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2 answers
  1. Today, 5:46 AM

    Hi Michaela,.

    Are you referring to something specific here?

    In Salesforce if you scroll and start to learn it will be an endless journey. Focus on what to learn and proceed.

    Thanks

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Hello.  

I am creating a screen flow for our users to create a record in the Opportunity Object.  

First step. I added a component to allow the user to search to see if a record already exists. 

How to auto populate lookup field record values in a screen flow.

 

Second Step. If the record does exists I want the user to see region lookup field record value.   

ScreenComponent_LookupRegionField.png

I am unable to get this to work. I am new to screen flow. Step by step instructions with screenshots will be appreciated.  

Screenflow Example.png

 

Thank you, 

Nancy 

 

 

 

 

#Salesforce Admin  #Salesforce  #Salesforce Field Service  #Salesforcecommunity  #Salesforceadministrator  #Flow  #Screen Flow

1 answer
  1. Today, 5:45 AM

    Hi @Nancy Magalhaes

     

     

    Don't worry, everyone goes through this. 

     

    • When fetching the Opportunity record, did you make sure region field is also pulled during get Opportunity? 
      •  Confirm Region__c is populated via Get Records before the screen. 
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Step not yet complete in My Trailhead Playground 1

An unexpected error occurred while inserting Opportunity records and we couldn't check your work. Make sure Opportunity records can be inserted in this org, and click "Check Challenge" again. If this continues, contact the Trailhead Help team. 

 

#Trailhead Challenges

2 answers
  1. Today, 5:45 AM

    hi @Akshay Jagtap

     

     

    I'm currently solving the "Customize a Salesforce Object" trail, and within that, I'm specifically working on the "Create Validation Rules" challenge.

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1 answer
  1. Today, 5:37 AM
    1. Go to Reports
      • Click on the App Launcher (9 dots) → Search and open Reports.
    2. Open your Report
      • Look for the report named "Central and Eastern Target Accounts".
      • If it doesn't exist, create a new report with the Accounts report type.
    3. Click "Edit" on the Report
    4. Add the 'Annual Revenue' Column
      • In the left column (Fields), search for Annual Revenue
      • Drag and drop it into the report
    5. Save & Run the Report
      • Click Save & Run
      • Make sure the column now appears in the results
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1 answer
  1. Today, 5:34 AM

    Hi @Bhanu Prakash ReddyPleas

    • Please confirm if there is a field created called 'Has Support Plan' under your respective object
    • If yes, they check if the API name is correct and if you are using the same name.
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Hi Community:    I have a quesiton,  In Journey Builder filters, if I want contact to be entered when a field called activity is empty, do I have to set isNotNull = true and doesNotEquall = empty, or is isNotNull = true enough? The same applies to null cases. Should I set IsNull to true or equal = empty?    Thanks   

5 answers
  1. Today, 5:33 AM

    Hi! If you want to check if activity is empty, setting IsNull = true is enough. You don’t need to also set equals = empty. Just one condition is fine. Same goes for IsNotNull = true when it’s not empty. Hope that helps!

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No puedo encontrar el tema Experience Management (Gestión de la experiencia) ni agregar la acción Get Experience Details...cómo puedo hacer

 

#Trailhead Challenges

1 answer
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1 answer
  1. Today, 5:26 AM

    Hi @Thamarai Ice

     

     

    Can you confirm if the Region field exits on Account [Go to Fields and Relationship tab]

    • Check for Region Field and match the API Name if they are correct
    • If you have not created a Region field, first create it and use it.
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