top of page

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.

  • When I click the link Salesforce sent me in the Welcome email to verify my account, it is already asking for a password, even though it never gave me a chance to set one. Then if I try to do the password reset it says "Your reset link expired after 24 hours or has already been used".
    You're using an email address from an Outlook/Office 365 system where the administrator has applied Safelinks to confirm the safey of links embedded in your emails. But Safelinks is not compatible with Salesforce - it rewrites the link before it gets to you and in so doing, it uses the link which is a one-use-only link. By the time you click on it, it's been disabled. You need to get a different email for the labs - try getting a free Gmail/Google account and then use that to fill out the Salesforce form for the new account and then the Verifiy Account button will work for you.
  • 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.
    First try using a "Private Window" (Safari/Firefox: File > New Private Window) or an "Incognito Window" (Chrome: File > New Incognito Window) and starting off with the URL/link: "login.salesforce.com" each time. If you still can't log in, well 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 abandon your current account 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 (see below). 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 to get a fresh new account, just go back and follow Max's instructions on the 2nd page of Lab 1a again. You can use the same email address for your new account as the original one but you'll need to choose a new username because the old one is still in use on the old account (and there's no way to "delete" the old account). In SF, a username can be anything that LOOKS like an email address, even if it isn't a real working address. For example, hippo@suitcase.sauce would work (assuming it's not already used). Then, once you have the new account, make sure you always are logging into the new one by opening a "Private Window" (Safari/Firefox: File > New Private Window) or "Incognito Window" (Chrome: File > New Incognito Window) and starting with this URL/link: login.salesforce.com and be sure to use the correct new username you set for the new account. To catch up to where you were (as best you can): If you hadn't already finished & graded Lab 1a, you'll just need to start it over at Step 1, sorry. Or... If you had already finished & graded Lab 1a, but you didn't finish & grade Lab 1b, then you can go straight to start at Lab 1b at Step 5. (The first four steps of Lab 1b are just deleting the stuff you made in Lab 1a anyway.) (Note: If you had already paid for & 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 & graded Lab 1b before and you want to skip ahead to start Lab 2a, then you can just do Steps 5 - 36 of Lab 1b and go on to start Lab 2a. If had already finished & graded Lab 2a before and you want to skip ahead to start Lab 2b, then follow the instructions here. If you had already finished & graded Lab 2b before and you want to pick up with Lab 3a in your new account, you can just do Steps 5-14 of Lab 1b and then start Lab 3a at Step 1. If already finished & graded Lab 3a and you need to do Lab 3b, unforunately, you'll need to do Steps 5-14 of Lab 1b and then do all of Lab 3a first and then you can start Lab 3b. Sorry if you're having to repeat a lot but fortunately, we know that once you've done steps already, it's way faster when you are doing them again. Good luck!
  • 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.
  • 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. If you already paid more than once, just let us know and we will refund you for the extra payment(s), np. But before you try to install again, make sure it didn't already 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 so you don't wind up paying more than once: 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 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 using a "Private" window (Safari/Firefox: File > New Private Window) or "Incognito" window (Chrome: File > New Incognito Window) for logging into SF and for installing Max's Pitch Package, make sure you have set your browser settings as given at the top of the Lab 1a cover sheet, and 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.
  • For Lab 1a, the grader says it can't find a Pitches tab but it's there!
    Sorry. That's our fault. Salesforce changed the name of the Marketing app to "Marketing CRM Classic" on 2/4 for some accounts and 2/11 for the rest. And this prevented the grader from finding the Pitches tab. This has now been fixed but you need to uninstall the version of the grader app that you already installed and then install it again, the normal way, but you'll be getting the new, corrected version (v91). The uninstall instructions appear below. Thanks for your understanding! To uninstall the Max Labs Grader app: Go to Setup Then, on the lefthand menu, go to Apps > Packaging > Installed Packages On the row for Max Labs Grader, click Uninstall Then on the page that appears, scroll all the way down and click Do not save ... and then in the popup click Ok Then check Yes, I want to uninstall... Then click the Uninstall button below Soon you'll get an email from SF saying you uninstalled and when you reload the Installed Packages page, the Max Labs Grader will be gone. Then you can install the Max Labs Grader app again normally and it will be the new version (v91).
  • 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 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.
  • 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.
