Skip to main content The last day to register for a Salesforce or Tableau exam is June 30th. Learn more about the new Salesforce certification experience coming July 21st.

Feed

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

Hi Guys, 

 

I'm using salesforce recently released flow approval process, in which we have option to send custom notification to approver. I configured all required configuration still I'm not able to get the email notification as a approver. Could anyone please suggest if I've missed anything to configure  

 

Thanks 

 

Flow Approval Process, Approver notification is not working

 

 

image (4).png

 

 

image (3).png

 

 

image (2).png

 

  

 

#Flows

0/9000

I have worked on the playground "Configure Agentforce for Service" an have completed. but unable do the  "verify step to earn 100 points" 

 

#Trailhead Challenges

5 answers
  1. Today, 11:59 AM

    @Soundararaj Ramamoorthy

      

    It's great news! Glad was to help you =) 

      

    If my previous answer was useful for you, please mark as a Accepted Answer. 

     

    I wish you success in your further learning Salesforce.

     

    Sincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ

0/9000

Hi all, 

 

When I first saw interest tags I thought we'd be able to use these to report on and interact with stakeholders based on their interests, but I can't see how this would work.  

 

I can run a report to show me the names of Accounts which have a particular tag assigned to them by creating a custom report based on Tag Categories and Topics, but then what? I don't have access to the account object itself, so I'm not able to, say, add these people to a campaign, or send them an email, or update the Account record.... any of the other things I'd usually do with a list of people.  

 

What are these actually for?  

 

Thanks!

2 answers
  1. Today, 11:59 AM

    Thanks, that's really useful. 

     

    In your experience, do people tend to use the industry cloud tags feature just to interact with accounts one by one? 

     

    I'm keen to learn all these new NPC features but I'm struggling to work out how charities would use them :/

0/9000

Hello,  

At the testing Agent stage, I am unable to book a session. The agent responds to me "Unfortunately, I cannot book your session. Would you like me to connect you a person in charge?" Is there any steps I miss in creating an agent or flow?  

I am able to add agent to Coral Cloud site but its response is the same as at the testing stage. However booking does not go through, then I am unable to finish this task.  

Can you please advise what I might do wrong? Thank you! 

 

#Trailhead Challenges

10 answers
  1. Today, 11:58 AM

    @Mutsumi Suzuki

     

    To activate Agentforce Agents menu, you should: 

     

    1. Click Gear Icon --> Setup --> In the sarch field type "einstein setup" and select Einstein Setup menu.  

    Activate toggle Turn on EinsteinTo activate Agentforce Agents menu, you should: 1. Click Gear Icon --> Setup --> In the sarch field type2. Reload Page. After them in the search field you can find Agents:1.jpgSincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ

0/9000
7 answers
  1. Today, 11:56 AM

    Hi, @sravani eledi

      

    You can edit and modify the Tabs yourself.

    After that, create a new Tab — it will be named "Default" by default.Hi, You can edit and modify the Tabs yourself.After that, create a new Tab — it will be namedRename it to "Activities" and then add the Activity widget.2.jpg

    If you're unable to complete these steps, then the faster and simpler solution might be to create a new Playground and re-do the previous challenges that this one might be based on. 

     

    Sincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ 

0/9000

お世話になっております。 

プロファイルでケースの所有者の編集権限があるユーザーで 

特定のケースレコードに参照のみの権限を手動で付与した場合、 

ケース所有者が手動で変更できてしまいます。 

参照のみの場合はレコード更新ができないことが理想なのですが、 

どのように設定したらよいでしょうか。 

ご教示のほどよろしくお願いいたします。

1 answer
  1. Today, 11:53 AM

    レコード単位の場合、共有ルール作成しレコードに対して参照権限付与が一般的です。 

     

     

    確認ですが、以下は所有者とは別レコード認識で正しいでしょうか。 

    ”特定の”記載があるため、別レコードだと思いますが、”所有者の~”とあるため所有者のケースレコードとも読み取れます。、、 

     

    >ケースの所有者の編集権限があるユーザーで 

    >特定のケースレコードに参照のみの権限を手動で付与した場合、 

    >ケース所有者が手動で変更できてしまいます。 

0/9000

I am getting this error:  

"Step not yet complete in Cunning Otter Playground

An unexpected error occurred while inserting Opportunity records and we couldn't check your work. Make sure Opportunity records can be inserted in this org, and click "Check Challenge" again. If this continues, contact the Trailhead Help team." 

 

I have tried doing the same thing in 3 different Playgrounds one of them being a fresh one. Please help 

 

#Trailhead Challenges

0/9000

Hello, Trailblazers! 

I did stumble on the very first challenge of Agentforce for the Service Superbadge Unit. 

 

Error says: 

Challenge Not yet complete... here's what's wrong: 

The Agentforce Data Library setup is missing the required Code of Conduct PDF configuration. Please allow sufficient time for the configuration to complete. 

 

  • I uploaded the file and waited around 30 minutes. The status in Agentforce Data Library is 'ready'.
  • I uploaded the same file and waited several times
  • I created a totally new org and repeated all actions once again

The error is the same. I want to complete 'Become an Agentblazer Innovator', but I just can't because validation doesn't work properly, or there is some other problem 

 

 

Agentforce for Service Superbadge Unit first challenge error: The Agentforce Data Library setup is missing the required Code of Conduct PDF configuration

 

 

Data Library Status.png

 

Please advise, it's getting on my nerves...

 

 

#Trailhead Superbadges  #Agentforce

23 answers
  1. Jun 18, 3:30 PM

    I created one More org and repeated the actions. Used clean Microsoft Edge and it passed. Not sure what the problem was, but it's very strange.

0/9000