Skip to main content The last day to register for a Salesforce or Tableau exam is June 30th. Learn more about the new Salesforce certification experience coming July 21st.

Feed

Connect with fellow Trailblazers. Ask and answer questions to build your skills and network.

Hello,

 

Working on a trailhead project "Bring External Data into the Contact Page Layout"

 

Part of the task is to create a Match Rule and in the flow, it mentions: "Choose Fuzzy Name and Normalized Email. and Click Next

". 

 

However, there is a Warning next to this Match Rule and therefore I can't use it when I click Next... 

 

How can this Match Rule can be properly activated/working to be selected and move to the next stage? 

 

Thank you, 

Fateh 

 

#Trailhead Challenges

7 answers
  1. Apr 22, 7:14 PM

    @Fateh NAILI How were you able to resolve this?  I am having the same issue, the Fuzzy Name and Normalized Email 

    is not properly showing as available. 

     

0/9000

Hi, I have been using ChatGPT/Gemini to learn how I can create an Einstein Bot that uses Utterances and Entities provide recommendations. 

 

Some instructions include 

"...teach Einstein how to recognize your defined entities in real user language.  You provide example phrases (utterances) and then, by highlighting the specific words or phrases, you link them back to your predefined entities. 

For example, in the utterance "I want a comedy show for kids," you highlight "comedy" and link it to "GenreEntity."" 

 

The problem is nothing happens when I select text in an utterance in Setup -> Intent Sets.  If I look at Inspect -> Console I see "Could not find selector 'bot.chatbot' while validating selector graph."  I have tried various browsers.  In Dialog, I don't see the option to save an Entity as a Variable for use in a Flow, but I am might not be understanding something. 

 

Thanks, Aron 

 

#Einstein Bots  #Sales Cloud Einstein  #Flow

0/9000

Hola team SalesForce, disculpen, me atore en mi ruta debido a que, en el ejercicio para Definir reglas de colaboración, parte del módulo de Seguridad de datos, ya hice todo como indica el ejercicio 4 veces, pero me sale el error "Reto aún no completado en ivalverdees@izzi.mx

No podemos encontrar los valores correctos para el campo "Type" (Tipo) en el objeto Program (Programa)." 

 

#Trailhead Challenges

8 answers
  1. Today, 1:14 AM

    Hi @Carlos AP

     

     

    Try changing the playground language setting to English. 

    (If it doesn't work with just the playground language setting, additionally set your browser language to English and turn off automatic translation.)

     

     

    Try the below steps to change your language: 

     

     

    1. Launch your playground and Click the profile image and then click the first option(settings).
    2. It goes to the personal information page
    3. Click on Language and time zone
    4. Change the Language and Locale to English
    5. So that the playground language will be changed to English
0/9000
1 answer
0/9000

I've created a flow that updates a case status to New Update if a new email is received to the case.  The issue I'm having is when a case is generated by email to case, it still flips to New Update.  I don't want the initial email to trigger the status update, just subsequent emails.  Default status is New.  So any new case created should be New, whether manually created or created by email to case, and it should update to New Update if a new email is received.  I've tried this condition in my get cases and update cases elements:  Case.CreatedDate Less Than EmailMessage.CreatedDate.  As I understand, SF creates the email message record first, then looks for a thread id, then creates the case.  It's still updating new cases generated by email to case.  Any ideas?   

 

@Salesforce Flow Automation 

1 answer
  1. Today, 1:08 AM

    @Jon Parmley, I have a flow (record-triggered flow on new EmailMessage records) that distinguishes between first and subsequent emails on a case. To do so, I used decision elements to check if the message on the case is the only one (by getting and counting the email message records associated with the case) and therefore the first, or if it's a subsequent email (>1).  

     

    Because we were experimenting in a dev org with the ability to move emails from one case to another, this caused some old cases to get updated by the flow when they weren't supposed to be, so we had to change the logic. The logic is specific to what we do with new cases for our use case, so it probably won't be helpful to you.  

     

    If you're not moving emails (also consider impacts of merging cases, although I'm thinking this shouldn't cause issues), the count of email message records on the case might be the way to go. The logic could be included to only update the status to New Update if more than 1 email message is found associated with the case. 

