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Hi there, i am running a report on Data cloud where i have approximatively 500000 records. I am looking for a way to be able to export the full report  with all the records.  Data cloud seems to have a limit of 50000 records for the exported reports. I try to bypass this limit with workbench but it looks like certain data streams cant be queried via workbench.  Thanks for your tips, 

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My accounting team has asked that we name our Accounts by the legal name of the Company (what is on their invoices), instead of their marketed name. This is going to be a struggle with my sales team because they are used to searching a certain Account name and I'm going to need to change it. Most of the legal names are nothing like the marketed names. Is there a best practice to add the marketed company name to an Account record so it'll populate in the Search bar? Open to creative ideas! 

 

#Data Management  #Sales Cloud

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Hi team, 

I'm trying to follow the steps on "Time to use the Unified ID from that record to find the Reserv-o-matic ID."" 

And the 7 step doesn't appear to me, can help me?  

On Unified Link 2 I can't add condition Data Source Object.

 

 

 

#Trailhead Challenges  #Flow

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Hi Trailblazers,

I’ve set up an Omnichannel Flow and configured a Messaging Channel with the appropriate queue and routing. I also created an Experience Cloud Site and embedded the Messaging Deployment correctly. All necessary configurations, including the agent status, permissions, and queue assignments, have been verified.

However, the agent does not appear in the chat session when a user initiates a conversation from the Experience Site. The bot loads correctly, but the handoff to an agent never happens, and no agent seems to be available even though one is online and configured properly.

Here’s what I’ve already checked:

  • Messaging Deployment is correctly embedded in the Experience Site.
  • Agent is active, online, and assigned to the correct queue.
  • Omnichannel Flow ends with a queue routing to a live agent.
  • All permission sets and licenses are in place.
  • Einstein Bot is configured with proper handoff settings.
  • There are no errors showing in the logs or MessagingSession records.

Has anyone experienced a similar issue or can offer guidance on what else I should check?

Thanks in advance!

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  1. Today, 8:15 PM

     

    Yes i did, it is all the configuration i did. Tank you, sorry for the late response btw

    Yes i did, it is all the configuration i did.

     

     

    Ekran Resmi 2025-07-14 23.01.41.png

     

     

    Ekran Resmi 2025-07-14 23.02.43.png

     

     

    Ekran Resmi 2025-07-14 23.02.56.png

     

     

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when the subject line of the case attached to the screen contains certain words 'SMART' and 'Goal' then the user must make certain selections before they can close a case. So obviously people can input the case in 100 different ways, eg, smart goal, SMART Goal, Smart Goal, etc etc  

 

So I have this formula 

IF(CONTAINS(LOWER({!Current_Case.Subject}), "smart goal"), "true", "false") 

The syntax is valid but I do not know if it is doing what I intended which is to accept any variation of cases and change it to smart goal and then the component in the flow is still not displaying the picklists that they must choose from using 

 

{!formulaCaseInsensitiveSmartGoal} 

equals smart goal, and a variety of permutations have been tried to no avail. 

 

Does my formula not return what I intended? is my component visibility logic faulty?  

 

(I am going to bet on both)  

 

Thanks as always! 

#Flow @Lightning Flow Discussions

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  1. Today, 8:13 PM

    can you post screenshots of your Flow, Actions, Nodes, etc and highlight how and where you are using this Formula?  

     

    putting quotation marks around the values "true" and "false" will return a Text result, not a True/False boolean, if that's what you're trying to do 

     

    To get a boolean result you'd using something like this 

    CONTAINS( UPPER( {!Current_Case.Subject} ) , 'SMART GOAL' )

     

    can you post screenshots of your Flow, Actions, Nodes, etc and highlight how and where you are using this Formula?

     

     

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I am using the following statement: "{!URLFOR('/apex/echosign_dev1__AgreementTemplateProcess', null,  [masterId=Account.Id

,templateId='a02E0000004zfWm'])}"   This keeps giving me error:  Page does not exist enter a valid URL and try again.  Can anyone help me with this.  Thanks 

 

#Salesforce Developer

 

 

#Trailhead  #Formulas

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Hi, 

I wonder if anyone has ever tried to create a duplicate of Feed Item record through a record-triggered flow. 

In my case a flow is triggered by a creation of a Feed Item record on the Case object by a specified integration user so I put a concrete ID as a value for CreatedById field. I chose value that should be duplicated (just body), and as ParentId I put the ID of a record that is linked to my Case record via lookup. 

 

The error I constantly receive is: "This error occured when the flow tried to create records: CANNOT_EXECUTE_FLOW_TRIGGER: We can't save this record because the (name of the flow) process failed." 

 

I have Feed tracking enabled for both objects (the second one is a custom object). Permissions to create on both objects are given, too. 

 

What else should I check? 

 

#Salesforce Developer  #Flow

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