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Sandrine MercierSandrine Mercier 

FSC superbadge

Hi,

I'm stuck in Challenge 6 in my FSC Superbadge.
I have this error message: "We could not find a unique referral for Scott's personal loan according to the requirements. Make sure you created only one referral for Scott's personal loan according to the requirements and check again"
I think I have checked many times and I don't see any referral (the one created was converted).
I had created one more referral at the beginning of the step but as my Lead Assignement rule was not active, I deleted it and create a new one to finish the requirements.
I have deleted evrything in the recycle bin but I still have this message.

Does anyone already had this message ?
Best Answer chosen by Sandrine Mercier
Gaurav SharmaGaurav Sharma
while creatin lead  or before converting it.
populate account name on lead.  
that solve it for me.

All Answers

Gaurav SharmaGaurav Sharma
while creatin lead  or before converting it.
populate account name on lead.  
that solve it for me.
This was selected as the best answer
Sandrine MercierSandrine Mercier
Thank you so much Gaurav Sharma !! it solved my proble and I passed the challenge
Emilien GuichardEmilien Guichard
Hi all,

I am stuck with this error too.

By "populating the account name on the lead" you mean the Company field ?

I have filled it with "Mr. Scott Adams" but when I try to convert the lead using the existing account for Scott Adams I get this error "You are converting this lead to a person account. Please choose a business account".

 
Sandrine MercierSandrine Mercier
Hi Emilien, it is not the Company Field. You have to click on the button "New Lead & Referral" from the Lead & Referral Tab, on the list view. You will be able to choose a person and not a business account. The Company name won't be asked and you will have to fill the related account on the Referral section and you should be ok with that.
Hope it will help. 
Sandrine
Emilien GuichardEmilien Guichard
Hi Sandrine,
Thanks a lot!
David ShannonDavid Shannon
Look for the Expressed interests section of the Account page - that way the data is pre populated :-)