Skip to main content Salesforce and Tableau exam registrations are now closed through July 21st. Learn more about the new Salesforce certification experience coming soon.

Feed

Connect with fellow Trailblazers. Ask and answer questions to build your skills and network.

Permission Sets

Use Sales Coach Agent and Manage Sales Coach Agent 

Unable to add user with user License Einstein Agent.

Tried with two trailhead org still same issue.

Error with Use Sales Coach Agent  : Sales Coach Agent can't be assigned the Agentforce Sales Coach User permission set license, because Sales Coach Agent's user license doesn't support it. 

17 answers
0/9000
3 answers
0/9000

When in an Account, is there a way to allow the user to decide which contacts they see?  In general, we would like our users to see just active contacts, however, there may be a time where they might want to see older, inacative contacts as well. 

 

Is there a way to create an easy way that they can switch between Active or All statuses? 

 

Thank you! 

 

#Flow  #Nonprofit

2 answers
  1. Today, 9:06 PM

    Thank you for the suggestion!  I'll try it out and see if it does the trick!

0/9000
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!

0/9000

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

0/9000
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

0/9000

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. 

0/9000

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

0/9000

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

0/9000

 

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.

     

     

0/9000