Help FAQ: Common Snags & Fixes

Sorry you're stuck but there's almost always a pretty easy fix! Do NOT try to start all over again, uninstall Max's Pitch Package, etc. That can make it worse. There's a 95% chance the same snag/fix is listed & answered below! If you can't find it here, post to the Help Forum.

Select the category below & find your step/issue or use the magnifying glass to search.

Lab 1a

When there are quotes around something I'm supposed to type/copy, do I include the quotes when I type/copy it?


No, you only need to type/copy what is written inside of the quotation marks. So if Max tells you to enter “Mobile” into Field Label then you would type/copy just those 6 letters into the Field Label form slot. No quotes go in there.




How do I pick up again after stopping in the middle and logging out? Is my work still in there somewhere?


Yes, don’t worry–everything you did is still there in your account! (Things only disappear if/when you click a Delete button.) Wherever you are in Salesforce, you can always get back to adding/editing fields, objects, etc by clicking Setup, next to your name on the upper right. Then you'll see all the menu options again on the left side. Then, click the Create button to your right. Then underneath, a menu will appear including Custom Object. (Objects are the same as the database term "tables.") Then you'll see your Pitch object (table) listed in the center. Click on the Pitch label to open it up and edit it. For example, if you added some of the Pitch fields but not all of them, then scroll down to Custom Fields & Relationships and click the New button. Or if you added all the fields already, but now you need to edit the Pitch Layout, just scroll down to the b section and pick up where you left off with those steps.




When I try to name a custom field, it says “Unique name already exists” or “Name is not in correct format.”


Check to see if you already created the custom field by clicking on Setup > Object Manager > Pitch > Field & Relationships. You might be repeating steps and SF won't let you create two fields with the same name. Or you may be trying to manually set the Field Name. Field Name is automatically created by Salesforce by pressing the Tab key after entering Field Label. If this doesn’t happen, you can enter the label yourself but use an underscore (“_”) in place of a space or symbol.




Steps 12-60: I forgot to create a field or I need to edit a field's name. How can I go back and add/edit one?


If you forgot to create one of these fields or accidentally gave the wrong value, you can always edit them by going to Setup > Object Manager > Pitch > Fields & Relationships and then clicking Edit by the custom field that you want to modify. Or just click New if you need to add one.




My Pitches tab only shows the Pitch ID’s, no other info.


This is an easy fix–simply return to your custom object (Setup > Object Manager > Pitch) and scroll down to Search Layouts. Then click Edit to the left of the Pitches tab, and move the field(s) you want to view from the Available list to the Selected list and click Save.




I keep getting a “You Need To Install Critical Updates” warning that pops up when I am doing the lab(s).


Just hit Ignore and Okay. These come up from time to time and you don’t need to worry about them for any of the labs.




Step 99: My “Pitch ID” field shows “Pitch Name.” How do I fix it?


This is an easy fix! This was done in step 6, where the record name was changed to “ Pitch ID” from “ Pitch Name.” Since you’ve already create the custom object, you need to go back to Setup> Object Manager, scroll down and click on Pitch. Select Fields & Relationships on the menu to the left. Find Pitch Name, and rather than clicking on the name itself, find the dropdown arrow to the right and select edit. From there, you will be able to change the Record Name to “ Pitch ID.”





Lab 1b

Step 29 [Windows]: I downloaded MaxsPitchData but I can’t find it on my computer.


If you can’t find the file, it might be because your file search is set to show Excel files only, so you might need to change that setting to All Files to be able to find the .csv file you just downloaded. Also note that your browser might not be set to place downloaded files on your desktop, but into your Downloads folder instead so check there. If you still need help, try http://tiny.cc/findingfilesWindows for a great resource from GCGLearnFree.org.




Step 29[Mac]: I downloaded Max’s Pitch Data but I can’t find it on my computer.


You can find the downloaded file by using your Mac’s Spotlight Search feature. To open Spotlight, click the magnifying glass icon in the upper-right corner of the menu bar, or press Command-Space from any app. Search for "MaxsPitchData" and you should find the .csv file which you can drag onto your desktop and then into the Data Import Wizard.




Step 33: After importing using the Data Import Wizard, it says only 2 records succeeded and 8 failed to import.


