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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 in the Help FAQ. But if you can't find it there, post your problem here.
Make sure you post in the right category below & be sure to include a screencap showing the issue!
Jan 31
Missing new and meetings tab in related section in pitch. Lab 2A step 93.
Missing new and meetings tab in related section in pitch. Lab 2A step 93.
12 comments
0
Yeah, so that screencap tells me that you somehow didn't get the Meeting object connected to the Pitch object. That was supposed to happen in Steps 65-73 where you add a Pitch field to the Meeting object and make it a Lookup relationship field that is "Related To" the Pitch object.
Go to Setup > Object Manager > Meeting > Fields and Relationships and if there is already a Pitch field there, delete it and then re-creating it using Steps 65-73 (but in 73, just Save rather than Save & Next.)
Then skip to Step 91 and as you go from there, you should see the correct screen for Related.
Let me know, ok?
when i go to my object manager i dont see a meetings tab
You mean you don't see Meeting in the list of all the objects under Object Manager? It has to be there if you created it. Don't click the down arrow in the Object Manager tab. Click the words "Object Manager" and there should be a long list with like 100 objects in alpha order and Meeting has to be there if you created it but didn't delete it.
yes when I do that i only have macro, messaging ession and messaging user
Yeah, it sounds like you're in a completely different area of Salesforce. Be sure you click on Setup (NOT Service Setup). It should look like this:
If not, post me a screencap of what you're seeing.
@Myzerra Zanni Yeah, I don't see it. Are you sure you created it? And named it "Meeting"? And if so, you haven't deleted it for some reason?
Please let me know those answers and then do these 3 steps so I can access your account and I'll take a look. Let me know when you've done them, ok?
Log in and click on the character icon (upper right) and click My Settings
On the left, under My Personal Information, click Grant Account Login Access below that
On the row for The Max Labs Project Support, use the --No Access-- pull-down menu to select 1 month and click Save
Im pretty sure i made a meetings taba and I dont remeber deleting it by mistake. I will go do those 3 steps now thank you !
Ok thanks. I’m on a flight that is landing now so it’ll be another hour before I can get home and look at it now. Sorry. I’ll do it as soon as I get back.
Thank you Sir.
could I start on max labs 3a/b without have finished 2a/b or should I wait to finish those first. Thank you !
@Myzerra Zanni Sorry, just back back to the house and checked out your account.
So yes, 3a does NOT depend on any of the prior labs so you could start it now. And 3b only depends on 3a so you could continue with 3b after doing 3a, even if you didn't finish 2a and 2b.
As for 2a, I checked the system log and there is no sign that you ever created the Meeting object. (Just to be clear, you create the object and then you create a tab for the object. The tab is what shows up in the Marketing app to allow you to access the records in the object.)
So to finish 2a, you really need to start up at Step 55 where you create the Meeting object and and the fields to it and go from there, ok?