  • The grader gives me 0 points, saying it can't find a Pitch object, even though I know I did all the steps & created one!
    Chances are you started Lab 1b before you graded your Lab 1a work. In the first four steps of Lab 1b, you delete your work from Lab 1a so the grader can't see it anymore. If it's been more than 15 days since you deleted your Lab 1a work, then Salesforce has already permanently erased it and the only way to get a grade is to redo it now (sorry). But if it's been less than 15 days since you deleted your Lab 1a work, you can still restore it, grade it, and then re-delete it using these instructions.
  • 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.
  • 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.
  • Step 2: When I click on Create > Custom Object, I get a blank, empty frame.
    This is due to your browser's security settings. See the fix for your browser below: In Safari, select Preferences, click the Privacy tab and for Website tracking, uncheck the box labeled Prevent cross-site tracking. If Block all cookies is checked, uncheck that too. (And always turn off ad/popup blockers while using Salesforce, too.) In Chrome, select Preferences, scroll down to the Privacy & Security section, click on Cookies and other site data and then check Allow all cookies or Block third-party cookies in Incognito. (And always turn off ad/popup blockers while using Salesforce, too.) In Firefox, select Preferences, Privacy & Security and select Standard. (And always turn off ad/popup blockers while using Salesforce, too.)
  • Step 4: I don't see the Plural Label part on my screen -- it is missing.
    If you are in another country when you get your account, then the Default Language for the account was automatically set to that country's language. For example, if you are in China then it is automatically set to Chinese (simplified). But plural is not used in Chinese so this option doesn't show up for you. To fix this, change the default language to English (United States) by doing the following steps: Click the small gear icon at the upper right of the screen Select Setup from the drop-down menu Scroll the left side menu down to the SETTINGS area near the bottom Click on Company Settings and then, in the list below that, click on Company Information In the page that opens with all the info, click the Edit button in the lower middle Scroll down to the Locale Settings section Use the Default Locale drop-down menu to set this to English (United States) Use the Default Language drop-down menu to set this to English Below that, use the Currency Locale drop-down menu to set this to English (United States) - USD Click the Save button at the bottom of the page Then the Plural Label will show up for you.
  • 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.
  • Step 74: Can't find the Tabs menu and my screen looks different than what's shown (purple stuff instead of blue)
    You must have logged out and back in at some point and, to get back to where you were, you clicked the Setup gear, on the upper right, by the bell. And then, from the drop-down you clicked on Service Setup instead of Setup. We will always click on Setup. Never Service Setup. To get back to where you need to be, just click on the Setup gear, on the upper right, by the bell, and then in the drop-down that appears, click Setup.
  • Step 82: Investment Amount shows my country's currency sign, not the US dollar sign.
    If you are in another country when you get your account, then the Currency Locale for the account was automatically set to that country's currency. For example, if you are in Belgium then it is automatically set to . It is probably ok with your instructor to leave it this way for the assignments, but if you want to change to US dollar signs to match the instuctions exactly then you can change it by doing these steps: Click the small gear icon at the upper right of the screen Select Setup from the drop-down menu Scroll the left side menu down to the SETTINGS area near the bottom Click on Company Settings and then, in the list below that, click on Company Information In the page that opens with all the info, click the Edit button in the lower middle Scroll down to the Currency Settings section Use the Currency Locale drop-down menu to set this to English (United States) - USD Click the Save button at the bottom of the page
  • 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.”
  • For Lab 1b, the grader says "Looks like your Pitches tab is not showing up in the Marketing app" but it IS! (Checkpoint 1)
    Sorry. That's our fault. Salesforce just changed the name of the Marketing app to "Marketing CRM Classic" and the grader now needs to be updated to accommodate that. We're working on it now and expect the new updated grader coming soon. In the meantime, we are letting instructors know that they should add back 3 points for anyone with that error. You can take a screencap showing the error message as proof to submit to your instructor. Thanks for your patience!
  • Step 5: The link shown in this step (http://tiny.cc/maxnrocky) isn't working.
