separate question and Answer fields in Knowledge,I was able to complete the challenge. A huge thank you to Jocelyn Fennewald , Salesforce MVP, for pointing out the "remove all columns" option within the report creator. 1 is checked that should not be checked. Change the labels for Standard Objects and Fields in Salesforce Go to Setup -> Customize -> Tab Names and Labels -> Rename Tabs and Labels. We can't find a field called 'Question Long Text Area'. Based on our research, it appears the low power produced is related to the cloudy weather in your area recently. Found my mistake (apart from taking it too literally). We can't find the 'Customer Case Team' role. By clicking Sign up for GitHub, you agree to our terms of service and I have cloned the Salesforce "Standard Platform user" profie!Is it correct? "I have created 3 queues,presence configuration for Advanced and basic with correct capacity and routing configurations with priorities as advanced 1 and percentage capacity as 100 and for basic 2 and percentage capacity as 100.Still stuck with same errorCould you please help me with the issue. 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. 2 comments Closed . Ensure you create the 'Question Long Text Area' fieldI am getting the above error.Can you pls guide me through. Add to Trailmix. Service Cloud Specialist Superbadge Challenge 2 Question, i finally found the answer in module 'Service Cloud for Salesforce Classic'. Hi fixed it. 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. 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. Hi, I am constantly getting "We can't find the Cloudy Weather reusable email. please help. Which checkbox I have to checked in Step 5.Actually I am getting below error:"Challenge Not yet complete here's what's wrong: We can't find that Case Agents have access to Knowledge. I am getting an error in challangee check: Challenge Not yet complete here's what's wrong: Ensure Case Status is set directly from the Macro not through a Quick Action, Trigger, Workflow, or Process Builder. thanks a bunch. 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! Back to the superbadge. Yes you do. I had to do a quick refreher on this topic mid-superbadge. I learned so much doing it. The only issue remains that the standard email quick action can be added in the page lay out for the Macro but is not visible in the console in the trailhead org. Trailhead Baby any idea? hi Challenge Not yet complete here's what's wrong:We couldn't find the Advanced Cases configuration. I am getting this below error. I am struggling with this part from step 6.Challenge Not yet complete here's what's wrong: We can't find the Recipient field in the email template. I recommend that when youve finished this superbadge, TURN THIS OFF unless you want to be inundated with auto-response emails! "Wrong Queue" is not a queue. If you've been introduced to the world of Salesforce, you might have heard of a little thing called a superbadge. I am having trouble with step 4. I was convinced I was missing something and racked my brains over it. Ensure you set up the routing for Advanced Cases properly.I have 2 routing configurations: advanced (least active/units of capacity:2.00/priority:1)and basic (most avaliable/capacity:1.00/priority:2)I have 3 presence configurations: advanced case organizer(capacity:20), basic case organizer (capacity:20) and overflow(capacity:100) and all of them are avaliableI have been re-reading the pre-requistes but I'm stuck big time. I even tried to create a new playground and start over (that only made things wose). Confused? Luckily, the macros module was very fresh in my mind. These are instructions on the types of rules you need to make. Did you perform any particular action to get the email available on the console ? "Not able to figure out what is wrong here. Your message said "violation action after 10 minutes: create case" - but I'm pretty sure you meant task. 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. Use the search o. Hello! New Profile button, instead of hitting the Clone button on the Technical profile page. Also when i click on Overflow Assignee no records found window pop up. In the worst conditions, Ursa Major panels produce ~25% of maximum power. Ensure you set up the routing for Advanced Cases properly.i have done all the setup but . (I am totally stuck on a CPQ superbadge right now on the last step!). When I go to edit the page layout, I do not have fields for Question, Answer, Category or Status. * Email Alerts I needed the Email Alerts set up before I could create either the process or the approval. I dont see any check box under layout properties of Knowledge. here's what's wrong: We can't find the Case Stages for the Cloud Technical Team Lifecycle. I added the email action for both Classic & Lightning case layout but i do not see the Email button and when i test the console, i can not send and email. @Trailhead baby I am having same error message. Does it work? rebecca@capstorm.com. Making dinner for Mom! 