IST lab
Learning Objectives: What to get
ü Realize how devastating errors in data can be & learn one way we strive to prevent them. ü See how duplicate data (redundancy) threatens system integrity ("truth"). ü Get a feel for working with users to understand them & build to their needs. ü Get how systems must be evolved, like living things, to adapt to change. ü Recognize that there's an underlying logical structure in how data items relate to each other, based on how users
think of the data–to make an app work right for them, you have to set up (model) the logical record structure according to their thinking.
Halloween’s approaching & Max is back with another episode and a mystery to solve.
Prep: What do you need to start?
ü If you didn’t do Lab 1a and 1b, that’s ok. Just do Steps 6-33 & 102-114 of Lab 1b and you’re good for this one. ü If you didn’t get the Average Amount & Equity by Type report created successfully in Lab 1b, that’s ok. When
you hit Step 57 in this one, just refer to the screen cap of that report embedded after that step. No worries.
“No Sh**, Sherlock - The Case of the Lost Integrity”
Deliverables: Get your points
Remember! To get your points, make sure your screencaps are big enough to include your name at the top!!!
This time there are three (3) points marked for you to stop and take a screen capture to submit for credit. Match the numbers below with the annotations in the blog:
When you reach this point (after Step 16), you should see the Pitch details for any record you chose, with an error message displayed next to the Equity Percentage field where you tried to enter a number over 100. Do a screen capture showing the error message and submit.
At this point (after Step 50), you should be viewing the Seeing Triple view you created and just the three records you entered for Spray & Pray, just like the illustration shown in the lab. Do a screen capture and submit for credit.
At this point (after Step 109), you should see the Pitch detail for Spray & Pray as of the 3rd meeting ($800,000, 35%), along with the related list of three meetings below, just like the illustration shown in the lab. Do a screen capture and submit for credit.
Tips: Get more
Remember: Your goal is NOT to learn Salesforce! It's to learn the "why" & "how" of tech supporting business. Learning something about Salesforce is a nice side-effect, but Salesforce is just a tool to get to the real goal— understanding the ideas.
Lab 2a Pre-flight Checklist Business Systems Innovation Labs
Resources: Get some help
If you get stuck, check the 2a Troubleshooting QuickRef (at the end) first. Need more help? http://tiny.cc/maxhelp
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Max's Distinctive, Impressive BizTech Student Blog
F r i d a y , O c t o b e r 7 , 2 0 1 6
No Sh**, Sherlock ‑ The Case of the Lost Integrity
So, I’ve got a story for you. Kind of a mystery, actually. Perfect for Halloween.
Turned out my awesomely killer app needed a bit of...tuning up. Jumping ahead–I learned a ton and now it really IS awesomely awesome. Took some doing, but nothing a few hours of hair‑twisting and definitely less than 8 bags of M&Ms couldn’t fix. (Hey, gimme a break. They were those tiny trick‑ or‑treat bags, ok? the “Fun” size?)
Hah. Now you want some too, eh? Ok, fire up SF and grab your chocolate. Here’s how the mystery unfolded…
Seeking Validation
It started out with the smallest thing. Riley was doing her stuff, pitching investors, using my app. I was helping her out more & more with all kinds of stuff. Life was good. Until one day, I went back into SF, just browsing the database to make sure all was well & I found a Pitch record with an Equity Percentage of 125%.
So, I’m not exactly a math wiz but I’m thinking–percentages. Pretty sure those are not supposed to run over 100 (despite what my middle school soccer coach used to tell us to give on the field). Hmm….
I tracked down Riley & turned out she had just mistyped it. Supposed to be 12.5 but it had been embedded there in the data awhile, probably throwing off reports, dashboards, etc and thereby throwing off Riley’s strategic moves. Rats! I fixed it but then I thought…there must be something in SF that helps keep wrong data from getting in there cuz data mistakes could really foul things up.
Took some excessive Googling but I finally found it–validation rules:
1. Click Setup > Build > Create > Objects & then Pitch
2. Scroll down to Validation Rules and click New
3. Set Rule Name = “Equity Percentage has to be 100 or less” (any name that would make sense to you later on if you had a bunch of rules piled up there)
4. Look down under Error Condition Formula. That’s where you tell what condition should trigger an error message and stop the user from adding the bad data.
5. Click Insert Field
6. That should bring up a dialog box with two picklists. On the left one, Pitch > should be selected/highlighted already. That brings up Pitch fields on the right so you can choose the one you want to make the rule about.
