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| The best present? Santa says that I am getting a little brother in April! |
Let's import some data! It's simple to mass delete the records if there are inserted incorrectly - and you have me to help! The goal with this post is to move beyond the "how" of data import and explain the "why." The challenge makes more sense when you think about the relationships between the objects. I'll explain more below.
First: A confession
I, the Trailhead Baby, am not a perfect Salesforce admin. Even though I completed this entire Superbadge in 2017, I still messed up the data import badly enough that I had to mass delete all of my records and start over.
Quick tip:
It may help to delete the existing data before you start the import. This way, when you extract recordID's, you only extract the ID's of the records that you have already imported vs. the records that were already in the Trailhead Playground by default.
You can use many data loader tools to complete the challenge- such as dataloader.io - or my personal favorite- CopyStorm/Restore. I chose to only use the data import wizard and Salesforce's data loader to complete the challenge.
1:
Explorers
- Split the cell containing the explorer's full name into two columns in order to map the FirstName and LastName fields.
- You can use the data import wizard for the Explorer import.
For instructions regarding how to split cells within a spreadsheet reference:
2:
Adventures (aka Product2)
In order to use data loader, make sure that you note your login and password to the Trailhead Playground. If you can not remember the password, go to "Users" and "reset password."
The trickiest part of inserting the adventures is to ensure that the fields are mapped correctly. Note that the instructions state that no new fields should be created. Product Code is equivalent to Adventure Code.
3:
Opportunities
Some of the fields will not map.
4:
Could you do this step with data loader? Probably. Did I? No.
Every adventure will need to be marked as active.
Select "related" on each adventure and "Add Standard Price" to associate each Adventure with a price book.
- Note- Use the price listed on the data import spreadsheet
5:
RecordID patching - AKA - copy & paste
Extract RecordID's from Salesforce then patch your spreadsheet
6:
Opportunity Contact Roles
- Map using the OpportunityID and ContactID (ExplorerID)
What.... Why?
In order to connect the Explorer to the Opportunity. Until this upload is completed, there are Explorer records and Opportunity records, but they are not connected.
For example:
Opportunity- Daryl Distributor - Half Dome- 2026
Explorer- Daryl Distributor
What we are doing during this import connects Daryl with his Opportunity. The next step is similar, connecting each Opportunity with it's corresponding Adventure (product.)
7:
Adventure Package (OpportunityLineItem)
Why?
If Daryl Distributor is ever going to make it to the Half Dome Hike, his opportunity needs to have an adventure listed. Otherwise, Daryl has an opportunity, but it is not connected to a product/adventure.
Note- You will need to map the OpportunityID's and Pricebook EntryID's in order to connect the data. Quantity and Sales Price/Unit Price are also required.
This is very clean. I like this. I think I can pass this now. Very well explained. Thanks!
ReplyDeleteJust getting back to this after a few days, and have a question about your Number 4. You are not using Data Loader, and I don't want to over think this. I exported the Adventure (Product2) using Data Loader and see that all three adventures are marked True for field IsActive, and each of the three do have a ListPrice. Is this all I need?
ReplyDeleteIf I need to do something else, can you give me a pointer if I am missing something, or is this all that is needed for the above Number 4 step.
Hello Bill! My apologies for the slow response- I hope you are not stuck on this step any more! (My baby brother arrived this week, so I took a few days off to play with him.) Have you associated each Adventure with a Price Book? If you navigate to price books, you should be able to select the price book and see all three of the adventures under the "related" tab.
DeleteIn Challenge 8 of "Lightning Experience Specialist" , I'm not able to add Records to the Adventure Package object. I have tried using Data Loader and DataLoader io and it gives me the same error -"ERROR: insufficient access rights on cross-reference id: 0037F00000hynMA".
Deletehmmmm. I did a little research on this error message, and I would double check the lookup fields. Did you put the Opportunity record ID and the Price Book Entry record ID into your spreadsheet? The Adventure Package upload only uses these two lookup fields (plus the quantity/sales price). There are 3 price book entries- Did you pull the record ID's from Salesforce after inserting or creating these items?
DeleteYes I have already put Opportunity Record ID and Price Book Record ID in my spreadsheet.
