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Velumala Nikhil (CMR Institute of Technology) asked in #Trailhead Challenges
Yesterday, 4:09 PM
Enhance Agentforce to Act on Data with Conversational Language in that module in flow label after selecting Unified Link 1 and choosen Data Cloud Object.next default option dropdown is not working

Enhance Agentforce to Act on Data with Conversational Language in that module in flow label  after selecting Unified Link 1 and choosen Data Cloud Object.next default option dropdown  is  not working and For Object, choose Unified Link Individual ccid giving "select valid option only". 

 

#Trailhead Challenges

4 answers
  1. Sai Kiran Reddy Karingula (salesforce)
    Today, 2:25 PM

    Hi @Velumala Nikhil

     

     

    The error you're encountering is likely due to starting the third unit in a new Salesforce org, instead of continuing in the same org where you completed the second unit. Each unit builds on the configurations and data from the previous ones, so switching orgs can lead to missing components required for validation. 

     

    To avoid this, we recommend completing all units of the badge in the same Salesforce org.  

     

     Thank you !  

    ++TrailheadHelpFollowUp  

     

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Darlene Whitney asked in Nonprofit Cloud
May 16, 2:27 PM
Nonprofit Cloud for Programs - Care Plans

Hi everyone, I’m working with a client who is using Nonprofit Cloud for Programs, and I’m looking for some guidance on how to properly structure Care Plans in relation to Case and Case Program records.

 

In our current configuration,

Care Plans are set up with a master-detail relationship to the Case object — not to Case Program. I understand that Salesforce’s data model encourages tracking program-specific services through the Case Program, and ideally, Care Plans would be tied to each program enrollment via that object.

 

However, since our org already has active flows and configurations based on Care Plans being children of the Case, I'm wondering what the best path forward would be. I’m trying to balance future scalability and alignment with best practices while avoiding major rework of what's already in place.

 

Has anyone navigated a similar setup? Would adding a lookup from the Care Plan to the Case Program help bridge this gap? Or is it worth refactoring now to align more closely with Salesforce's intended structure?  

 

Appreciate any insights or lessons learned!

8 answers
  1. Darlene Whitney
    Today, 2:24 PM

    After digging into Salesforce’s documentation and guidance (with help from Trailhead, Google, and plenty of late-night research conversations with ChatGPT), I wanted to clarify why associating Care Plans with the Case Program is the recommended approach I have found — rather than tying them solely to the Case object.

     

    While the official Salesforce Program & Case Management ERD doesn’t show a direct relationship between Care Plan and Case Program, the

    Trailhead guidance and the functional model for Nonprofit Cloud for Programs make it clear: Care Plans are intended to support program-specific goals and outcomes. Since the Case Program represents a person’s enrollment in a specific program, it’s the logical place to anchor a Care Plan.

     

    Although this relationship isn’t enforced out-of-the-box, adding a lookup from Care Plan to Case Program aligns with Salesforce’s scalable architecture and helps future-proof our org for features like Benefits and Action Plans.

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Velumala Nikhil (CMR Institute of Technology) asked in #Trailhead Challenges
Yesterday, 4:03 PM
in the flows Buttons not working
  1. Click the Setup icon, then click Setup.
  2. Type flows in the search, then click Flows (under Process Automation).
  3. Click Create Check-in Guest Event.
  4. Click the Unified Link 1 element, then click Edit Element.
  5. For Data Source, choose Data Cloud Object.
  6. For Data Space, choose default.
  7. For Object, choose Unified Link Individual ccid. 

    Be sure to choose the right object, there are a few that have similar names.

in the above flow  in data cloud object For Data Space, choose default. the default option is not present at that place  and also Unified Link Individual ccid also not present

 

 

#Trailhead Challenges

2 answers
  1. Sai Kiran Reddy Karingula (salesforce)
    Today, 2:21 PM

    HI @Velumala Nikhil

     

     

    The error you're encountering is likely due to starting the third unit in a new Salesforce org, instead of continuing in the same org where you completed the second unit. Each unit builds on the configurations and data from the previous ones, so switching orgs can lead to missing components required for validation. 

     

    To avoid this, we recommend completing all units of the badge in the same Salesforce org.  

     

     Thank you !  

    ++TrailheadHelpFollowUp  

     

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André Blos asked in #Trailhead Challenges
Yesterday, 3:38 PM
I’m working on the “Control Object Access” unit in the Data Security module of the Intermediate Administrator trail on Trailhead, but I can’t access—or find a way to install—the Recruiting app. Can you help me?