    This must be a temporary service interruption and it should be working again soon but for now, you can try use this link instead: https://www.themaxlabsprojectshop.com/ That link takes you directly to the actual paywall page. (The link in the instructions uses a relay service called tiny.cc that makes the link shorter and easier to type. If the current problem is only with tiny.cc, then you should still be able to access the paywall page directly using the link above.) If the link above is not working, then the host service for the paywall page itself must be down for maintenance or a crash, etc and we're working to fix it ASAP! Please keep checking. NOTE: When you get to Step 23, you may hit the same problem with that link. If so, then use this one instead: https://drive.google.com/file/d/1afbbA331kQyjl5ujWIvqezVDiOgugxzp/view?usp=sharing
  • Step 18: I don't see Pitches in the list
    You have to scroll all the way to the bottom. (It's confusing because the list seems to be in alphabetical order and it is, mostly but not completely - new stuff like Pitches lands on the bottom.)
  • Step 20: The Pitches Tab isn't showing up even though I created it a few steps ago.
    Sometimes it takes awhile for Salesforce to catch up that you created your Pitches tab already. Try logging out, closing your browser, reopening and logging back in and that should fix it.
  • Step 21: 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”"
    This is usually a temporary problem due to network issues. Try logging out, disconnecting from your Wifi, reconecting to Wifi, and logging back in again. It that doesn't help, then maybe you got the 30-day free trial account, and not the Developer Edition? Is there a banner along the top telling you that you have 28 days remaining or something like that? If so, then you'll need to abandon that account and get a new one now but you won't need to redo Lab 1a. Just get a new account using the link Max gives at the start of Lab 1a and then skip to Lab 1b, start at Step 5, and go from there! Email us at gethelp@themaxlabsproject.com if you need more help.
  • Step 22: After I make the change and click Save, I get an internal server error
    When you were first getting your SF account, you filled out the form and clicked Submit and then, while waiting, you clicked Submit at least once more. Then, you wound up getting multiple Welcome emails from Salesforce with multiple accounts, all with the same username. This is a temporary glitch in the Salesforce account generator - it should be not issuing multiple accounts with the same username. It can cause lots of confusion and problems like this one, unfortunately. If your settings were already showing English (United States), then you can just skip Step 22 and go on. But if your settings were showing something else, then the best thing to do is to abandon this account and get a brand new one with a totally different username, but this time, be 100% certain you click Submit ONLY ONE TIME. Then with the fresh account, you can start Lab 1b at Step 5 and go from there. You do NOT need to repeat Lab 1a. But you will need to install the grader and Max's Pitch Package again so you will need to pay again but just email us at gethelp@themaxlabsproject.com and we will refund the extra payment right away. Then just be sure to use the new account from now on. NOTE: When filling out the form for a new SF account, you can specify any username you want, as long as it LOOKS like an email address, eg "xxx@yyy.zzz", even though it is not a real email address. But it can't be one that has been chosen by someone else.
  • Step 23: The link in this step (http://tiny.cc/MaxsPitchDataFile) isn't working.
    Try this direct link below instead (doesn't go thru tiny.cc): https://drive.google.com/file/d/1afbbA331kQyjl5ujWIvqezVDiOgugxzp/view?usp=sharing If that doesn't work, Google Drive must be down. Let us know at info@themaxlabsproject.com and we'll try to get it fixed ASAP!
  • 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 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 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 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 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.
  • Step 64 and/or 67: I don't see any records listed at all - the list is empty.
    Well, if there were records showing up when you created the Pitch Everything listview in earlier steps, then the data is there but it's just not showing up here in this listview, probably because no record passes the filter you added. The most likely reason that no record is showing is because you misspelled "Angel" when you set the filter - you probably spelled it as "Angle," with an "le" at the end, which is a geometric term. Since there is no record that has the Type of "Angle," that's why none are showing up. (In the investment world, the term "Angel," with an "el" at the end, is like is used to describe people who user their financial powers to help startups survive and grow.) You can go back and edit to fix whatever the misspelling is to make it exactly like the instructions say and then it should work.
  • Step 81: There is no Continue button to click on
    You have the new updated version of Salesforce where that has been changed. It's ok. Just use this instruction for Step 81 instead: In the Create Report popup, on the lefthand side, click All and then scroll way down to find Pitches and click on that & then click the blue Start Report button that appears on the right And then you should use the same instruction above again in Step 103 and 138 as well.
  • 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 148: I don't see the blue + Component button anywhere
    Sorry, Salesforce changed that in the latest release (Spring 24)! Now you should click on the + Widget button instead and that will drop down a menu where you should select the option for Chart or Table. Then continue with Step 149 and go from there.
