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My customer has requested that I change the columns displayed on the quote template in the Quote Line Item component but I'm unable to find any information on how to edit it, I just keep getting sent to how to edit it on the Lightning Experience Page but no details for document builder.
Any ideas?
5 answers
Annnnnnnd - I just reread the documentation for Document Builder for quotes and buried at the bottom is a not saying you can't edit the columns.
I got a playground environment from the following Trailhead:
https://trailhead.salesforce.com/ja/content/learn/projects/quick-start-explore-the-coral-cloud-sample-app/deploy-the-coral-cloud-sample-app
★What I want to implement
I want to upload PDF data to the data library and chunk/vectorize it.
★Implementation procedure
Data Library>Create new library>Upload PDF data>Create search index
After creating the search index, I select Data Explorer>Data Model Object>FileUDMO_SI_Chunk_dlm, but no data is created.
What could be the cause?
8 answers
We are training organization, In our org we have person accounts for our trainees.
Sometime Trainees doesn't complete the training with us, we want to bring them back to us.
Is the Case Object good candidate for re-engagement purpose or should I go Custom Object approach?
#Create A Case #Sales Cloud
4 answers
thanks our org is also Non-profit org without NPSP package.
I had considered Task as well but that's already heavily used in our org, without record types.
other requirement are: Users want path settings, and activities(task/email) to be associated with re-engagement process.
Does anyone know if it's possible to use the Transform element to merge two text collections? I have two collection variables with email addresses in each. I want to merge them so all email addresses are in a single collection. I know how to do this via a loop, but it seems like something Transform should be able to handle. See screenshot for a visual.
3 answers
I can imagine using find common / unique to then add the collections together. https://unofficialsf.com/compare-contrast-two-record-collections-with-findcommonanduncommonrecords/
Is it possible I'm failing the challenge because I have two Prompt Templates named "Summarize Client Goals?"
I mistakenly created as Flex prompt template.
I then created as Field Generation Type template and configured in Lightning Builder for Einstein field generation summary and seems to be working.
Also, I cant delete the Flex type prompt template for some reason.
Please lmk if anyone can help. Thanks in advance!
#Forums Community #Trailhead Challenges
1 answer
Hi ,
To delete flex templates that use flows or Apex classes, first remove any flows and Apex resources in all versions of the template. Second, delete any flows and Apex classes that reference the prompt template. Then delete the flex template.
https://help.salesforce.com/s/articleView?id=ai.prompt_builder_limitations.htm&type=5
I am wondering if anyone had any experience migrating File attachments from CRM to FSC. What are some of the tools you leveraged to do the migration if the file count over 100,000. Or did you use the ETL to bring the data to FSC.
Hi Team,
I completed all the steps during my
Become an Agentblazer Champion, At the hands on challange for >Become an Agentblazer Champion>Connect Data Cloud to Agentforce and Prompt Builder>Bring External Data into the Contact Page Layout
I am unable to search the "ExternalReservation" at the last step. Can you help me what step I am missing?
#Trailhead Challenges #Agentforce #AgentforceNow #Agentblazer
2 answers
Hi ,
I figured this one out. I'm not sure why it happens, but something with new playgrounds created today. Here are the steps to fix:
- Click the App Launcher, type data, then click the Data Cloud app.
- Click the Data Model tab.
- Click the ExternalReservation record.
- Click the Relationships tab next to the Details tab.
- Click the Edit button in the Relationships section.
- Check the box to Show inactive relationships.
- Update the mapping to Contact records to be Active.
- Click the Save button.
You should now be able to create the related list. My apologies for no screenshots for steps 6-8. Didn't catch it as I went, and afterwards, it takes forever to load the ExternalReservation's Relationships records.
https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000SYdAe0AL
I asked to create a playground in the Get Started with Data Cloud and AI module of AgentBlazer Champion, it created it, but it didn't send me the password reset, and my email is correct! I tried to click on forgot my password but I'm getting the following error "You haven't selected an answer to your password hint. Try the following: Contact your company's administrator for assistance.", please help me.
#Trailhead Challenges #Trailhead #Agentforce
1 answer
Hi ,
Try disconnecting the current playground and creating a new one.
How to Disconnect a Playground
https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007cllNISAY