ReplyDeleteWhen you say "There are 3 price book entries" aren't these present in the Adventure(spreadsheet)?Because in my spreadsheet for Adventure Package I have 46 records with multiple PriceBookIDs..
Is it possible to share screenshots here?If not, where can I post them so that you could have a look...
Good morning! There are three "adventures" aka products, so there should just be three unique record ID's. Each of the opportunities (aka adventure packages) is unique and related to an individual contact (explorer). Each of the opportunities ties to one of the three price book entries (adventure packages)
DeleteIf you like- take a peek at the spreadsheet snapshot in the blog post. It shows the column headers that I used (and which columns require record ID's)
I'm happy to take a look at your screenshots - email them to rebecca@capstorm.com or share to me via the Salesforce success community @rebeccagray
Good Morning!(According to IST) I finally managed to complete the challenge, as it turns out the issue was with my process builder which i created during the "Fulfillment creation". I accidentally put the same condition twice on..I know my bad...
DeleteThanks for your help!
Cheers!
Congrats on passing the challenge!
DeleteHi, I'm stuck in the step 4. How did you get the PriceBookID? and do I need to add an extra column to the adventures spreadsheet in order to import Price Book Entry?
ReplyDeleteThe PriceBookID (like all Salesforce record ID's) is listed in the URL for the page.
DeleteExample: If you navigate to any record in Salesforce, you will see the URL at the top of your web browser. Included in the URL is a group of numbers/letters that make up the record ID. Below the record ID is 01s35000200Bgkg which identifies a specific item.
https://dancingpony.my.salesforce.com/01s35000200Bgkg
Sometimes the record ID is not at the very end of the URL but it is whatever 15 character set that is in the URL.
You can also extract record ID's via dataloader.
I did not import PriceBook entries- since there were only 3 of them, I created them by hand in Salesforce- step 4 (You could though!) I did use the record ID's for the pricebook entries in order to connect the opportunities with the corresponding adventures.
Hi! Congrats for the little brother :)
DeleteI have an issue with that part too. I tried to extract the data with dataloader.io, but no luck, because it doesn't show the needed product codes, which would lead me to the related PriceBookID.
Also the navigating method doesn't work for me, because when I go to the particular Adventure and to the related tab, there is no record in Price Book I could click on, so the ID wouldn't appear in the URL.
Please help
Hello! Have you entered the 3 products into pricebooks? It can be done through dataloader- somehow! But- I was having trouble with it, so I just created them in Salesforce directly.
DeleteHi :), Yes it helped, tank you
DeleteI am getting below error challenge 8:
ReplyDeletePlease check that all of the relationships are maintained for Opportunity Contacts and Adventure Packages that you upload from the spreadsheet.
Try this:
Delete1) Got to an opportunity for example "Andy Peterson- Manchu Picchu- 2026"
2) Under "contact rolls" - Do you see "Andy Peterson"?
If not, try doing step 6 above to connect the Contacts (explorers) with the corresponding opportunity.
If you see Andy Peterson on the opportunity, look at the related list "adventures"- Do you see "Mancu Picchu Trek"? If not, try step 7 above to connect the "adventure package" aka product with the opportunity.
Essentially what you are doing with the data import is rebuilding relationships:
Contacts (Explorers) with Opportunities (Adventures) that have Products (Adventure Packages)
Does this make sense?
In relation to this specific problem, I do see "Andy Peterson" in contact rolls. When I look at the related list in "adventures", I also see Manch Picchu Trek. I can't seem to trace the root of my problem. I've restarted in a new playground several times, but can't seem to pass the challenge. Any ideas?
DeleteThank you for the post and few in depth insights. I was able to clear challenge 8 today!
ReplyDeleteI imported Explore using Data import Wizard and it imported successfully..i got the mail as well..but I am not able to see the records in SF..why?
ReplyDeleteDid you try searching for one of the specific record names from the spreadsheet?
DeleteIf you imported to the correct object, you should be able to view the records.
Hi Baby,
ReplyDeleteI'm having trouble with 6 & 7. When using dataloader to relate Opportunity and Opportunity Contact Role (Explorer) I can not map to the OpportunityID field as it is not shown as a field in dataloader. I do have the ID (Contact Role ID) and ContactID (Explorer), but not the OpportunityID.
Same goes for OpportunityID and OpportunityLineItemID in step 7. I can share screenshot if you like.
