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I need to count the number of active "Placements" each fiscal year, for each student (Contact). Each Placement has a formula field indicating if it is active during any given fiscal year, e.g. "Active In FY24-25". I can't use Roll Up Summary since it's not a master detail relationship. So I wrote a flow that first gets all Placements with Active In FY24-25 = TRUE, then gets all Student records. From there, it has nested loops for each student, checking all placements. As expected, this hit a CPU limit exception. There must be a better way to do this, but I can't think of it. Any advice would be much appreciated.  

Count records in nested loops

 

 

 

#Flow

2 answers
  1. Today, 10:34 PM

    Thanks, but I don't write Apex code. Is there any way to do this with Flow?

    Ken Tallman

    970-903-8818

    6512consulting.com

    “We make a living by what we get, but we make a life by what we give.” Winston Churchill

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I accidentally lost the salesforce AI associate Certification pdf. The logo is showing in my profile but I am unable to find the certification completion pdf

2 answers
  1. Today, 10:33 PM
    Login in trailhead and in certification listing find ai associate down and the same way you do with Web accessor
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1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 10:08 PM

    Hello @AISWARYA S

    it seems ok. Please check that there is no extra/missng character in the data copied and pasted. Those process should be analysed too. 

    Eric

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1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 9:56 PM

    Hello @Ramalaxmi Neelapu, make sure there is no typo or extra/missing character.

    First one :Hello , make sure there is no typo or extra/missing character.First one :Second one :With a copy of the unit instructions : Click the Unified Link 2 element.For Data Source, choose Data Cloud Object.Second one :UnifiedLink2_filter2.JPG

    With a copy of the unit instructions : 

     

    1. Click the Unified Link 2 element.
    2. For Data Source, choose Data Cloud Object.
    3. For Data Space, choose default.
    4. For Object, choose Unified Link Individual ccid

      This is in fact the same object from the first element.

    5. In the Filter Records section, for Field, choose Unified Individual Id

      This is the actual name of the Unified ID column from the first table.

    6. For Value, copy and paste {!Unified_Link_1.UnifiedRecordId__c}. 

      This is a pointer to the Unified ID from the first query. When you click away from the Value, the text is replaced with a placeholder.

    1. Click Add Condition.
    2. For Field, choose Data Source Object.
    3. For Operator, choose Starts With.
    4. For Value, type External

    The Data Model Object is really called ExternalReservation

    , not Reserv-o-matic like in the simplified table. By adding this extra condition the flow will ignore Sofia’s Salesforce ID and find 10008155 from the first table. 

    Click

    Save

    Eric

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1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 9:49 PM

    Hello @Jaya Mani Kurella you should normally have created your missing Travel Approval object, in the previous unit of the very same module ; make sure you did not skip this step: https://trailhead.salesforce.com/content/learn/projects/build-a-data-model-for-a-travel-approval-app/create-a-travel-approval-object

    Eric

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1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 9:46 PM

    Hello @Patnana Viswanadh the flow is called "Create Check-in Guest Event". 

    Make sure you have double checked in the list, because the flow should be present if you have provisioned a specific  for this trailhead module (see the 1st unit of the same module : 

    https://trailhead.salesforce.com/content/learn/projects/connect-data-cloud-to-copilot-and-prompt-builder/get-started-with-data-cloud-and-ai?trail_id=become-an-agentblazer-champion

    ). 

    Eric

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1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 9:41 PM

    Hello @Muhsina Shafeej without a screenshot of the filters, have a look at similar thread 

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000Hmw9c

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000Jg7TFSAZ

    Ps1: with the industry field in displayed fields it could be easier to see if the filter work 

    Ps2: do not forget to open the view to all records (with filters) and not only yours 

    Eric

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I'm working on the "Lighting Experience Customizations" for the "Customize Record Page Components and Fields" challenge, but I'm running into a couple of issues.

  1. My page doesn’t look the same as in the challenge. It’s asking for the Related and Details tabs to be on the same row so I can switch between them easily, but I can't figure out how to get that setup. Any idea what I might be missing or what I need to change?
  2. I'm a bit confused about what to do once I fix the first issue. It says to "use the contact layout as the source for the fields," but I don't see anything showing up that I can use, and there’s nothing I need to remove. Can you walk me through what comes next?

  

How do I

 

 

Screenshot 2025-07-05 at 12.53.45 PM.png

 

 

 

#Trailhead Challenges

2 answers
  1. Today, 9:13 PM

    Thank you! I knew I was missing something small for the first part.. For the second portion. It says to "use the contact layout as the source for the fields. Then Remove these fields from the page: Fax, Other Phone, Home Phone" but I don't see anything showing up that I can use, and there’s nothing I need to remove. What am I missing? (Screenshot below has the challenge, but the highlighted part is what i'm stuck on)  

    Thank you! I knew I was missing something small for the first part.. For the second portion. It says to

     

     

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I know how to open the fields panel of a dataset and "add" a derived measure or dimension. All it does is add the field name I provide but there is no data associated with it and it can't be used in queries. How do I set up derived dimensions/measures? Is there documentation or videos related to this aspect of CRMA?

4 answers
  1. Today, 7:04 PM

    I don't know where to find more information about derived measures and dimensions - but consider it to be mainly useful when you create (derive) new dimensions or measures in a SAQL statement.

    Let's say you calculate a winrate in SAQL in several places of your dashboard, so it's not part of the dataset itself. If you want to make sure that the winrate is always displayed as %, you can add a derived measures with name winrate and assign the number format for percentage - as soon as the name of the derived measures matches the projection name of the measure in SAQL, the number format will be applied.

    Same is for derived dimensions, where you could assign colors to given values. Unfortunately, the creation of the values (called members) has to be done in a json editor - the UI to do this is still missing.

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I’m integrating with an external API (Azure OpenAI) that requires a query parameter named api-version (with a hyphen) in the URL. However, when I try to add this as a query parameter in the Flow’s HTTP Callout action, Salesforce gives an error:  “This value can only contain underscores and alphanumeric characters.”

Has anyone found a workaround for passing query parameters with hyphens in Flows?   

3 answers
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