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Our Tableau Bridge client is hosted on a virtual machine that has a monthly reboot schedule.  Instead of a person logging on on Sunday to kick-off Bridge, I'm trying to have a service account kick it off automatically.  The service account has it's own Tableau license and is currently an admin site role.  The service account is also listed as a service worker on the VM and is set to automatic start.  When the VM resets, the worker hangs up but when I kick off manually(by clicking through the Tableau bridge icon) it requires me to go through the traditional "Tableau login" screens(creds/MFA etc).  After I go through the Tableau login screens to link the account, I can then 'start' and 'stop' the worker normally.  I'm suspecting it may be related to the MFA.    Any advice would be greatly appreciated.   

 

@* CRM Analytics (fka Tableau CRM) * 

1 answer
  1. Today, 1:28 PM

    @Shawn Driscoll

     

    Hi, have you checked this authentication option is checked: 

     

    Hi, have you checked this authentication option is checked: Also, if needed, you may need to purge the connected clients: Remove a user’s connected clientsSite admins can remove connected clients (ref

     

    Also, if needed, you may need to purge the connected clients: 

     

    Remove a user’s connected clients

    Site admins can remove connected clients (refresh tokens) associated with a particular user, for example, if the user is no longer a member of the site or is seeing a message about exceeding the maximum number of clients in their account.

    1. Select Users, and on the Site Users page, select the link on the user's display name.
    2. On the user's page, select the Settings tab.
    3. In the Connected clients section, remove the appropriate clients.

    Users also can go to their own My Account Settings page to remove specific clients.

     

    (this may need you to reauthenticate Tableau Bridge). 

     

    If this post resolves the question, would you be so kind to "Select as Best"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Forums Ambassador 

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Hi All,

In Revenue Cloud, the standard DiscoverProducts flow (Browse catalog feature) offers out-of-the-box  functionality to filter products based on catalog ID. However, we need to take the next step and filter products based on product categories as well. Unfortunately, there is no option available on the standard DiscoverProducts flow to filter products by category IDs.

Is there any way we can filter products based on category IDs either using the standard discoveryProduct flow or a custom solution in Revenue Cloud (RCA)? I've found the available documentation to be unhelpful in this regard.

Note: Consideration of qualification rules is not an option here. 

  

Thanks, 

Amritesh

 

@* Salesforce Revenue Cloud * 

2 answers
  1. Today, 1:27 PM

    Hi @Amritesh Kumar

    We cannot get the Products directly from Product object by adding some criteria. The Discover Product Flow is just an UI component where user interacts with the context data received from Product Discovery Pricing Procedure. However we can modify this flow to show additional fields for products. 

     

    When we select a Catalog from Browse catalog page, a pricing api is invoked. This will retrieve the data from price book entry v2 decision table.  

    Hi We cannot get the Products directly from Product object by adding some criteria.

    At this stage if Qualification rule is enabled, it will filter the results based on criteria and final result is what you see on the screen.  

     

    So if you want to control the product list probably you'll have to investigate modifying the pricebookentry DT. 

     

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I have a request to autoclose opportunities that have not been updated in 6 months.  However, they do not want changes in the date to count as an activity in that 6 months - just pushing the date out isn't really meaningful.  Any suggestions on how I can best manage calculating 6 months since last modified NOT including close date changes?  

3 answers
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Yesterday, 4:31 PM

    Hello @Sherri Axcell

    you would need to flag the fields to track (in a custom metadata for example), and test the prior and upcoming values of these fields when an opportunity has been updated (record triggered flow). If one of the previous/upcoming value of one of these fields, is different, that means that it is a real change, you can update a dedicated LastValuableModificationDate field (or so.. Field to create).  

    In your scheduled flow running daily, you will query your records based on this field. 

    Ps : querying OpportunityHistory records is possible, but it could be time-consuming / tricky to manipulate.

     

    Eric

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I'm setting up the contacts in NPC. If the Contact has an Account, then I can add the Contact. 

But when there is no Account it prevents me adding the Contact unless there is an Account.  

Is this a Setup item that I have omitted?  

Nonprofit Cloud - creating a Contact also wants an Account

 

 

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Hi,I am having trouble creating a  Agentforce Playground for Configure Agentforce for Service. 

https://trailhead.salesforce.com/ja/content/learn/projects/quick-start-build-your-first-agent-with-agentforce/configure-an-agentforce-service-agent?trail_id=become-an-agentblazer-champion

 

When I created the Agentforce Playground, I got the mail to reset my password, but I didn't reset it at the time. The password reset deadline was within 24 hours, so I was unable to reset it after that and was unable to log in to Agentforce Playground.  