Any ideas?
Thanks a lot,
Tim
Hmmm. For #6 the only items that need to loaded are record ID's for Opportunities and Contacts. The Opp and Contact records should already be in Salesforce, so the purpose of this step is just to connect them by ID. Are you selecting "OpportunityContactRole" as the object for import? This article provides more detailed information: Import Opportunity Contact Roles using Data Loader: https://help.salesforce.com/articleView?id=000175768&type=1
DeleteSame question for step #7- start by verifying that the upload is pointed toward the correct object. Reference: Load Opportunity Line Items using Data Loader
https://help.salesforce.com/articleView?id=000268161&language=en_US&type=1
Feel free to leave a comment with any follow up questions!
- Trailhead Baby
Do we have to create the record ID manually in the csv file
DeleteIt's not creating the record ID that you need to do... just a lot of copy/paste.
DeleteSo you really do have to copy and paste for EACH of the ExplorerID's...I'm at this step and was trying to figure out an easier way but maybe there isn't?
DeleteYep! Sadly that is the way to go if you are using dataloader. (That's why my mom's business- Capstorm- is doing so well--- They sell software that pushes records and the record relationships to Salesforce without requiring the copy/paste mess.) This particular challenge is tough because you have to do the import- export ID's - copy/past - repeat.... repeat....repeat. You have to know the order of insert to link everything together.
DeleteThanks Baby. #6 is solved, I was trying to update records with dataloader while I should insert records of course.
ReplyDelete#7 remains a mystery. The fields are shown (I made the same mistake at 6 and 7). And I am able to map all the required fields, but it keeps returning 46 errors and 0 successes.
There is no logfile so I am in the dark (again).
Any suggestions?
Thanks, Tim
What is the message from dataloader on the exceptions? There should be a snipit of data on the exception reason that will provide a clue.
DeleteI hit send too quickly! If you don't see an "exception" report- try to do the import again with dataloader. There should be a file listing the exceptions (record by record) and a reason.
DeleteThe reason is on the far right of the exception list, so you may have to scroll over a bit.
Wow! That changed things drastically! I indeed missed the exception reason in the report, so you can imagine I was in the dark. However, I had an error with both the ExplorerID as well as the AdventureID, but once I knew where to look what was wrong it was relatively easy to solve.
DeleteThanks again for your direction Trailhead Baby! Tim
Please check that all of the relationships are maintained for Opportunity Contacts and Adventure Packages that you upload from the spreadsheet.
ReplyDeleteHi,
ReplyDeleteI am getting error in the lightning experience specialist challenge 8.
After following the steps mentioned in https://developer.salesforce.com/forums/ForumsMain?id=906F0000000fyIbIAI [Step by Step]
I am getting " Challenge Not yet complete... here's what's wrong:
Please check that all of the relationships are maintained for Opportunity Contacts and Adventure Packages that you upload from the spreadsheet."
Please help me out in this I am stuck in it for last 2 days.
Try this: Open an opportunity and see if the contact rolls are filled out. If not, the opportunity contacts are not associated with the products aka opportunity line items (Adventure Packages).
DeleteYou will need the recordID from both objects in order to associate them.
The easiest way is to use the pre-existing spreadsheet that should already contain the record id's for the contacts. If you no longer have the spreadsheet, extract the contact record ID's (plus the contact names!) using dataloader. Then, patch the recordid's in the spreadsheet with the record ID's of the adventure packages...
Make sense?
Thanks for this explanation i was stuck with this for too long this comment helped.
DeleteThank you trailheadbaby.blogspot for giving so much detail. I was finally able to solve this because i missed to opportunity contact roles data import.
ReplyDeletecongrats!
DeleteHi Trailheadbaby~I searched a lot and followed the instructions step by step to complete the connection. I checked in dev org, ok, 130 new imported explorer, 3 adventures, 46 opty, and their connection, done. But every time I press the button, it shows me "Please make sure you upload all of the Explorers from the spreadsheet". Do you ever encounter such kind of issues? Really confusing...Thank you!
ReplyDeletehmmm That is not an error that I've encountered. Have you double checked the connections in Salesforce- starting with an Explorer to make sure that the person ties to an Adventure, etc? Not the most pretty advice, but if your connections are correct, I would probably do a mass delete and start over from scratch. It's been a while since I did this superbadge, but I am fairly confident that the challenge checker is looking for a specific explorer. Did you split the name cell prior to the import of Explorers?
