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Hello, 

I have a question about Document Builder. I created a template (on Work Order object) and I would like to display the completed/uncompleted Work Steps on the document. 

I added the Related Record Table component with the following information : 

- Parent Record : Work Order 

- Related entity : Work Steps (Work Order ID) 

- I've selected two fields to display 

 

 

Add Work Steps on Document Builder

 

 

 

When I generate the Service Report on Field Service Mobile App, this section doesn't appear. What am I missing ? 

Thank you 

 

@* Salesforce Field Service *

3 answers
  1. Heiko Lindner (Privat) Forum Ambassador
    Jun 29, 12:29 PM

    You should you the related list work step and not work step (new). In addition, the field service mobile app uses the classic page layout and not lightning record page. Pls. check the assignments of the layouts with profile of the user on mobile device. In addition you should check the sharing settings on work plans and make sure, the user can see the work plan with work steps.

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I can't seem to continue to this module https://trailhead.salesforce.com/content/learn/modules/data_security/data_security_objects?trail_id=force_com_admin_intermediate

  

 

I already recreated a playground but still can't find the Recruiting/Recruiter app. 

 

I can't find the Recruiter/Recruiting app it keeps mentioning. Is there a pre-requisite before I can complete this module? 

 

Thanks for your help. 

 

#Trailhead Challenges

6 answers
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4 answers
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Jun 21, 3:21 PM

    Hello @Prapti Saxena make also sure that your Property object has Property__c as API Name. Check that you verify the challenge in the playground in which you have made the configuration. Eric

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Just a quick question for the "Save and Debug" section of the "Build Record-Triggered Flows Guide." 

 

The debug did work just fine for me, in that it shows the dark blue line. But as a for future reference, I was wondering if I was supposed to delete all the information in all the other fields other than "Closed Won" and "250000" before debugging? The instructions weren't 100% clear on that, and I wasnt able to find this specific question that may have been answered elsewhere.  

 

So in the future, when I run the Debug, do I clear out all the other fields that aren't part of the criteria for creating a new record? Or is all that other information also necessary?  

 

#Trailhead Challenges  #Trailhead

1 answer
  1. Today, 7:42 AM

    Hi @Michael Morrison

     

    Generally speaking, when debugging a record-triggered flow, you should not remove all of the data in other fields unless those fields are directly affecting your test scenario 

    Here's why, along with some things to think about going forward: 

    1)Simulating a genuine Record: The objective of debugging a record-triggered flow is to mimic the behaviour of the flow with a genuine record in your Salesforce organisation. Not simply the fields pertinent to your flow's entry criteria are filled in; real records have a variety of fields filled in. 

    2)Impact of Other Fields: Other fields that aren't included in the direct input criterion may be necessary for the logic of your flow. For instance, farther down the flow, a decision element may verify the value of a different field. 

    The current value of a field that you did not specifically set in the debug input may be referenced by an update element.

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I need to call a Prompt Triggered flow in my Prompt Builder. I have 3 picklist fields that need to be populated and they are dependent on each other.  

 

I created a custom metadata object and loaded records with each possible combination. 

 

My flow is getting the records for that metadata, but I'm not sure how to get the prompt to look at the fields in each record and choose which record most accurately describes the issue and then out put those values. 

 

This is what I'm doing so far but it just seems to be seeing the record Ids and not the field values in the collection.  

 

 

Prompt Template Flow

 

Any suggestions?  

 

 

#Agentforce  #Prompt Builder  #Flow

1 answer
  1. Today, 7:35 AM
    I think you are seeing the expected behaviour. Retrieving the records retrieves the values stored for those records. Not the metadata describing the allowed values. I think to get that you might need to call Apex to be able to describe the object
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Hello community: I have a question about personal accounts: When should I link Lookup to a contact or an account? It's sometimes confusing.  

Thank you very much. 

