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In Become an Agentblazer Champion>> Bring External Data into the Contact Page Layout Module >> I'm facing issue in Connect Data Cloud and CRM with Enrichment section. I am unable to choose ExternalReservation object for Data Cloud Object input.  

Kindly help on priority. 

#Trailhead Challenges  #Trailhead  #Agentforce

3 answers
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I work for a small nonprofit, and we have been using the Weekly Export as our backup for our data.  I am aware this is not the best solution, but it is free and what my organization has used since we started with Salesforce. I am an "also admin", so I do not have developer or IT experience. This lack of experience has made it challenging to find a backup service that works for us at a reasonable price. We need a backup product that backs up all data and metadata that can easily be restored.  

 

OWN was recently purchased by Salesforce, and I think their product will work, but our leadership says it is too expensive. We currently have 10 GB of data.  Does anyone have any recommendations for or against certain products and why? Any information you can provide would be appreciated!  

 

@Nonprofit User Group, Michigan, US

2 answers
  1. Today, 12:32 PM

    I agree with @Tammy Silverthorne, Spanning (owned by Kaseya) is an excellent product and reasonably priced. One small pricing caution -- think carefully about the term of the license (1 year vs 3 years, for example). Once you are locked in you won't be able to reduce the no. of licenses during the term (say, if your org downsized).

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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
    Today, 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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4 answers
  1. Today, 12:21 PM

    I have done it now but it is not working..to get a new playground it is showing the date 2nd july..but to register for the exam the last date is  30th that is tomorrow..what am i supposed to do now..help me

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Hello Everyone,  

 

 I am planning to do my Salesforce administrator certification , following the path provided by Salesforce

https://trailhead.salesforce.com/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential

 

 Do we need to go through salesforce help documents for completing Salesforce admin? certificate? 

 

 

 

#Certifications  #Salesforce Admin

1 answer
  1. Today, 12:07 PM

    Hi Rani,

    Those documents will help you in covering the syllabus with practical exposure.

    You can write exam even without completing the trial.

    Thanks

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1 answer
  1. Today, 12:06 PM
    Hi Yella, Can you test the custom button and see whether that works well. Also check api name if flow in url
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3 answers
  1. Today, 11:18 AM

    Hello @Eric Burté

    the field API Name is well Approver_1__c then also it's showing the same error message. 

    See the image for reference not getting what to do. 

     

    Hello the field API Name is well Approver_1__c then also it's showing the same error message. See the image for reference not getting what to do.

     

     

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I´m trying to enable a SDR Agentforce in Opportunity Record Page (Enable Sales Coaching in Agentforce challenge ) but SDR Agentforce Component doesn´t exist to drag and drop. Could anyone help me ? I´ve confirmed the permissions but I really don´t know what could be 

App Builder doesn´t show SDR Agentforce Component

 My screen : 

 

 

Captura de tela 2025-06-26 195618.png

 

 

#Trailhead Challenges  #Agentforce

1 answer
  1. Today, 11:10 AM

    I just completed it without an issue. I had a new org with Agentforce Sales Coach enabled. I would suggest giving it another try with a new org. 

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