DeleteI have the same issue. It says "Challenge Not yet complete... here's what's wrong:
DeletePlease make sure you upload all of the Explorers from the spreadsheet."
Just import all the Explorers once again, I had the same error and this worked for me.
DeleteI googled and someone said they check certain 3 records in the challenge. But I see my pairing for those 3 at org is right...Yes, I split the full name; and double-checked I didn't mix up the first name and last name. Still didn't work. I will do a cross check with excel now; if it still didn't work, I have to delete them all.
ReplyDeleteHow frustrating! I'd hate you have to delete them all, but it would probably be faster then trying to dig out the error. I recommend deleting the existing sandbox data as well- the accounts that come by default in each Trailhead playground. That way, you are starting from scratch. If you have some Python language background, this free tool can wipe the records from the sandbox faster than a mass delete:
Deletehttps://www.capstorm.com/sqlforce/
I cannot reply your last comment so will post a new one~
ReplyDeleteI did delete and start again in the morning; just in case I went too far, I clicked the check button right after I imported all the 130 explorers into org. Then, still the error message...I'm sure the process is completely right. So I began to doubt the format.
I don't know if it's ok, what does it look like from your side, especially for cities not in US?
For Laura Rossi, the mailing city is Genve when I copied and pasted here (shown as Genve in excel) with blank mailing state. I changed it to Geneva or Genève, anyway it didn't work.
For Gabriel Silva, the mailing city is 13087Campinas, hmm, not shown in messy code, but think it's a combination of city and zip code...
I got stuck on this challenge for 3 days, and if it's really sth to do with the format? lol...
I'd like to take a look at your explorer import- Would you mind:
Delete1) Doing an extract of the Explorer records - all fields - using DataLoader then
2) Emailing it to rebecca@capstorm.com
Hi, Will mass deleting of data effect the final challenge ?
ReplyDeleteIt shouldn't....mass deleting the records basically allows you to wipe the data and start over with the import if a mistake was made. I like emptying the existing data before starting this challenge because it ensures that I start 100% fresh. (The playground starts with a few general records)
DeleteI have imported everything successfully but I am still gettng the error.
ReplyDeleteChallenge Not yet complete... here's what's wrong:
Please make sure you upload all of the Opportunities from the spreadsheet.
I would like to send u the screenshots but here I cant find anyplace to share screenshots. Can you please help
Would you be able to email me a screenshot of your spreadsheet? The one where you have all of data patching completed.... I'd like to see if you are missing a recordID column. rebecca@capstorm.com
DeleteJust import all the opportunities once again, I had the same error and this worked for me.
Deletethanks for the great explanation. i passed the challange with your help.
ReplyDeleteHi there, you misspelled Rolls (vs Roles) in step 6 in the very beginning. It confused me as I didn't catch on for quite some time that it was an object that you need to create. :)
ReplyDeletehaha! Thank you for letting me know!
DeleteHi,
DeleteI'm having issues with DataLoader when trying to insert on the Adventure object. I deleted the expedition leader column, as it was empty, but my DL is giving me issues saying that one column is empty. Did you have any of these issues?
A tip- go to the object in Salesforce under setup- object manager. Look at the fields listed..especially the lookup fields. Make sure that your spreadsheet headers match the object. I believe that the expedition leader field maps to a Salesforce user.
DeleteStill getting this issue. Do you have an email I could send a screenshot of the error notification to? Not sure why but once I continue knowing that there is an empty column, I get "initializing Salesforce object and CSV file" with no movement.
DeleteIs this being done with data loader (not dataloader.io)?
DeleteI managed to move past this issue by deleting nearby empty columns. And yes, I'm using data loader. My issue now is that no opportunity records are being successfully processed. The error I'm receiving is "Close Date: invalid date: Tue Jan 01 00:00:00 GMT 26" Have you seen this before?
DeleteI actually solved this problem by using a custom format on Excel to make the date format into yyyy-mm-dd. I'll probably be back with questions on following steps :)
DeleteGlad you made it through this step! :)
DeleteYESS! Thank you for the guidance -this was a little trickier than I imagined going in. I found two things particularly helpful that I'd like to share - VLOOKUP on Excel is your friend, and I used the success logs from the uploads to get the ID's for the uploaded records. This was helpful with mapping, but I just needed to remember to label the column correctly (otherwise I'd forget which object ID it was!)
