Skip to main content Stream TDX Bengaluru on Salesforce+. Start learning the critical skills you need to build and deploy trusted autonomous agents with Agentforce. Register for free.

Feed

Connect with fellow Trailblazers. Ask and answer questions to build your skills and network.
2 answers
0/9000

Hi all, 

 

Does anyone know if there is a limit to how many subscriptions can be assigned to the org wide email address for release item: 

Designate One Email Address to Send Report and Dashboard Subscription Notifications 

2 answers
  1. Today, 8:31 AM

    Hi @Azhar Bahrainwala

     

    In Salesforce, an organization can have an unlimited number of organization-wide email addresses. There is no limit on how many you can create.  

     

    Thanks

0/9000

How can I fix the following problem? is on the trail: Conect Data Cloud to Agentforce and Prompt Builder. I can't choose anything in data space and object 

How can I fix the following problem? is on the trail: Conect Data Cloud to Agentforce and Prompt Builder

 

 

 

#Trailhead Challenges

7 answers
  1. Apr 30, 2:15 PM

    Hi @Karen Giordano

      

    Trailhead link for the setting up data stream and identity resolution to setup the values you required for trailhead challenge -

    -https://trailhead.salesforce.com/content/learn/projects/connect-data-cloud-to-copilot-and-prompt-builder/bring-external-data-into-the-contact-page-layout

     

    Accepted Answers

    -https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000PYphI0AT

    -https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000SUsiz0AD

     

     Try this steps (Pictorially Shown) :- 

    1. For Data Source, choose Data Cloud Object.
      1. Click on 9 Dots search for data cloud
      2. Click on Data Stream
      3. Click on New
      4. In Connected Sources - Select Salesforce CRM
      5. Click Next
      6. Salesforce Org - Select the default org and select  Custom Data Bundles (1)  in the bottom of the page in which you select the salesforce org
      7. Click Next
      8. Click Next (Leave everything as it is)
      9. Click Deploy
    2. For Data Space, choose default.
      1. After you deployed Data Stream
      2. Go to Identity resolution tab on the data cloud app.
      3. Click New
      4. Click on New Ruleset
      5. Click Next
      6. Data Space - select default
      7. Primary Data Model Object - select individual
      8. Match to Data Model Object - select individual (automatically gets selected)
      9. ruleset id (name='ccid')
      10. Click on next
      11. Provide Ruleset name = 'Guest Name and Email'
      12. Description = 'Reconcile Reserve-o-matic contact data with Salesforce contact data' 
      13.  Disable Run jobs automatically
      14. Click Save.
      15.  Click Configure
      16. Click Next (or pause here and read through the Match Rule Instructions.) 
      17. Click Configure
      18. Choose Fuzzy Name and Normalized Email.              

        This determines the primary pieces of data that are used for matching. 

      19. Click Next
      20. Click Next
      21. Click Save
    3. Click the Data Streams tab. 
      1.  Refresh the page in your browser.
      2. All streams need to state Success for Last Run Status and a number (not zero) needs to be present in the Total Records column. If you don’t see these, click the dropdown arrow on the right side of each data stream and select Refresh Now. You may need to refresh your browser again, too.
      3. Click the Identity Resolutions tab. 
      4. Click Guest Name and Email
      5. Click Run Ruleset in the upper right corner. 
    4. You should be able to complete your challenge now.

    Shown example for Data Stream, similarly try for Identity resolution, let me know if any help required

    Hi Trailhead link for the setting up data stream and identity resolution to setup the values you required for trailhead challenge --https://trailhead.salesforce.

     

    2nd Data Stream Screen.png

     

    3rd Data Stream Screen.png

     

    4th Data Stream Screen.png

     

    5th Data Stream Screen.png 

0/9000

Hi all, 

 

I am having the same issue with Control Access to Object module

 

After completing the challenge I get the below message: 

 

Control Access to Object - issue with Challenge

 

I have checked the permission set "Access and Manage Reviews." and I can see it clearly as per screenshoot below, I have also enabled the object permission as requested on the challenge: 

 

Access Review.JPG

 

When I go and check the "Recruiters" permission set group, if I click on 

Manage Assignments, I won't see Add Permission Set

 

Recruiters_set_group.JPGIt take me to Current Assignments 

and I can only add other users. 

 

current assignments.JPG

 

If I navigate to 

Permission set in group 

I can see the 2 permission set required from the challenge so I am not really sure why is not giving me the exercise as complete? 

 

permission_set_in_group.JPG

 

any help with this please? 

 

@Marco Blasi

 

@Keiji Otsubo

 

  

 

#Trailhead Challenges

2 answers
0/9000
1 answer
0/9000

Hello, Do you create new specific funds for mini fundraising initatives that you ultimately want counted in your operating annual fund bucket? Ex. mini campaign to replace the roof. If you create a new specific fund, how do you ensure dollars are counted in your general annual operating fund? Do you give the new specific fund the same GL code and run reports on that? 

Thanks! 

 

#Trailhead Challenges  #Trailhead

1 answer
0/9000

Hello, 

Do you book multi-year pledges using pledge and payments or do you use recurring donations? How do you report on original pledge amount in the current fundraising cycle but exclude payments (so that don't double count)? 

TY! 

 

#Trailhead Challenges  #Trailhead

1 answer
  1. Today, 7:53 AM

    Hi, @Pippa Comfort

     

    In Salesforce, particularly with the Nonprofit Success Pack (NPSP), managing multi-year pledges and reporting on them without double-counting payments can be approached in two primary ways: using Pledges with Payments or Recurring Donations. The choice depends on your organization's accounting method (accrual or cash) and reporting needs. 

     

    Useful links:

     

    Sincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ

0/9000

Hallo liebe community, 

 

ich scheitere leider bei dem Versuch, mich für eine Onsite Zertifizierung in München zu registrieren. Leider werden in dem kleinen Kalender keinerlei freie Termine vorgeblendet, weder im Mai noch zu späteren Zeitpunkten. Habe es auch schon über verschiedene Browser und an verschiedenen Geräten versucht, jedoch ohne Erfolg.  

 

Hat jemand eine Idee, woran das liegen könnte? 

 

Danke & liebe Grüße aus Bayern!

0/9000

I am working on the "Control Access to Modules" section of the "Data Security" module. The instructions tell me to look up "Reviews" in "Find Settings" toolbar. I tried doing so, but I cannot locate it.  

I cannot find thePermission_Instruction.PNG

 

 

 

#Trailhead Challenges

2 answers
  1. Today, 7:50 AM

    Hi, @Alexandros Martinez

     

    Make sure that all Challenges from this topic are completed in the same Playground. Each subsequent Challenge builds on the previous one.

     

    Sincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ

0/9000

Has anyone found a 3rd party application that provides email read receipts when using EAC, and provides reporting? 

 

#Email Alerts

1 answer
0/9000