When I tried to reset the password after 24hours passed, it said "You haven't selected an answer to your password hint. Try the following: Contact your company's administrator for assistance."   

 

Could you send me a mail to reset the password? 

user id : 

epic.d4b61751168870769@orgfarm.salesforce.com

 

Thank you . 

 

#Trailhead Challenges  #Trailhead

  

#Password Reset Email

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I’m new to Sales Engagement and currently setting up my first cadences. I’ve received a request with the following structure:

  • Step 1: Send an email
  • Step 2: Wait 3 days, then place a call
  • Step 3: If there’s no positive interaction, repeat the cadence every 4 weeks
  • Step 4: If there is a positive interaction, move the contact into a different cadence

Additionally, I’ve been asked to limit enrollment to 20 contacts at a time from a list.

Is there anyone who could assist or guide me through the best way to implement this?

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Hello:

 

I’m looking for possible solutions as relates to using a Tableau Prep Builder Flow & Tableau Cloud.

I created a flow that does some minor data manipulation to which saves the output to a private network Oracle database.  This flow works fine when run it directly from Tableau Prep Builder.  Ideally, I would like to have this flow automated.  We use Tableau Cloud, and I tested publishing the flow but it fails which appears to be because of the following: “Tableau Prep supports writing flow data to tables in a select number of databases. Flows that run on a schedule in Tableau Cloud can only write to these databases if they are cloud-hosted.”

https://help.tableau.com/current/prep/en-us/prep_save_share.htm#write_to_DB

 

I did attempt the suggestion to create a scheduled Windows Task to open the Flow on a Virtual Machine per the following, but found that has its limitations:

https://help.tableau.com/current/prep/en-us/prep_run_commandline.htm

 

Is there any alternatives that I’m overlooking to allow a published Flow on Tableau Cloud to save output to a private network database?

 

Thanks 

2 answers
  1. Today, 1:19 PM

    @Ryan McNeil

     

    As the article says Tableau Cloud needs the database to be accessible from Tableau Cloud.  You may create a firewall rule or security group to allow the Tableau Cloud Ips that matches your Tableau Cloud pod: 

    https://help.tableau.com/current/pro/desktop/en-us/publish_tableau_online_ip_authorization.htm

     

     

    If this post resolves the question, would you be so kind to "Select as Best"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Forums Ambassador 

0/9000

Using Sales Cloud and DocuSign App Launcher (DAL), I'm trying to relate DocuSign Status records to Object Account and Custom Object Project once the DocuSign Status is created by DocuSign Envelope creation and execution. When I use a Record-Trigger Flow to connect the Objects via Lookup Fields, the connection then prevents the DocuSign Status Field Status from continuing to be updated by DAL automations.  

 

Any recommendations on how to achieve the record relation while also allowing the automation to ensue?

 

DocuSign Status Relation to Objects

 

 

#Flow

4 answers
  1. Zack Terry (Fast Slow Motion) Forum Ambassador
    Today, 1:17 PM

    I'd expect to see an error if the Flow is the root cause of preventing the package from subsequently updating the record. Have you reviewed the steps outlined here? Note that they configure the Flow to run after-save vs. before-save - not sure if that could be part of the issue.   

     

    If you continue to experience issues, I recommend reaching out to the package provider at 

    https://support.docusign.com/

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2 answers
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    Today, 1:13 PM

    Hey @Palak Gupta, We have to "Turn on Sales Emails" under Setup > Under Quick Find box, search for "Einstein for Sales" and also assign the permission set Einstein Sales Emails.

     

    https://help.salesforce.com/s/articleView?id=sf.einstein_sales_emails_setup.htm&type=5

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I continue to get this error even though the Record Type is on the layout and visible.  I have deleted everything and recreated and still get this error.  Please assist as so I can fix in my current playground as I do not want to create a new one and complete all of these modules again. The record type is clearly shown in my screenshot below.  Thanks! 

 

On the Technical Position Page, we can’t find the Record Type field inside the ‘Information’ section.

 

 

 

Error on challenge Create a Custom Position Record Page

 

 

 

 

#Trailhead Challenges

3 answers
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