ReplyDeleteGood day! I'm sorry, maybe I don’t understand something, but where can I get the data to import?
ReplyDeleteYou download the file from Trailhead- It should be in the "prerequisites" portion of the challenge or in the first step.
Deletehow do I find Pricebook EntryID's in step 5 and then also in step 7?
ReplyDeleteI found the data load of the price book entries to be a little complex and just created them manually in Salesforce. Then, you will need to either extract the record ID's with data loader or just copy/paste them from the browser window.
DeleteExample:
https://snarky-racoon-12345-dev-ed.lightning.force.com/lightning/r/Opportunity/0061I000004ADRHQA4/view
The 0061I000004ADRHQA4 is the record ID the corresponds to the specific opportunity.
I don't know why but my 46 records are only showing 34 pricebookentryIDs. Do you know why that might be? I can't pass the challenge because the remaining 12 records have nothing in the pricebookentry id.
ReplyDeleteDo you have 34 unique products? There should only be 3. And each record should have one of the 3 ID's.... If 12 records are missing a pricebook ID, I'd bet these are either :
Delete1) missed in the spreadsheet OR
2) most likely reason-- part of the standard "demo data" that is created anytime you spin up a new playground. I'd delete the records that are not associated with the challenge.
ah okay yes there are 3 unique products but i have 46 records altogether and only 34 are showing pricebookentryIDs. the records for each unique product aren't showing the same pricebookentryIDs so I'm not sure what my next step should be.
DeleteOk. Let's tackle this from a different angle. Every opportunity should have an associated Adventure. There should be 3 "adventure packages" total. I'd create a report to see which opportunities are missing their adventures. I'd bet that the 12 records are part of the standard "data" that comes with each trailhead playground. You can quickly ID the records as a list view as well, because the opportunities will have a different naming convention.
DeleteThis way, you know which accounts/opportunities to delete.
Hi,
ReplyDeleteHow do I check that step 2 is correct?
Thanks!
Look in the Salesforce UI for the data? There is not a way to "check" the challenge until the records are all insterted.
DeleteHello and good morning!
ReplyDeleteI'm currently having some trouble with the data import. I've extracted the record IDs and put them all on the same csv file, and my data looks like yours. Upon import however, Dataloader.io is giving me an error telling me that certain record IDs don't match up.
"SOURCE: 'PricebookEntryId' DESTINATION: 'PricebookEntryId' ERROR:Price Book Entry ID: id value of incorrect type: 01t3i000001NBghAAG"
^The above is from the error spreadsheet returned by Dataloader.io. I am unsure how to map the fields/what I could do to work around this problem. Any help would be greatly appreciated!
Thanks!
The simple/ slightly lazy answer... Don't upload the pricebook entries via dataloader. Since there are only 3 records, it's faster to create them by hand in Salesforce. Then, use the record ID's from the new pricebook entries and copy/paste them into your spreadsheet....
DeletePrice Book Entry ID: id value of incorrect type: 01t3i000001NBghAAG" -- the "01t" indicates that this is a product record ID not a pricebook record ID.
- Reference: https://www.salesforceben.com/salesforce-object-key-prefix-list/
Thank you! I didn't realize the pricebook linked to the adventure and not the entry.
DeleteJust completed the challenge. Many thanks!
Currently stuck on step 8. I have gotten the Opps and contacts loaded. I've been able to connect the contacts with the opportunities but can't get the PricebookEntryID. This might be simple, but do I need separate price-books for each adventure? I currently have them all under the standard price book so I am only getting one ID number unless I look at the 01t ID number; however, that is not the correct ID.
ReplyDeleteThere should be 3 products total in 1 price book (the standard price book is fine.) Each product should have a unique ID starting with a 01t ID.
Delete- Are the products active?
I got a bit stuck on mapping the Opportunity to the Explorer(Contact), vis-a-vis Step 6 here. The error received is pretty clear. Opportunity Contact Role is an object I never touched before. This super-badge is clearly the most challenging I've done. Thanks Saikat Baby 😇!
