In my fourth screen capture, the information doesn't say "past activities" once following all steps properly and instead lists "October 2019" above the email and "In respone to your..." information even though i have done all steps. Is this still correct?
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Sorry you're stuck but there's almost always a pretty easy fix! Don't try to start all over again–not necessary! Don't start undoing stuff and don't uninstall Max's Pitch Package, etc.
There's a 95% chance the same snag/fix is listed & answered in the Help FAQ. Check that first but if you can't find it there, post your problem + a screencap in the proper category below & we'll post a solution back ASAP!
It's hard to tell without a screncap of what you're seeing. Are you sure you did those last steps to mark the email task complete, eg step 154? Maybe post a screencap so I can see exactly what you're seeing and maybe do these 3 steps so I can access your account and see what's happening:
Click on the character at the upper right corner and then, in the popup, click “Settings”
On the left vertical menu, click on “Grant Account Login Access”
On the row for The Max Labs Project, use the menu to change “—No Access—“ to “1-Month…”
Let me know when you've done those and I'll get in and look at it, ok?
Done! Please let me know if anything I can change to match the screen capture required, thanks!
Ok, yours looks good now. I just took out the "logged a call" one. Not sure how you added that? Maria did the same thing somehow. Anyway, I just took it out. It looks the same as the screencap in the instructions now except for the changes that Salesforce just made to their interface. Nothing you can do about that. We're alerting the instructors today so they'll know about the SF changes and will be ok with the slight differences in your screencaps.
I'm having the same issue. Could you please help me as well?
Ok, Maria. I logged into your account and fixed yours. There were two problems -
1) in Step 134 it says to assign tomorrow's date to the task, but you copied June 17 from the screencap. That was just a sample date. I changed it for you so take the screencap now and you'll be good.
2) The other difference is just that Salesforce updated their interface a few days ago so the headings are slightly different now. Instead of Next Steps and Past Activities like it shows in the instructions, now it shows "Upcoming & Overdue" for Next Steps and the month & year as a header for Past Activities. Nothing you can do about that. It's just how SF is now. So just go ahead with it as is.