App Customization Specialist — Superbadge Challenge # 1/5

A help guide for those Salesforce trailblazers that need help passing Superbadge: App Customization Specialist challenges. Please use this as your last resort — as it is important that try to do trailhead superbadges challenges on your own first before seeking any help.

If you want the full guide view it here: https://gum.co/MbXPA

Let’s get Started!
Install the unmanaged package from the pre-work if you haven’t already. You will need to do this before moving forward.

— From Setup, click the Object Manager tab, and click Account.
— Select Fields & Relationships from the left navigation, & click New.
— For Data Type, select Picklist, & click Next.

— Click Save.
— Use the Quick Find box to find Permission Sets in Setup.
— Click New.

— Click Save.
— In Find Settings…, search for Accounts object, click Accounts.
— Click Edit.
— Set Field Permissions for Volunteer Organization Status to Read & Edit Access.
— Click Save.

New Layouts

— From Setup, click the Object Manager tab, and click Account.
— Select Page Layouts from the left navigation, and click New.

— Click Save.

— Click Save.
— Select Compact Layouts from the left navigation, and click New.

— Click Save.
— Click on Compact Layout Assignment at the top.
— Click Edit Assignment.

— Click Save.

New Record Type

— From Setup, click the Object Manager tab, and click Account.
— Select Record Type from the left navigation, and click New.

— Click Next.

— Click Save.
— Check Challenge #1.
If you would like to see the rest of guide for challenges #2,3,4 and 5: https://gum.co/MbXPA