Due to an unresolved bug in Salesforce, a few accounts sometimes are set up as Canadian accounts, causing issues when importing this data. To address this, first delete the 2 records you imported already. (Could be more if you tried a few times.) To delete records, view them with your Pitches tab and click Del that appears next to each record and then click OK. You have to do this for each record, unfortunately.
Then to reset your account to United States, click your name, near the upper right, for a drop-down menu & click Settings. Under My Personal information menu on the left, click Language & Time Zone below. In the center of the screen, use the menu to make sure Local shows “English (United States)” & click Save.
Then repeat the import steps and all 10 records should import properly.




Step 46: I have only 2 records instead of 10 when I view Pitch Everything.


That’s the Canadian account problem listed just above. See the solution above.




Step 46: I have 20 (or 30) records instead of 10 when I view Pitch Everything.


You may have imported the data twice (or thrice, etc). You can delete the duplicate records by clicking the Del key that you can see next to each one (on the left) and then clicking OK. You have to do this one at a time for each duplicate, unfortunately.




I forgot to take a screenshot at Step 93. I can’t find the page anymore.


You can always find your reports again by clicking on the Reports tab. From there you can either view your report or recreate it by following Steps 78-93. If you do not see a Reports tab, you can find it by clicking the downarrow on the tabs row, at the right. Additionally, you should check to make sure that you are on the Marketing page, shown to the left of the tabs.




Step 134: Expected Value isn't showing up in the Available Fields list.


So first make sure you did Steps 113-128 where you create the Expected Value field. If you did, then it should show up when you go to Setup > Object Manager > Pitch > Fields & Relationships and look at the list of custom fields. If it isn't there, then do Steps 113-128.
If Expected Value IS showing up in the Pitch object field list, but it's not showing up in Step 134, then the field must have gotten hidden. To unhide it, scroll down to Fields & Relationships and click on Expected Value (NOT on Edit). Then click Set Field-Level Security (upper center of the page). Then click the checkbox next to the column-header Visible. That will turn on the field’s visibility for all user types listed below, including yours (Admin). Then click Save and when you go back to Step 134, then Expected Value should be showing up properly in the Available Fields list.




Step 31: It says the "Address" and "Closability" fields are "unmapped".


You must be trying to import into the old Pitch object that you created in Lab 1a. You were supposed to delete that one at the start of Lab 1b (Steps 1-4). It doesn't have Address and Closability fields in it. Those fields are in the new Pitch object that got created with you installed Max's Pitch Package. That's the Pitch object you're supposed to be importing into. Go back and do Steps 1-4 to delete your old Pitch object -- the one you made in Lab 1a. Be sure you delete the right one and NOT the new one that got installed with Max's Pitch Package. In the object manager, the old one will say "Pitch__c" next to it. Delete that one. The new one will say "Maxz__Pitch__c" next to it.




Step 31: It says "The matching field you chose (Pitch ID) is not mapped...."


Something went wrong back on Step 27. You either skipped it or didn't click "Add New Records" like says. So just cancel the import and then go back and restart the import process. Go to your Pitches tab, make sure the upper left says "Recently Viewed" as the current list view. If not, then click the down-arrow and select "Recently Viewed".
Then pick up with Step 24 again and go from there. Just make sure you do Step 27 exactly as it says and you should be good to go!




Step 24: The Import button isn't there.


When you have clicked the Pitches tab, then in the upper left, next to the Pitches icon, it should say "Recently Viewed" with a little down-arrow next to it. If it doesn't, then use the little down-arrow to choose "Recently Viewed" and then the Import button will appear.




Step 150: It won't let me change the Display As option to the gauge or anything else either.


You skipped Step 139. Now to fix it, click the Reports tab. Then click on that report ("Total Expected Value of Pitches So Far"). Click Edit (upper right). Do Step 139. Click Save (upper right -- if you don't see the Save button, click the down-arrow next to Edit) Then, pick up with Step 144 again and go from there. It will work.




Step 21-22: When I go to the Pitch Tab, I receive a notification that says “You don’t have access to this record. Ask your administrator for help or to request access”


Chances are you got the 30day free trial account, and not the Developer Edition. Email us at gethelp@themaxlabsproject.com and we can help you out from there!




Step 22: I don’t have a Pitch Tab.


You created a Pitch Tab in Lab 1a, in Lab 1b, you are asked to delete an object, Pitch. This in turn will delete the tab for that object because it wouldn’t make sense to have a tab for an object that doesn’t exist. When you installed Max’s Pitch Package, Steps 11-13, you installed a new Pitch object into your account, which also adds in a Pitch Tab. However, you have to put the tab back into the Marketing App. You can do this in steps 14-20





Lab 2a

Step 19: I don’t know what information to type into my new Pitch record.


