Set Up a Program Management Module Trial for Trailhead

Get and Connect Your Program Management Module Org

何もしないで確認ボタンをクリック

We couldn’t find the custom objects included in PMM. Make sure your Developer Edition org is connected and selected here, then try again.

Configure Your New PMM Playground

何もしないで確認ボタンをクリック

We couldn’t verify that the original process labeled 'Template: Program Engagement Object' in your Playground is inactive. Check your work against the instructions and try again.

2つのプロセスビルダーを非有効化した

We couldn’t verify that the new, cloned process labeled 'New Template: Program Engagement Object' in your Playground is active. Check your work against the instructions and try again.

１つの複製を作っただけ

We couldn’t verify that the new, cloned process labeled 'New Template: Service Delivery Object' in your Playground is active. Check your work against the instructions and try again.

２つの複製を作っただけ

We couldn’t find the new program engagement record describe in the instructions. Make sure you created the new records for Ursula Maddox and try again.

Configure Permissions and Settings in Program Management Module (PMM)

Set Up Security

何もしないで確認ボタンをクリック

We couldn’t find the new user Gia Mason in this Trailhead Playground. Make sure you created the user following the instructions in this step and try again.

ユーザだけを作った

It appears that Gia Mason’s user record isn’t assigned the PMM: Manage permission set. Check your Trailhead Playground to make sure she has the correct profile and permission set.

権限セットに追加した

We couldn’t find the new public group for Program Managers in your Trailhead Playground. Check that it exists and try again.

公開グループを設定した

We couldn’t find the new Review Records sharing rule for the Program Engagement object. Check that it exists and has the correct label and settings.

共有設定を設定した

It appears that all users with the Program Management Standard User don’t have access to view public reports and folders. Check that the Program Management Standard User profile has both View Dashboards in Public Folders and View Reports in Public Folders enabled.

Streamline Adding Contacts to Programs

何もしないで確認ボタンをクリック

We couldn’t find the new Enrollment Notes field in your Playground. Check your work against the instructions in this step and try again.

クイックアクションのレイアウトを変更

We couldn’t find the new program engagement record for Zoe Blum. Check that the record exists for the Job Readiness Program with the correct enrollment notes and try again.

Program Engagementsを追加

We couldn’t find the new program engagement records for Aldegund Sokolov, Aldous Wong, and Alexandra Ventresca. Check that the Add Contact to Program button is on the Contact list view and that the three Job Readiness Program engagement records exist, then try again.

上記のエラーになったのは、コンタクトの一括処理が抜けていたため。

Tailor Bulk Service Deliveries to Your Process

何もしないで確認ボタンをクリック

We couldn't find the Session Notes field on the Service Delivery object. Check your work against the instructions in this step and try again.

LongText を追加

We couldn't verify the correct configurations for your bulk service deliveries. Check your work against the instructions and try again. If the error persists, please contact the support team.

Service Delivery Field Setに値を追加

It appears that the correct field set isn’t selected on the Grade 1-8 Reading Tutoring service record. Make sure that the Reading Program Services Deliveries field set is selected and try again.

Bulk Service Deliveriesを設定した

We couldn’t find the Enrollment Notes field in the CreateProgramEngagement field set. Check that the field is in the field set and try again.

最後に以下のエラーになったが、削除して再作成したら合格

We couldn’t find the new Remedial Reading Program engagement record for Zoe Blum. Check that the record exists with the correct field values and try again.

Customize Service Schedules and Attendance Tracking

何もしないで確認ボタンをクリック

We couldn’t find the new Location field on the Service Schedule object. Check your work against the instructions in this step and try again.

Let’s check out our work.の前まで

We couldn’t find the Start Date field in the session participant view field set. Check that the correct fields have been added and removed from the field set and try again.

この説明が分からん？何？

ああ、、紛らわしいことするなよ。新規でいい。

Add Attendance Summary Data

何もしないで確認ボタンをクリック

The correct feature gate doesn’t appear to be active. Check your work against the instructions in this step and try again.

Custom Metadata Typesを変更したけど、ここは関係ないみたい

The correct feature gate doesn’t appear to be active. Check your work against the instructions in this step and try again.

Roll up Svc Deliveries to Svc Session をアクティブにしてないと上記エラーが出ます。

Build an Email Flow for Program Management Module (PMM)

Create Your Email Template

メールテンプレートを作成

It appears that your Send Email to Program Participants (Cohort) email alert was not created. Make sure it is saved with the correct settings and try again.

We couldn't find the Session Notes field in the Attendance Service Deliveries field set. Check that the field is included in the field set and try again.

Build the Flow

何もしないで確認ボタンをクリック

We couldn't find your flow labeled 'Email Program Participants (Cohort)' with Flow API Name 'Email_Program_Participants_Cohort'. Make sure your flow’s API Name and Type match the instructions and click Verify again.

フローの保存。ループ以降は作ってない

It appears that your Loop element isn’t properly configured. Make sure it exists with the correct settings, including name, and references to collections, alerts, and screens.

ループ、メールのアクションは作ったけど...

It appears that your Loop element isn’t properly configured. Make sure it exists with the correct settings, including name, and references to collections, alerts, and screens.

Activate Your Flow and Add a Quick Action to Your Page Layout

何もしないで確認ボタンをクリック

It appears that your flow isn’t active. Activate it and try again.

アクティブにしただけ。

We couldn’t find the new action button using your flow. Make sure it exists on the Program Cohort option with the correct name and try again.

アクションもボタンを追加したら、完了してしまいました。

Use Your Flow

何もしないで確認ボタンをクリック

We couldn't find the test PMM Flow Test cohort record. Check that the record exists in this Trailhead Playground and try again.

連絡先を２つ追加した

あとの工程をしなくても合格してしまいました。

別のエラー

We couldn't find the test Remedial Reading Program engagement record for Brock Biagini. Check that the record exists in this Trailhead Playground, its Stage is Active, and try again.