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How to Add a Missing Field or Fix the Name Settings for an Existing One

Adding a missing field is easy. Fixing name settings for an existing field is a little trickier but not too bad. Either way just follow these steps and you'll be good:

  1. Click the Setup gear (upper right) and select Setup

  2. Click the Object Manager tab (not the down-arrow) on the upper left, next to the Home tab, and scroll the list in the central panel to find & select whichever object contains the field you need to fix–it'll be either the Pitch, Meeting, Meeting Attendance, or the Lead object, depending on which lab you're working on

  3. Click Fields & Relationships on the left-hand vertical menu

  4. If you never created the field in the first place, just click New and use the steps in the lab instructions to add it now but be sure to click Save at the end and then re-grade using the Grader App again (but you may need to add data to the new field on any existing records you already had)

  5. Or if you did create it already before, then click on its name now and then click the Edit button that appears in the middle

  6. First correct any mistakes in the Field Label (this is what gets displayed to users) and then click on the Field Name slot below it (SF will pop up a warning - just click OK)

  7. Now make any fixes you need to make sure Field Name is exactly the same as Field Label except NO SPACES in Field Names–put an underscore in place of any space between words, eg "Business_Name" (Field Name is what SF and the Grader App use internally)

  8. Click Save and SF will pop up a warning - just click OK and then click Save again

  9. Re-grade by using the App Launcher to open the Grader App and follow instructions to run the scoring routine again and then be sure to reload the page to see the updated error list & grade certificate

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