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5 answers
  1. Today, 4:44 PM

    @krishna dobariya

      

    Judging by your screenshot, it looks like you did everything correctly, but the system is showing an error. Most likely, you are checking the challenge in a different Playground than the one where you created the user. 

     

    At the bottom of the page, next to the "Check Challenge" button, you’ll see the name of the Playground where the check is being performed and a "three dots" icon. Click on it, choose a different Playground — preferably the one where you think you completed the challenge — and try checking again. 

     

    Also, if you click the Launch button on the challenge page, a new browser tab will open the Playground where the challenge is being verified. You can open it and check whether the testuser exists there.

     

    Sincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ

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Hi

If each product has an image in the files object,

Can I use Flow to save\copy the image in a Rich Text field?

2 answers
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10 answers
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4 answers
  1. Yesterday, 5:30 PM

    @Michelle Grant

     The issue is I m getting error on the transaction selection page (Step 2), snap below 

     

    Step 1 – Click  Raise a Dispute action from the Contact 

    The issue is I m getting error on the transaction selection page (Step 2), snap below Step 1 – Click Raise a Dispute action from the Contact Step -2 After selecting Financial Account, its unable to ge

     

    Step -2 After selecting Financial Account, its unable to get the transactions due to missing integration piece.  Screenshot 2025-05-09 204553.pngSecondly,  there is no such setting "Integration Setup" mentioned in this doc - https://help.salesforce.com/s/articleView?id=ind.fsc_admin_connect_to_mulesoft_and_enable_integration.htm&type=5

       

    Did I miss anything? or should I reach out to SF support?  Appreciate your help!! 

     

    Thanks 

    Rahul 

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I’ve built a record-triggered flow on the Opportunity object with two scheduled paths based on Trial Start Date and Trial End Date (both are Date fields). The goal is:

  • Send a trial check-in email 14 days after the Trial Start Date.
  • Send a trial end email on the Trial End Date.

Flow setup details:

  • Entry Conditions:  

    Opportunity is created or updated AND Trial Start Date and Trial End Date are not null.

  • Scheduled Paths:
    • Path 1: 14 days after Trial Start Date → Sends trial check-in email.
    • Path 2: 0 days after Trial End Date → Sends end-of-trial email.
  • In both paths, I use a Get Records element to fetch the appropriate record type and send an email accordingly.
  • For testing, I temporarily adjusted the schedule to 1 minute after the trial start and end dates.

The Issue:

 

On the 

initial create or update

, the emails send correctly. 

But when I 

update the Trial Start Date or End Date again, the scheduled path does not re-trigger or re-schedule the email. No new email is sent.

What I’ve Tried:

  • Made sure that the flow has “Every time a record is updated and meets the condition requirements” selected.
  • Confirmed that the schedule conditions are recalculated.
  • Confirmed the date fields are being changed when updating.

Question:

 

How can I ensure the scheduled paths are 

re-scheduled when the date fields are updated? Do I need to handle this differently or add extra logic to clear and re-queue the scheduled paths?

Thanks in advance!  

 

 

 

Record-Triggered Flow with Scheduled Paths Not Re-Sending Emails on Update

 

 

#Flow

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I've created an Apex class to fetch Account records based on user input (e.g., "Any renewals available in May 2025", "Any records for renewal for next month"). Here's what I've done so far:

  1. Created the Apex class and verified it works correctly in Prompt Builder.
  2. Added this Apex class as a Prompt Builder action.
  3. In AgentForce, created a topic that calls this Prompt Builder action.
  4.  Created a text variable called user_input and mapped it to the action input.
  5. Granted access to the Apex class for the Einstein Agent User profile.

However, when testing the AgentForce topic, the action does not get triggered. Instead, I receive a fallback message like:  "It looks like I can't directly check for account renewals right now. You might want to check your Salesforce dashboard or contact your admin for this information. If you need help with anything else, feel free to ask!"

 

 

  • The Apex class returns a response in Prompt Builder when tested manually.
  • Variable mapping (user_input) is added in the Action Input.

Is there anything else required to ensure AgentForce executes the Prompt Builder action correctly? 

Are there  additional permissions, deployment steps, or AgentForce quirks I might be missing?

