Send me on this email "poojamulay52 #Beginner Level Adminstrator #Voucher For Admin N Devloper #Saleforce Administrator
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There is a standard Email Composer in Salesforce and it supports Draft emails for Cases (after you enable it), but what if I want to use it for different objects (no matter standard or custom). Is there some OOTB solution that exists? Maybe there are workarounds or custom solutions that already exist?
PS. the functionality I'm talking about Send Email from Record
3 answers
@Alexey Kashirskiy I am talking about the same. Yes this functionality is available for custom and most standard objects. More info here. Thank you
2 answers
Hi,
To accomplish this task, you can take advantage of the Tooling API.
For instance, if you need to locate references for an object called Custom_Obj__c, the first step is to obtain its ID with this query (you can use the Data Export functionality in Salesforce Inspector Reloaded for this purpose—be sure to enable the "Tooling API" option at the top-right when using this feature):
select id from customobject where developername = 'custom_obj'
Once you have the object's ID, you can proceed with the following query to find all related references:
select metadatacomponentid, metadatacomponentname, metadatacomponenttype from metadatacomponentdependency where refmetadatacomponentid = 'your_custom_object_id'
How can i add Products to knowledge Articles in salesforce knowledge? My objective ist to have a related List with one or more Products related on a knowledge Article. If i search for a product i want to see which knowledge article is related to to this Product. Is there any way to implement this?
Thanks
2 answers
I would think that Data Categories or Topics would be your best bet. Here is an article on topics but lots available on the community. Topics
Lightning Page - Custom Report Links
I am trying to add a custom report link to a record page within a lightning page (after upgrade to Dynamic Forms) and cannot figure out how to add. There are so many resources, I get lost sometimes.
1) Is this possible or are we forced to use report charts? I attempted to use rich text to build the report link and kept getting an error message.
2) I want to create three custom report links on the page layout 1 = Tasks ; 2= Tasks & Events ; 3 = Events. The idea being is that the end user clicks on one of links and gets a nice neat report which they export to excel then hand a printed copy to the person that likes printed excel sheets. The fv0 value should equal the contact name and name on the event or task but for some reason it's not working.
Any assistance / direction would be most appreciated.
thanks
nate
#Sales Cloud #Salesforce Admin #Reports & Dashboards
1 answer
@Nate Schaufler There is no out of the box component that'll fulfill this use case. Either you build a custom LWC or create a formula field that will display the link of report. Upon clicking that url you'll be redirected to report page. The formula field should use HYPERLINK function. Thank you
I have made page as the org default but still get error as "We can't find the 'Highlights Panel' component on the New Account Page.".
4 answers
Don't use Components > Highlights Panel and upgrade
Rather, use Fields > Dynamic Highlights Panel
How can I access this LWC datatable in my org and configure it
#Sales Cloud #Salesforce Developer
1 answer
To access and configure an LWC datatable in your Salesforce org, start by creating a Lightning Web Component in VSCode using the Salesforce CLI. In the HTML file, use the component and define data and columns attributes. In the JS file, either use static sample data or fetch dynamic records using the @wire decorator with an Apex method. Handle actions like button clicks using onrowaction. Expose the component in the XML metadata file by enabling it for App, Record, and Home pages.
Deploy the component using sfdx force:source:deploy and add it to a Lightning Page via the App Builder. You can customize the table with editable fields, sorting, and row actions. For dynamic data, create an Apex class to fetch records (e.g., Contacts) and wire it to your datatable. Once deployed, configure visibility and layout in the builder. If you share your specific datatable setup or needs, I can help tailor it further.
Still a beginner here, so this is probably an easy answer, but I'm not finding the right answers.
I've built out a Screen Flow that starts with an application form. After the form is submitted, multiple things happen automatically.
I've put the form on the Digital Experience site to demo what it would look like for our customer, students wanting to apply for foreign exchange programs, to be able to fill out the form without having any accounts at all, so hence why it's on DX.
But I need it to show the labels for each field. So instead of just the blank boxes, I need it to identify which info should go in each field, Street address, City, State, Zip, etc. etc.
Where do I add this into the form builder?
Note: The first photo shows what it looks like if a staff member were to manually add a new student. The second photo shows the student front-end view if they were to apply themselves through the DX site..
Thank you for any ideas / help!
3 answers
Does screen flow runs in guest user context? If yes then can you please check FLS for address & name fields.
Can you please share screenshot of configuration
I am getting this error:
"Step not yet complete in Cunning Otter Playground
An unexpected error occurred while inserting Opportunity records and we couldn't check your work. Make sure Opportunity records can be inserted in this org, and click "Check Challenge" again. If this continues, contact the Trailhead Help team."
I have tried doing the same thing in 3 different Playgrounds one of them being a fresh one. Please help
#Trailhead Challenges
2 answers
Ajaypreet Singh Saini (Grantbook) 
Forum Ambassador
Hey @Smitali Das, checkout this thread:
https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007UpAE7SAN