7. Pick Equity Percentage and you’ll see a box pop up confirming your choice
8. Click Insert
9. Now you’re back on the big empty formula text box and SF should have inserted Maxz_Equity_Percentage_c in there for you. (That’s the way SF refers to it internally.)
10. Now you can click on Insert Operator to drop down a menu and select > Greater Than and SF inserts the symbol into the formula box for you
11. Now you have to type for yourself, sorry. Just the number “1.00” is needed. That’s what 100% is, mathematically speaking. So now it should read “Equity_Percentage__c > 1.00” when you’re done. (Click Check Syntax, just below the text box, to make sure you got it right.)
12. Now skip down to the Error Message text box and enter something cheeky like “Percentages are 100 or less. So is your IQ, apparently!” (For Riley, I did NOT enter that.)
13. Finally, find the Error Location choice buttons at the bottom and click Field instead of Top of Page. A drop‐down menu will appear.
14. Pick Equity Percentage so the error message will appear right there, next to the bad value, when a user tries to enter it.
15. Click Save
Now try it out to make sure it’s working.
16. Go to your Pitches tab, click New, make up something to fill in for Business Name, ignore the other fields but enter a number over 100 for Equity Percentage and click Save
See the error message? Moderately awesome, eh? At least.
17. You can just click Cancel to skip the edit when you’re done admiring your work ;‐J
So I figured I had Riley’s data pretty under control—pretty well protected, safe, until...I noticed she had two Pitch records with the same Business Name. What the...?
I went in and looked at all their fields. They had the same Address too! But the Investment Amount and the Equity Percentage were different. They had the same contact info, i.e. First Name, Last Name, Mobile, etc. but the Pitch Dates and Follow Up dates were different too! Weird enough. But then I noticed the Pitch Date for one was the same as the Follow Up date for the other! Ultra‐weird. [Twilight Zone soundtrack]
As Richard Dreyfuss would say–“This was no typing accident!” [switch to Jaws soundtrack]
A bit more sleuthing with Riley revealed the culprit–Killer Clones...
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Data Redundancy (aka “Evil Twins”)
So, I never got this before somehow but it turns out when you pitch an angel or VC firm, it takes awhile for them to warm up to giving you a bunch of their money (duh!) and so you might have multiple meetings with them which (unfortunately) I hadn’t really accounted for when setting up my app (d’oh!).
When I finally got a clue, I got this queasy feeling. You know that feeling you get about 20 minutes into Aliens that you know the monster’s lurking somewhere on the ship, but there’s no telling where or when it will appear? This was way worse.
At least I didn't have to wait long. I was staring at those messed up records, half the same, half different and it suddenly dawned on me–this was the monster’s doing! Pretend you’re Riley & I’ll show you how it happened (making up fake names, etc., of course).
Today is 10/7/2016. You just had your first meeting to start a new pitch with a VC firm named “Spray & Pray Ventures,” located at 2870 Sand Hill Road, Palo Alto, CA 94304. You met with Julia Chavez, (510) 403‐8995, julia.chavez1981@gmail.com. Your meeting notes say “She thinks it’s worth considering at the $600,000 level (yay) for 30% equity but she wants to see some more work on the revenue model. Estimated closability: 60%. Meeting again on the 21st.”
You’re back in your car, you pull out your phone and you’re creating the new record (but just use your computer for now, it’s easier):
18. Click on your Pitches tab and then click New to create a record for this new pitch that began with that 1st meeting today with Julia
19. Fill in the field values using the info above (“Spray & Pray”, etc) & for Comments enter the whole part above about “She thinks...the revenue model.” (you can resize the Comments textbox, if you want, by dragging the little diagonal lines on it’s lower right corner)
20. When all your data is in, click Save and then just stay on that Pitch Detail screen for now
Now, unsurprisingly, the part of your business plan these investor‐types like Julia seem to be obsessed with is a silly detail–where is the revenue going to come from? (the revenue model). Julia thought your plan needed work so you had to revise your business plan for the 2nd meeting.
Now pretend today’s the 21st, three weeks later. You just had your 2nd meeting with Julia. You showed her the new revenue model and she liked it but she’s kinda snarky. She offered to up their investment to $750,000 but...
...now she says they want a 40% equity stake instead of 30%. Hey! That’s 10% less for you to bargain to other investors (or for you to split with your co‐founder). Doesn’t seem like much now but if your company gets bought out by Google someday for $500M, Spray’s extra 10% is $50 million more for them. That’s $50 million less for you. Less for you to share with your co‐founder & any other investors, that is. Nothing to sneeze at. You tell them you’ll need to discuss it with your co‐founder and get back to them in about a week. You set a follow up meeting for 10/31.
