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Lightning Experience Rollout Specialist Superbadge - 7

No lightning...just rain

Challenge 7
For us who have completed the Reports and Dashboards Specialist Superbadge, challenge 7 shouldn't take much time.  If you are not as familiar with reports and dashboards in Salesforce Lightning, read on.  Below are tips for step 7 and a few gotchas.

The order:
The instructions under "Set Up Reporting for Sales Managers" provide a decent timeline with which tasks to complete first.  I made a few tweaks.
  1. Read the instructions!  Gotcha #1:  A single report is needed to create all of the dashboard components.
  2. Craft the Opportunities Pipeline report - add all of the groupings specified by the dashboard components. 
  3. While you are still on the report, schedule the report to be sent to John Wiseman every Monday.
  4. Create the dashboard
  5. Add the 3 components.  Gotcha #2:  Use the correct labels! 
  6. Add the dashboard filter.  Gotcha #3: Use all of the stages, but not the "all" option. 
  7. Set the "View Dashboard As" setting by clicking edit then selecting the gear icon on the top right.   Gotcha #4: A private dashboard can not be dynamic. 

Report Schedule for John Wiseman


My beautiful Sales Operations dashboard

Comments

  1. AndreasJune 1, 2018 at 3:35 AM

    Hi,

    I am receiving the following error message : Challenge Not yet complete... here's what's wrong:
    The Account record home page may not be activated

    Could you please help me out?

    ReplyDelete
    Replies
    1. Trailhead BabyJune 13, 2018 at 1:17 PM

      Hello! I just got back from a beach trip and am catching up with comments! Are you still stuck? This error message seems odd if you are on challenge #7. Are you on this step or perhaps on challenge #6? If so, I'd make sure that the created "Key Sales Data" lightning page was activated. (Look in the upper right when you create a page for the "activate" button.)

      Delete
  2. JohannaJuly 13, 2019 at 5:13 AM

    Hiya! Task itself not super tricky although I was unsure of how to embed a graph to the accounts page and rename it. I think I have done it but get error " The Account record home page may not be activated." Any suggestions?

    ReplyDelete
    Replies
    1. Trailhead BabyJuly 15, 2019 at 5:04 AM

      Sure! Far right of the editor... see the "activation" button? I'd bet you need to enable for all profiles - unless the instructions say otherwise. Got it?

      Delete

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