Selling with Sales Cloud Specialist: A Superbadge so simple that I let my baby brother help! (Until we got to step 7... more on that later!) The key to this superbadge is organization! The data entry is not difficult, but there are a ton of little requirements that are easy to skip. Here's how to do it right the first time:
- Open the data entry spreadsheet in a new window. If you have multiple monitors.... open it in a new monitor! (My mom's home office has 3 monitors, so we snuck in there while she was busy cooking dinner.)
- The highlight function is your best friend - as each record is entered, highlight the data entered so that you KNOW that the record is fully in Salesforce. It was easy to overlook the employee count!
- Double check each record against the requirement list to make sure that you are creating the correct type of record. Example: before typing in any of the "current pending deals," I made a new column on my spreadsheet to indicate if this should be a lead or a contact/account/opportunity.
Need to create a quote? Remember to Sync the quote and take note of the little blue button below.....
Stuck on this message? Double check your tax number!
Let's talk about that tricky step 7 next time... We are going to cruise over to our cousin's house before it gets dark.
What a great journey to start down - SuperBadges are serious business! At Dreamforce, I learned about the "Tab Resize" Google Chrome Extension - super for when you're not working with multiple monitors and working on Trailhead Modules. Can't wait to see what happened at step 7!
ReplyDeleteThanks for sharing. Upon receiving your blog I checked into this. I only had one more badge to complete to unlock the Super Badge. I will begin working on this soon! Appreciate the tips - keep em' coming..
ReplyDeleteStuck... Part 6. "We couldn't find the second quote for the JobSwell deal record. Please double-check if the quote was created according to the requirements, including taxes, discounts, and handling fees. Please make sure you followed the instructions from the "Your Phone Rings" section."
ReplyDeleteI have created a New Quote on the original JobSwell Opportunity. Same product = Installation: Industrial - High, Discount of 5% (Quote Line Item has sale price of $85k @ 10 quantity , applied a 10%Tax ($85k), $250 shipping (flat). The original quote is still present on the opprotunity
I have saved the quote as pdf and emailed quote to my personal email address.
Thoughts?
Sync the new quote with the opportunity. (If that doesn't do the trick, just let me know...but I'd bet on this.)
DeleteAND check your tax number. Tax is a % of the total price..... which is not $850k.
DeleteOh My Gosh!!!! THAT WAS IT. Yes, I've been stuck and have revisited this so many times. I can't believe I've missed that. It was the TAX!!! The tax. I didn't get an email that you posted a reply. Came here to see if maybe there were some other tips added. Embarrassed but RELIEVED to have this done. So simple!! The tax is % of the TOTAL price. I was not using the total. THANK YOU so much for directing me on this so "simple" fix. Happy new year!!
DeleteOMG!! that save me too. tks
DeleteChallenge Not yet complete... here's what's wrong:
DeleteWe could find at least one duplicate record for Sally Helios. Please ensure that we don't have any duplicates, according to the requirements.
I am getting this error, while checking i found no Sally Helios. Can anyone have any idea?
I think it is a flaw. I ran into the same error. Solution was to create a contact Sally, make a call-task for tomorrow, and check the challenge...
DeleteAny tips on Stage 4?? I can't get past the flag "We couldn't find the record for Fiberwear".
ReplyDeleteBeen stuck for days. I only see it as a lead, it does not meet criteria to convert. Trailhead Baby help me! lol.
Are you sure about that? :) It looks like a little more than a lead to me .
DeleteSetup > Quick Find > Mass Delete Records > Mass Delete Leads > Query based on Company name or Lead Status> Permanently Delete the Leads which you have converted by mistake. Just have single record for required Leads.
DeleteHello :) I got stuck at step 6 with this error:
ReplyDeleteWe couldn't find the correct information for the Daily Bakery Opportunity. Please ensure you update the Daily Bakery Opportunity based on the phone call you received, according to the requirements.
I have done all the required step though... What could be a potential miss out :/ ? (I own the record which means I am assigned to it . Then the values are all set and I did change the stage to closed won...) Any hint would be appreciated :)
Double check the field values- stage, close date, revenue... and that an email was sent. (My bet is that the email was missed)
DeleteHello :) Yeah I did everything accordingly including the email but nothing worked :/ It's pretty weird.
DeleteYuck! If you want to send a few screenshots, I'll take a look (rebecca@capstorm.com). Just mention in the message that I requested the pictures... I get a lot of random emails with screenshots!
DeleteHello ! xD I finally found the solution yiha! Turns out I just had to name the account ''Daily Bakery'' and not ''The Daily Bakery''. It is crazy how such tiny details can blow up your brains sometimes haha. Thank you so much for your follow up and for your blog.
ReplyDeleteWoohoo! I am glad that you figured it out!
DeleteHi Diana,
Deletecan you please help me out in email as I am sending email but it is showing-incorrect information .
Hey I am stuck at Challenge 4 "Challenge Not yet complete... here's what's wrong:
ReplyDeleteWe couldn't find the record for Veristcorp. Please make sure that a single record exists for this account, and the field values are correct according to the requirements."
I created the Opportunity in Qualified status,Next step is added, The contact is added, the Account is created.
Not sure what I am missing. Please Help :(
Good morning! I'm happy to check, but need some details on what you have.
DeleteDid you create one activity record in the "past" with one scheduled?