     

    I found that in the documentation, the case record is created and then the email message is created (which sort of makes sense since it needs the case Id), so that must be why the time-based logic you were using doesn't work. 

    Email-to-Case Considerations

     

    I hope that helps.

0/9000

I’m encountering the same error repeatedly while validating Challenge 1 of the 'Agentforce for Service Superbadge Unit'. I've attached a screenshot of the error. 

 

Has anyone else faced this issue? Any guidance would be appreciated.

 

#Trailhead Challenges

2 answers
0/9000

In this trailhead step: https://trailhead.salesforce.com/content/learn/projects/connect-data-cloud-to-copilot-and-prompt-builder/bring-external-data-into-the-contact-page-layout?trail_id=unlock-your-data-with-data-cloud

 

I have successfully completed the "Enable Data Streams" section, adding the "AIPlusData" Data Bundle to my org.  However, in the next section, each time I attempt to "Create New Ruleset" (under Identity Resolutions), the Primary DMO picklist is empty, and the dialog displays the error, "Mappings from Data Streams to the standard Cloud Information Model objects such as Individual and Contact Points are required." 

 

This doesn't make sense, since the data bundle included the CRM Contact object and mappings to the Standard DMO objects, including Individual and each of the Contact Point objects.  I reviewed the Data Stream mappings for the Contact Home DLO, and did note one warning for Contact Point Phone because the Formatted E164 Phone field wasn't mapped.  I mapped it and refreshed the stream, but no change in the error message.

 

This is a new "Data Cloud and Einstein 1 Playground" created directly from this trail, today, with no other activity besides following the steps in this Trail.

88 answers
  1. Nov 4, 2024, 5:56 PM

    for me it looks like the DMOs are still in the processing status which I assume is my issue

     

    for me it looks like the DMOs are still in the processing status which I assume is my issue

0/9000

Hi Am starting the Tableau Server Administration 201 course later in the day. In the ebook, it states that I should have received an URL to my virtual environment. However, I have not received it in my email. Have checked the junk as well. Just wanna check whether there should be an URL? Coz My Learning page does not list the requirements (it has the ebook code, zoom setup, etc, etc but no mention of an URL).  

 

HOpe to get a quick response soon!

0/9000

Hello, 

I have users who are using the bulk service deliveries component and they are entering the quantity but it is not being updated on the actual service delivery record that is recorded.  Any ideas how to troubleshoot this? I am NOT using NPC. 

#PMM #NPSP

1 answer
  1. Today, 12:38 AM

    I'm not sure what would be going on there, but these are the first few things I'd check: are those same users able to set the Quantity when creating Service Deliveries outside of Bulk Service Deliveries? Is there any automation that's triggered on Service Delivery create or edit?

    I'm also curious: are they creating Service Deliveries in Service Sessions or standalone Service Deliveries? (I wouldn't think that the Default Service Quantity from a Schedule would overwrite what a user enters, but that's one possibility I suppose)

    I would think it might be a permissions thing, but my experience has been that if someone doesn't have access to a field, they're not able to enter a value in it on Bulk Service Deliveries. But that might be something else worth checking: whether the users have edit access to the quantity field.

0/9000

Hey folks, 

Hoping y'all can help me come up with some alternatives here. 

It appears when creating a service schedule, adding service participants, then going into one of thew auto-created sessions, the attendance tracker is set to 'Present' by default for each Participant. Our client wants this set to 'None', so that the user can manually set the attendance for each participant. Unfortunately, this is all managed package, so we cannot reset or clear out the default. Our only alternative at the moment is replacing the attendance tracker with a custom component, identical to the original, that gives us more control over the individual fields. Has anybody else encountered this issue? Any creative solutions? 

Thanks, 

Rubin

1 answer
  1. Today, 12:27 AM
    Would it work create a custom Attendance Status field so that you can set the default value? You'd then replace the original status field with your new status field in the relevant Attendance Field Sets, and then create automation so that the value you set in your custom status field gets carried over to the status field from PMM.
0/9000