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The agency for which i volunteer captures extensive background information about program participants as a part of their onboarding and intake process. This information is stored in custom fields in the Contact object.   

The founder wants the entire intake process captured in a single screen, so I have added several Update Record actions to the Intake layout.  Because of past challenges with staff not capturing all of the information, she also wants the entry of all of the information to be mandatory.  I have made all fields in each action required, but it is possible to save the intake without the actions being updated in saved.   

 Any ideas on how to accomplish this (requiring all actions to be completed and saved before the Intake record can be saved) would be MUCH appreciated. 

Thanks!

Hi, 

I have a Saleforce account with signature discount. The user is created with an "Identity licence" which is a "Mimumum access" set up with nothing provisioned in the account. The purpose of the user with the licence is just for accessing the signature discount and trailheadinstructor led trainings. 

I have tried to  "Connect this Account" to trailhead. However it does not let me. 

I have an error:"Something went wrong, please try again" when using the "Saleforce" login method, which prompted me to login to Salesforce account with the password to connect the Account to Trialhead. 

I have confirmed that I can login to the Org and also go to trailhead from the "Top right" Help menu. 

But the Org can'tbe connected and I get an error. "Something wrong wrong, please try again". 

Can an Identity account connect to trial head - it looks like yes. But what other requires setup is needed? 

Something is blocking the access or am I missing some steps? 

The email account and the Trialhead user name is the same. 

The user is active. I am thinking something is wrong with the licence type. 

Hi all,

I have set up an approval process, and the requirement is that the approver gets only bell notifications, when record sent for an approval, but no emails. 

"Receive Approval Request Emails" on the user,  who is approver,  is set to never, but then no bell notifcation is poping up. 

Which permission am I missing? Or should I create a flow to send notification, if emails are disabled? 

Thanks 

#Trailhead Challenges

The problem is that the Error Message above the forms are in english. We need Forms in different languages and it would be great if the error messages are written in the same language. I know, for every field you can change the error message directly in the forms.. but I can not find a way to change the message above the forms (the red one). 

I changed the error message in the Layout Template, but that has not changed anything.,

I didn't change anything except I added 2 users to the Approval group.   But now the Email Template is not sending out  I checked all users have the permission and the approver set on User record to If I am approver and delegate    the templates sent yesterday?   

@* Sales Cloud - Best Practices *  @* Sales Cloud - Getting Started * 

I have trouble finding a knowledge article to insert in a challenge I am working on. Please can someone help tell me where I am missing the  

I am working on Configure Agentforce for Service and am on step 10. I have done all the steps correctly but EinsteinServiceAgent User is not showing up for me to select. I have the user profile updated correctly.  

Hi Team,  I am facing the issue with the visibility of the products consumed object in the app launcher in Salesforce.  Can anyone share their thoughts?    Thank you   

Hi everyone! i need your help, i did all the trailhead, received the email with Congratulations! coral-cloud was published successfully and is now live on the following domain(s) etc, etc but when i press to verify step it saids this: Step not yet complete in Agentforce

We can’t find the agent named CC Service Agent in your playground. 

Can you help me please?