Customize a Sales Path for Your Team


https://trailhead.salesforce.com/content/learn/projects/customize-a-sales-path-for-your-team?trail_id=dive-into-sales-cloud-for-admins

# Customize a Sales Path

+ 何もしないで検証ボタンをクリックすると

:::note alert
We couldn’t find a sales process named 'B2B Sales Process'. Please double check the instructions.
:::


# We couldn’t find the expected fields assigned to the 'Prospecting' stage value in the sales path named 'North American Sales Path'. Please double check the instructions.

+ [Unidad Customize a Sales Path for your team-Customize oportunity Stage](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007Qd8r0)

:::note
When adding items to the 'Prospecting' stage of 'North American Sales Path', one of the following may be missing:

Account Name 
Expected Revenue 
Lead Source 
Next Step 
:::


# Customize Opportunity Stages

+ 何もしないで検証ボタンをクリックすると

:::note alert
We couldn't find a sales path named 'North American Sales Path' for the Opportunity picklist 'Stage' and record type 'B2B Opportunities'. Please double check the instructions.

商談選択リスト「ステージ」およびレコード タイプ「B2B 商談」に対して「北米セールス パス」という名前のセールス パスが見つかりませんでした。指示をもう一度ご確認ください。
:::


:::note alert
We couldn’t find the expected fields assigned to the 'Qualification' stage value in the sales path named 'North American Sales Path'. Please double check the instructions.
:::

以下の設定を忘れていました。

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/f50da306-cdb5-edce-6a76-2695aeb4c377.png)


:::note alert
We couldn't find an opportunity named 'United Oil Office Portable Generators' assigned to the record type 'B2B Opportunities' with the stage of 'Closed Won'. Please double check the instructions.

「Closed Won」のステージでレコード タイプ「B2B Opportunities」に割り当てられた「United Oil Office Portable Generators」という名前の商談が見つかりませんでした。指示をもう一度ご確認ください。
:::


Click the Mark Stage as Complete button.
をやっても、エラー何だよねぇ。

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/47cf9c36-2d7a-5ab7-0418-6631b95c010d.png)


違うレコードでやっていたかも... 以下が正解

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/a70ead00-d827-fa85-e172-93add8813765.png)

上にあるのがはじめに間違ったレコードかも

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/07054c84-05c6-c717-542b-68cfba578fc0.png)


# Work with Opportunities in the Kanban View

+ 何もしないで検証ボタンをクリックすると

:::note alert
We couldn't find the expected fields to display in the opportunity list view named 'My Opportunities'. Please double check the instructions.

「My Opportunities」という名前の商談リスト ビューに表示されるはずのフィールドが見つかりませんでした。指示をもう一度ご確認ください。
:::


:::note alert
We couldn’t find an opportunity named 'United Oil Plant Standby Generators' in the 'Value Proposition' stage. Please double check the instructions.

「価値提案」段階では「United Oil Plant Standby Generators」という名前の案件が見つかりませんでした。指示をもう一度ご確認ください。
:::

ステージ名が違ってました。以下が正解

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/664468a9-45fa-bb65-4cbf-42db31079b8a.png)


# You don’t have access to any other Opportunity record types. Contact your Salesforce administrator for help

+ [Error on Customizing Sales path](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KCLiL)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/7ec4c9f9-a800-2e21-4634-c46c521c5ac2.png)

:::note
Have you checked that you've enabled the 'B2B Business' Record Type for the Standard User and System Administrator profiles? 


Go to Setup>Profiles and then check both profiles. You'll have to scroll down a bit, but you should see which record types are available for the respective profile. 

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8klFSAR
:::