All the information you need to enter is in the paragraph above Step 19; beginning with “Today is 10/7/2019.” Once you find that paragraph, enter the information mentioned into your newly created Pitch record.




Step 22: When I click Clone, nothing happens.


Don't worry. Probably it worked but if you blinked you might have missed it! Remember Clone makes an identical copy so it looks the same but what you're seeing really is a new record, alright. See, the Pitch ID is no longer "P-010." The Pitch ID for this new cloned record is “P-011”.




Step 92-100: I don’t see one or more of these fields: Meeting Date, Comments, Contact Name, Mobile, Email, Enthusiasm showing up when I’m trying to add a new Meeting record.


You might have skipped one of the steps where you were supposed to add these fields (Step 74-79). If so just go back into the Meeting object, scroll to Custom Fields and Relationships, click New and add it/them, according to the corresponding step.
But if you’re sure you did create it already and it’s just not appearing here, then the visibility for that field probably got turned off, making it “Hidden.” (This can happen when you create a field if your WiFi is really slow/spotty or if you clicked Next, Next, Save really fast – you’re skipping over those pages so fast their coding doesn’t fully execute.)
So just go back to Setup > Object Manager > Meeting, scroll down to Fields & Relationships and click on the name of whichever field(s) is/are missing, (NOT on Edit). Then click Set Field-Level Security (upper center of the page). Then click the checkbox next to the column-header Visible. That will turn on the field’s visibility for all user types listed below, including yours (Admin). Then click Save and when you go back to Steps 92-100, the fields should all be showing up properly.




When there are quotes around something I'm supposed to type/copy, do I include the quotes when I type/copy it?


No, you only need to type/copy what is written inside of the quotation marks. So if Max tells you to enter “Mobile” into Field Label then you would type/copy just those 6 letters into the Field Label form slot. No quotes go in there!





Lab 2b

Step 6: I typed in the tinyCC link but it isn’t working.


To get to the meeting data, you need to type in the link exactly as is shown in the lab. Capitalization matters! Alternatively, you can click HERE to go directly to the file. Then click the Download icon on the top right to save the file.




Step 13 [Windows]: I downloaded MaxsMeetingData but I can’t find it on my computer.


If you can’t find the file, it might be because your file search is set to show Excel files only, so you might need to change that setting to All Files to be able to find the .csv file you just downloaded. Also note that your browser might not be set to place downloaded files on your desktop, but into your Downloads folder instead so check there. If you still need help, try http://tiny.cc/findingfilesWindows for a great resource from GCGLearnFree.org.




Step 13 [Mac]: I downloaded MaxsMeetingData but I can’t find it on my computer.


You can find the downloaded file by using your Mac’s Spotlight Search feature. To open Spotlight, click the magnifying glass icon in the upper-right corner of the menu bar, or press Command-Space from any app. Search for MaxsPitchData and you should find the .csv file which you can drag onto your desktop and then into the Data Import Wizard.




Step 17: When I tried to import the data, Salesforce says “unmapped” for Pitch. (if for other fields then see below)


You skipped Step 15. Just back up and try it again, making sure you don’t skip Step 15.




Step 17: When I tried to import the data, Salesforce says “unmapped” for Comments and/or Contact Name, Email, etc.


This means the field names in the Meeting object you created aren’t all matching up with the column names in the MaxsMeetingData file. Usually this means that you accidentally skipped one of the steps back in Lab 2a when you were adding fields to the Meeting object so one or more fields is missing now. Fix this by adding the missing fields to Meeting–just go to Setup > Object Manager > Meeting and scroll down to Fields and Relationships and click New. Then add the missing field(s) according to the relevant step from Lab 2a (Steps 74-79).




Step 15-17: Salesforce says some or all 10 records failed to import due to no match being found.


To connect each incoming Meeting record with the right Pitch record, the Pitch IDs have to match up. On the Meeting records, they range from P-000 to p-009 & those should be the IDs for your Pitch records. But if you had trouble importing the Pitch records back in Lab 1b, you might have tried a few times & wound up with lots of extra Pitch records and you might have deleted the P-000 thru P-009 records so the Meeting records can’t find those to match up to now.
The easiest fix is to edit the MaxsMeetingData file to set the Pitch ID column values so that they will match the Pitch IDs for your Pitch records. For example, your Pitch records might have IDs like P-050, P051, ...etc. Then open MaxsMeetingData in Excel, change P-000 to P-050, change P-001 to P051, etc. But make sure you Save As a .csv file again, NOT as a .xls file, or the file won’t import properly at all. And make sure you’re using the numbering that matches the each Meeting record to the right Pitch record. To do that, find the old MaxsPitchData file you downloaded in Lab 1b (or download it again), open it up and examine the records to see which people go with which Pitches.
If you did all that correctly, the import should work now.




