Feed

Hello people, I have a POC to testing two real cases with agentforce: as type Service Agent and also, einstein summary tool, to summary messaging sessions.  In my test I have changed originals LLM model from prompt builder to another models. 

To my service agent, i change LLM model to Claude 3.7 in propmt used at action Answers Questions with Knowledge; 

To einstein summary tool, in prompt, I changed to Gemini 2.5 PRO, to generate summary texts about conversation in messaging session. 

In yours opinions, which better LLM model to my cases? or which model you are used to Service Agent and Einstein Summary Records. 

Thanks!!

Hello All, 

Could you please help me with the following question: 

I need to manually update Apex classes, Apex triggers, and Visualforce pages that were not created from the BMCServiceDesk package to API version 45 or higher in order to enable UCI locale formats. 

Could you please tell me how I can check whether these components are used locally? 

According to BMC Support, updating an Apex class, trigger, or Visualforce page that is not used locally to version 45 or higher may cause errors. Therefore, I need to update only those components that are actively used locally.

Thank you in advance!

Hello - I am attempting to do a formula field on a Survey object to pull data from the Financial Account object. I already did a lookup field so the Survey object is a child of the Financial Account object. This is the formula I used on the survey object: 

The field on the survey object is just blank and doesn't populate the data from the financial account object. I already double checked the FLS and permissions. Not sure what I am missing. Any help would be appreciated. 

#Trailhead Challenges

Hi,

When i try to convert my 1GP to a 2GP i have the following error : Package conversion is not enabled in this org

I did i miss ?

Thanks

#Salesforce Developer

My JS1 certification got suspended  while I was entering the exam and I got the below response from Kryterion, 

After i installed LockDownBrowserOEMSetupapplication.  

The staff at webassessor end helped me adjust the exam times twice.  

When I went in again, I did nothing but suddenly stopped my exam.  

I didn't receive any warning. Even worse, I didn't see the question and was forced to quit the exam. 

"Your exam has been suspended. We are unable to effectively and properly proctor your exam due to your failure to meet certain behavioral or environmental requirements identified by the test sponsor. You have been alerted of behaviors or testing environment infractions that inhibit effective proctoring and you have acknowledged these alerts. The permissible limit of alerts set by the test sponsor has been reached. For this reason, you may not continue your exam. Your responses received up to this point will be reviewed or submitted and your test sponsor will notify you of the final results, if applicable." To be honest I didn't do any malpractices during the exam. i showed test area and room clearly.  

I have already opened a case with the trailhead support team. Case no. #470809290 but no response yet. 

This very much disheartening to see this happing after putting a lot of efforts to prepare for the exam.  

I sincerely request the team to look into my case and suggest further steps to reschedule my exam at the earliest possible. 

Hoping to hear back soon.

Hi everyone,

I’m working with **Salesforce Surveys** and I need to **automatically associate a survey response with the Case** from which it was initiated.

### 🧩 Scenario:

* I’ve created multiple **public surveys hosted in an Experience Cloud site**.

* The **Guest User profile has all required permissions**.

* Surveys are accessed from a **custom button on the Case record page**, with visibility controlled by conditions.

* In the current workflow, an **agent is on a call with the customer**, opens the survey via the button, **asks the questions verbally**, and submits the answers on behalf of the customer.

* Once submitted, I need that **survey response to be automatically linked to the Case**.

I also want to support cases where the survey is sent via **email or SMS**, and the customer completes it directly — but still, the **survey response should be tied back to the original Case**.

---

### 🔎 What I want to know is:

* Can I achieve this just with **Flows**?

* Do I need **Apex** to create the relationship?

* Can I **pass the Case Id in the survey public link (as a parameter)** and capture it when the survey is submitted?

* What would be the best approach or pattern for this scenario?

---

### ✅ Already set up:

* Multiple surveys hosted in Experience Site.

* Guest User access configured.

* Button on Case record redirects to a public survey.

* Use case includes: surveys taken over phone call (by agent) or sent to customer via email/text.

---

I’d really appreciate any ideas, suggestions, or best practices from anyone who has implemented a similar solution to **connect Surveys and Cases** in Salesforce.

Thanks in advance!

Hi Folks, 

We are looking to create a report that can do the following: 

1. Contacts that gave between July -September 

AND 

2. Contacts that gave a second Year End gift - so between November-December 

They then want to import those contacts into a campaign. 

A joined report can show me both of those opportunity lists, but it seems like a manual cross check, which is daunting. I also looked at doing a filter for contacts that gave between July-Sept, gave 2 gifts that year, and are not recurring donors. But there are still a bunch of outliers that just randomly gave an additional gift that year, not necessarily year end. 

Any insights would be greatly appreciated!

Hi, everyone! Is this possible to show in one report:  

• Opportunities (Grant record type)
• Payments
• GAU Allocations

I have looked online but did not see anyone found a solution. :( I am even open to a Joined Report, if I have to be! ;) Thank you!  

@Salesforce.org MVPs @Salesforce.org System Administrators @Nonprofit Success Pack @Nonprofit Ask Me Anything (Global) @Nonprofit Hub #Nonprofit #Nonprofit Success Pack #NPSP

 Since I am still a beginner with Experience Cloud, I am first trying to gather information in reports or wherever possible about which users have logged in to the Experience Cloud or the Experience Cloud site, or who have registered on the site. Is it possible to obtain this information through a report, or are there other ways to get it in Salesforce?