I upgraded to the Summer 2025 version and when I convert Attachments to Files for a single attachment Id or by object, it just freezes. There's no errors in console and no network calls.
It was working the previous version.
I upgraded to the Summer 2025 version and when I convert Attachments to Files for a single attachment Id or by object, it just freezes. There's no errors in console and no network calls.
It was working the previous version.
Got the following errors. We can't find the correct settings in the 'Update Salesforce User Record' record update. Make sure you include the correct label, API Name, User object, filter logic, conditions, and assignments for Account_ID__c and Account_Type__c. Please see attached picture for my settings. I followed steps.
Hi ,
Please check this article.
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A9B10SAF
I face the same issue as well in my org. As suggested above, I created the data stream and Lead, Contact and Account data streams were successfully created. However, when I go into any of the data stream I am getting a "start" button instead of "Review".When I click on "Start" it makes me select objects which is not given in the trailhead steps :(
When I select the object manually and do the primary key mappings, I am unable to save as I get the following error.
Am I doing something wrong here? Anyone able to help?
The playground you just created looks fine, so try using the new playground.
Try disconnecting the current playground and creating a new one.
How to Disconnect a Playground
https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007cllNISAYI have been trying to add a dropdown in the Applicant Info area of the Service File. I can add and edit Details and Related areas of Service File, but I can't find the Applicant Info section. Does anyone know how I can do this?
#Salesforce Admin #CRM Configuration #Salesforce #Lightning Experience
I'm not finding Google Info custom list button in Page Layouts in Contact Layout, though I've configured 'Google Info' button correctly.
Please can anybody help me to figure out the issue.
Hi Keerthi,
Sorry for the delay in replying to you, did remove the 'Custom Button' as Display Type and saved it, and that worked, though this is a different approach to what is mentioned in Trailhead solution, apparently it worked.
Thanks for your help.
Hello.
I want this validation rule to trigger if the stage is changed to
RFQ/RFP
or
Proposal Submitted
or
Closed - Won
The current validation rule reads like this:
AND(
ISCHANGED(StageName),
TEXT(StageName) = "RFQ/RFP",
OR(
ISBLANK(TEXT(Owner_Relationship__c)),
ISBLANK(TEXT(Architect_Relationship__c)),
ISBLANK(TEXT(Project_Knowledge_And_Business_Drivers__c)),
ISBLANK(TEXT(Distinction__c)),
ISBLANK(TEXT(Technical_Leadership_Availability__c)),
ISBLANK(TEXT(Business_Need__c)),
ISBLANK(TEXT(Vision_Goals__c)),
ISBLANK(TEXT(Competition__c)),
ISBLANK(Approver_s_Name__c)
)
)
Please assist.
Thank you,
Nancy
#Validation Rules #Validation Rule #Salesforce Admin #Salesforce #Salesforce Field Service #Automation
Hi ,
Try this
AND(
ISCHANGED(StageName),
OR(
TEXT(StageName) = "RFQ/RFP",
TEXT(StageName) = "Proposal Submitted ",
TEXT(StageName) = "Closed - Won"
),
OR(
ISBLANK(TEXT(Owner_Relationship__c)),
ISBLANK(TEXT(Architect_Relationship__c)),
ISBLANK(TEXT(Project_Knowledge_And_Business_Drivers__c)),
ISBLANK(TEXT(Distinction__c)),
ISBLANK(TEXT(Technical_Leadership_Availability__c)),
ISBLANK(TEXT(Business_Need__c)),
ISBLANK(TEXT(Vision_Goals__c)),
ISBLANK(TEXT(Competition__c)),
ISBLANK(Approver_s_Name__c)
)
)
Hello! My nonprofit is searching for wealth screening tools that integrate with Salesforce. Would anyone be willing to share about their experience using such a tool?
We currently use Wealth Engine but are unhappy with the service and are looking for a replacement. Some options we've considered are Windfall, iWave, and Donor Search. TIA!
Hi,
We're currently using iWave, morphed into KindSight. As far as customer service goes we're happy with it. I don't think any wealth screening app is totally comprehensive. If there is one, I'd like to know about it. I always use multiple channels when doing wealth screening.
I am currently going through some AI webinars for engage - Kindsight. It does AI powered content generation and it looks like it could be a time saver for campaigns and communications. Today they briefly went over brand voice and donor personas. I don't know yet what the cost is. That will probably be at the end. Currently, they are offering a trial period of engage that we're supposed to be able to use to go along with the webinars, and we're supposed to get the trial app by the end of the day today. If you're interested, I suggest contacting them (marketing@kindsight.io) and ask if you can sign up for the webinars (this week) with Cherian Koshy. Good luck with your search!
下記エラー表示のため、ポイントが獲得できません。
どこを修正すればいいのかご教授いただきたいです。
ステップ は Agentforce ではまだ完了していません
サービスエージェントに [Experience Management (エクスペリエンス管理)] という表示ラベルのトピックが複数見つかりました。
#Trailhead Challenges
Hello everyone, I’m testing a new action and a new topic in my agent, which is a service agent type. This topic is called Customer IA Satisfaction Survey and it has an action named Create Csat IA. This action has a linked flow that creates a CSAT in Salesforce to evaluate customer service.
I’d like to know if anyone has a similar scenario, where I need the agent to always ask the customer to answer the survey before transferring to a human. Currently, the agent always executes the Escalation
topic after the customer requests assistance. I need it to execute the CSAT topic first, and then transfer to the queue.
Does anyone have a prompt or instruction model for a similar scenario?
I’ve only had positive results when the customer doesn’t ask for a transfer, but I need to cover this scenario as well, so the customer always receives the satisfaction survey.
I’ve had to solve this before. Salesforce won’t ask for a CSAT survey before escalation by default. What worked for me was adding a check in the escalation flow to see if the CSAT action was done. If not, it sends the survey first, then lets the transfer happen. Just make sure you trigger the CSAT topic before any handoff to a human. Usually, you only need to show the survey, not wait for a response. This setup keeps the process smooth and covers those transfer requests.
Improve Field-Level Security Settings - Learn How
I have reviewed all other posts on this issue and nothing seems to get me past the error:
Challenge not yet complete in ...
We can't find that the 'Manage Job Applications' permission set grants read access and edit access to all Job Application fields, except edit access for Position and Candidate.
I'm attaching my permission set image and the Audit Setup Log.
#Trailhead Challenges
Perhaps the checking logic is looking for one or more additional editable fields.