  • 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 156: My dashboard gauge doesn't match the one in the instructions–the needle is pointing straight to the left, to zero, and under the needle, where it should say "$477k (32%)" mine says "10 (667µ%)""
    Ok, so you made a mistake on Step 140 when you were creating the report that your dashboard gauge uses. Step 140 says to click on Add Column and then choose Expected Value. But you clicked on Add Group and then added Expected Value as a group. That messes up the report and that messes up the gauge you make from that report. So to fix, you need to get rid of the dashboard, and then get rid of that report, and then make the report again, being sure to click on Add Column this time in Step 140. Then make the dashboard from that new report and the gauge will show properly. To do this, first go to your Marketing app and click the Dashboards tab and you'll see your dashboard listed there. On that same row, on the far right, click the down-arrow to get a menu and select Delete and then in the confirmation pop-up, click the blue Delete button. Next, click on the Reports tab and you should see your reports listed below. On the same row as Total Expected Value of Pitches So Far, on the far right, click the down-arrow to get a menu and select Delete and then in the confirmation pop-up, click the blue Delete button. Now start again at Step 136 and go from there, being sure to click on Add Column in Step 140, and when you get to the end, your gauge will look right.
  • Step 17: The error message isn't showing up, even though I put in an Equity Percentage value way over 100%."
    First, make sure you got the greater than sign going the right direction in the Error Condition Formula, ie look at the screencap after Step 12 and make sure your arrow is going the same way ( > ). If you're sure your rule is all correct, but you're still not seeing the error message pop up, you're probably not clicking Save after you put in the too-high Equity Percentage. SF won't pop the error message until you try to save the record with the out-of-bounds value in it!
  • 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 83: Meeting Date isn't showing up in my Available Fields list
    You might have skipped Step 74 where you were supposed to create Meeting Date as a field in the Meeting object. If so just go back into the Meeting object, scroll to Custom Fields and Relationships, click New and add it, according to Step 74. But if you’re sure you did create it already and it’s just not appearing here, then it's visibility f probably got turned off somehow, 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 Meeting Date, (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 83, Meeting Date should all be showing up properly.
  • 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!
  • Step 113: The Meeting record rows look different on my computer. They are thicker and they show the entire contents of the Comments field, broken across multiple lines instead of just the first part that fits on one line."
    That's ok. This is a temporary bug in Salesforce's latest release and we expect it to be fixed soon. In the meantime, you won't lose any points for this. Go ahead and submit your screencap without worrying about the thicker rows.
  • Step 3: I'm not seeing Validation Rules on the lefthand menu - what I see is Restriction Rules, Scoping Rules and Triggers.
    You're in the wrong place, for sure. In Step 1, when you clicked the Setup gear on the upper right and you got the drop-down menu, you then clicked on Service Setup instead of Setup. If you just go back to Step 1 and be sure to click on Setup, you'll get to the right place. We never use Service Setup at all in these labs. Only Setup.
  • For Lab 2b, the grader says it can't find the Meetings tab and/or the Meeting Attendances tab but it is (they are) there!
    Sorry. That's our fault. Salesforce changed the name of the Marketing app to "Marketing CRM Classic" on 2/4 for some accounts and 2/11 for the rest. And this prevented the grader from finding the Meetings and/or the Meeting Attendances tab. This has now been fixed but you need to uninstall the version of the grader app that you already installed and then install it again, the normal way, but you'll be getting the new, corrected version (v91). The uninstall instructions appear below. Thanks for your understanding! To uninstall the Max Labs Grader app: Go to Setup Then, on the lefthand menu, go to Apps > Packaging > Installed Packages On the row for Max Labs Grader, click Uninstall Then on the page that appears, scroll all the way down and click Do not save ... and then in the popup click Ok Then check Yes, I want to uninstall... Then click the Uninstall button below Soon you'll get an email from SF saying you uninstalled and when you reload the Installed Packages page, the Max Labs Grader will be gone. Then you can install the Max Labs Grader app again normally and it will be the new version (v91).
  • Step 6: This link in this step (http://tiny.cc/MaxsMeetingDataFile) isn't working.
