Customize a Salesforce Object > Work with Standard and Custom Fields

Salesforce

Last updated at 2024-09-14Posted at 2023-04-12

Customize a Salesforce Objectに戻る

The 'Central and Eastern Target Accounts' report does not appear to have a filter where Rating equals 'Hot, Warm'.

The 'Central and Eastern Target Accounts' report does not appear to have a filter where Rating equals 'Hot, Warm'.
The 'Central and Eastern Target Accounts' report does not appear to have a filter where Rating equals 'Hot, Warm'.

Make sure there are no duplicate reports and share the screenshot of the filter, check all criteria again

重複したレポートがないことを確認し、フィルターのスクリーンショットを共有し、すべての基準を再度確認してください。

The 'Central and Eastern Target Accounts' report does not appear to have a filter where Rating equals 'Hot, Warm'.

If there is no standard field "rating" available in your playground, then use "Prospect rating" field for applying filter. It works for me.

We can’t find a Lightning record page named ‘Customer_Account_Page.

解説あり

Make sure that the Customer Account Page has been activated for the ‘Sales User’ profile.

Thank you for helping me out. I have missed cloning the standard user profile to sales user and support user as mentioned in the beginning of the module https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object/standard-custom-fields So later I have changed the assignments to this profiles as mentioned.

助けてくれてありがとう。モジュール https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object/standard-custom- の冒頭で述べたように、標準ユーザープロファイルを営業ユーザーとサポートユーザーに複製するのを見逃しました。フィールドそこで、後で、前述のようにこのプロファイルへの割り当てを変更しました。

cant see region,zone in the fields section

customize salesforce object,customize salesforce record

Have you created the fields in the first place as per this module?

https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object

No Region, Zone, Has Support Plan or Support Plan Expiration Date fields in Account
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8qwgSAB

Step 13

How do I drag a field component on to an existing Lightning page in between two sections on that page?

ステップ 13 では、以下のスクリーンショットで強調表示されている [フィールド] タブをクリックし、[詳細] タブの [追加情報] セクションの上にフィールドセクションをドラッグアンドドロップする必要があることを示しています。

step 13 is saying that you have to click on the Fields tab as highlighted in the screenshot below and drag and drop the Field Section above the Additional Information section in the Details tab.