A tactic that worked well for tonight's challenge was to print the Trailhead "Create Sales Process and Validate Opportunities" video transcript and make a note, next to each section, with what overall steps are needed. For example, I noted "opportunity stages, sales process, opportunity record type, validation rule, etc." This ensured that I did not miss a step.
Lighning setup search = awesome! |
Opportunity Layout that corresponds with each Profile |
To set up the approval process, I created a checkbox field, making it "read only" for all except System Admins and the Custom: Sales Profile.
The validation rule required a little thought. I started by sketching out a rough draft of the formula in plain language:
I want a user to be unable to proceed if an opportunity is greater than $100,000 AND the "Approved" checkbox is not checked.HINT: I used a very simple AND formula where Approved_c = False.
Tomorrow's challenge - step 5 - looks confusing! I am going to read the video transcript a few times and call it a night!
Thank you for taking your precious time as a baby to teach us the deepest secrets of trailhead superbadges!
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