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2 answers
  1. Today, 7:44 PM

    Hey @Delia Guo— that “Activate Orders” checkbox won’t show up until you turn on the Orders feature in your org. Here’s what to do:

    1. Enable Orders in Setup
      • Click the ⚙️ Setup gear and select Setup.
      • In the Quick Find box, type Order Settings and open it.
      • Click Edit, check Enable Orders, then Save.
    2. Refresh your Permission Set
      • Still in Setup, go to Permission Set Groups and open your Sales group.
      • Under Permission Sets, click the Sales-rep permission set (or whichever you’re using).
    3. Assign the “Activate Orders” permission
      • Inside that Permission Set, go to System Permissions and click Edit.
      • Scroll down and check Activate Orders, then Save.

    Now head back to the Trailhead challenge — you should see “Activate Orders” enabled in the Sales section. Let me know if that clears it up!

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Hi!  

 

I am working to  

 

  1. Become an Agentblazer Champion
  2. Connect Data Cloud to Agentforce and Prompt Builder at the Enhance Agentforce to Act on Data with Conversational Language portion of the Trailhead course. 

For steps: 

  1. Click the Unified Link 1 element.
  2. For Data Source, select Data Cloud Object.
  3. For Data Space, select default.
  4. For Object, select Unified Link Individual ccid

    Be sure to choose the right object, there are a few that have similar names.

I am following the steps and I am encountering an issue where the only drop down for a possible selection of an object is: Static Currency Rates Home.  

 

Can someone please help me with this request?  

 

Thank you in advance!  

 

#Trailhead Challenges

5 answers
  1. Today, 8:51 PM

    None of these steps are working, i created a new playground and still can't get the flows to work and there are no relationships...so can someone please move me past this module? I am getting hounded on completing this and I can't do that if its not working. So what is the solution to this. If so many ppl are having the same issue why isn't it being fixed in the whole module. Please fix this asap

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10 answers
  1. Today, 11:53 AM

    Hi, @chepuri jayasimha

     

    Most likely, the expiration period for this Playground has ended, so you'll need to create a new one.  

    So when you try to "reset the password", even if you enter the correct answer, you will receive an error.  

     

    Sincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ

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Hello everyone! When I try to map the fields, the screen doesn't scroll down and I cannot proceed. Has anyone experienced the same issue? How can I solve it? Thanks for your help!

6 answers
  1. Today, 8:44 PM

    Hello everyone, I solved it! You need to open the .csv file with a text editor and modify it. Add the field ",ADDRESS" at the end of the first line. Then, on the following lines, add any address (e.g., False Street 123).  

     It's important to follow the same pattern: separate the categories with commas and keep everything together — don't leave spaces. 

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We are prepping to migrate ~200 workflows to flows within our org. We are experiencing issues with performance related to our already-existing flows (e.g. too many SOQL queries errors) and have been advised to have just 1 record-triggered flow per event per object (e.g. Before Create/Update, After Create/Update). But, I have a lot of concerns about handling them this way: 

 

  1. Our flows will become massive if we combine all of these workflows into just 2-3 flows per object
  2. These massive flows would also become super impactful, so if someone breaks it trying to make a change, it could break numerous processes, not just one specific action
  3. These consolidated flows would need to have no entry criteria to accommodate running for various different reasons, and that seems like a bad idea
  4. Any time we make a change to these flows, it blocks work by anyone else on that flow until they're done because of the way versioning works and impacts deployments. This creates a massive bottleneck in our development process.
  5. If we need to temporarily deactivate an action (e.g. to prevent an email alert when doing a mass data load), we can't deactivate just that single process, we'd have to deactivate the entire flow which might be doing a LOT of other actions that still need to happen

How are other people handling flows in their org, especially when it comes to migrating workflows? Is there a middle ground here? 

 

#Flow

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when the subject line of the case attached to the screen contains certain words 'SMART' and 'Goal' then the user must make certain selections before they can close a case. So obviously people can input the case in 100 different ways, eg, smart goal, SMART Goal, Smart Goal, etc etc  

 

So I have this formula 

IF(CONTAINS(LOWER({!Current_Case.Subject}), "smart goal"), "true", "false") 

The syntax is valid but I do not know if it is doing what I intended which is to accept any variation of cases and change it to smart goal and then the component in the flow is still not displaying the picklists that they must choose from using 

 

{!formulaCaseInsensitiveSmartGoal} 

equals smart goal, and a variety of permutations have been tried to no avail. 

 

Does my formula not return what I intended? is my component visibility logic faulty?  

 

(I am going to bet on both)  

 

Thanks as always! 

#Flow @Lightning Flow Discussions

6 answers
  1. Today, 8:41 PM

    thanks i got it pieced together, sf could be a little more comprehensive in their documentation to implement the formula, so ultimately the formula that i initially provided was not exactly what i needed, I just needed to conver the subj line to lower case LOWER({!field}) was all that I needed, then in the component visibility I just needed the formula as the resource and operator contains and then value was smart goal.  

     

    That worked. Can I mark my own response as Accept this answer??? LOLOL

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Missing Profiles in Trailhead?I do not have these fields available to assign. I have not skipped steps in Trail: Admin Beginner. Can someone help me? 

 

 

 

#Trailhead Challenges

9 answers
  1. Yesterday, 10:08 PM

    Please make sure that the system administrator profile has the correct access rights for this record type. 

     

     

    Please make sure that the system administrator profile has the correct access rights for this record type.

     

     

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I am having an awful time getting a Record Triggered Flow Approval Process working. For background: A user will create a QA Document Case which triggers the flow. There is an order of approvals the case needs to go through. Below is a diagram of how I need it to work. (Which I am open to insight if I am thinking about this wrong) All Stages will contain 2 Steps. 1 Approval Step and a Background Step to update fields on a case. All stages have a condition of "When all steps have been marked Completed, the Stage is marked Completed". I am using User Resources to assign the all Approval Steps.  

Record-Triggered Flow Approval Process Help

 

I started off building out the first two approvals and testing to make sure everything was working correctly. So I made the Implementation Director Review Stage, the Approved or Rejected Decision, the Client Service Manager Review Stage and the Submitter Iteration Stage. This did not work. I thought it was something with my decision, so I removed that and made it a simple Stage 1: Implementation Director Review, Stage 2 Client Service Manager Review. This did not work either. It goes through the first stage successfully (Approval and Background Step), but it never triggers the second step to start (No Approval Step gets assigned, and no background step gets executed) 

  

Wondering if anyone has any insight on what possibly could be going wrong. Everything I've found has stepped through the simplest form of an approval with 1 stage but nothing complex with decisions.  

 

Sorry for the long post but wanted to give as much information upfront as possible! 

Thanks!  

 

 

#Flow-Orchestration  #Flow

1 answer
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    Today, 8:37 PM

    With flows it is always easier to help with screenshots of the flows, even though the process map is clear!

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4 answers
  1. Today, 11:55 AM

    Hi, @Antonio Sanchez

     

    Try to use English as the primary language for your Trailhead site and Salesforce Org. 

    Sometimes, using a language other than English may cause errors when verifying a challenge. 

     

    For example, in this Challenge, by following the instructions, you created a Referral, whereas the verification system expects a Reference.  

     

    Sincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ

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Is there a way to add additional filters to the Account Activity Feed?  

 

In my Salesforce instance our Accounts can be global entities with multiple departments. The activity feeds can become quite lengthy in a short period of time. Is it possible to add any additional filters to what comes standard. Screenshot of standard filters for quick reference is as follows:  

 

 

Additional Filters to Activity Feed

 

 

 

#Salesforce Developer

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