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. I made two dollars today! I accidentally made it a matrix, however, no matter how many times I saved and ran it, Lightning reverted it back to my original matrix report, so I had to start afresh (deleted it, switched to Classic, emptied the Recycle Binetcurgh), I just filled my dashboard with a single chart and it seemed ok. Grief! Hello,I am @ step 2 keep getting error:Challenge Not yet complete here's what's wrong: We can't find the 'Team Roles Related List'. Ensure you group report results correctly. Checkboxes: Missing 3 that should be checked. Thanks. I'm on Challenge 3 and I keep getting this error:Challenge Not yet complete here's what's wrong:We can't find the correct fields for the Page Layout. this blog is beneficial and great information to share with us. I have finally managed to get through this stage. I am able to add the automated email action, but for some reason, cannot add the instruction for updating the case status. Someone was telling me that the visualforce template has the {!recipient.name} field but that template wasn't available for the action. He laughs when I poke his nose and tries to take toys out of my hand. A mistake I have made many times as well! Review the steps to ensure you configure the Case Stages for the Cloud Technical Team LifecycleGetting this error can anyone please help. Don't be worried if you are updating several page layouts plus the console app. I found it necessary to click "edit" then "save" the profile, even if nothing had been changed within the profile itself before the challenge checker passed. I originally created the Cloud Team Billing Support profile first, then cloned it (using the clone button on the Billing profile page) to create the Cloud Team Technical Support profile. Ensure the Macro adds the Cloudy Weather response sent reusable text to the description.Please help. 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. +12,700 Points +300 points. []Safari Enter the billing service credentials in the custom setting. (6 days ago) WebHelp with Superbadge Service Cloud Specialist step 4. Use another way to specify capacity for the routing configurations. Hi Trailhead Baby,Having problem with Challenge 4 with an error message:Challenge Not yet complete here's what's wrong:We can't find the Support: Cloudy New Email template. Could you suggest how to troubleshoot it ? Service Cloud Specialist Superbadge. Thanks a lot because I asked SF support and got this answer which did not help me much. Have you set up the routing address? I am unable to rename the "Service" console , I receive this message when selecting Edit. Ensure you create the 'Reimbursement and Payments Topics' for Billing Knowledge articles. Ensure you set up the routing for Advanced Cases properly. I have the Milestones field in the page layout too. Yes, routing address: routing name (cloudy Email Routing), Case owner (Basic case organizer), email address (my email address), Verification (Verified).Do I need to change something in the support settings? Processes. here's what's wrong: We can't find the Case Stages for the Cloud Technical Team Lifecycle. It is now working. I have the same problem and my Entitlement Process is already active :(. Iqra Technology is an IT Solutions and Services Company more information visit to our web site iqratechnology salesforce microsoft-dynamics, I have read your blog. Amazing perception you've got on this, it`s pleasant to discover a internet site that information a lot statistics approximately exclusive artists please checkout my post complete home care. I looked at Trailhead https://trailhead.salesforce.com/en/content/learn/modules/service_trans/service_trans_feedbut it is still not working; i would appreciate a little tip ? Are you sure you want "email to case"? Service Cloud Specialist Superbadge Challenge 6. Did i use the wrong template? I am stuck at Step 3 - Create service level and actions. Something that helped was saving the report frequently. Glad you solved the problem! Did you start with a clone of the correct profile? Unfortunately, the more I mess with it - it feels like I'm hosing my trailhead org. I'm sure i did #1 and #2.What do you mean by "count down" component for #3? Good! Error: "We can't find the Entitlement Name in the System Administrator Profile. An action can be added to the page layout. Service Cloud Specialist Superbadge - 4,5,6,7. privacy statement. Please ignore my comment, I was on the wrong Trailhead Playground when checking the challenge HAHAHA.