 

#Salesforce Developer  #Person Account  #Enterprise Architecture

1 answer
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Hi, 

 

I have a recipe that snapshots data. The filter element filters for "logged in" = "yesterday"

Snapshot Recipe not refreshing correctly

 

I scheduled this recipe to run after the local salesforce connection syncs (that syncs at midnight) and the recipe runs after that sync but I never get any records with a snapshot date of today when I check in the morning. When I then trigger the recipe to run manually I get the correct data. 

Screenshot 2025-06-26 at 10.00.16.png

 

Does anyone have any idea what I might do wrong? 

 

Thanks in advance for helping me out :) 

3 answers
  1. Jun 26, 8:15 AM

    This might be caused by the fact that CRM Analytics is not running in the local timezone. All dates and times are calculated based on GMT by default. So "yesterday" between 00:00 and 01:00 German time would be two days before in GMT time. 

    Can you please schedule the recipe time-based after 02:00 and see what happens?

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Can anyone tell me if it's possible to have an All Opportunities list view on Pipeline Inspection which shows All Opps (open), All Time, by All Users?

 

At the moment it seems you can only filter to view 'My Opportunities' (or search a specific user), and you have to choose a time range for close date.

 

I'd like to use this to view our whole open pipeline by all Users.

 

Does anyone know if this is possible?

 

Thanks in advance

9 answers
  1. Sep 25, 2023, 7:23 PM

    Hi .  .I have the same question and feel like the option to view more opportunities will be enabled after enabling role hierarchy or opportunity teams

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 I am trying to deploy Mule application with trial version in CloudApp 2.0. The application is saying message listener started successfully in the logs, but it is running very long time while applying changes and its deployment is not completed for long time. Can I know what is the issue?  

 

#Trailhead Challenges

1 answer
  1. Divya Chauhan (Kcloud Technologies) Forum Ambassador
    Today, 7:33 AM

    Hello @Ramkumar Prabhakaran

     

    If your  Mule app deployment in CloudHub 2.0 trial hangs despite the message listener starting, log: 

    Trial accounts have limited CPU/memory-app might need more resources. 

    Check replica status in Runtime Manager; if Stuck at 'STARTING,' likely resources or config issue. 

    Ensure MulVersionis 4.3.x+(Mule 3 not supported). 

    Verify all dependencies, confi, and app are published correctly. 

    The trial environment can be slow or overloaded-try stopping other apps or redeploy later. 

    Check logs for errors or crashes.

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Hi, 

 

I have an omniScript where I am placing a custom LWC.  

 

LWC not showing up on OmniScript (vlocity namespace)

 

However, when I activate the OmniScript and go to where it is being launched. It does not display the LWC.  

I have configured the LWC like so: 

HTML

<template>

<h1>Hello this is a test</h1>

</template>

 

JS

import { LightningElement } from 'lwc';

import { OmniscriptBaseMixin } from "vlocity_cmt/omniscriptBaseMixin";

export default class MyCustomLwcOmni extends OmniscriptBaseMixin(LightningElement) {}

 

XML

<?xml version="1.0" encoding="UTF-8"?>

<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">

<apiVersion>64.0</apiVersion>

<isExposed>true</isExposed>

<runtimeNamespace>vlocity_cmt</runtimeNamespace>

</LightningComponentBundle>

 

The namespace has been taken from the vlocity package namespace. I have followed steps from: 

https://www.youtube.com/watch?v=8o338BdaLH0

 

 

and some other help links but I still couldn't get it solved. I would appreciate any help thanks in advance. 

 

#Vlocity #Omnistudio #LWC #Salesforce Developer 

1 answer
  1. Today, 7:31 AM

    Hi @Henrique Lima

     

    Could you please try again by specifying the target attribute under XML file 

    <targets>       

            <target>lightning__RecordPage</target>       

            <target>lightning__AppPage</target>       

            <target>lightning__HomePage</target>   

    </targets>

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