Step 143: The Email field is not showing up in the Available Fields list so I can’t move it over to Selected Fields.


Steps 91- 115 are the ones where you add the Email field to the Meeting Attendances object. Review those and make sure you did them and completed them all properly.
But if you’re sure you did create it properly already and it’s just not showing up, then the visibility for that field probably got turned off, making it “Hidden.” (This can happen when you create a field if your WiFi is really slow/spotty or if you clicked Next, Next, Save really fast – you’re skipping over those pages so fast their coding doesn’t fully execute.)
So just go back to Setup > Object Manager > Meeting Attendance, scroll down to Fields & Relationships and click on Email (NOT on Edit). Then click Set Field-Level Security (upper center of the page). Then click the checkbox next to the column-header Visible. That will turn on the field’s visibility for all user types listed below, including yours (Admin). Then click Save and when you go back to Step 143, then Email should be showing up properly in the Available Fields list.




Step 148: My Contact object looks different & there’s no connector from it to Meeting Attendance.


Back on Step 146 you may have accidentally checked the Contract object (with the “r”) rather than the Contact object (no “r”). Just repeat from Step 144 but this time on Step 146, make sure Contact is checked and Contract is unchecked.




Step 101: I can't find Email in the 3rd box.


Back on Step 84, you may have set the Contact Name field to connected your Meeting Attendances object to the Contract object (with an "r" - it's for contracts between your company and another company) instead of Contact (with no "r") meaning other people you are in contact with. In any case, something is wrong with that Contact Name field so you need to go back to your Meeting Attendances object and delete Contact Name and then use Step 84 to add it, making sure you use it to connect Meeting Attendance to Contact and not ContRact. Then you can start again at Step 91 and when you get to Step 101, Email should show up properly.




Step 99: Contact Name is not showing up in the 2nd box.


Something went wrong when you were connecting Meeting Attendances to Contact by adding Contact Name as a Lookup field in Step 84. You may have just skipped that step and never added it at all. Go to Setup > Object Manager > Meeting Attendance and check under Fields & Relationships to see if Contact Name is there. If it's not, then click New and create it using Step 84. If it's already there, there must be something wrong with it so delete it by clicking Del next to it and in the popup window, check Yes, I want to delete the relationship. and click Delete. Then create Contact Name again by clicking New and do Step 84. Then start up again at Step 91 and when you get to Step 99, Contact Name will show up.




Step 112: I can't find Pitch in the 3rd box.


Something is went wrong in Step 81. That's where you were supposed to create that Meeting ID field to connect your Meeting Attendance object to your Meeting object. For whatever reason, that connection didn't get set up properly. So, to fix it, go back to your Meeting Attendance object and delete Meeting ID and then use Step 81 to add it again, this time making sure follow the instructions carefully so you connect Meeting Attendance to Meeting. Then start over again at Step 104 and when you get to Step 112, Pitch should show up properly.




Step 22: I can't find the Create New List View button.


You probably clicked on Tabs on the vertical menu on the left side, underneath Build > Create, etc. That's for creating new tabs. What you need to do is to click on the existing Meetings tab you already created, up there at the top, toward the middle, next to the Pitches tab on the horizontal menu of tabs that you use to view records. What you need to do is click on the existing Meetings tab you already created, which is next to the Pitches tab on the horizontal menu of tabs. Under the New and Import buttons, click the tiny gear and a list of options will appear. Click New and follow Steps 23-25.




Step 123: I can't find the New button.


You probably clicked on Tabs on the vertical menu on the left side, underneath Setup > Create, etc. That's for creating new tabs. What you need to is to click on the existing Meeting Attendances tab you already created, up there at the top, toward the middle, next to the Pitches and Meetings tabs on the horizontal menu of tabs that you use to view records.




Step 128: Enthusiasm isn't showing up on the Meeting Attendance new record form so I can't fill it in.


