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Build a Custom Record Page for Lightning Experience and Salesforce Mobile App
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On Click Acount Name > I am getting "Select an insertion point." as warning is coming,
Need to click >, it is working
これ？
then instead clicking it, drag the component and drop it in the page below the details tab.
https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007XIXDJSA5
Try clicking below
Whoops, looks like there was a problem. Please try again
Get Hands-on with Enhance Record Pages With Dynamic Forms
Note: "If you are facing the issue in old Playground. I would recommend you to create a new playground first and try the challenge"
Follow the steps 👇👇
Step 1: Go to Object Manager
Step 2: Select "Case" Object
Step 3: In left side you will Find "Lightning Record pages" Section click on it
Step 4: Create a new Case lightning page (Click “New” button)
Step 5: You will get like this 👇👇 👇👇 👇👇
Select "Record Page" and then click "Next"
Step 6: Give Label Name "Enhanced Case Layout" and Select "Case" Object, follow the screen shot below
Click "Next"
Step 7: You will get like this
Select Template: clone the Salesforce Default PageCase --> Grouped View Default and then click "Finish"
Step 8: Click on Red round marked in the screenshot i.e "Highlights panel" then you will find "Upgrade to Dynamic Actions" in right side. Follow the screenshot
Click on "Upgrade Now" Button
Step 9: Scroll down "Details" Tab down --> In "Additional Information" Section give the criteria " Priority equals High" Follow the screenshots
Click "Done" and Then "Activate" it..
Finally : Check the Challenge !!
Make sure that ‘Contact Record Page’ has been upgraded to use Dynamic Forms.
- How to Upgrade "Dynamic Forms"？
- Challenge not yet complete in ground zero playground Make sure that ‘Contact Record Page’ has been upgraded to use Dynamic Forms.
特定のオブジェクトに移動し、レコードを選択して、右上の歯車アイコンを見つけます。それをクリックして、「ページの編集」を選択します。ページの右側に、フォームを標準フォームから動的フォームにアップグレードするボタンがあります。
まず詳細タブをクリックすると、そのボタンが表示されます
Navigate to a specific object, select a record, and then locate the gear icon at the top right. Click on it, and choose "Edit Page." On the right-hand side of the page, you'll find a button to upgrade your form from a standard form to a dynamic form.
You want to click on detail tab first then you can see that button
i am onto next step it worked :).. i was clicking contcats instead of details
Click on the middle of the Details page, you will get an Dynamic Forms upgrade button at the right side of your page.
https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007Dic8oSAB
トレイルヘッドのお題ではなさそう
Platform App Builder Certification Maintenance (Winter '24) > Get Hands-on with Mass Quick Actions
「Action Type (アクション種別): Update a Record (レコードの更新)」が表示されません。
以下の設定は完了していますか？
Create a quick action on Case
- Action name: Update_Status
- Standard Label Type: Change Status
- Action Type: Update a Record
- Success message: Status Updated Successfully
- Add status field on action layout
動的フォームにアップグレードすることはできますが、次のステップがわかりません。「連絡先レイアウトをフィールドのソースとして使用する」....レイアウトに関して表示される唯一のオプションは、「システム デフォルト」または「エネルギー監査」です。フィールドのソースとして「連絡先レイアウト」にアクセスする場所/方法を知っている人はいますか?
We have verified this in your org and see that the required fields hasn't been removed from the Contact Layout page layout which was restricting the challenge check. We have made the necessary changes and were able to complete the step successfully.
組織でこれを確認したところ、チャレンジ チェックを制限していた必須項目が取引先責任者レイアウト ページ レイアウトから削除されていないことがわかりました。必要な変更を加え、ステップを正常に完了することができました。
Fax Other Phone Home Phone を消す手順があるけど、うまく消せない
Are you doing another dynamic form challenge in the same playground?
If so, try using your new playground.
The record page 'Enhanced Case Layout' is not associated with the expected object.
I have created the Test User.
初めてみるエラーだったけど、いまひとつ理解でいない