Meeting’s over. Back in your car in the parking lot, you get on your phone to save your 2nd meeting info. Fast. How? Behold the Clone button(s)–two to choose from, right there next to Edit & Delete.
Looks perfectly innocent. Let’s give it a try:
21. Click Clone and you’ll see a new Pitch record record appear–a duplicate that will get a new Pitch ID but all the other fields are filled with all the same data you just entered.
Now on this new 2nd copy, you can just change all the fields that need changing:
22. Change Pitch Date to the pretend today date, 10/21/2016
23. Change Follow Up to the pretend next week meeting date, 10/31/2016
24. Change Investment Amount and Equity Percentage to show the new current terms of the deal ($750,000 & 40%)
25. Raise Closability to 70%
26. For Comments enter “She liked the new revenue model but now she’s driving a hard bargain!”
27. Click Save
See that’s how she wound up with two Pitch records for one firm. No problem, right?
Ok, then. Fast forward to 10/31. You’re going to clone another record for the 3rd meeting today:
28. While you’re viewing the 2nd meeting record you just created, click Clone again to make a quick & easy 3rd meeting record
In this 3rd meeting, you proposed another, even better revenue model fix (3rd version) and proposed better terms (for you), upping their investment to $800,000 and lowering their equity to 35%. Julia says they’ll think it over and she wants another meeting on 11/15. Oh, and BTW, between now and then they’re moving their offices to 455 Castro Ave, Mountain View, CA 94041.
Now edit your 3rd meeting record accordingly:
29. Update Address to the new Mountain View location above so you have it for the next meeting
30. Change Pitch Date to 10/31/2016 (pretend today)
31. Change Follow Up to 11/15/2016 (next month’s meeting date)
32. Enter the new current terms (Investment Amount = $800,000; Equity Percentage = 35%)
33. Lower Closability to 65% (because you’re pushing back a little)
34. Set Comments to “Counter‐offered her. Hah! Hope she doesn’t call my bluff.”
35. Click Save
Still good? Yeah, not so much.
See, the Pitch record is trying to record things about the pitch, which is pitched to one firm with one type and one address, etc. But it’s also trying to record things about each of the multiple meetings that make up a single pitch, like the dates of all the meetings for that pitch, comments and who you met with at each of those meetings, etc. Mixing one/pitch things in the same record structure with some/pitch things is where I made my big mistake...and took you along for the ride!
Let’s take a look at the records you entered, listed next to each other:
36. Click your Pitches tab
See your three Spray & Pray records? Let’s see more fields:
37. Click Create New View
38. For View Name, enter “Seeing Triple”
39. Tab to autofill View Unique Name and scroll down to Step 2. Specify Filter Criteria
40. On down, below Filter By Additional Fields (Optional): find the Field column, and on the first row, pull the menu down and select Business Name
41. Under Operator, on the same row, pull the menu down and select contains
42. Under Value, on the same row, enter “Spray”
43. Scroll down to Step 3. Select Fields to Display and under the Available Fields list, click to highlight Business Name and click the Add button, with the right‐pointing arrow, to move it over to the Selected Fields list
44. Repeat the last step to also move Address, Investment Amount, Equity Percentage, Closability, Pitch Date and Comments over to the Selected Fields list
45. If you got them in a different order somehow, you can always shift them around by clicking one to highlight it and then using the Top, Up, Down and Bottom arrow buttons to move it the way you want
46. Under Selected Fields, click to highlight Pitch ID and click the Remove button, with the left‐pointing arrow, to move it over to the Available Fields list to save space in the view
47. Click Save to save and display the new view with just the three Spray & Pray records
48. Click on the Pitch Date header to sort them by date with the first meeting at the top
49. Click/hold and drag the divider bars between the field headers to narrow the columns where you can to squeeze all the fields in so you don’t have to sideways scroll to see Comments but you’ll still see just the first few words of each
50. Totally optional but in some browsers (not Chrome), you can hover the cursor over the partial contents of any one of the Comments entries to see the complete contents pop up
See any issues? For one, some records say Spray & Pray is located in Palo Alto. Others say Mountain View. At some point, somebody’s going to look it up on the wrong record and wind up missing a meeting by going to the wrong location. And they’ll be mad at my app (and me). Boo.