You probably skipped Step 86. If so just go back into the Meeting Attendance object (Setup > Object Manager > Meeting Attendance> and click Custom Fields and Relationships, click New and add it according to the Step 86. But if you’re sure you did create it already and it’s just not appearing here, then the visibility for that field probably got turned off, making it “Hidden.” (This can happen when you create a field if your WiFi is really slow/spotty or if you clicked Next, Next, Save really fast – you’re skipping over those pages so fast their coding doesn’t fully execute.) So just go back to Setup > Object Manager > Meeting Attendance, scroll down to Fields & Relationships and click on Enthusiasm, (NOT on Edit). Then click Set Field-Level Security (upper center of the page). Then click the checkbox next to the column-header Visible. That will turn on the field’s visibility for all user types listed below, including yours (Admin). Then click Save and when you go back to Steps 128, Enthusiasm should all be showing up properly.




Step 29-30: the Meetings Tab does not show the imported records, only the records I created in the previous Lab, Lab 2a


Chances are, you had an issue importing Pitches back in Lab 1b, so you Pitch records are not numbers 000-009. If that’s the case, that’s the problem because the Meeting records coming from the import file, are numbered 000-009. Each contain the Pitch ID of the Pitch record they go with. So what do you do? You need to edit the Meeting data file in Excel - change the Pitch IDs of the Meetings to match to your Pitch record IDs. For example, if the Pitch records are numbered 010 -019, then change Excel, that you SAVE AS and choose the CVS file format. Salesforce can’t import from an .xls file, so it has to be .cvs.





Lab 3a

Steps 11-13: I can’t find the CEO Role or Contract Manager Profile or Salesforce license.


When you created your account, you got the 30-day free trial account, not the Developer Edition account as specified in Lab 1a. The 30-day free trial won't work for these labs. No worries. You need to go get a brand new account at this link: https://developer.salesforce.com/signup. For your new account, you can use the same email address as before but not the same username - that's still on the old account. But you can choose anything that looks like an email address. For example, hippo@suitcase.sauce would work (assuming it's not already being used by someone else). Fortunately, to do Lab 3b, you don't have to start over at the very beginning with Lab 1a, you can just start at the beginning of Lab 3a and go from there!




Step 129: I’m not using AOL or Hotmail and I already checked my Spam/Junk folder(s) and I'm still not getting all three emails.


Maybe you’re not looking in the right email accounts or the account you set up for Riley isn’t valid. Here’s how to check to be sure. First for you (then for Riley, on down):

  1. Go to Setup > Administration > Users > Users
  2. Click on your name in the user list and you should something that looks like this:
Whatever you have showing there–THAT is the email account where the Kyle Reese email is being sent. Check THAT account including spam, etc. If you’re still not seeing the Kyle Reese email then go on to the next page.
If you’re not finding the Sarah Connor and John Connor emails then repeat Steps 1 and 2 above but for the Riley as the user. Just like in the pic above, check the Email Address ( NOT the Username–that’s just for logging in). That's the one where Riley's emails are going.
If Riley’s email is invalid or you need to change it for whatever reason, just click Edit and then
  1. In the Email slot, change the email address to a valid, non-Yahoo (preferably Gmail) address that you can check for Riley’s messages about John Conner and Sarah Conner and click Save (but the change won’t show up yet)
  2. Now log into the email account for the new address that you just replaced for Riley because Salesforce just sent “her” a message to confirm the change
  3. In the Salesforce email that was just sent to Riley, click the link to confirm the new email address is valid. The change in Salesforce will not be updated until you do this!
Now you should be able to get all three email messages but you need to get Salesforce to send them again so repeat Steps 102-129. Now all three messages should be waiting for you in the inboxe(s) for your account & Riley’s!




Step 129: I didn't get the three emails. I’m using Yahoo or AOL as my email. (If not, skip on down to the next issue listed after this one.)


Yahoo and AOL accounts don’t work well with Salesforce. Try using a personal Gmail account. If you don’t already have one, then create one now and then update your email addresses in SF:

  1. Go to Setup > Administration > Users > Users
  2. Click on your name in the user list
  3. Click Edit next to your name
  4. In the Email slot, change the email address to a valid, non-Yahoo (preferably Gmail) address that you can check for your Kyle Reese message later on and then click Save and then Ok.
  5. Salesforce will immediately send an email to the new account. Open it and click the link to confirm the change from the old email address to the new one you entered above in Step 4 above. The change will not be made if you don’t do this!
Now do the same steps above but choose Riley in Step 2. And click the verification link sent to her in Step 5. (Then your emails and hers will all go to that one account.) Then, you should be able to get all three email messages but you need to get Salesforce to send them again, so repeat Steps 102-129.
After that, all three messages should be waiting in the inbox for the email address you entered above for your account and for Riley's!




