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Support Plan 関係

Last updated at Posted at 2023-05-14

似たようなトレイルがあるので注意 --> Create Account Page Layouts Module
どうもページレイアウトが1つしかない時はレコードタイプを指示通り作ってないことが原因みたい。

The 'Edge Communications' account does not appear to have a 'Support Plan Start Date' at least 1 year in the past.

There are two possible problems/ or things you have missed.

  1. The field is not added to the page layout. You can this by going to Object Manager>>Account>>Page Layouts>>Account Layout and search for the Support Plan Start Date. If this is not added to the Page layout do add this.

  2. The Field level security for the user profiles. Goto Object Manager>>Account>>Fields and Relationships>>Support Plan Start Date>>Set Field-Level Security. And make this field visible to all the profiles in your org.

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000CgvRfSAJ

I tried it today and it worked without me having to change anything. I think the system just needed some time to update the settings

今日試してみましたが、何も変更せずにうまくいきました。システムが設定を更新するのに少し時間が必要だっただけだと思います

image.png

The issue is you did not enter the Support Plan Start Date field value in Edge Communications account record as per the requirement and the field value is showing blank.

image.png

I have added the date as per the requirement and now the challenge is working as expected. May I request you to please check the challenge and hopefully it works now.

問題は、要件に従って Edge Communications アカウント レコードの [サポート プランの開始日] フィールド値を入力しなかったため、フィールド値が空白で表示されていることです。

要件に従って日付を追加したところ、チャレンジは期待どおりに機能するようになりました。チャレンジを確認していただき、うまくいけばうまくいくと思います。

Ensure the new sections have been added to the Customer Account Layout and that the Customer Account Layout has been assigned to Customer Account column.

I was able to figure it out. The reason the Has Support option was missing was because it needed to be created in the previous module.

私はそれを理解することができました。 Has Support オプションが欠落していた理由は、前のモジュールで作成する必要があったためです。

サポート プランの開始日を作成した後、[詳細] タブの [エッジ コミュニケーション] にその開始日が表示されません。

アカウント オブジェクトからフィールドが表示されますが、フィールド「サポート プラン開始日」への読み取り専用アクセス権が与えられています。実際には、システム管理者およびカスタム:サポート プロファイルでは、読み取り専用チェックボックスをオフにします。

単元に記載されている要件を確認してください。
image.png

そのため、フィールドに移動してフィールド レベルのセキュリティを編集し、上記のプロファイルの横にある読み取り専用チェックボックスをオフにすると、「エッジ コミュニケーション」レコード ページにフィールドが表示されるようになります。

ZONE, REGIONがない?

I couldn't find region, zone, has support plan and support plan expiration date in "Account Information Section"


私も同じ問題を抱えていました。サポート プランの開始日フィールドはレイアウト上にあり、編集可能に見えますが、インラインまたは編集モードでは更新されません。理由はわかりませんが、プロフィールには編集権限があります。

I had the same problem, the Support Plan Start Date field is on the layout, and appears to be editable, but would not update inline or in edit mode. Not sure why, profile has edit access.

It's a little advanced but I found a work around to update in the back end.

Setup > Developer Console > Debug Menu > Open Execute Anonymous Window

Now paste in the following three lines

Account acc = [select id, Support_Plan_Start_Date__c from account where name = 'Edge Communications'][0];

acc.Support_Plan_Start_Date__c = Date.Today()-365;

update acc;

Click the execute button. If you refresh the page you should now see a date in the field.

If it helps please like so others can find this.

It seems there is a full stop added in the Account Name field as Edge Communications.
image.png

I have removed the full stop from the name and now the challenge is working as expected.
May I request you to please check the challenge and now it works for you.

フィールドレベルのセキュリティの問題

Support Plan Start Date でエラー

image.png

Thank you, I created two fields under Account:
1-Has Support Plan and
2- Support Plan Expiration date
And it worked

On the Partner Account Page, make sure that these fields were removed: ‘Prospect Rating’, ‘Region’, ‘Zone’, ‘Has Support Plan’, ‘Support Plan’, ‘Expiration Date’.

This is funny one but after a couple of hours playing with it, I was able to resolve the issue:

After:

Hold down Ctrl/Command and click each of the fields in the Account Information section to select them.

Rating

Region

Zone

Has Support Plan

Support Plan Expiration Date

Drag the selected fields into the palette at the top of the editor.

Click Save.

When you click on Edit Assignment, make sure you click on the 'Partner Account' column on the Record Types table to highlight the whole Partner Account column.

Then select 'Partner Account Layout' from the 'Page Layout to Use:' dropdown

Then click Save button.

This should resolve the issueShow Less

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8dI3SAJ

So I figured out that when you delete/bin the sections "Sales Region" and "Support Plan Information" the fields that were into those section are not deleted, they are getting back in the Account Information section....

そこで、「販売地域」と「サポートプラン情報」セクションを削除/ビン化すると、それらのセクションにあったフィールドは削除されず、アカウント情報セクションに戻っていることがわかりました。

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