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Leads & Opportunities for Lightning Experience > Create and Convert Leads as Potential Customers

Last updated at Posted at 2023-02-15

We can’t find a future task called ‘Call Ms. Smith'. Check to be sure you have added the task to your lead's record.

I deleted the contact and account to start over. I added the task on the lead record before I converted and I was able to check off the challenge. So even though the challenge says you can add the New Task to the contact record if you already converted, that doesn't seem to be accurate. Once I deleted to re-do, I added the new task to the lead record before conversion and all worked fine.

最初からやり直すために連絡先とアカウントを削除しました。変換する前にリードレコードにタスクを追加し、チャレンジにチェックを入れることができました。したがって、チャレンジでは、すでに変換されている場合は新しいタスクを連絡先レコードに追加できると書かれていますが、それは正確ではないようです。やり直すために削除した後、変換前に新しいタスクをリードレコードに追加しましたが、すべて正常に機能しました。

image.png

I can't really tell from the screenshot, but is there a space after the "." ?
In other words, is the subject:

Call Ms.Smith

以下は色々な解決策が議論されています。

All l had to do was type Call Ms. Smith on the subject line instead of leaving it as CALL from the dropdown list .

There is no future task called 'Call Mrs. Smith'. Make sure the task was added to the correct lead before conversion or to the contact after conversion.

if it still doesn't work, create a new playground (takes a minute) and do the few steps again (takes 4-5min). I recommend copy/pasting text values where possible from the challenge and having both systems in English.

As if it expects Spanish, you will also have to make sure that the task values are in Spanish:

Agregar una tarea al registro de Chantal Smith:
Asunto: Llamar a la señora Smith
Fecha de vencimiento: Cualquier fecha futura
So you could try replacing the subject on the task with "Llamar a la señora Smith" in your current setup

それでも動作しない場合は、新しいプレイグラウンドを作成し (1 分かかります)、いくつかの手順を再度実行します (4 ~ 5 分かかります)。可能な場合はチャレンジからテキスト値をコピー/ペーストし、両方のシステムを英語にすることをお勧めします。

スペイン語を期待しているかのように、タスクの値がスペイン語であることも確認する必要があります。

Chantal Smith の登録情報:
アスント: ラマー・ア・ラ・セニョーラ・スミス
Fecha de vencimiento: Cualquier fecha futura
したがって、現在の設定でタスクの件名を「Llamar a la señora Smith」に置き換えてみてください。

We can’t find a future task called ‘Call Ms. Smith'. Make sure the task was added to the correct lead before conversion

I tried just changing the name of the task but that didn't work. I deleted the whole thing and started again and it worked. I had added the the task before converting. previously

タスク名を変更してみましたが、うまくいきませんでした。全体を削除してやり直したところ、うまくいきました。変換する前にタスクを追加しました。以前

I deleted the contact and account to start over. I added the task on the lead record before I converted and I was able to check off the challenge. So even though the challenge says you can add the New Task to the contact record if you already converted, that doesn't seem to be accurate. Once I deleted to re-do, I added the new task to the lead record before conversion and all worked fine.

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000Jg1wi

All l had to do was type Call Ms. Smith on the subject line instead of leaving it as CALL from the dropdown list .

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A9AAv

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