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Hello Everyone.  Having a devil of a time getting a valid link to a document that a logged in user on my experience site can click on and view/download a pdf.   

 

Ultimately, I have

community users logged into my experience site

and running a screen flow.  On one of the screens, I need a url link to a document that is visible on my experience site's > Content Management > Shared Content.  AND, this cannot be a public link that is accessible without logging in; they must be logged into the site to view and download the file.   

 

  • In my DEV org on the desktop, I launched Digital Experiences app.  
  • Choosing CMS Workspaces navigation item, I see my workspace there: Downloadable Applicant Files
  • If I open this workspace, I added a pdf document called Permission to Share (its title) and published it.  
  • When I return to my experience site > Content Management > Shared Content, I now see the title, Permission to Share, Content Type = Document with Created by and Published date.  

I am stuck on how to find the url to this file as it exists on the experience site.   

 

Using SOQL query with Salesforce Inspector , there are DistributionPublicURL and ContentDownadURL values but these urls are linked to the desktop, not the experience site.   

 

In the Content Management > Shared Content, the title is hyperlinked.  If I copy that link, that doesn't work.  I get the error: You don't have access to Experience Workspaces.  If you think you should have access, ask your admin for help. 

 

First, can I achieve what I need from the work I have done so far?  If yes, what am I missing to get the url? 

 

And of course, if I am going about this the wrong way, then please provide guidance.   

 

Many thanks, Gerald  

 

 

#Experience Site

1 answer
  1. Today, 11:19 PM

    If I right click on the hyperlinked file name (in my experience site > Content Management > Shared Content, the title, Permission to Share) and copy it, that is a public link that I can open with any browser without being logged in so that is not desirable.  

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2 answers
  1. Today, 9:09 PM

    Salesforce does offer Security Center that will give you dashboards and reports of user permissions.  There is a cost associated with it though. 

     

    Alternatively, you could check the app exchange to see if there are any free apps out there that will give you that info. 

     

    If you cannot find anything that meets your needs there, or you don't have the budget for any of the above solutions, you can always run a SOQL query in the developer console or Salesforce Inspector (browser add-on).  The query would look something like:

    SELECT Id, Parent.Name, Parent.Profile.Name, PermissionsCreate, PermissionsDelete, PermissionsEdit, PermissionsModifyAllRecords, PermissionsRead, PermissionsViewAllRecords

    FROM ObjectPermissions

    WHERE SobjectType = 'object API Name you're looking for'

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Your request to install package "Salesforce-Indicators Release" was unsuccessful. None of the data or setup information in your salesforce.com

organization was affected. 

 

If your install continues to fail, contact Salesforce CRM Support through your normal channels and provide the following information. 

Problem: 

 

1. PermissionSet(Indicators_Setup_Access) Access Blocked 

The operation you requested isn't allowed due to a security policy in your organization. Contact your administrator for more information about security policies.

3 answers
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Hi, I'm trying to set up a set of indicators that display different 'Static Text' and 'Icon Background' combinations based on a Contact field. 

 

I'm finding that the static text displays properly, but the background for all my icons is purple, no matter what I have in the 'Icon Background' box. I've tried color values like "red" and "green" as well as the hex codes in the images provided - all rending purple. 

 

Is this a known issue? Or does anyone know settings changes to help things look better? 

 

I have attached a couple of samples of my metadata settings as well as a view of all these indicators being purple. 

Setting Icon Background w Static Text?

 

 

Extension-VC-Current.png

 

 

Extension-VC-Expired.png

 

 

2 answers
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I'm new to Indicator and like what I see. However, I'm trying to understand if it can use a Multi-Select Picklist (MSPL) to display different icons.  We have a warehouse that populates a Badge MSPL field on the Contact. It contains Board Member, Council Member, Minor, Staff, etc. Each word would be a different icon.  

 

Does this approach work as I'm not seeing any information in the Indicators Documentation for MSPLs.  I build out an Indicator, and check the "Display Multiple" field in metadata. Correct?  (Field help text mentions use of MSPL.) Then I build out many extensions.  One for each MSPL value and use Operator Contains.  Is this correct?   

