Customize an Org to Support a New Business Unit


[Trailhead関係　個別の課題別 に戻る](https://qiita.com/Keiji_otsubo/items/56eb7a90bb72138ece1f)

[Customize an Org to Support a New Business Unit](https://trailhead.salesforce.com/en/content/learn/projects/customize-an-org-to-support-a-new-business-unit)
[Customize an Org to Support a New Business Unit > Configure an Email Letterhead and Template](https://qiita.com/Keiji_otsubo/items/00d35b2781c6a2d1a34e)

# contact にSean Forbes さんがない

新たに作成すればいいようです。

+ [ショーンフォーブス](https://trailhead.salesforce.com/ja/trailblazer-community/feed/0D54S00000E0WrSSAV)
+ [Need help on case contact](https://trailhead.salesforce.com/ja/trailblazer-community/feed/0D54S00000G3JuY)


**関連する回答**

[Customize an Org to Support a New Business Unit (Automated Your Business Process)](https://trailhead.salesforce.com/ja/trailblazer-community/feed/0D54S00000C4b1Z)


+ [コンタクトとしてSean Forbes を選ぶとエラーになる](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000G3JuY)

+ [Automate you business process - contact Sean Forbes can't be found](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000E0MURSA3)
+ [Automate Your Business Process - Assignment Rules](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000Gelxt)

--------------------------------

# contactに　Aaron Hartzler　さんがいない

+ [新しいビジネスユニットをサポートするために組織をカスタマイズする」で連絡先（Aaron Hartzler）が見つかりません](https://trailhead.salesforce.com/ja/trailblazer-community/feed/0D54S00000A98GaSAJ)

:::note
 I finally bypassed it by creating a new contact "Aaron Hartzler"... 
:::


**関連する回答**

+ [How can I pass the manage user access section on customize an org to support a new business unit project without duplicating one of the users (Aaron hartzler)?](https://trailhead.salesforce.com/ja/trailblazer-community/feed/0D54S00000FxN3SSAV)


# record typesがない

[組織をカスタマイズして新規ビジネスユニットをサポート>データモデルの変更](https://trailhead.salesforce.com/ja/content/learn/projects/customize-an-org-to-support-a-new-business-unit/modify-your-data-model)

+ [I don't have an option to choose New Case: Billing while creating new case.](https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000JfUlU)

:::note
After creating your record types, if they don't show up : 
- Go to Setup > Users > Profiles, select the required profiles (for example, System admin), then edit.
Search for "Record Type Settings" section and edit "Cases".
From there, you can move "Billing" & "Product Support" to selected record types.

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/8a4eda39-0ea6-8dea-2560-4e09a6f073df.png)

Now you can select the record type when creating new case: 

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/4ece87f2-8417-54b8-2b6e-78b753c7a359.png)
:::

**同じことで解決**
+ [手順あり](https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000JfUlU)
+ [case record type field not found...please explain the next steps...](https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000E9WUN)
+ [**レコードタイプが無い** : case record type field not found...please explain the next steps...](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000E9WUN)

+ [これはちょっと意味が分からん](https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000JfdUOSAZ)

:::note
I have merged two of my trailhead accounts and for some reason I can't seem to find my answer for this, I think my answer was " try create a global picklist" is it right
:::


+ [Chatter Groupのエラー](https://qiita.com/Keiji_otsubo/items/90ce1d4323e322e8d342#chatter-group%E3%81%AE%E3%82%A8%E3%83%A9%E3%83%BC)

+ [We're reporting this as error ID: -1098689842](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007LqbhO)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/358dacd9-ecd5-68ef-a651-d12cd2ff3545.png)

:::note
1. Try changing the playground language setting to English.
2. Try switching to classic

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8zpWSAR

 I was able to create it by changing to classic
:::

# can't find the Send Email to Members option

+ [I'm working on Automate your business process and stuck on step 4](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007eqMiM)

:::note
Is there a checkbox for this?

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/d45b2656-5629-3ae5-0492-772cd53adb98.png)
:::


# Error - Contact ID

+ [Error - Contact ID](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000PX0Gz)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/1dbdda79-4ba3-4ac1-bb2b-7b7b82af18d0.png)


![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/472b10f9-ff56-4e10-8139-d6e7267c4b32.png)