Step 129: I confirmed the email addresses for me and for Riley are correct using the steps in the issue listed above this one but I still didn't get all three emails. (And I checked my Spam/Junk folder(s) already and I do NOT have the “using Yahoo/AOL, etc” problem above.)


It’s possible you missed Step 71 which activates the Lead Assignment Rule you created. To check and correct if needed:

  1. Go to Setup > Platform Tools > Feature Settings > Marketing > Lead Assignment Roles
  2. You should see the rule you created called “assign incoming leads to Riley or me” and the checkbox under Active should be checked for that rule. If it’s already checked, then that’s not your problem so skip on down to the next possibility below. But if it’s not checked then it IS your problem so continue with these steps
  3. Click on the rule name (“assign incoming leads to Riley or me”)
  4. Click Edit
  5. Check the Active checkbox
  6. Click Save
Then, you should be able to get all three email messages but you need to get Salesforce to send them again, so repeat Steps 102-129 After that, all three messages should be waiting in the inbox for the email address(es) you specified for your account and for Riley's!




Step 129: I didn't get the three emails. I checked the Step 129 issues listed above this one and none apply to me. I'm using a university or company email address.


If you're using your university or company email address, they might have a strong Spam filter in place that is blocking SF emails of this kind. Try using a personal Gmail account. If you don’t already have one, then create one now and then update your email addresses in SF:

  1. Go to Setup > Administration > Users > Users
  2. Click on your name in the user list
  3. Click Edit next to your name
  4. In the Email slot, change the email address to a valid, non-Yahoo (preferably Gmail) address that you can check for your Kyle Reese message later on and then click Save and then Ok.
  5. Salesforce will immediately send an email to the new account. Open it and click the link to confirm the change from the old email address to the new one you entered above in Step 4 above. The change will not be made if you don’t do this!
Now do the same steps above but choose Riley in Step 2. And click the verification link sent to her in Step 5. (Then your emails and hers will all go to that one account.) Then, you should be able to get all three email messages but you need to get Salesforce to send them again, so repeat Steps 102-129. After that, all three messages should be waiting in the inbox for the email address you entered above for your account and for Riley's!




Step 129: I didn't get the three emails. I checked the Step 129 issues listed above this one and none apply to me. (Help me check my email templates.)


It could be a problem with the Email Templates you created:

  1. Go to Setup > Administration > Email > Classic Email Templates
  2. Find the three templates you created, “alert Riley about new Bay Area lead,” “alert Riley about new distant lead” and “alert myself about a new lead”
  3. Make sure that the checkbox under the Available for Use column is checked for all three–if not, that’s your problem (You probably skipped Step 35 the first time.)
  4. For each of those templates that don’t have the Available for Use checkbox checked, click Edit, check the checkbox for Available for Use and click Save
Then, you should be able to get all three email messages but you need to get Salesforce to send them again, so repeat Steps 102-129. After that, all three messages should be waiting in the inbox for the email address(es) you specified for your account and for Riley's!




Step 129: I didn't get the three emails. I checked the Step 129 issues listed above this one and none apply to me. (Help me check my lead assignment rule.)


It could be a problem with the Lead Assignment Rule you created:

  1. Go to Setup > Platform Tools > Feature Settings > Marketing > Lead Assignment Rules
  2. Click on the rule you created “assign incoming leads to Riley or me”
  3. Make sure Active is checked and then carefully examine the Rule Entries and compare this to the screen capture in after Step 101. If there are any discrepancies, then click Edit for that entry and fix and Save
Then, you should be able to get all three email messages but you need to get Salesforce to send them again, so repeat Steps 102-129. After that, all three messages should be waiting in the inbox for the email address(es) you specified for your account and for Riley's!




Step 110: There is no checkbox labeled Assign using Active Assignment Rule on the bottom of the pop-up


That’s because there is no active assignment rule. In Step 74, you were supposed to check the “Active” checkbox for the lead assignment rule you were creating. So, now do Step 71 to get you back to the rule you created, “assign incoming leads to Riley or me” and click on it. Then when it’s displayed, click Edit. Now check the Active checkbox and click Save. Now go back to Step 110 and you’ll see the Assign using active assignment rule checkbox at the very bottom of the pop-up.





