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Unable to find "Properties" tab in the navigation bar. And there is no "more" section either. 

Add a Favorite Property

Next, take a look at how to view favorite properties.

  1. From the App Launcher find and select Sales.
  2. Click the Properties tab in the navigation bar. If you don’t see it, look under the More dropdown.
  3. Click the name of a Property record.
  4. Click Related. You’ll see Favorites (0) in the Related tab.
  5. Click New.
  6. Enter a name for Favorite Name, then click Save.

Unable to find

 

 

 

#Trailhead Challenges

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I just tried out the Tooling API to get Dependency:

SELECT MetadataComponentType, MetadataComponentName, MetadataComponentId, MetadataComponentNamespace, RefMetadataComponentName, RefMetadataComponentId, RefMetadataComponentNamespace, RefMetadataComponentType

FROM MetadataComponentDependency

WHERE RefMetadataComponentId = '00NQ80' AND RefMetadataComponentType = 'CustomField'

ORDER By RefMetadataComponentName

The display is similar to Salesforce Where it is used but still for the related flow, I would like to know which version it is? 

Is it possible to get it in a same query?

3 answers
  1. Today, 10:17 AM
    You will have to do another query to get that information specifically to FlowVersion.
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Hi Trailblazers, 

 

I have created one "

Transaction" type product configuration rule and when try to test it and add products so the system is showing "Something went wrong while running configuration rules. : User doesn't have read access to all the fields used in configuration rules.

" error. Below are the actions which i already taken up for try to resolve it but still the error is coming:- 

 

1. I have checked the FLS permissions and it seems fine and doing testing from system administrator user. 

2. I have added "

QuoteDeliveryMethodPicklistSelectedValue" attribute under in "SalesTransaction" node in "Rev_SalesTransactionContext" context definition which is custom context definition which i have created and mapped with quote "Delivery Method

" field. 

3. I have inactive the rule library and activated it again. 

4. I have initiated rebuild index. 

5. I have checked and the Quote.DeliveryMethod and QuoteLineItem.ProductCode and Product2.ProductCode all these fields has "

Read" and "Edit

" permissions. 

       

Below are some screenshots related to my rule:- 

Your quote was not updated. Something went wrong while running configuration rules. : User doesn't have read access to all the fields used in configuration rules

 

 

Screenshot 2025-06-22 153254.png

 

Below are the screenshot of the error message:- 

Screenshot 2025-06-22 153711.png

 

Please take a look and help me here to sort this out error ASAP.

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OWD for Account is Private. If I share an account with another user  will the record be visible to user's manager and above? 

 

  • Manual Sharing
  • Apex Sharing 
  • Sharing Rule ( using share with Roles & subordinates)
  • Account teams

Grant using hierarchies for Account can't be unchecked in OWD due to standard object restriction.

4 answers
  1. Today, 10:03 AM

    @Deepti Mendiratta

    , Yes, when you share an Account with a user, it is also automatically shared with that user’s manager and managers above them (role hierarchy). 

     

    This is because: 

    -Grant Access Using Hierarchies is enabled and locked ON for standard objects like Account. 

    -Any record access granted to a user (through manual sharing, Apex sharing, Account Teams, etc.) will cascade upward to users higher in the role hierarchy. 

     

    And for your follow-up question: 

    Yes, even if only the user is explicitly listed in the AccountShare table, their managers and above (based on Role Hierarchy) will still gain implicit access — even though no explicit share row exists for them.

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 I’ve seen ChatGPT used for code explanation and documentation writing in other platforms. Is anyone using it with Salesforce use cases, especially Flows, Apex, or user training materials? 

2 answers
  1. Today, 9:56 AM

    Hi @ChatGPT Français

    , ChatGPT can be a huge time-saver for Salesforce Admins, Developers, and Trainers. Many teams are already using it to streamline documentation, optimize admin tasks, and accelerate development — especially in areas like Flows, Apex, and training material creation. 

