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Hey folks -- 

 

I'm wondering if there are things I should be considering when choosing between a checkbox and picklist to capture Yes/No responses. 

 

The big reason I'm considering a picklist is because I can create a validation rule that requires a response one way or the other. It currently a checkbox that people are often skipping altogether. 

 

Would love your thoughts! 

 

#Salesforce Admin  #Saleforce Administrator  #Validation Rule

1 answer
  1. Today, 9:18 PM

    They both have their pros and cons, depending on what you're trying to do 

     

    As you pointed out a Checkbox field can't be blank, or empty, it can only be True or False, which can skew results  

     

    Picklist fields have the "advantage" of a 3rd option (blank/empty) in addition to a Yes/No response.  

     

    Checkbox values are stored as a 1 = True/Checked or 0 = False/Unchecked, which makes them a LOT easier to Count or do Math with in Report Formulas.   

     

    Picklist Values can be counted, but it's a lot trickier, and you're limited to 1 Row-Level Formula per Report 

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Good afternoon gurus. I am trying to write formula to sum the number of 'no' values found across multiple picklist fields so I can show a total count.  

 

for example if picklistA = NO ,  picklistB = NO and  PicklistC = No  the result would be 3 

 

if for example if picklistA = NO, picklistB = NO and PicklistC = YES  the result would be 2 

 

I tried doing this based on an example I found.  

VALUE( 

  CASE(ISPICKVAL(Picklist_Field_1__c, "No"), 1, 1, 0) + 

  CASE(ISPICKVAL(Picklist_Field_2__c, "No"), 1, 1, 0) 

 

But I get the error  Error: Incorrect argument type for function 'CASE()'. 

 

 

 

#Salesforce Developer  #Formulas  #Salesforce Admin

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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.

63 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

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There are no options in the Primary data model object when I get to the identity resolution stage of Bring External Data into the Contact Page Layout. I am trying to select individual but nothing happens when I click on the dropdown. I have completed all prior steps and my data streams are all in success and have numbers in total records.

 

 

#Trailhead Challenges

1 answer
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I have portal users who are having an issue with logging into the community after the Summer 25 Release. Does anyone have Information why the sites are broken after the release. 

#Experience Cloud #New Releases

 

 

Summer 25 Release broken Experience Site URL

 

 

1 answer
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The only available object from the dropdown is "Static Currency Rates Home". (Unified Link Individual ccid

being the actual object). Is this a known bug, and how can I get past it? 

 

#Trailhead Challenges

8 answers
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 I did set the permission set along with permission provided to object and field level but getting an error stating unable to find that permission set grants read access and edit access to all Job Application fields, except edit access for Position and Candidate. 

 

#Trailhead Challenges

3 answers
  1. Today, 9:09 PM

    From past experience, it will be difficult to solve the problem outside of this special Org. (It's not impossible, but it's very difficult.)

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6 answers
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HI, i'm trying to complete the challenge (Add a Flow to Your Prompt Template)

and when creating a flow I need to complete step 5 (as below). However, when selecting "Collection Variable" I don't have anything to select. 

 

5. For Collection Variable, select

Experiences from Guest Experience

 

Any ideas? Many thanks 

 

#Trailhead Challenges  #Trailhead

3 answers
  1. May 26, 4:16 PM

    Hi, @Larisa Criscenti

     

    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

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Hey everyone,

I'm running into an issue with the challenge "Enhance Agentforce to Act on Data with Conversational Language" — specifically at step #8. The instructions mention options that simply don’t appear for me, so I’m stuck and not sure how to proceed.

Interestingly, I had a similar problem in the previous challenge, which eventually resolved itself after some time (about a day), without me doing anything.

Just wanted to check if anyone else is experiencing this or has found a workaround. Appreciate any help! 

 

#Trailhead Challenges

1 answer
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