Lab 3b

Step 36: On the All Workflow Rules page, there’s no New Rule button to click on.


Easy one. Remember when you logged in as Riley, to vote in the Chatter poll and post about Kyle Reese? Well, you’re still logged in as Riley and she doesn’t have permission to create new workflow rules, so the New Rule button doesn’t appear for her. Solution: Click on Riley’s name on the upper right to pull down a menu and click Logout and then log back in as yourself and start back at Step 34 again. You’ll be fine.




Step 107: I can’t find the TextEdit app on my Mac.


Don’t worry. It’s there somewhere. Try clicking on the tiny magnifying glass in your menu bar at the far right. That opens Spotlight, a Mac tool for finding stuff. Then you can type in “TextEdit” and it will find it for you. You can then double click on it in the Spotlight results to open it directly. Or, you could use Launchpad to find & open TextEdit.




Step 130: When I opened the myweb2lead.html file in my browser it showed random junk instead of the web form.


Your browser isn’t recognizing the contents of the file as HTML code. This could be due to not getting the file extension right–it has to be .html (or .htm). But more likely, you’re on a Mac, using TextEdit and you didn’t get the file to be formatted as Plain Text. Note Steps 108 and 109 about changing the TextEdit preferences to make sure Plain Text is specified as the format AND then close and reopen TextEdit. Note: if your new blank document opens with a ruler and a bunch of formatting options showing at the top of the window, then your file is going to be Rich Text and that doesn’t work. And you can’t convert it once it’s created in the wrong format. You need to get the preferences right and then create a new document that opens in a window with no formatting stuff at the top. Then copy & paste the code again from Salesforce and save. That file should work for you.




Step 144: I’m not seeing anything under Open Activities or under Activity History or both.


So there are a couple of things that could be causing this:
First, & most likely if both are missing–when you entered Miles Dyson’s info on the web form, you didn’t specify “No” for Bay Area Location. The default is “Yes,” just because that was the first one you entered way back when you created the field. So when the form opened up, "Yes" was already selected. If you didn’t change it to “No,” then Miles would become Riley’s lead so your workflow rules wouldn’t trigger & create the task. Same for the auto-response rule. This could also happen if you entered an Investment Potential of 150,000 or more. (The rule says it has to be less than 150,000 to be your lead.) Solution: Fill out the form again, being sure to use “No” and a number less than 150,000. But remember, you’ll need to find the new Miles Dyson in your leads to see the activity entries.
Alternatively, you may have missed the steps that make your rules active. Both the workflow rule and the auto-response rule need to be specified as Active or they will lie there dormant and never be triggered. If you’re missing one of the two activities entries for Miles Dyson, then that’s probably why. Solution: If you’re missing the “email to ask about calling” task, then go to Setup > Platform Tools > Process Automation > Workflow Rules and click Activate under Action next to the rule name. If you’re missing the “Email: Thank you for your inquiry” entry, then go to Setup > Platform Tools > Marketing > Lead Auto-Response Rules. Then click on the rule name, then the Edit button, then check Active and then click Save. In either case, you’ll need to fill out the form again. But remember, you’ll need to find the new Miles Dyson in your leads to see the activity entries.




Step 101: It’s “O i D“ not “O L D“


Are you having issues with this step? There’s a chance you typed in O L D into your URL, rather than O i D. The text stands for Org ID rather than “OLD” as in old man. It’s a common mistake that we see students do. Go back and check out your URL to see if you made that mistake. The lab text tells you to add “&oid=“ (without quotes) into the link you’ve pasted in the previous tab. Double check that you haven’t typed OLD instead of O i D




Step 107: I can’t find the TextEdit App (on Mac) on Salesforce-App Launcher


That is because TextEdit is an application found on your computer itself, not on Salesforce. It is an application that is similar to Microsoft Word. The reason we are using TextEdit is because we need to copy some text that does not contain any formatting embedded in it. So click on your Launchpad (the rocket ship icon) or Spotlight (the magnifying glass on the top right of your menu bar by the time) and go through Steps 108-119.




Step 107: I can’t find the TextEdit App on my Windows computer.


That is because Windows computers do not use TextEdit. The application you are looking for is NotePad. If you refer to Steps 121-129, you should be in good shape! It will tell you how to find the application and the steps you need to take for it.