 

If the above is accomplishable, the next question would be can Two Indicators looks at the one MSPL field and create two Bundles?    Demographics Bundle would house Minor, Affiliations Bundle would contain Board Member, Council Member, Staff.   

 

Looking forward to a reply.  Thank you! 

2 answers
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2 answers
  1. Jul 1, 6:29 AM

    Hi , 

      

    I figured this one out. I'm not sure why it happens, but something with new playgrounds created today. Here are the steps to fix: 

     

    1. Click the App Launcher, type data, then click the Data Cloud app.
    2. Click the Data Model tab.
    3. Click the ExternalReservation record.
    4. Click the Relationships tab next to the Details tab.
    5. Click the Edit button in the Relationships section.
    6. Check the box to Show inactive relationships.
    7. Update the mapping to Contact records to be Active.
    8. Click the Save button.

     

    Hi , I figured this one out. I'm not sure why it happens, but something with new playgrounds created today. Here are the steps to fix: Click the App Launcher, type data, then click the Data Cloud app.

     

    You should now be able to create the related list. My apologies for no screenshots for steps 6-8. Didn't catch it as I went, and afterwards, it takes forever to load the ExternalReservation's Relationships records. 

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000SYdAe0AL

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7 answers
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    Jul 1, 7:09 AM

    @Julia Ji help check if the object is created with correct api name and field level security for the profile.

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Hi all,

 

I can't figure out why my work plan steps are not showing up on the work order in the FSL Mobile App.  This screenshot indicates work plans will show on FSL mobile, also this documentation: https://help.salesforce.com/s/articleView?id=sf.mfs_work_plans_complete_with_mobile.htm&type=5

 

Cannot see Work Plan steps on FSL Mobile app

 

I logged into SFDC via Chrome as a field agent, and can see the work order and work plan steps.  My user is a flow user, and has update and read permissions on the work plan object.

The parent work order is owned by another user, so I suspect I'll need a sharing rule to share work plans with field agents.

 

When I log into the FSL Mobile app as the field agent, I do not see a work plan tab on the work order.

Are there any permissions/settings that I am missing?

 

cc @Jonathan Mills 

5 answers
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While installing the package into my sandbox org, I noticed that the Custom Permissions 'Manage Indicator Key' is automatically added to ALL Profiles. After installation, in order to manage access to view the administrative columns and actions on the Indicator Key I had to go into each Profile and remove the Custom Permissions from those Profiles that I did not want to be able to view the administrative columns. I was able to follow the installation documentation to assign the permission sets appropriately but found the Custom Permissions wasn't called out in the documentation. Did I miss something in the installation documentation? 

1 answer
  1. Today, 10:54 PM

    Oh Interesting, and I'm sorry that happened. That has not happened in a few of my orgs, and it does not do anything without the permission set of Indicators Setup Access being granted, but yes I can see how annoying that would be. I will do some testing in our next sprint. And thanks for the reminder to add it to the documentation. And I see you and @Tim Schug were talking about it in the other thread, so I'm glad removing the custom permission helped. So I do also need to test that, as I can see now that yes, it would make the Indicator Key show if it is assigned to the profile. Very weird and we will work on that one. 

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Hi!! 

I have an issue, explain... I created an agent, two actions (invocable apex class and flow) to get the case status and quote status.  

 

In the "Conversation preview" of the agent, works ok. 

In the "View site" from the builder of my community site, works ok. 

But, when login with a user of the community, doesn't works, retrieve me "..please contact customer support directly. Is there anything else I can help you with?" 

 

Check the permission of the objects, add a permission set in Agent User and Community User, add permission of my class, but nothing. 

 

Anyone helps me, please. Thanks a lot!! 

 

#Agentforce

3 answers
  1. Today, 10:46 PM

    Hi!! 

    Yes, I tried that, I was checking and in the flow to connect my agent, I wasn´t passing the user to the messaging queue, and for this reason the error in the user community. 

     

    Thanks a lot for yout help!!

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