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Hi, 

 I  am experiencing a roadblock with this error while working on trailhead for agentblazer champion. 

 

I am trying to create a data cloud related list enrichment under contact object where in the below step I should be able to see "ExternalReservation" as an option in Data Cloud Object, but I couldn't see it

Not able to see ExternalReservation object under Data Cloud Related List Enrichments on contact object

I followed all the steps in the trailhead module 

https://trailhead.salesforce.com/content/learn/projects/connect-data-cloud-to-copilot-and-prompt-builder/bring-external-data-into-the-contact-page-layout?trail_id=become-an-agentblazer-champion

 

 

 

#Trailhead Challenges  #Agentblazer

1 answer
  1. Today, 5:52 PM

    Able to solve this with below steps 

     

    Check Data Model Relationships

    Make sure ExternalReservation is properly related to Contact in Data Cloud.

    • In Data Cloud (Customer Data Platform), go to Data Model.
    • Look for ExternalReservation.
    • Confirm that it has a relationship field (such as Contact ID, Email, etc.) linking it to the Individual object (which maps to Contact in CRM).

    👉 If ExternalReservation isn’t related to the Individual object, it won't appear in enrichments.

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Hi, 

I created a method that opens Screen Flow for me. The script is below.  

 

window.sforce.opencti.screenPop({

type: window.sforce.opencti.SCREENPOP_TYPE.FLOW,

params: {

flowDevName: 'FlowName',

flowArgs: [

{"param_1": "159357852"}

]

},

callback: function (response) {

console.log(response);

if (response.success) {

console.log('Flow is open.');

} else {

console.error('ErrorscreenPop:', response.errors);

}

}

});

Flow is opened in a new tab but no parameters are passed to it. The variable to which I want to send the value is available (Avaliable for inpust is checked).

 

What else is affecting this not working properly? Everything is done the same as in the documentation https://developer.salesforce.com/docs/atlas.en-us.api_cti.meta/api_cti/sforce_api_cti_screenpop_lex.htm

 

 

#Flow  #Apex  #Javascript

1 answer
  1. Today, 5:50 PM

    Hi, 

     

    Try this way, it should work, 

     

    sforce.opencti.screenPop({

    type: sforce.opencti.SCREENPOP_TYPE.FLOW,

    //params: {flowDevName: flowName, flowArgs: [argumentsToSet]} });

    params: {flowDevName: flowName, flowArgs: [{name : flowParamData,type:openRecordId,value:recId}]}

    });

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even i am doing modules in tarilhead still the percentage is not increasing it is still in zero even some modules are completed 

 

#Trailhead

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log level that we configure in log4j.xml, can we map that log level through some config file so if we need to change the log level we will not have to touch log4j.xml file. 

 

 

#MuleSoft Anypoint Platform

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I have enabled lightning knowledge, however, am receiving this error when trying to complete the hands on challenge 'Optimize Salesforce Page Layouts & Record Types': 

  

Challenge not yet complete in jteel@mindful-unicorn-qxqigs.com

We can't find Lightning Knowledge enabled.

 

I have attached a screenshot showing that lightning knowledge is actually enabled. 

 

#Trailhead Challenges

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I have a request to have a multi step approval. 

 

i have set it up like the following but when I approve it approves the entire quote instead of moving to the next approver 

I have tried both check boxes for Require Explicit Approval = true and false and a mix.  

 

what am I doing wrong 

HELP Advanced Approvals Multi Approvers

 

 

 

#Ask An Expert  #Advanced Approval

1 answer
  1. Today, 5:46 PM

    Hi Melissa, 

    I'm doing it with Approval Rules - each of them is a Step in your approval sequence. 

    Hi Melissa, I'm doing it with Approval Rules - each of them is a Step in your approval sequence.

     

    Full explanation here: 

     

    Salesforce CPQ Advanced Approvals can be used to create sequential approval processes by utilizing Approval Chains and Approval Rules. These features allow you to define specific sequences of approvers, ensuring that approvals are processed in a defined order.  

     

    Here's how to set up sequential approvals:

    1. Define Approval Chains:

    • Approval Chains group related approval rules together, allowing you to manage approvals for different teams or departments.
    • For example, you might have separate chains for Discounting, Legal, and Finance teams.
    • To create a chain, create an approval rule and populate the "Approval Chain" field on the Approval Rule record, linking it to the relevant chain.  

       

    2. Create Approval Rules:

    • Each approval rule defines the conditions under which an approval request is triggered.  

       

    • These rules specify which approvers are involved and how they are notified. 
    • You can use criteria-based entry to trigger approvals only when necessary. 
    • Approval rules can also be tailored to specific roles or departments. 

    3. Define Approval Steps within a Chain:

    • Within an approval chain, you can define individual approval steps that specify the sequence of approvers.
    • For example, a chain might first send a request to a Sales Manager, then to a VP of Sales, and finally to Finance.
    • This ensures that approvals are processed in a predefined order, with each step dependent on the previous one. 

    4. Consider Smart Approvals:

    • For more complex scenarios, consider using Smart Approvals, which can leverage historical data and preset conditions to streamline the approval process.
    • Smart Approvals can help in making efficient decisions while ensuring accuracy and compliance.  

       

    Example:

    Let's say you have a quote that needs approval for a discount greater than 10%. You can set up an approval chain for discounting with the following steps:

    1. Approval Rule: Triggered when the discount is greater than 10%. 
    2. Approval Chain: Linked to the "Discounting" chain. 
    3. Approval Step 1: Assigns the approval request to the Sales Manager. 
    4. Approval Step 2: If the Sales Manager approves, the request is then assigned to the VP of Sales. 
    5. Approval Step 3: If the VP of Sales approves, the request is assigned to the Finance team.  

       

    By configuring approval chains and rules with defined steps, you can effectively implement sequential approval processes in Salesforce CPQ 

     

    Hope it helps, 

    David

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Hi, 

When I try to remove the security key on a user, I get the  following error: 

 

 

Removing the Security Key for a User

 

How can I remove the security key? 

 

Thank you, 

Malena 

 

1 answer
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