     

    -Flow Design & Optimization: Helps design, explain, and document Salesforce Flows (screen, record-triggered, etc.). 

    -Formula & Validation Rules: Writes, troubleshoots, and explains Salesforce formulas and validation rules. 

    -Apex Code Assistance: Generates, refactors, and explains Apex code, triggers, test classes, and SOQL queries. 

    -Security & Sharing Advice: Provides guidance on setting up sharing rules, permission sets, and org security best practices. 

    -User Training Content: Creates user-friendly guides, walkthroughs, onboarding checklists, and training materials. 

    -Release Notes & Communication: Drafts release notes, rollout emails, and in-app messages for new features or updates. 

    -Change Documentation: Helps document customizations, metadata, and deployment steps clearly and quickly. 

    -Real-world Adoption: Already used by admins, developers, consultants, and enablement teams for faster output and better clarity. 

    -Prompt Templates: Users benefit from reusable prompts like “Explain this Apex class” or “Write a Flow description for users.”

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How can I resolve this error - "apex language server could not provide information about valid breakpoints".   

 

I have deleted the folders and files in .sfdx which seems to fix the issue for most people. 

 

#Salesforce Developer  #Debug Mode  #Apex  #Visual Studio Code

8 answers
  1. Today, 9:50 AM

    I get this error but I've always seen this error even when the replay debugger worked. 

     

    "You don't have any checkpoints enabled. Enable a checkpoint and try again."

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#Trailhead Challenges

 

Even though I am following the exact same steps, when I click 'Verify,' an error occurs. Trailhead says: 'Step not yet complete in Build Project – On the Customer Account Page, we can’t find the sales region field section 

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Hi all,  

 

I need directions on the best route to take. My team wants to add a list of contacts to salesforce. However, at this point, they do not want to link them to an account. When I try to user the download them, it requests an account info. But, I read it is possible.  

 

#Sales Cloud

 

 

#Data Management  #Salesforce Admin

2 answers
  1. Today, 9:43 AM

    Hi @Roberta Stoudemire, It is possible to add Contacts in Salesforce without linking them to an Account. These are referred to as "Private Contacts" or "Contacts without Accounts" 

     

    These are some methods that you can follow to download your contacts: 

     

    Option 1. Enable "Allow Contacts WithGo to Setup. 

    -Go to Setup. 

    -Search for Contact Settings. 

    -Click on Contact Settings. 

    -Look for the setting: 

    i) Allow users to relate a contact to multiple accounts" 

    ii) Allow users to create contacts without accounts" 

    -Check the second box and Save. 

     

    Option 2. Import Contacts Without Account Using Data Import Wizard: 

    -Go to Setup. 

    -Search and click Data Import Wizard. 

    -Under the Standard Objects, click Launch Wizard next to "Contacts". 

    -Upload your CSV file. 

    -Map fields like: 

    i) First Name 

    ii) Last Name 

    iii) Email, Phone, etc. 

    iv) Leave Account Name blank. 

     

    Option3. Use Data Loader 

    -Just include required fields (LastName, FirstName) 

    -Leave the AccountId or

    Account.Name field empty.

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2 answers
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 9:30 AM

    Hello @Henry Akabuike, once logged in on https://trailhead.salesforce.com/, please click on the avatar on the top right corner of the page, and you will find here the link to your "hands-on orgs" page. 

    Otherwise : https://trailhead.salesforce.com/users/profiles/orgs

    Eric

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1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 9:29 AM

    Hello @JOSHAN JOSE 2561026 please follow the instructions of this unit 

    https://trailhead.salesforce.com/content/learn/projects/quick-start-build-your-first-agent-with-agentforce/configure-an-agentforce-service-agent 

    and especially the "Create the Agent" section, once Einstein Setup  & Agentforce Agents both toggled on ("Enable Agentforce Agents, Publish the Experience Cloud Site, and More" section of the unit) 

    Eric

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