And Riley’s happy to see the meeting dates, along with the comments about each–she likes to be able to review how the history unfolded in the meetings...BUT (!) she thinks of each pitch as having ONE current set of terms on the table (one Investment Amount & one Equity Percentage) and ONE Closability score. And she reads the reports & dashboards that way. Heck, she uses those to decide how to play things, so they need to be showing what she thinks they are. But this view shows several different, conflicting terms and closability scores for Spray & Pray.
Check this out:
51. Click the Reports tab and click the Average Amount & Equity by Type report you created last time you followed along (but if you don’t still have the report, it’s ok–just see below)
Spray & Pray shows up all three times in the VC category. One record says they’re asking for 30%. Another says 40%. Another says 35%. It seems to be saying they want 105% of your company! Unreal (literally). And it seems to be saying they’re thinking of giving you $2,150,000 ($750,000 + $800,000 + $600,000)! All three values are being averaged in with the other VCs, so the averages shown at the top of the report definitely don’t mean what they seem to mean.
You lost “data integrity”. Your data’s fouled up, conflicts with itself and it’s telling you things that are just plain...wrong. “Ahhhhhhh...my database is lying to me!” Who needs that?
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Don’t feel bad–it’s not your fault. :‐) My data model, my one entity (object) for all Pitch info, just can’t deal with multiple meetings for one pitch to one business firm. I realized this was the problem that Prof told us about before–when you don’t break up the fields into the right logical structure of separate entities (objects) connected by relationships you can get multiple copies of the same data. (“Redundancy”. Evil Twins. Boo). And when changes happen, you’ll wind up with conflicts between records (lost integrity) unless you somehow manage to keep updating all the copies of each one–fairly hopeless if there’s tons of data flying around.
Bottom line? One value of current Investment Amount, Equity Percentage, Closability and current Follow Up date all go with the firm being pitched, just like Business Name, Type and Address. Not with the meeting. You shouldn’t have to duplicate all these for each meeting you have with them. That’s redundancy. That’s trouble.
Solution? Make it so there’s just one Pitch record for every pitch, no matter how many meetings have happened for that pitch. How? Take out all the fields that really go with each meeting–take them out of Pitch and make a new object (Meeting) out of them. Done. But then how do you know which meeting records go with which firm pitch records, you ask?
Working on Relationships
Prof told us databases let you break records apart, but also keep their data linked together, using relationships. If you link Pitch and Meeting together with a relationship, every pitched firm record is connected to all it’s associated meeting records.
I’ll draw you a picture. Prof showed us this E/R (entity/relationship) diagram format:
The line between the entities, the relationship, is supposed to have some symbols like “crow’s feet” to show the “cardinality,” meaning “how many of these goes with one of these,” etc. I left them off here to give you a little quiz. Could you add them yourself? Gopher it! :D
K, nice pic but how do you do this in SF?
First, you’re going to delete the Spray & Pray records you added for the 1st and 2nd meetings. You’re going to have just one Pitch record for every firm being pitched from now on, right? That’s the whole idea. (Yeah, in a few, you’ll have to re‐enter some of that data again. Sorry, but...)
52. Click on your Pitches tab
53. For each of the records from the first two meetings, ($600,000 and $750,000), click on the Pitch ID and click Delete and Ok
Now create a new custom object named Meeting:
54. Go to Setup > Build > Create > Object and click on New Custom Object
55. For Label enter “Meeting”
56. For Plural Label enter “Meetings” (shows up if/when you make a tab for it)
57. Object Name should have autofilled already
58. For Record Name change it to “Meeting ID”
59. For Data Type select Auto Number
60. For Display Format enter “Mtg‑{00}”
61. For Starting Number enter “1”
62. Check Allow Reports and check Allow Activities
63. Click Save
Now you’re on the Custom Object Meeting page and you can connect Meeting to Pitch (create the relationship) by adding a field that tells, for every meeting record, which Pitch it goes with:
64. Scroll down to Custom Fields and Relationships and click New
65. For Data Type select Lookup Relationship and click Next
66. In the Related To drop‑down menu, select Pitch and click Next
67. Field Label should already be showing “Pitch”
68. Below that, in Field Name, type in “Pitch” (or click in Field Label & tab to autofill)
69. Click the checkbox to Always require a value in this field in order to save a record
70. Click Next, then Next, then click Next again
71. Click Save & New (you’ll be adding some more fields momentarily...)
Now, whenever you add a new record directly to the Meeting object, SF will give you a choice of the existing Pitch records to connect that meeting record to. (They’ll appear in a popup window list for you to choose from.)
