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This is again about the Service Cloud Agent Productiviy> Create Macros trail mix. I am unable to see the areas in the canvas highlighted when I hover around the cursor. Any idea why ? Service cloud user is enabled in the User account. Anything else I should do ? 

Unable to add macros

 

 

 

#Trailhead Challenges

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3 answers
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My Embedded Messaging isn't opening in the Coral Cloud Site when I clicked on "Embedded Messaging" on under "Components". See instructions below. Bottom left I see "javascript (void) 0" when I click on embedded messaging.  

 

Instructions

Add the Agentforce Agent to the Coral Cloud Site

Lastly, embed the chat component to the Coral Cloud Experience Cloud site.

  1. In the Setup Quick Find, search and select All Sites.
  2. Click Builder next to the coral-cloud site.
  3. Click the Components widget .
  4. Search Embedded Messaging and drag and drop the component over the Book an Experience of a Lifetime section. Note: exact placement is up to you, and it may take a few seconds for the component to appear.

 

 

#Trailhead Challenges

1 answer
  1. Today, 7:19 AM

    hi @Amirul Hairi Bin Mohamed Rawi

    - can you share the error screenshot? Also please add the site under trusted ones. 

     

    Setup -- Sites 

    You can view the site which you have created there. Open that specific site.  

     

    Below there is a section for trusted domain for inline frames. Kindly add the site url and others as shared in screenshot and try again. 

     

    Thanks 

    hi - can you share the error screenshot? Also please add the site under trusted ones. Setup -- Sites You can view the site which you have created there. Open that specific site.

     

     

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In Data and Actions in Flows , the third challenge Communicate Using the Action Element,

I am not able to find the 'Check New Lead for Matching Account' flow Please help me to find out in which trail i'll get the  challange to complete this module. 

 

The Check New Lead for Matching Account flow that you built in the previous Hands-On Challenge is working well, but it needs an upgrade to prompt people to take action. Update the flow to send a Chatter post to the matching account’s owner, and an email to the Lead Routing public group. 

 

For the purposes of this exercise, don’t worry about the contents of the email; we’re evaluating your flow skills, not your ability to create an email template. For more about email templates, check out the documentation links in Resources. 

 

Prework:

If you haven’t already completed the challenge in the previous unit, do that now. Otherwise, you won't be able to complete this challenge. 

 

Also, in Setup, create a public group named Lead Routing (API Name: Lead_Routing). You don’t have to assign any users.

  • Update the Start element to allow the flow to support Actions:
    • Optimize the Flow for: Actions and Related Records
  • Create an email alert:
    • Description: Send Matching Account to Lead Routing
    • Unique Name: Send_Matching_Account_to_Lead_Routing
    • Object: Lead
    • Email Template: Select any email template
    • Recipient Type: Public Groups
    • Selected Recipients: Group: Lead Routing
  • In the Check New Lead for Matching Account flow, create a text template resource:
    • API Name: ChatterMessage
    • Change View as Rich Text to View as Plain Text
    • In the body, at-mention the matching account’s owner using the Look_for_Matching_Account record variable
  • After the Update Matching Account element, add an Action element:
    • Action: Post to Chatter
    • Label: Chatter Post to Account Owner
    • API Name: Chatter_Post_to_Account_Owner
    • Message: the ChatterMessage text template
    • Target Name or ID: the ID of the lead that triggered the flow
  • After the Chatter Post to Account Owner element, add another Action element:
    • Action: Send Matching Account to Lead Routing
    • Label: Email Lead Routing
    • API Name: Email_Lead_Routing
    • Record ID: the ID of the triggering record
  • Save the flow

 

 

 

 

 

#Trailhead Challenges

1 answer
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Hi Community,

I'm having an issue in my Salesforce Sandbox org where a user with the Sales User profile is unable to edit Product records.

Here’s what I’ve already done:

  • Granted Read and Edit access to the Product object in both the Profile and Permission Set
  • Checked Field-Level Security to make sure required fields are visible and editable
  • Verified Sharing Settings – the user has Read/Write access to Product records
  • Confirmed the user is trying to edit records they should have access to (either owned or shared properly)
  • No record types or page layout restrictions seem to be in place

Despite all this, the user either:

  • Doesn’t see the Edit button
  • Or receives an error when trying to save changes

Has anyone run into this before? Is there something I might be overlooking – like a hidden restriction or extra layer of permission?

Appreciate any help or suggestions. Thanks in advance! 