ReplyDeletewooo hooo! I'm glad you passed!
DeleteNot yet! The last step still: config of the UI.
DeleteThanks a trillion!
DeleteHi there, I'm stuck on step 7; getting data loader error: 'Price Book Entry ID: id value of incorrect type: 01t4T0000005wa1QAA' where my record id looks good as 01t4T0000005wa1QAA
ReplyDeleteThank you so much trailhead baby,
ReplyDeleteAfter wasting so much time I was also able to finish this challenge
thank you
Hi TB!
ReplyDeleteI have spent a reasonable amount of time for step-7 and I am unable to insert 'Adventure Package' records. Error I am getting with the 'Price Book Entry ID' feld. I am a little confused on what a pricebookentryid is, Is this just one id or different ids of three different adventures? I tried both ways and none is working.
Please help me with this. Many Thanks!
Think of it without the Superbadge terminology. Each "adventure" is a product, (Just like you were running a coffee shop and had products like "coffee", "latte", "Hot chocolate" etc.
DeleteEach of the products is unique and identified by a unique Salesforce record ID. The record ID simply identifies the record and is a mostly random number.
I just completed this badge and have a few comments to make things easier (numbers correspond to the steps above:
ReplyDeleteTo successfully complete this challenge, you’ll need to use the dataloader to extract various ID#s and use vlookups to map them into the opportunity file.
To login to dataloader for a playground, use the OAuth login in Production (not sandbox). Took me awhile to figure this out.
I failed at this for hours before launching a new playground and starting over fresh- if you do this and want to mass delete, selecting the checkbox to permanently delete all files will make it work better (also, delete cases first, & try various orders of deleting because there are data dependencies). Also, don’t forget to rename “Products” to “Adventures”
Immediately after uploading the explorer files, I extracted the ContactIDs and added them into the opportunity spreadsheet in the appropriate rows. When I uploaded the opportunity file, I then already had the contacts mapped.
5. Record Patching: to extract the PriceBookEntryIDs, you’ll need to “show all salesforce objects” and select “PricebookEntry” - seems obvious, but it took me forever to realize that the pricebookentryID is not the pricebookID, nor is it the productID.
7. When doing this, it worked when I used “upsert” instead of “upload” also, Explorer__c needs to be mapped as well - map it to the ExplorerID.
May the force be with you - I nearly lost my mind. Without this blog post, I would have.
Hello,
ReplyDeleteI'm trying to create price book entry, I searched price book entry but I found only Price book. There is Price book name that I need to create price book. What is that name?
How do I create Price Book Entry? I cannot find it on App launcher
You do not need to create a price book- just use the standard and add the 3 products.
DeleteThank you so much :)
ReplyDeleteDuring importing the data from explorer.csv file i am facing a problem regarding maping the field Explorer:Phone. Can anyone please help me regarding this issue. the error which is showing in data import wizard id "The matching field you chose (Name) is not mapped and is required for an Update and Insert operation".
ReplyDeletep.s; there exists phone field in explorer object.
thanks in advance.
Hi TB,
ReplyDeleteI have checked each step again but still not able to pass this challenge. Getting error "please check that all the relationships are maintained for opportunity contact and adventure packages that you upload from the spreadsheet".
I have corresponding explorer role too for each opportunity.
Kindly guide how to solve this error.
Thanks
It sounds like there is some disconnect in your data. I would start by checking an opportunity contact and the relationships to ensure that the connectivity is there. (It sounds like you may have done that already.) Did you also verify that there is no "default" data in the org that could cause an issue? This is an issue that is hard to diagnose without a bit more detail...
DeleteHi TB, fantastic blog BTW. I'm going bonkers with this data import. Round and round with various errors. What do I need to send to you to get some help? I have managed to add the opportunities and the contacts to each oppty. I have only one active price book. I have added this price book to each adventure. I'm failing to connect the Adventures to the Opptys.
ReplyDeletehmmm Awful! I would probably just do a manual connection of the data at this point.... If you want to share a bit more details on what you have, I'm happy to see if I can help with some data-import wisdom :)
DeleteHI ALL
ReplyDeleteI am stuck on Lightning Experience Specialist Badge
here is the error "Challenge Not yet complete... here's what's wrong:
Please make sure you upload all of the Opportunities from the spreadsheet.
