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In Become an Agentblazer Champion>> Bring External Data into the Contact Page Layout Module Im facing issue with ruleset creation and its throwing error as "Mappings from Data Streams to the standard Cloud Information Model objects such as Individual and Contact Points are required". Kindly help on priority. 

Hello people, I have a POC to testing two real cases with agentforce: as type Service Agent and also, einstein summary tool, to summary messaging sessions.  In my test I have changed originals LLM model from prompt builder to another models. 

To my service agent, i change LLM model to Claude 3.7 in propmt used at action Answers Questions with Knowledge; 

To einstein summary tool, in prompt, I changed to Gemini 2.5 PRO, to generate summary texts about conversation in messaging session. 

In yours opinions, which better LLM model to my cases? or which model you are used to Service Agent and Einstein Summary Records. 

Thanks!!

As part of the trail: https://trailhead.salesforce.com/content/learn/modules/data-and-actions-in-flows/combine-variables-data-elements?trail_id=build-flows-with-flow-builder

I need to create a new custom field as part of prework. Can someone please tell how to create a custom field ? 

Hello, we have an ORG with NPSP. On the contact level there are 4 email fields one is called Email and 3 more (personal email, work email, and Alternate Email) and a pick list that picks between these 3 types of email address (npe01__Preferred_Email__c) and depending on what is selected on this picklist it will automatically copy the email value on the corresponding field to the Email field. 

My question is, how can I add another email option (assistant email) to this pick list so it gets copied to the Email field? 

So far what I have is: 

1- Create assistant email custom field 

2- Add assistant email to the picklist values of npe01__Preferred_Email__c 

3- ??? 

I am not sure what the process is that once the contact is updated/created it know how to relate the picklist value of npe01__Preferred_Email__c to the corresponding of the 3 email fields and then copies that value to the Email field. 

It is not a formula field on the Email field. 

Any help would be appreciated. 

Thank you, 

Hi #AwesomeAdmins

, 

I need some help with flow please! 

When a user checkmarks a box on the Product2 record, a record triggered flow gathers all related Opportunities and updates a checkbox on the Opportunity.  In order to do this I must temporarily assign a permission set to the running user, then take it away if they didn't have it previously. 

I found Jen's excellent blog about this topic and have used quite a few of the ideas: 

The problem I am running into is, I need to add the permission set to the user, update the Opportunities, then remove the permission set assignment. Here is what that part of my flow looks like:

When I debug, I run into this error: 

I thought by adding the add/remove as a subflow I could avoid the error but as you can see it made no difference. Any thoughts on how to solution for this and not run into the error? 

Thanks everyone! 

i am encountering this error again and again , i have done all the necessary steps  

Looking to add: If unapprovedcheckbox__c is checked and the date is >= 7/1/25 than multiply by .2 

Current formula is: 

IF(AND(ISPICKVAL(Who_Files_SL_Tax__c, "ARMR"), YEAR(Effective_Date__c) >= 2023, ARMR_Agrees_to_Reduced_Fee__c = false), 

IF(ISPICKVAL(Commission_Type_ARMR__c, "Percent"), 

((Premium__c - Return_Premium__c) * Commission_Payable_ARMR__c) + R_D_Brokerage_Analysis_minus_300__c, 

IF(ISPICKVAL(Commission_Type_ARMR__c, "Flat Fee"), 

Flat_Fee_Commission_Payable_ARMR__c + R_D_Brokerage_Analysis_minus_300__c, 

NULL) 

), 

IF(ISPICKVAL(Commission_Type_ARMR__c, "Percent"), 

((Premium__c - Return_Premium__c) * Commission_Payable_ARMR__c) + R_D_Brokerage_Analysis__c, 

IF(ISPICKVAL(Commission_Type_ARMR__c, "Flat Fee"), 

Flat_Fee_Commission_Payable_ARMR__c + R_D_Brokerage_Analysis__c, 

NULL) 

) 

) 

Any thoughts on the best way to go about doing this?

I am trying to make use of the "Send List Emails" functionality.  

It is working fine in Leads and Contacts.  

However I need it to be available under Program Cohorts  and Program Engagements.  

Specifically to be able to select a Cohort and email to participants 

Hi Folks, 

We are looking to create a report that can do the following: 

1. Contacts that gave between July -September 

AND 

2. Contacts that gave a second Year End gift - so between November-December 

They then want to import those contacts into a campaign. 

A joined report can show me both of those opportunity lists, but it seems like a manual cross check, which is daunting. I also looked at doing a filter for contacts that gave between July-Sept, gave 2 gifts that year, and are not recurring donors. But there are still a bunch of outliers that just randomly gave an additional gift that year, not necessarily year end. 

Any insights would be greatly appreciated!