PayPal/Install Issues (1b)

I paid and followed the install instructions and it seemed to work but it looks like nothing happened.


Well, when you install it doesn't look any different. The installer is putting in things behind the scenes that you will need to complete the labs. If you got the message "Installation Complete" and you clicked Done, then it worked and you can just keep going. If you want to confirm it for sure, then go to Setup > Build > Installed Packages and you should see "Max's Pitch Package" listed below "Salesforce & Chatter Apps". If it's not there, then it didn't work and you need to try again. See the instructions for trying again (without paying again) below.




I paid but the install didn't complete. Can I try again without paying again?


Yes, don't worry. You won't wind up paying twice or more for one install if you just let us know. But first, make sure it didn't work–go to Setup > Build > Installed Packages and see if "Max's Pitch Package" is listed below "Salesforce & Chatter Apps". If not, then use one of the options below to try again:

  1. If you email us at gethelp@themaxlabsproject.com we will confirm your payment went through and then send you a one-use promo code so you can by-pass PayPal when you try again. We will respond as quickly as we can–maybe within minutes, but at least within 24 hours, OR
  2. If you don't want to wait for us to send you a promo code because you want to keep working now, you can just pay again and we will refund the extra payment(s) when you email us a request at gethelp@themaxlabsproject.com.
Either way, when you try again, make sure you are logged into your SF account first and then, in other window in the same browser, go to the payment/install page and carefully follow the instructions in those checkboxes you have to check.




I think I accidentally put the wrong email address in during the payment/installation process.


No worries. As long as we have a way to reach you if we need to, it's fine. Just continue on.





SF Account/Login Issues

I can’t log into my Salesforce account even though my password is correct.


Most likely, you are not entering your correct Salesforce username. You can always find this by checking your email and looking for your original Salesforce account confirmation message. It will show your Salesforce username.




My login isn't working and I'm not getting the password recovery emails from SF.


Occasionally, this happens and, unfortunately, Salesforce doesn't provide much support for these kind of accounts since they give them away free. So first, just be sure you are checking the right email account–the one where SF originally sent your account activation email. That email would still be there, unless you deleted it so finding it will confirm you're looking in the right email account, at least. And then check your Spam/Junk folder(s), of course. If you're still can't find the emails from Salesforce to reset your password, then you may need to just get a brand new fresh account to use. Fortunately, you won't have to start over from the very beginning–there are shortcuts to catch up, depending on where you were. And if you paid for Max's Pitch Package already, then email us at gethelp@themaxlabsproject.com and we will give you a one-use promo code so you won't have to pay again. So go back and follow Max's instructions on the 2nd page of her Lab 1a blog to get the new account and be sure to change the interface to Classic when you first log in, like Max says. You can use the same email address for your new account but you'll need to choose a new username because the old one is still on the old address. It can be anything that looks like an email address. For example, hippo@suitcase.sauce would work (assuming it's not already used). Then, if you had already finished Lab 1a, you can go straight to Lab 1b but just skip Steps 1-5 and start at Step 6. (The first five steps of Lab 1b are just deleting the stuff from Lab 1a anyway.) If you had already paid for and installed Max's Pitch Package before, then email us at the address above for a one-use promo code so you don't have to pay again. Or, if you don't want to wait for that, you can pay again and just email us to refund your extra payment(s) instead. If you had already finished Lab 1b before and you want to skip ahead, then you can stop after Step 33 and go on to Lab 2a. If had already finished Lab 2a before and you want to skip ahead, you can just do Steps 54-87 of Lab 2a and then create a new pitch record–click your Pitches tab and then New and then fill in the values shown in the screen cap after Step 88 (but the record number will be P-010 instead of P-012 - that’s ok) and then continue with Steps 89-109. If you had already done Lab 2b and you want to pick up with 3a, you can just do it. The stuff from the previous labs don't affect 3a. But you need to do 3a completely before starting 3b.




I think I accidentally got the 30-day free trial account instead of the Developer Edition account at the link from Lab 1a.


Ok, whatever you do, don't pay Salesforce to extend your trial. It's super-expensive and hard to get your money back from them. And the free trial account doesn't work for the labs anyway. You'll need to get a fresh new account but don't worry you won't have to start over from the beginning of Lab 1a. The instructions tell you how to catch up to where you were with shortcuts. And you won't have to pay again for installing Max's Pitch Package in Lab 1b. Just follow the instructions from the issue right above this one about password recovery not working.





© 2018 by The Max Labs Project