Ok, you created Meeting & you connected it to Pitch. Good. Now you want to move those Pitch fields that don’t belong there into Meeting. Unfortunately, you can’t just drag & drop them. Sorry. You have to create them in Meeting and then delete them out of Pitch.
Relax. You know how to add fields. For each one, you just select the data type you want, then click Next, then fill in field label and whatever, then click Next > Next > Save & New, right? Now just do all that to create those five fields from Pitch that will now be in Meeting instead. For each of the next five steps, just use the values given and add the new field:
72. To add the first one, pick data type Date; in Field Label enter “Meeting Date” and check Required (only for this first one, though) then Next > Next > Save & New
Now do the same thing for the rest of the four fields. Just use the values given in each step and do the Next > Next > Save & New thing at the end of each:
73. Pick data type Text Area; in Field Label enter “Comments” and then just finish it & go on
74. For the next one, pick data type Text; Field Label = “Contact Name” & Length = “30”
75. Next, pick the data type Phone; Field Label = “Mobile”
76. Last one: pick the Email data type; Field Label = “Email” (but still click Save & New again at the end!)
Now one new field–Riley said for each meeting, she also likes to record how enthusiastic the person is on a scale of 0‑5 (5 being super‑excited and 0 being “meh”). Guess it helps her bluffing & such.
77. Use the Number data type with Field Label = “Enthusiasm” and Length = 1 and Decimal Places = 0 but this time just Save at the end–no more fields to add
Now, whenever you view details of a Pitch record, at the bottom, SF will show a “Related List” of all the Meeting records that go with that pitch! So now, just tell SF which Meeting fields you want it to show there:
78. Go to Setup > Build > Create > Objects > Pitch (NOT Meeting)
79. Scroll down to the Page Layouts section and click Edit on the Pitch Layout row
80. Scroll down to Related Lists at the bottom and click on the wrench icon to edit Properties
81. From the Available Fields list, find Meeting Date, click to highlight it and then click the Add button, with the right‑pointing arrow to move it to the Selected Fields list
82. Repeat that last step for Comments, Contact Name and Enthusiasm
83. Click OK and then just scroll up a bit to the Pitch Detail section on the same page
Ok, one last bit of restructuring left. Those fields that didn’t really belong in Pitch are now in Meeting. Cool. But the Pitch object still has them in it too. See? There they are showing up in the Pitch record layout. To keep things tidy, we really should delete the fields from the Pitch object. But for now, it’s easier to just use this layout editor to hide them so they don’t show up as part of the Pitch data when it’s being viewed:
84. Just move the cursor over the first victim, Pitch Date, and you’ll see it highlight in blue & the wrench and the minus button will appear on the right
85. Just click (you guessed it) the minus button to remove it from the Pitch display layout
86. Now repeat the last step for each of the other fields that shouldn’t show up as part of the Pitch data anymore (Comments, Contact Name, Mobile, and Email)
87. When they’re all out of the layout, click Save (upper left of the layout editor)
All good! That was a pain, I know, but worth it, b/c now your new structure (“schema”) is super‑ improved and will keep your boss happy. No more lost integrity. No more mysteries.
Check out the new structure:
88. Go to your Pitches tab and click on the Pitch ID for the one Spray & Pray record that’s left, to open up the record details
The Pitch terms should show the current levels, as of the last (3rd) meeting ($800k, 35%) and Follow Up should be 11/15. Notice the new section at the bottom for listing the related meetings for this Pitch.
Of course, it’s empty at this point but there’s that New Meeting button just waiting to be clicked:
89. Click the New Meeting button
90. Notice that the new page, for adding in the data, shows the Pitch field already filled in with the right ID for Spray & Pray
91. Enter the Meeting Date for the first meeting, 10/7/2016
92. Enter the Comments which were “She thinks it’s worth considering at the $600,000 level (yay) for 30% equity but she wants to see some more work on the revenue model.”
93. Enter the Contact Name as “Julia Chavez”
94. Enter the Mobile as “(510) 403‐8995”
95. Enter the Email as “julia.chavez1981@gmail.com”
96. Enter the Enthusiasm as “2”
97. Click Save
That’ll open up a page showing the details of the new record. (And places to log tasks, calls & emails below but ignore those for now.)
