Write an answer...
0/9000
Feed
- Recent Activity
- Created Date
- Questions with an Accepted Answer
- Questions with No Accepted Answer
- Unanswered Questions
Wondering if anyone would have any suggestions to track for multiple internal reps being attendees on the same meeting. Right now we track and report on the Assigned field which captures the Rep who creates the meeting but if they are holding joint meetings for the different lines of business how can we report on that without the second Rep having to clone/duplicate the Event?
#Sales Cloud
I'm new to Flows, and confused about this.
I've created a flow to run daily and send an email based on today's date +30 as a reminder of a Client's annual certification that is due in 30 days.
When I run this in debug mode, it picks up the correct records (I've tested with up to 5) and sends the appropriate email to the appropriate client.
When the flow ran on its schedule today, it found one record meeting the email criteria. This was correct.
30 emails were sent to this one person when they should have received one email.
I've attached screenshots of my Flow, plus the recipient & email details.
Why would my flow work as expected in debug mode but send 30 emails to the same person when running on its schedule?
5 answers
Hi Andrea! Always frustrating when this happens; debug mode can't test for all iterations, so often you find your flow works differently when activated...! (And don't worry, we've all sent multiple emails to Contacts by accident at some stage; it's a rite of passage lol)
I think in this case it's the loop. I don't know enough to be specific, but found this thread where people put all sorts of possible resolutions to a similar problem:
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A90nzSABMaybe try playing with the setup and activate it and try again with your own Contact record?
Good luck!
I have this error showing on contact records. This one in particular I know is correct and verified but the error won't go away. Its been about two weeks. How do I get rid of it?
1 answer
Hi ,
Please check this article.
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000NQ7vZSAT
Hi community! We have configured a few cadences that include an email step. However, our users are currently unable to send emails and are encountering the following error:
"ui.email.api.models.EmailRecipientSuggestion.getEmail()" because
"buyerAddress" is null
Has anyone else experienced this issue or found a resolution? Any guidance would be greatly appreciated.
Thank you in advance for your support.
3 answers
Heyya, Are sales users able to email outside of Sales Engagement? IE the email integration needs to be in order for each user for then the automation to be able to leverage Sales user's email addresses. It also might be worth checking that Salesforce IP addresses have been white listed with your email provider by working with IT. Best of luck Trailblazer, you've got this!
I want to upload complex data to a sandbox. I saw that there is a data tree export option with the Salesforce CLI, but the data looks more like a web than a tree so I have doubts on it now.
What are my options for populating data to my developer sandbox from complex data relationships?
1 answer
Heyya, Gearset is my favorite tool to do this. It costs a little but has a module just for this use case. You could try to do it free through workbench or VSCode by building a custom script to move data while this is too painful for me to want to maintain. Copado is the best of the best tool but has always been out of my price range. Best of luck Trailblazer, you've got this!
As we are newly attempting to launch a Digital experience site to our clients I am running into some unexpected issues.
I want my screen flow for creating a future event for multiple contacts to preserve the contactId on EventRelations in our system because subsequent flows for confirmations and tasks related to the event have been built using the event relations related to contacts.
The UI allows you to create Events linked to a Contact (even with a related portal User), and preserves that Contact in the EventRelation.
But I cannot seem to do this through a screen Flow — Salesforce automatically replaces the Contact with the portal User on the EventRelation.
Now I, seemingly, will need to either rewrite my other flows to search out contacts from the userId that gets associated or add an additional field and rework my other flows based on that. My users cannot see the contacts in the Name field that were related to the event anymore either because they are no longer in the name field but added to attendees as a user.
Has anyone had a successful workaround for this particular EventRelation issue?
Also, I am contending with the site users showing up in the lists for assigning users to tasks and events where I only want to see actual salesforce licensed users.
2 answers
I'm sorry to hear you are having trouble. To me, this is expected behavior for mixing events between internal and external users. I do wonder if this feature is then integrated with your email provider. If this is the case, then I would say it is better to create the event in Outlook and then have the integration move the event down to Salesforce. I've struggled with events made in SF to flow in Outlook or Google correctly.
I also am not a huge fan of Experience Cloud sites. They quickly need to be developed to have any chance at being parity with tools like GoDaddy or Squarespace. Sites are great because of the access to SF data base like allowing your clients to see the financial accounts that they have open with the business, but site are very limiting from a UI perspective.
It may be hard to get this automation to work in flow. I would definitely try running the flow in system mode and not relying on user permissions. Best of luck Trailblazer, you've got this!
I tried to complete this challenge, but still getting an error with the "Stage" field.
#Trailhead Challenges
6 answers
,
t’s almost always the filter logic that trips people up here—by default multiple filters in a list view are AND-ed together, so two “Stage equals …” filters will never return anything. You need:
- Three filters:
- Stage | equals | Proposal/Price Quote
- Stage | equals | Negotiation/Review
- Probability | greater or equal | 50
- Custom filter logic so you get either Stage OR Stage, but still enforce the Probability filter. In Lightning List Views:
- After you’ve added all three filters, click Add Filter Logic (or the little pencil ✏️ next to “Filter Logic (AND)”).
- Enter:
scssCopyEdit(1 OR 2) AND 3
Click Save.
- Three filters:
Hi! I created a customised related list in a sandbox that uses SLDS2 theme and the layout of the list doesn't look good. The refresh button doesn't have a good position. Is there a way to change that?
1 answer
,
There is a patch in process for adding SLDS2 support. It has not been release yet because SLDS2 is still beta. Are you planning to activate SLDS2 in your prod org?
Here is my error message
Step not yet complete in Agentforce
We can't find the Get Customer Details action. Make sure it has been created and has an API Name of 'Get_Customer_Details'.
#Trailhead Challenges
1 answer
Hi ,
Hi, I had a very similar error message. On another thread someone posted the instructions below. They worked for me with the added instruction that I had to Deactivate my agent first. Then do these instructions. And then I can't remember if this reactivated my agent, or if I had to do another step to activate it. But, once one, I then clicked the button to verify completion, and it worked :)
Add an Action to Get Session Records
Use the Get Sessions flow to get the available session records for each experience.
- Click New and select Add Action.
- Select Flow as the Reference Action Type.
- Select Get Sessions.
- Leave the other options as is, and click Next.
- For experienceId, check Require Input.
- For startDate, check Require Input.
- For sessions, check Show in conversation.
- Click Finish.
https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000J5Iwn