    Try this direct link below instead (doesn't go thru tiny.cc): https://drive.google.com/file/d/1WbvJtbfB64xMmFhHiYCnco3nD6omhwhV/view?usp=sharing If that doesn't work, Google Drive must be down. Let us know at info@themaxlabsproject.com and we'll try to get it fixed ASAP!
  • Step 13 [Windows]: I downloaded MaxsMeetingDataFile 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 MaxsPitchDataFile and you should find the .csv file which you can drag onto your desktop and then access during the import.
  • Step 15-20: It says some or all of the Meeting records failed to import.
    If you are not in the US, then maybe when you clicked on the link to the data file, you opened it in Excel, instead of just downloading it. Then when you saved the file, Excel converted the format of the Meeting Date column from US date format (mm/dd/yyyy) to your country's date format for some of the records where the date in US format didn't make sense in your country.Then, those records would have failed to import. If the above doesn't apply to you, then maybe you had an issue importing Pitches back in Lab 1b, so your Pitch records are not numbered 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 one contains the Pitch ID of the Pitch record it goes with. So what do you do? You need to edit the Meeting data file and 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 they need to be changed in the data file before you try to import it. But you have to be careful to Save As .csv for the file format and, if you're not in the US, you have to make sure the Meeting Date column stays in US date format (mm/dd/yyyy). How do to this is carefully explained in detail on a separate page here.
  • 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). Or else you did create all the fields but maybe you misspelled the field's name? If so, there's a mismatch to the data file so that's why it's not recognizing it and saying it's unmapped. Edit the field's name ("Field Label") to get the spelling right. If you're sure the field is there and it's spelled correctly then when you created it, you probably clicked through the Next, Next & Save sequence so quickly that the pages you were skipping didn't get a chance to fully load & execute their code. That leads to the Visibility of the field not being turned on, even for you, as System Administrator so you can use the field for anything. Even though you can see it's there, it's technically "hidden" and unusable by you. To unhide it, go to Setup > Object Manager > Meeting and click on Fields & Relationships and click on the field name (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 (Sys Admin). Then click Save. Now you can import and the field won't be unapped anymore. But remember to go more slowly in clicking Next, Next & Save when you're creating fields from now on, ok?
  • 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 29-30: the Meetings tab does not show some or all of the imported records, only the records I created in the previous lab (2a)"
    If you are not in the US, then maybe when you clicked on the link to the data file, you opened it in Excel, instead of just downloading it. Then when you saved the file, Excel converted the format of the Meeting Date column from US date format (mm/dd/yyyy) to your country's date format for some of the records where the date in US format didn't make sense in your country.Then, those records would have failed to import. If the above doesn't apply to you, then maybe you had an issue importing Pitches back in Lab 1b, so your Pitch records are not numbered 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 one contains the Pitch ID of the Pitch record it goes with. So what do you do? You need to edit the Meeting data file and 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 they need to be changed in the data file before you try to import it. But you have to be careful to Save As .csv for the file format and, if you're not in the US, you have to make sure the Meeting Date column stays in US date format (mm/dd/yyyy). How do to this is carefully explained in detail on this page.
  • Step 55/56: The + New Contact tab isn't showing up so I can't click on it.
    This is a browser issue that seems to be occurring lately for some (not most) Safari users, maybe having to do with ad-blockers, etc. Try turning off ad-blockers, etc. or using Chrome or another browser.
  • 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 100: 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 111-112: I don't see Meeting ID> in the 2nd box so 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 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 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.
  • 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 15: The Ask button is dimmed. I can't click it.
    You probably copied/pasted the question and answers from the instructions PDF. Sometimes that carries over invisible characters that interfere with things. To fix this, start over by selecting a different lead and then come back to Kyle Reese and select Chatter and then Poll again. But this time do NOT copy/paste the entries. Instead, type them into the slots. Then after you have filled them in, the Ask button should be colored and clickable.
