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Hi Salesforce Community,

 

I'm encountering an issue displaying the CMR Analytics Dashboard in Experience Cloud. The data for this dashboard is coming from Data Cloud. I aim to display this dashboard on the Experience Cloud site, and I'm using the Customer Community Plus User license. However, the dashboard fails to display when I log in as a community user, and upon inspection of the browser, I encounter errors. See the image below.  

 Community Users Access To Data Cloud Objects

I'm thinking that perhaps the community users don't have access to the DMO, but I'm unsure how I can grant them access. I also attempted to assign the community user to the Data Cloud Standard Permission Set, but they still can't access the dashboard. Has anyone faced this problem before? Thank you in advance for any assistance!

4 answers
  1. May 27, 4:16 AM

    For anyone else coming across this thread - Salesforce support have confirmed as of May 2025 that "Community users cannot access dashboard assets that are backed by Data Cloud objects."

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I am from customer service background, certified salesforce administartor,want to pursue BA, should my advancement be to first complete Sales & service Cloud certification?Or directly  any other suggestion will be highly appreciated. 

 

#Trailhead

1 answer
  1. Steven Trumble (Skie) Forum Ambassador
    Jul 11, 10:46 PM
    Probably the Business Analysis certification will be more relevant if you don't have that yet
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We’re currently in the early stages of our Salesforce journey and are still in the implementation phase. As part of our discovery, we're particularly interested in how we can best integrate WhatsApp into our Salesforce environment—both for automated messaging and to support day-to-day customer conversations.

We do have WhatsApp messaging included to some extent with our Marketing Cloud plan, but we’re trying to better understand:

  • What’s the most effective way to automate WhatsApp communications (e.g., for reminders, onboarding messages, lead engagement)?
  • Is it realistically feasible to conduct and manage regular, human WhatsApp conversations from within Salesforce, without switching between platforms?
  • Has anyone had experience using Tuvis or any other third-party providers that support this type of integration?

We’d really appreciate any insights, recommendations, or lessons learned—especially from those of you who have already navigated this path. Our goal is to create a seamless and efficient experience for both our team and our customers. 

 

Thankyou in advance!

1 answer
  1. Jul 11, 11:32 PM

    You could use Digital Engagement (Salesfirce add-on license) it gives you access to WhatsApp from the console view. You will need to have a WhastApp business accoun with API and all the conversations will happen in Salesforce.  

     

    - Supports both inbound and outbound messaging 

    - Templates 

    - Rich text, including media 

    - Automations using flows  

    - Reports and Dashboards 

     

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No save button is appearing to add new DLO to data space. 

No save  button is available for data space

 

 

 

#Sales Cloud

5 answers
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Hi - can someone help me troubleshoot what (I think) should be a simple mail merge issue with nested IF statements? See attached image of code ... when the record type is Organization and the Primary Contact Title is not blank

 I've got spacing issues in the merged document. Otherwise it works w/o error. Thanks! 

 

Ms. Jane DoeManager, Community Relations, 123 Investments 

82 Anywhere St W1A  

Boston, MA 02109 

 

Mail Merge / Word Document / Blank Field  / Nested IFs

 

@* Sales Cloud - Best Practices * @* Sales Cloud - Getting Started *

 

 

#Sales Cloud

1 answer
  1. Jul 11, 11:03 PM

    Try this: 

     

    { IF "{ MERGEFIELD ACCOUNT_FORMAL_GREETING }" <> ""  

      "{ MERGEFIELD ACCOUNT_FORMAL_GREETING }"  

      "{ IF "{ MERGEFIELD ACCOUNT_RECORDTYPE }" = "Organization"  

         "{ IF "{ MERGEFIELD ACCOUNT_PRIMARY_CONTACT_TITLE }" <> ""  

            "{ MERGEFIELD ACCOUNT_PRIMARY_CONTACT_TITLE }"  

            "" 

         }"  

         "{ MERGEFIELD ACCOUNT_NAME }"  

      }"  

    { MERGEFIELD ACCOUNT_BILLINGADDRESS } 

    { MERGEFIELD ACCOUNT_BILLINGCITY }, { MERGEFIELD ACCOUNT_BILLINGSTATE } { MERGEFIELD ACCOUNT_BILLINGPOSTALCODE }

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 It has been observed that when an Account already exists in Salesforce, and a new Web-to-Lead form is submitted with matching Account details, a new Lead record is created but is not automatically converted into an Opportunity.

Existing Account record is identified as duplicate on the lead, even though the Account Name/Zip code values are not matching.

Is this expected Salesforce behavior?

1 answer
  1. Jul 11, 11:02 PM

    It's the expected behavior. If you want this to happen you will need to create an automation (could be a flow or apex depending on your skill level). 

     

    Take into consideration that there could be duplicate accounts in the system. That's why it's better for someone to review the lead and convert manually to ensure any necessary steps are taken before conversion

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Hello, 

I have a free demo org as I am learning about connected apps and being able to use and connect API's to other applications.  

 In my demo org I have created a Connect App and under "API (Enable OAuth Settings)" I ticked Enable OAuth Settings and then provided full access. 

  

What am I trying to understand now is my next steps to be able to access the API's and build queries within the API's. Is this possible? 

  

 What steps should I take? I am learning this as I no longer have a developer to help with these items. 

 

Are there trailheads that can walk me through all the steps needed to connect to the external app/site and creating queries using the API? 

 

 Thank you. 

 Rachel  

 

#API  #Integration

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Hi everyone! i need your help, i did all the trailhead, received the email with Congratulations! coral-cloud was published successfully and is now live on the following domain(s) etc, etc but when i press to verify step it saids this: Step not yet complete in Agentforce

We can’t find the agent named CC Service Agent in your playground. 

 

Can you help me please? 

 

#Trailhead Challenges

1 answer
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Tonya Lee asked in #Email

Hi there, 

 

Has anyone done an Email to Opportunity set up before? I know this isn't a native functionality so I'm wondering if anyone has any experience with creating a solution or know of an app that would accomplish this? 

 

Thanks in advance, 

Tonya 

 

#Email

1 answer
  1. Jul 11, 10:52 PM

    Hi, you could use this Email2Lead app: https://appexchange.salesforce.com/appxListingDetail?listingId=0ca271cd-e3ba-4300-b995-9bacaf823500

     

     

    The ideas is that a lead will be created and then use a flow to auto-convert the lead:

    https://salesforcetime.com/2024/03/11/using-flow-to-convert-leads-in-salesforce/

     

     

    Make sure you check for duplicates before converting so you can associate the record to the correct account/contact. 

     

    Using this will allow you to use a kind of standard process, you don't need code (just a flow and an app) and you could do something like if there is no matching account then leave it as a lead so a user can qualify the account before moving forward instead of creating an account without any vetting 

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Challenge not yet complete in Data Cloud 

In the Get Bookings element, we can’t find a condition requirement for 'Contact Equals Contact from Get Contact > Record ID'. 

 

#Trailhead Challenges

1 answer
  1. Steven Trumble (Skie) Forum Ambassador
    Jul 11, 10:45 PM
    Send screenshots of your configuration in the flow
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