#Trailhead Challenges

2 answers
  1. Sai Kiran Reddy Karingula (salesforce)
    Today, 2:19 PM

    HI @André Blos

     

     

    Can you please confirm if you have created a new developer edition org from unit " Data Security > Control Access to the Org ", If yes and you are facing issue please let us know. 

     

    If not we request you to please create a new org  as mentioned above which  have special configuration. The org will be helpful to complete the module " Data Security ".

     

    Thank you!

    ++TrailheadHelpFollowUp  

     

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Lizzie Sharp (Knowledge Manager at Hargreaves Lansdown) asked in Salesforce Knowledge User Group
May 8, 1:51 PM
Any knowledge managers attending the Salesforce World Tour London in June?

Is anyone attending the Salesforce World Tour in London this June?  

 

Would love to connect with other Knowledge Managers while there! 

 

Let me know if you'll be attending 

3 answers
  1. Amy Sowter
    Today, 2:17 PM

    Hi Lizzie. I'm attending - I'll drop you a direct message.

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Ashay Bhojane asked in #Trailhead Challenges
Yesterday, 3:36 PM
i have created approval proccesses on the opportunity object as per the module. and its successful. now i have entered a new record in opportunity object to approve it or reject. but i am not able to find where to approve this record ? pl help

#Trailhead Challenges

2 answers
  1. Sai Kiran Reddy Karingula (salesforce)
    Today, 2:17 PM

    Hi @Ashay Bhojane

     

     

    I am from the Trailhead help team. May I request you please let us know if this is part of any Trailhead module/project that you are working on so that we can understand better and can help you further. 

     

    If this is related to any Trailhead badge, kindly share the URL of the Trailhead so that we can assist further. Else, please let us know if this is part of any real time business use case that you have been working on so that we can guide you accordingly. 

     

    Thank You !

    ++TrailheadHelpFollowUp

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Alexander Stork (RATIONAL AG) asked in #Security
Today, 2:16 PM
Is it possible to put a Permission Set Group in another Permission Set Group?

As described in the title, can I create a Permission Set Group A with several Permission Sets and put them into a Permission Set Group B, which then contains additional Permission Sets? 

 

#Security  #Salesforce Admin  #Saleforce Administrator  #TrailblazerCommunity

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Yuri Mechelli (Salesforce Consultant at Lutech S.p.A.) asked in * CRM Analytics (fka Tableau CRM) *
Jul 9, 2024, 9:59 AM
How can I export more than 25000 rows from my dataset?

I would need to increase the limit of extractable records, because users who use the dashboard would like to see all the available records, that are more than 25000. Is it possible?

Thanks :)

***Update***

I saw that I can use the "query mode" and maybe edit the limit. Is it correct? what is a recommended limit to avoid having exceed limit trouble?

13 answers
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Ruth SHULZINGER asked in #Trailhead Challenges
Yesterday, 2:35 PM
what is tha prablem i did acsactliy what i anked

Step not yet complete in My Trailhead Playground 1

We can't find the formula field 'Commission__c' on the Opportunity object. 

 

#Trailhead Challenges

4 answers
  1. Sai Kiran Reddy Karingula (salesforce)
    Today, 2:16 PM

    Hi @Ruth SHULZINGER

     

     

    I am a member of Trailhead Help, Could you please let us know if you have followed the above suggestion and the issue is resolved? If yes, please mark that response as the best answer which helped you to resolve and close this thread. 

     

    If you are still facing any issues with this unit , please kindly provide a few more details of the badge & URL on which you've got stuck and the error message would be helpful.

    Looking forward to your response :) 

     

     Thank you !  

    ++TrailheadHelpFollowUp 

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Jerico Badayos, PMP® asked in * Quip *
Jul 25, 2024, 12:50 AM
How to display an image from a page in Quip cell?

I need to display a picture from a website using its url into the quip cell. Is this possible?

@* Quip * 

1 answer
  1. Prasadreddy Bhimavarapu (Varite)
    Today, 2:12 PM

    Yes, you can display a picture from a URL in a Quip document, but not directly in a cell of a Quip spreadsheet (i.e., inside a cell like A1 in Excel or Google Sheets). Here’s how it works and what your options are:

    Embed Image in a Quip Document

    If you're working in a Quip document (text area) and want to show an image from a URL:

    1. Copy the image URL (must be a direct image link ending in .jpg, .png, .gif, etc.).
    2. Paste the URL directly into the document.
    3. Quip will automatically recognize and embed the image inline.
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