  • Step 42: Investment Potential isn't showing up in the drop-down list
    So first you should save the the work you've already done on this template so click Save just below the Email Body text box & to the right. (If you didn't do that, it's ok. Keep reading and it'll be ok.) Now, make sure you did Steps 25-29 above where you were supposed to create the Investment Potential field. Go to Setup > Object Manager > Lead > Fields & Relationships. You should see it in the list of fields. If it isn't there, then you need to click New and then do Steps 25-29 to add it. Then it should show up in the drop down for Step 42. To get back to where you were, if you DID save your work, then do Steps 30-32 and then click on alert Riley about a new Bay Area lead and then click the Edit button and pick up with Step 41 and continue. If you did NOT save your work, just pick up again with Step 30 and continue from there. But if Investment Potential IS already showing up in the Lead object field list, but it's NOT showing up the drop-down in Step 42, then when you created it, you clicked through the Next, Next... part too quickly and those pages that you were skipping over didn't get a chance to load and execute their code so that field's "visibility" didn't get a turned on. It's there but it's not "visible" to other parts of SF, like the drop-down menu. To turn on its visibility now, scroll down to Fields & Relationships and click on Investment Potential (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 42, then Investment Potential should be showing up properly in the drop-down list. To get back to where you were, if you DID save your work, then do Steps 30-32 and then click on alert Riley about a new Bay Area lead and then click the Edit button and pick up with Step 41 and continue. If you did NOT save your work, just pick up again with Step 30 and continue from there.
  • Step 53: The Clone button isn't showing so I can't click on it.
    This is due to your browser's security settings. See the fix for your browser below: In Safari, select Preferences, click the Privacy tab and for Website tracking, uncheck the box labeled Prevent cross-site tracking. If Block all cookies is checked, uncheck that too. In Chrome, select Preferences, scroll down to the Privacy & Security section, click on Cookies and other site data and then check Allow all cookies or Block third-party cookies in Incognito. In Firefox, select Preferences, Privacy & Security and select Standard.
  • Step 79: Bay Area location isn't showing up in the drop-down list
    So first make sure you did Steps 15-24 above where you were supposed to create the Bay Area location field. Go to Setup > Object Manager > Lead > Fields & Relationships. You should see it in the list of fields. If it isn't there, then you need to click New and then do Steps 15-24 (with Save at the end instead of Save & New) to add it. Then it should show up in the drop down for Step 79. But if Bay Area location IS already showing up in the Lead object field list, but it's NOT showing up the drop-down in Step 79, then when you created it, you clicked through the Next, Next... part too quickly and those pages that you were skipping over didn't get a chance to load and execute their code so that field's "visibility" didn't get a turned on. It's there but it's not "visible" to other parts of SF, like the drop-down menu. To turn on its visibility now, scroll down to Fields & Relationships and click on Bay Area location (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 79, then Investment Potential should be showing up properly in the drop-down list. To get back to where you were, do Step 71, then skip to Step 76 and continue from there. When you get to Step 79, Bay Area location will be there in the drop-down for you to select.
  • Steps 82-83: Riley doesn't show up so I can't select her
    You were supposed to create Riley as a user in Steps 1-14. If she's not showing up as a user now here, then you either skipped those steps for some reason or at least you skipped the last step where you were supposed to save what you did. Go to Setup > Users > Users and you will probably not see Riley in the list of users so then do Steps 5-14 to create her as a user. Then to pick up again where you left off, do Step 71 and you should see the Lead Assignment Rule you started before which was named assign incoming leads to Riley or me (If you don't see it there, then just continue with Step 72, 73...) But it IS there, then, click it to open it up and pick up with Step 77 to start adding entries to it and when you get to Step 82, Riley should appear so you can select her.
  • Step 85: I can't find the template I'm supposed to click on (alert Riley about new Bay Area lead). It's not there in the list, even though I'm sure I did the steps to create it earlier (Steps 30-52)."
    You probably skipped over Step 35 which is: "Now on the New Template page that appears, scroll down to the Email Template Information area and check the Available for Use checkbox" so that first template you made was not available for use. And then you cloned it twice, so those two other templates also aren't available for use either. Don't worry. All you have to do is go back and edit each of those three to make them Available for Use as follows. Go to Setup again, find Email on the lefthand menu and click that. Underneath that click Classic Email Templates. In the list that shows up in the middle, find alert Riley about new Bay Area lead and click the link for Edit on the left side of that row. When that template appears in the center, check the box labeled Available for Use and then click Save. Then do the same thing for the other two templates you had created: 1) alert Riley about new distant lead and 2) alert myself about a new lead. Now when you try to assign a template, those will now appear. You can start up at Step 77 to add the rule entries again and this time, all three templates will appear in the list when you get to Step 85.