Hey I am stuck at Challenge 4 "Challenge Not yet complete... here's what's wrong:
ReplyDeleteWe couldn't find the record for Veristcorp. Please make sure that a single record exists for this account, and the field values are correct according to the requirements."
I created the Opportunity in Qualified status,Next step is added, The contact is added, the Account is created. Need help .
Could you share some details? IE: Account name, field values, etc
DeleteHi, I am stuck on step 6 with the error:
ReplyDeleteWe could find at least one duplicate record for Sally Helios. Please ensure that we don't have any duplicates, according to the requirements.
I have searched for Sally Helios in contact and Account but i cannot find any contact with that name.
Can anyone help?
Challenge Not yet complete... here's what's wrong:
ReplyDeleteWe couldn't find the correct information for the Daily Bakery won email message. Please ensure you follow the sales process for the Daily Bakery deal.
Please help
Hello whats up?
ReplyDeleteI'm stuck on step 5 "Please ensure you follow the steps in the Ursa Major Sales process after scheduling an assessment for the LA Z Tag Opportunity."
not sure what I misunderstood here =(
You should post in CHATTER mentioning "@On Site Evaluations" group on "La Z Tag" Opportunity. After that you must create an event on public calender and assign that to the "Opportunity" instead of "Account".
DeleteI struck with 2,Start Selling with Sales Cloud
ReplyDeleteeven though I created new Developer edition and connected to Challenge.
ERROR: Challenge Not yet complete... here's what's wrong:
Make sure that you created your org using the sign-up link. That org contains all the preconfiguration required for this superbadge.
Hello, I had the same problem! Did you use the link in the super badge? Because you have to use this special link...
DeleteChallenge Not yet complete... here's what's wrong:
ReplyDeleteWe couldn't find the correct information for the Daily Bakery won email message. Please ensure you follow the sales process for the Daily Bakery deal.
Please help
Go to Opportunity - > Activity - > Email - >Insert Template then send you mail.
DeleteI'm stuck at challenge 5 here's my error:
ReplyDeleteChallenge Not yet complete... here's what's wrong:
We couldn't find the Quote for the JobSwell deal record. Please double-check if the quote was created according to the requirements, including the taxes and handling fee.
In challenge 7 -
ReplyDeleteYour Phone Rings
i have this error " Challenge Not yet complete... here's what's wrong:
We couldn't find the second quote for the JobSwell deal record. Please double-check if the quote was created according to the requirements, including taxes, discounts, and handling fees. Please make sure you followed the instructions from the "Your Phone Rings" section."
I have used the total price for tax calculation for big quote still i am not able to complete this--
Grand Total $982,000.00
Shipping and $250.00
Handling
Tax $89,250.00
Total Price $892,500.00
Discount 4.55%
Subtotal $935,000.00
Ship To Name JobSwell
Bill To Newport News, VA
Bill To Name JobSwell
Email chromeit57@gmail.com
Prepared By Wanjari Sonal
Quote Number 00000011
Expiration Date 6/17/2023
Company Address IN Created Date 2/17/2023
Product List Price Sales Price Quantity Discount Total Price
Installation: Industrial - High $85,000.00 $85,000.00 1.00 $85,000.00
Installation: Industrial - High $85,000.00 $85,000.00 10.00 5.00% $807,500.00
Help me in challenge 5..
DeleteChallenge Not yet complete... here's what's wrong:
We couldn't find the correct field values for the Veristcorp deal record. Please make sure that the record has the correct values, including the correct Stage, according to the requirements.
you have to create a new Quote with this product and delete the old one just in this Quote. Then edit the Tax to $80,750.00. The Grand Total should be $888,500.00 at the end. Then Create a pdf and send an Email to the contact ssteel@jobswell.com. Don't forget to sync
DeleteMy grand total is $888,500.00 but i got the same error over and over again. The only thing I cant modify is the discount field on the Quote. I did it manually on the Product.
DeleteWe couldn't find the record for a MakeMore's contact. Please make sure that all the required contacts were created and that a single record exists for each contact.
ReplyDeletePlease help with this error.
We couldn't find the correct field values for the Veristcorp deal record. Please make sure that the record has the correct values, including the correct Stage, according to the requirements.
DeletePlease help with this error.
what was the fix for the MakeMore error?
DeleteHi, I am stucked in step 5. It says not able to identify the deal. Could you please help
ReplyDeleteChallenge Not yet complete... here's what's wrong:
ReplyDeleteWe couldn't find the record for Fiberwear. Please make sure that a single record exists for this lead. Please help with this error.
I am also stuck in same - We couldn't find the record for Fiberwear. Please make sure that a single record exists for this lead. Please provide solution
ReplyDeleteSame I also got same error
DeleteCreate Lead with "Polly Esther" & COmpany as "Fiberwear"
Deletewhere is Subsidiary Company?
ReplyDeleteHello, Everything went well until the part 6 of the challenge :
ReplyDelete"Challenge Not yet complete... here's what's wrong:
We found an incorrect record for Carewell Homes. Please ensure that you properly create the record for Travis Stott at Carewell Homes."
I first enter Travis Stott as a contact of Carewell Homes but it did not work so I delete it from mass delete. Then I created a lead, it didn't work so I convert the lead into opportunity using the existing Account Carewell Homes. It didn't work. I delete the opportunity and the converted lead and check whether there was a Stott remaining. So I decided to go to campaign where there is a Tradeshow and create a new contact from this campaign but it did not work. Do you have any idea of what I have missed to be still stuck ? Thanks