Any help would be appreciated! 

 AgentForce Action Not Triggering from Apex Class via Prompt Builder

#Agentforce  #Prompt Builder  #Agent Builder  #Salesforce Developer

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Hello, 

 

I need to figure out the best option to make the opportunity field 'Type' required. At the moment, my client's org doesn't create opportunities from lead conversion but might in the future so I want to bear this in mind. 

I'm slightly confused because the opportunity page has dynamic forms set up.  

 

I thought that the required field on the page layout (outside universally required fields) wouldn't have any impact on the Lightning Record page but, when I made the field 'Type' required on the Opportunity Page Layout, then created a new opportunity, saved it and then tried to move the opportunity to another stage, the field requirement message appeared "

You encountered some errors when trying to save this record

These required fields must be completed: Type".  

 

Why did the error message appear when I changed Stage but not when I created the opportunity or updated other fields on the opportunity record? 

 

Any rational explanation I'm missing?  

 

What solution would you advise for force the Type field? validation rule? Lightning record page settings? 

 

Thanks.

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I'm working on Quick Start: Create a Prompt Builder Flex Template -> Add a Flow to Your Prompt Template Trail - https://trailhead.salesforce.com/content/learn/projects/quick-start-create-prompt-builder-flex-template/add-a-flow-to-your-prompt-template

.   

On the 'Create a Template-Triggered Prompt Flow' section, step 4 - Template-Triggered Prompt Flow, this option appears to be missing in my playground.  I've restarted this trail twice in different Playgrounds, but the issue persists (see below).   

 

Quick Start: Create a Prompt Builder Flex Template -> Add a Flow to Your Prompt Template - Can't find Template-Triggered Prompt Flow

 

Any suggestions would be appreciated.   Thx. 

 

 

#Trailhead Challenges  #Agentblazer

1 answer
  1. Today, 4:41 PM

    Hi @Mark Hambelton

     

    Step 1. Check if in Einstein Setup, Turn on Einstein toggle is ON.  

    Step 2. Reload the Browser tab after toggle ON (Required). 

    Step 3. Now navigate to Flows . Create new, Create from scratch and check Template-Triggered Prompt Flow will be available to you. 

     

    Template-Triggered Prompt Flow will be available to you when Einstein is turned ON. If now visible reload the browser tab again. 

     

    If the issue is not resolved please raise a case with Salesforce support. 

     

    Thank you

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I am doing the Flow Fundamentals Superbadge Unit challenge in Trailhead. In the section "Book Order Giveaway" when I want to create new Task records in the Book Order flow, I see that the fields are not the same as the challenge demands. My Task records have no Owner Id and What Id fields. There is no ActivityDate field to set to the DueDate resource I created. 

 

This is preventing me from completing the first part of the challenge.

Flow Fundamentals Superbadge: Dev Edition Different Than Challenge

 

I have created the dev edition org from the link.  

 

The error message I currently get is: 

 

Challenge Not yet complete... here's what's wrong:

We can't find the Create Record element creating the task if the order has three or four books with the correct configuration. Make sure the element is on the correct decision path and the task fields are populated correctly.

 

Has anyone else experienced this? 

 

#Trailhead Challenges  #Trailhead Superbadges

2 answers
  1. Today, 12:19 PM

    The error I get is: 

    Challenge Not yet complete... here's what's wrong:

    We can't find the Create Record element creating the task if the order has three or four books with the correct configuration. Make sure the element is on the correct decision path and the task fields are populated correctly.

     

    I can provide more details. Anything specific I can check? 

     

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Please can any one help me on how to implement Agent Web Search through Data Library Data Type Web. 

My requirement is to dynamically search for the answers for user ask from the website URL provided  

1.I created Data Library with Data Type Web. 

2. Create an Service Agent and Embedded the above Data Libary in Agent. 

3. Gave the URL to search for the Content in Scope and instruction. 

4.When I give the Prompt I am getting error. 

 

Please guide me if I am missing anything also I followed this help doc 

https://help.salesforce.com/s/articleView?id=ai.agent_parent_deploy.htm&type=5

 

Hi I need help Use web search

 

#Agentforce @ #Salesforce #Agents

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