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I am not able to select a master detail field while creating a matching rule. please help me for this  

 

#Matching Rules

1 answer
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Pre-Work

 

If you haven’t already created the Recruiters permission set group described in this unit, do that now. Otherwise, you won't be able to complete this challenge.

  • Create a permission set:
    • Label: Manage Positions
    • API Name: Manage_Positions
    • Add a description (We won’t check for this.)
    • License: -None-
    • Enable Positions Object Permissions: Read, Create, and Edit
  • Add the permission set to the Recruiters permission set group
  • Verify that the Manage Positions permission set and Recruiters permission set group are displayed in the Object Access Summary for the Position object (We won’t check for this.)

#Trailhead Challenges

1 answer
  1. Today, 4:19 PM

    Hi @Jennifer Kwok - That “Enable Positions Object Permissions” step lives inside your new Manage Positions permission set’s Object Settings, not in System Permissions. Here’s exactly where to find and turn on Read/Create/Edit for the Position object:

    1. Create (or open) your Manage Positions permission set
      • Setup → Quick Find → Permission SetsNew
      • Label = Manage Positions, API Name = Manage_Positions, License = —None— → Save
    2. Enable the Position object permissions
      • In the left sidebar under App Settings, click Object Settings
      • Scroll (or search) to find the Position object in the list → click it
      • Click Edit
      • In the Object Permissions section, check Read, Create, and Edit
      • Click Save
    3. Add Manage Positions to your Recruiters group
      • Setup → Quick Find → Permission Set Groups → open Recruiters
      • Under Permission Sets, click Add Permission Sets, select Manage Positions, then Add
    4. Verify in Object Access Summary
      • In the Recruiters group detail, scroll to Object Access Summary
      • Expand Position—you should see Read, Create, Edit all listed under your group

    Once those three boxes are checked in the Position Object Settings of your Manage Positions permission set, and that set is in the Recruiters group, the Trailhead step will detect your permissions and let you proceed.

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Hi, I just finished the course (Quick Start: Build a Service Agent with Agentforce

), but it says: "We can't find that the Experience Management topic has been added to the CC Service Agent." I added the topic, as you can see attached. Could you please help me solve the problem? 

 

#Trailhead Challenges

1 answer
  1. Today, 4:17 PM

    First, make sure you’ve done all three of these things in your Trailhead Playground:

    1. Created the “Experience Management” Topic
      • In Setup → Quick Find → TopicsNew Topic
      • Label = Experience Management, API Name auto-filled → Save
    2. Added it to the CC Service Agent
      • In Setup → Quick Find → Einstein Copilot (or Copilot Studio depending on your org) → Service Agents
      • Click CC Service Agent → go to the Topics tab → click Add Topics
      • In the picker, find Experience Management, check its box → AddSave
    3. Published the Agent
      • Still in Copilot Studio, click Publish (top right) → confirm
      • Wait until you see “Published successfully”
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1 answer
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Hi,

 

Is it possible and if so, is there a method, to undo the deployment of Messaging for In-App and Web please, in case something goes wrong in the live environment?

 

Thanks.

2 answers
  1. Jul 15, 2024, 5:26 PM

    Hi @Claudine Sauvetre,

     

    Unfortunately, the answer is no you cannot, however check with your Account Executive if there is any other possible ways.

     

    Thanks!

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We can't find the Interest Summary field enabled for use with Einstein Generative AI. 

 

I've created the field as rich text and added the summary field the the page so can't quite see where to enable this? 

 

Also in the prompt builder for Program Recommendations I have no apex class available to add "

Prompt_Program_Recommendation_Invocable" 

in the prompt? 

 

TIA fort any advice 

 

 

#Trailhead Challenges

8 answers
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Hi, it seems the default sorting of the conversation is oldest first. Is it possible to change it to latest first please? I'm referring to the messaging session transcript a customer downloads. Thanks!   

1 answer
  1. May 21, 2:18 AM

    Hi @Claudine Sauvetre,

    You're correct—the default order for messaging session transcripts is typically oldest-to-newest. Currently, Salesforce does not provide a native setting to change the sort order of the transcript when it is downloaded. 

     

    Since you are using standard functionality, check if there are any customization can be done to download the transcript, then you can probably call the Connect API and generate the transcripts in the order you want.

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Receving the same error each time I try - any ideas how to fix it? 

Become an Agentblazer Champion - Connect Data Cloud to Agentforce and Prompt Builder - Bring External Data into the Contact Page Layout

 

Error:

Step not yet complete in Data Cloud and Einstein AI

We can’t find the Reservations related list in the Contact Lightning Record Page.

 

#Trailhead Challenges

7 answers
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2 answers
  1. Today, 4:07 PM

    Hi @Balaji Somalinga krishnaram - You’re running into a “can’t delete” blocker because your Agent is still active (and/or still referenced by a Messaging Channel or Embedded Service deployment). In Salesforce you can’t delete a Copilot Agent record until you’ve:

    1. Deactivated the Agent, and
    2. Removed any references to it (e.g. in Messaging Channels or Embedded Deployments).

    Here’s exactly what to do in your Trailhead Playground:

    1. Deactivate the Agent

    1. In Setup, search Einstein Copilot (or Copilot Studio) → Service Agents.
    2. Find your Agent (e.g. “MyFirstAgent”) in the list, click the dropdown arrow on the right → Deactivate.
    3. Confirm. Once deactivated, the Agent is no longer “in use” and can be deleted.

    2. Remove Any Messaging Channel or Deployment References

    You likely created a Messaging Channel and/or an Embedded Service Deployment that still points at this Agent. You must delete those first.

    a. Delete the Messaging Channel

    1. In Setup, search Messaging Settings → click Messaging Channels.
    2. Find the channel you created for Agentforce (e.g. “Coral Cloud Messaging”), click the dropdown → Delete → confirm.

    b. Delete the Embedded Service Deployment (if you did this step)

    1. In Setup, search Embedded Service Deployments.
    2. Locate the deployment that uses your site and Agent (e.g. “Coral Cloud Chat”), click the dropdown → Delete → confirm.

    3. Delete the Agent

    1. Go back to Einstein Copilot → Service Agents.
    2. Your Agent should now show a Delete action (instead of just Deactivate).
    3. Click Delete, confirm, and the Agent record will be removed.
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