To add the other two meetings easily, the Clone button is now our friend:
98. Click Clone
99. Change the Meeting Date to 10/21/2016
100. Change Comments to “She liked the new revenue model but now she’s driving a hard bargain!”
101. Change Enthusiasm to “5”
102. Click Save
Newer Post Older PostHome
Now for the last (3rd) meeting:
103. Click Clone
104. Change the Meeting Date to 10/31/2016
105. Change Comments to “Counter-offered her. Hah! Hope she doesn’t call my bluff.”
106. Change Enthusiasm to “4”
107. Click Save
Now go admire your work:
108. Click on the Pitches tab
109. Click on the Pitch ID for Spray & Pray to open up it’s details
Now you see things the way Riley likes them. One Pitch record with one set of details that go with the firm being pitched–one business name, one set of the terms of the current deal, the one current follow up date, etc. AND all the meeting history, with one set of those details (contact name, comments, enthusiasm level) for each meeting.
Case closed, Watson. Integrity found. Mystery solved. All good. Until the next snag...
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Finished? Good work! Now, please complete the anonymous feedback form for Lab 2a here:
http://tiny.cc/maxhelp
or on paper (see next page à )
Thanks!
Lab 2a Feedback
Please share your impressions. (Totally anonymous.) We do pay attention and really appreciate your help!
(http://tiny.cc/MaxLabsFeedback)
Instructor ____________________
Time/Day ____________
ü Please note any mistakes/errors (w/Step #’s)?
ü Did you read the text between the steps or just skip through from step to step. Why?
ü Please let us know your general impression of this exercise & provide any suggestions.
ü For each of the learning objectives for this lab, rate the degree to which you feel you knew it already BEFORE the lab vs NOW, after doing the lab (1 = clueless; 10 = totally got it now)
ü Anything else you feel like you learned?
ü How would you rate the value of what you learned with respect to your career goals? Why?
Business Systems Innovation Labs
Realize how devastating errors in data can be & learn one way we strive to prevent
them.
See how duplicate data (redundancy) threatens system integrity ("truth").
Get a feel for working with users to understand them & build to their needs.
Get how systems must be evolved, like living things, to adapt to change.
Recognize that there's an underlying logical structure in how data items relate to each other, based on how users think of the data–to make an app work right for them, you have to set up (model) the logical record structure according to their thinking.
BEFORE
_____
_____
_____
_____
_____
NOW
_____
_____
_____
_____
_____
Step 18: I don’t know what information to type into my new Pitch record.
All the information you need to enter is in the paragraph above Step 18; beginning with “Today is 10/7/2016.” Once you find that paragraph, enter the information mentioned into your newly created Pitch record.
Step 21: When I hit Clone, nothing happens.
Don't worry. It worked but if you blinked you might have missed it! Remember Clone makes an identical copy so it looks the same but what you're seeing really is a new record, alright. See, the Pitch ID is no longer "P-010." The Pitch ID for this new cloned record is “P-011”.
Step 93: I don’t see Email in the list so I can’t click on it.
If Email isn’t appearing on the list then the problem probably happened back on Step 78 when you created Contact Name as a field connecting the Meeting Attendance records to their corresponding records in Contact. You might have connected Meeting Attendance to ContRact instead. (SF has a built-in object to track Contractual sales agreements.) Or to Meeting. Just go back into Meeting Attendance and delete that custom field (Contact Name) and then carefully redo Step 78 to add it back, connected to Contact this time.
Step 96: I don’t see the Enthusiasm field showing up when I’m trying to add a new Meeting record.
You might have skipped Step 77. If so just go back into the Meeting object, scroll to Custom Fields and Relationships, click New and add it, according to Step 77.
But if you’re sure you did create it already and it’s just not showing up, then the visibility for that field probably got turned off, making it “Hidden.” (This can happen when you create a field if your WiFi is really slow/spotty or if you clicked Next, Next, Save really fast – you’re skipping over those pages so fast their coding doesn’t fully execute.)
So just go back to Setup > Build > Create > Objects > Meeting, scroll down to Custom Objects & Relationships and click on Enthusiasm (NOT on Edit). Then click Set Field-Level Security (upper center of the page). Then click the checkbox next to the column-header Visible. That will turn on the field’s visibility for all user types listed below, including yours (Admin). Then click Save and when you go back to Step 96, Enthusiasm should be showing properly.
When there are quotes around something I'm supposed to type/copy, do I include the quotes when I type/copy it?
No, you only need to type/copy what is written inside of the quotation marks. So if Max tells you to enter “Mobile” into Field Label then you would type/copy just those 6 letters into the Field Label form slot. No quotes go in there!
Still stuck? Get help at The Max Labs Project Student Community: http://tiny.cc/maxhelp
Lab 2a Troubleshooting Quick-Ref Business Systems Innovation Labs