  • Step 86: I get an error message when I click Save
    This is due to your browser's security settings. See the fix for your browser below: In Safari, select Preferences, click the Privacy tab and for Website tracking, uncheck the box labeled Prevent cross-site tracking. If Block all cookies is checked, uncheck that too. (And always turn off ad/popup blockers while using Salesforce, too.) In Chrome, select Preferences, scroll down to the Privacy & Security section, click on Cookies and other site data and then check Allow all cookies or Block third-party cookies in Incognito. (And always turn off ad/popup blockers while using Salesforce, too.) In Firefox, select Preferences, Privacy & Security and select Standard. (And always turn off ad/popup blockers while using Salesforce, too.)
  • 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.
  • 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: Go to Setup > Administration > Users > Users Click on your name in the user list Click Edit next to your name 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. 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’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): Go to Setup > Administration > Users > Users 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 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) 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 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 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: Go to Setup > Platform Tools > Feature Settings > Marketing > Lead Assignment Roles 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 Click on the rule name (“assign incoming leads to Riley or me”) Click Edit Check the Active checkbox 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: Go to Setup > Administration > Users > Users Click on your name in the user list Click Edit next to your name 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. 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!
  • Grader App: I'm getting an error message "Execute Anonymous Error - Line 107, Column 1" when I try to run the scoring routine and I still have all zeroes for scores."
    It's because you have a Lead record with zero data in it. You're supposed to have added one, using the API call via your browser in Step 117. But you left off or mis-typed the part at the end of that long link about "first_name=Magan" (or whatever is the first 2 letters of your first name + the last 3 letters of your last name). So you wound up with a lead record in there with no first name and no other data either. Totally blank. Maybe you already got another record in there correctly. But the empty record is still there and that's what kills the grader. (The next release will handle this better.) For now, just go to your Leads tab and view All and find the totally empty record(s) and delete it (them) and that will fix it. Then you need to re-run the scoring routine (in the Developer Console) and there will be no errors and you'll get your points. But NOTE: you will still need to get Step 117 working, to get a lead put in with the first name = the first 2 letters of your first name + the last 3 letters of your last name, to get your points for that Checkpoint #3.
  • When I run the grader, a garbled error message pops up saying something about Flow
    There are mistakes in the Flow settings you set in Steps 34-71. The easiest way to deal with this is to delete the Flow you made and do those steps again, making sure you get them right this time and then re-run the grader. See this page: Fixing Flow Issues for instructions.
  • When I submit the form to add Miles Dyson, a garbled error message pops up saying something about Flow
    There are mistakes in the Flow settings you set in Steps 34-71. The easiest way to deal with this is to delete the Flow you made and do those steps again, making sure you get them right this time and try using the webform you made again to Miles Dyson successfully this time. See this page: Fixing Flow Issues for instructions.
  • Step 3: I don't see the News tab.
    Right! Salesforce removed it recently and we didn't get a chance to update the instructions yet. In the meantime, just skip over Steps 3 and 4 and pick up again with Step 5. It won't hurt anything. Promise.
  • Step 35: When I click on 'New Flow' it says 'This page has an error'
    This is likely a browser issue. If you haven't already done this - go to the top of the cover sheet for Lab 1a to find the browser settings for your browser and set those settings and try again. If that doesn't work, maybe get a new browser you don't already have, like Firefox, and try that.
  • I'm having trouble with the steps (around 45-49) where you fill in the slots for the Flow
    The interface for setting up your flow is a little tricky. Take a look at this video showing how it works for Steps 45 and 46, filling in the values with copy/paste and tab:
  • Step 65: There's an error popup saying "Fix these errors" and a red box around a field slot where it says "A value is required"
    You added an extra field/value row you didn't need and SF won't let you save with an empty row so you have to remove that empty row first. That's easy, just click the little trash can icon on the far right of that empty row. Then you can click Done and it will work with no error.
  • Step 116: It says to enter the last three letters of my last name, my last name has only two letters
    That's ok. Just enter the two letters that you have and it'll be fine. You won't lose points or anything.
  • Step 117: When I hit Enter/Return with that long API string in my browser, the page loads with a list of weird search results OR a weird server error page
    You included all or part of this: <form action=" at the front of the string. Take it off. It should start with: https:// and go from there.