I did all the steps,I checked in my org that opportunity name is not showing..For every Opportunity name it shows "NEW OPP".
I tried in new trailhead org but still showing the same.I am doing from Data loader..
Any suggestion ??
HI ALL
ReplyDeleteToday I did again all steps checked every steps,but still not able to clear this challenge error "check that all the relationships are maintained for opportunity contact and adventure packages that you upload from the spreadsheet".
Please help ,e to clear this challenge .STUCK
Have you manually looked at the opportunities to ensure that the contact rolls and products are there?
DeleteHi Thank you for your reply,I did all steps again "Challenge Not yet complete... here's what's wrong:
ReplyDeletePlease check that all of the relationships are maintained for Opportunity Contacts and Adventure Packages that you upload from the spreadsheet.
same error,Yes i checked manually i can see contact roles and product.
Are your products in the standard pricebook?
DeleteThis comment has been removed by the author.
DeleteThank you for your reply,yes when i clicked on price book>standard price book>I see Price book entries:Adventure Name,Adventure Code,List Price...
DeleteI see Half Dome Hike, Machu Picchu Trek , Milford Track Trek.
There are total 20 item in standard price book.
I tried to give the exact information as I see in my org.
I Just checked that when i click on opportunity Name Al Miller - Machu Picchu - 2026 I see Explorer Roles Al Miller,next i clicked on explorer roles Al Miller I could not see Opportunity there "Al Miller - Machu Picchu - 2026" :(
DeleteHI
DeleteI was stuck for this challenge 8 for so many days ,Finally I completed today yay :).Thank you so much for this wonderful blog...I can only say that I was doing mistake in mapping or some of steps I was missing...
My Advise :Be very very careful while importing Data..and mapping so step 7 and step 8 :).
Congrats! And this data import is hard!!! (I had to do it twice to get the import correct!)
DeleteYup :)
ReplyDeleteHi... I cant find the three adventures (MTT, MPT and HDH) in my adventures list. I need to update the price book values in the related list to pass my challenge (the Import data one). please help me out on this. I can send screenshot for ref.
ReplyDeleteGood Day Trailhead Baby...
ReplyDeleteHi... I cant find the three adventures (MTT, MPT and HDH) in my adventures list. I need to update the price book values in the related list to pass my challenge (the Import data one). please help me out on this. I can send screenshot for ref. Please let me know your email id so that I can post the screen shot.
I feel its the problem with the install package. Not sure.
Have you updated the products then connected to the related price book? Since there are only 3 products, I just created them manually
DeleteBaby
ReplyDeleteI have been stuck on step 8 for about 2 weeks. I have even started from scratch again. I get the error Please check that all of the relationships are maintained for Opportunity Contacts and Adventure Packages that you upload from the spreadsheet.
I deleted all other data, before starting. I have confirmed that all opportunities have people listed as a Contact Role (although it is twice in each for some reason). I also have confirmed that the 3 adventures are in the Standard Price Book. The import of the "Final" spreadsheet was successful, yet I still get the above message. Any ideas?
I will also to be happy to send you a copy of my Final Spreadsheet if needed.
Thanks in advance for your help on this. It is driving me crazy!!!!!!
Hi David - Did you solve this? I haven't been checking the blog as often as I should!
DeleteHey, I was able to use DataLoader.io to solve this section of Trailhead, particularly since it doesn't require a security token. Even though I've been doing this part for a living for awhile, it still took awhile to find all the necessary ID's to link to Adventure Package.
ReplyDeleteHi there! Thanks so much for your amazing guides! I am stuck on loading the opportunity. No matter what I do, once I go through the steps in data loader it keeps saying "The operation has fully completed. There were 0 successful inserts and 46 errors" I am wondering if my opportunity ID was wrong, so then I tried to just insert a new the opportunity name and nothing else (to then get the ID), but no matter what I do I keep getting an error on this! I loaded the other sections into the org okay I think but I dont know what's causing this message or if I need to delete and start over :(
ReplyDeleteHello Brie, did you try clicking on the "46 errors" to get more details on the nature of the errors? I had similar issue and realized it was the date format that wasn't recognized.
ReplyDeleteThanks so much, TB! I just completed the challenge. Now to the 8th and final challenge of the superbadge.
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