 

#Sales Cloud  #Salesforce Developer  #Service Cloud

1 answer
  1. Jul 12, 6:54 AM

    Hello @Logeswaran R

     

    You’ve given the user all the right permissions, but they still can’t edit Product records. I would suggest some more checks - 

     

    1. Price Book access check - Every product is linked to a price book. If the user can’t see or edit the price book, they might also not be able to edit the product. 

    Fix: Go to Setup > Price Books [Check if the user has access to the Standard Price Book or whichever one the product is using]. 

     

    2. Price Book Entry access check - There’s another record in Salesforce called Pricebook Entry, which connects Products to Price Books. If the user can’t access this, they might run into errors. 

    Fix: Give the user Read/Write access to Pricebook Entry using their profile or a permission set. 

     

    3. Record Types - If your org uses record types for products, make sure the user’s profile includes access to those record types.  

    Fix: Go to the user’s profile and check the record types for Products. 

     

    4. Page Layout or Lightning Page The page layout or Lightning page may not show the Edit button, even though it should. 

    Fix: Try switching to Salesforce Classic view or checking the Lightning Page assignment in the App Builder. 

     

    5. Field Permissions - Even if the user has Edit access, some fields (like Product Code or Active) might be read-only for them. 

    Fix: Go to the Product2 object, check each field’s Field-Level Security, and make sure the fields are editable for the user. 

     

    I hope this helps. 

     

    Thanks & Regards 

    Amit Kumar

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Hello dear community,  

 

I have another question. We have build a recipe and based on it a table widget on the dashboard, which shows all the files attached to a specific object ( in settings showing one of the columns with URL as an image). Question: any OOO solution to download those files from Dashboard? I know, it is possible to download a dashboard / widget itself as CSV or image, but the attached files? Or we have to go for a custom logic here? 

Thank you. 

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I am considering either using custom metadata or using custom labels for storing text. This text will be used for partner-facing urls/hyperlinks and instructional text. Which of my options should I use?

4 answers
  1. Today, 7:12 AM

    Hi @Ben Butler

     

    You can use custom label if the text contains less than 1000 characters. You can also try using custom metadata. 

     

    If it's a really big text better option is static resource. 

     

    Thanks

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Hi, I'm trying to create a role and the new user role page is different from the training guide and instructions. It also doesn't have a save button. 

 

Creating a role hierarchy for HR Dept...

 

 

Screenshot 2025-07-14 at 4.23.49 pm.png

 

My process via: 

  • set up, quick find/search roles
  • set up roles
  • expand all hierarchy 
  • add role under VP Human Resources
  • takes me to place with no save button and missing fields (label etc) 

     

#Trailhead Challenges

3 answers
  1. Today, 7:11 AM

    Thanks all. I was given a different role creating page once all cache was cleared, cross site tracking was unblocked and pop up windows were allowed. (Using Safari browser)

     

    Cheers, 

    P

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I am not able to resolve my Route to ESA issue. I first got the error as in the first pic below, but after activating and deactivating my flow, I got the 2nd error. I've tried many times to resolve it without success. Alternatively, can I request a fresh playground?   

 

1st ErrorRoute to ESA Error

 

2nd Error

 

 

Screenshot 2025-07-14 at 12.48.54 PM.png

 

 

 

#Trailhead Challenges

2 answers
  1. Today, 7:07 AM

    Hi @Amirul Hairi Bin Mohamed Rawi

     

    Please make sure that Route to ESA flow is configured and is active in the org. Also kindly check the name of agent. It should be CC Service Agent 

     

    Thanks

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Hello everyone,  

Im working on the AnimalLocator challenge of APEX REST Callouts and I have on the developer console:   

duplicate value found: <unknown> duplicates value on record with id: <unknown>   

i have been looking in object manager for AnimalLocator object but it does not exist. When i tried to look for the record in the developer console on Anonymous Apex with code:    // Replace 'UniqueField__c' with the field you suspect is unique  String testValue = 'A12345'; // Replace with your actual value  List<AnimalLocator__c> matches = [      SELECT Id, Name, UniqueField__c FROM AnimalLocator__c       WHERE UniqueField__c = :testValue  ];  System.debug('Matching Records: ' + matches);     The output was:    Execute Anonymous Error  Line: 3, Column: 1  Invalid type: AnimalLocator_c    I have tried to locate it and cant seem to find it..    @* Salesforce Developers * 

2 answers
  1. Today, 7:07 AM

    its a little late but your AnimalLocator got only 1 underscore it should be 2 

    AnimalLocator_c 

    AnimalLocator__c

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