  • Step 117: When I hit Enter/Return with that long API string in my browser, I get emails from SF saying I have an error related to my Flow
    This happens if you have some mistake(s) in the settings you put in when making your Flow in Steps 34-71 and now it doesn't work and it blocks any leads from being added. You'll need to delete the Flow using this this link: Fixing Flow Issues and remake it using Steps 34-71, making sure you get every setting just right. Then restart at Step 103 and go from there.
  • Step 120: When I view Today's Leads, I don't see the one from the API call with the first 2 letters of my first name + the last 3 letters of my last name
    Yeah, so this could be due to two things: mistakes in the settings you put in when making your Flow in Steps 34-71. If this is your problem, you should be receiving emails from SF saying there's a problem with your Flow and also that it failed to create a lead you tried to make. You have to fix this first before that long API call string will work. See this link: Fixing Flow Issues for instructions on how. mistakes in that super-long string for the API call in Steps 113-117. You have to get every single character exactly correct or it won't work. If it's wrong, it doesn't produce an error message at all, it just doesn't work and no lead gets put in. See below to fix. Fixing Mistakes in the Super-Long String for API Call If you're not getting emails about Flow errors, then it's problem mistakes in the string - maybe just one tiny character - and you need to fix it and try again. Make sure it begins with: https:// and make sure you have the letters "oid", with an "i", like in ice cream, NOT "old", with the letter "L", like like in "old man". That's a common mistake. Also, make sure the equals sign "=" is there after the "oid" and before the number. And there can be no spaces anywhere! None! And make sure the oid number is the one for your account that you copied from the HTML code for the form in Step 114. It should NOT be the code shown in red after Step 115 (00D4000000yb1T) - that's Max's oid number, not yours. Every single character has to be correct!
  • After Step 120: I'm using a Chromebook so I don't have TextEdit (Mac) or Notepad (Windows) - how do I create my file of HTML?
    No worries. Google provides a text file editor in the cloud: Go to https://texteditor.co/ Click the +Create New Text File button Paste all that HTML code you copied already into the blank page that opens (if you need to regenerate the code, just redo Steps 103-112) On the upper left, replace the filename, "untitled.txt" with "myweb2lead.html" (make sure it ends with ".html", including the dot!) Click the download button on the upper right to download the file Now, pick up with what Max is saying right after Step 143. When you get to Step 144, find your myweb2lead.html file in your Downloads folder and go from there!
  • Step 121: 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. Here's a YouTube video that shows you:
  • Step 121: 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 122-133.
  • Step 121: 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 135-143, you should be in good shape! It will tell you how to find the application and the steps you need to take for it.
  • Step 137: It says to paste the HTML code we were supposed to copy back in Step 118 but I forgot to copy it or lost it somehow so how do I get it back so I can paste it here now?
    Easy. Just go to Setup and then do Steps 103-112 and that will regenerate the HTML code so you can copy it and then paste it now for Step 137.
  • Step 144: 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 122 and 123 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 151: When I submit the form to add Miles Dyson as a lead, I get an error message about Flow.
    This happens if you have some mistake(s) in the settings you put in when making your Flow in Steps 34-71 and now it doesn't work and it blocks any leads from being added. You'll need to delete the Flow using this this link: Fixing Flow Issues and remake it using Steps 34-71, making sure you get every setting just right. Then try submitting the form to add Miles again and, if your Flow is correct now, it will work.
  • Step 158: I’m not seeing the "Email: Thank you for your inquiry" line in the timeline for Miles Dyson
    So there are a couple of things that could be causing this. You can run the grader to find out if there are errors in your Auto-response Rule. That's one possibility. But maybe, when you submitted the form for Miles Dyson, maybe you didn’t set his Bay Area Location to "No". 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 wouldn't become your lead and so you auto-response rule, This one is mine so..., wouldn’t trigger . 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 to add Miles again but this time be sure to use “No” for Bay Area location and a number less than 150,000 for Investment Potential. But remember, you’ll need to find the NEW Miles Dyson in your leads to see the corrected timeline. Alternatively, you may have missed Step 87 where you were supposed to make the auto-response rule Active. Then it may be there but it's just inactive and doesn't do anything. Solution: 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 to add Miles again. But remember, you’ll need to find the new Miles Dyson in your leads to see the activity entries.
bottom of page