Skip to main content

Feed

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

i have followed each steps correctly . evren the  bot is functions  

but when i verify the following error shows up. 

 

any solutions guys 

 

The final piece of the puzzle is to use the reservation details to set the value of a variable (EventSummary), which is ultimately placed into a new Guest Event record.

  1. Click the Event Summary element.
  2. For Value, copy and paste the following: 

     

    Check-in date of {!Reservation_1.Check_in_Date_c__c}, check-out date of {!Reservation_1.Check_out_Date_c__c}, for room type {!Reservation_1.Room_type_c__c}. 

     

  3. Click outside the Value box so the Save button becomes available, then click Save.
  4. Click Activate.
  5. Close the Flow tab to return to the Setup tab.

 

im having a problem on Enhance Agentforce to Act on Data with Conversational Language. i

 

 

Screenshot 2025-06-22 172239.png

 

 

 

#Trailhead Challenges

0/9000

I've a use case where I need to provide "managed package" license and 2 Permission sets to the community user on "Permission assignment"(Custom Object) record creation.

 

Also, when the record of "Permission Assignment"(Custom object) is deleted, I need to remove the managed package license and 2 permission sets.

 

I am facing an issue on the deletion part-

 

A new flow is created on "Permission assignment" object when record is deleted. When I try to remove permission set and license removal in a single flow- it gives the below error-

 

The flow tried to delete these records: XXXXXXXXXXXX. This error occurred: MIXED_DML_OPERATION: DML operation on setup object is not permitted after you have updated a non-setup object (or vice versa): PermissionSetAssignment, original object: Permission_Assignment__c.

 

Anyone, any idea how to achieve this functionality?

11 answers
  1. Today, 11:57 AM

    What about using User Access Policies? 

    https://help.salesforce.com/s/articleView?id=platform.perm_user_access_policies.htm&type=5

     

     

    You can use them to add perm sets and licences and if you are clever you can also reverse this to remove their access too. You may need a dummy role or group to add the user to so you can automatically trigger the User Access Policy that removes them from the perm set and licence you want removed. 

     

    The other option is to add an asynch path to your flow. This closes off the transaction and prevents that error you encountered.

0/9000

I have created a Service Agent and added a prompt to it. Within the prompt, I configured a flow as an action. All flows are working fine, but the email is not getting triggered on the Experience Cloud site.

0/9000

Hi everyone, 

 

I recently created a new Record Type on standard Case object in my Salesforce org. 

Initially, the object had no record types, and everything worked fine with the default setup.

After creating the record type, I realized it's not needed and I'd like to remove it and return the system to the original "no record type" state.

I'm aware that deleting a record type can have side effects if it's already being referenced elsewhere, so I want to make sure I proceed carefully.

 

My question:

 

What are the step-by-step actions I should take to safely delete the record type without breaking anything in the system? 

 

Any guidance or best practices would be much appreciated.

Thanks in advance!

 

@* Sales Cloud - Best Practices *  @* Sales Cloud - Getting Started *     #Sales Cloud 

2 answers
  1. Today, 11:52 AM

    Honestly, why delete it if you only have one and you're going back to a "no record type" model? It won't make a difference in reporting, your users aren't choosing a record type (because there's only one) and you could remove it from the layout. 

     

    I actually think a lot of orgs would be better off using a single record type from the start, as it's easier to add a second later than it is to go from none to two.

0/9000

Hi there    I'm quite stuck with this one - hoping for guidance please?    I have two process steps that can happen on any of our opportunities.  - In majority of cases these process steps will happen on different dates, but on rare occasion both could be done same date  - When the process step is completed, the date of completion is captured into a date field (date), along with an assigned process duration into an Hours (decimal)  - Let's call these fields:  --- Process1_Date and Process1_Hrs  --- Process2_Date and Process2_Hrs    Most often, Process1_Date and Process2_Date would be actioned by two different users, or on rare occasion both by the same user  --- i.e. we could have Process1_Date actioned by User1, and Process2_Date actioned by User1  --- or we could have Process1_Date actioned by User1, and Process2_Date actioned by User2    I am trying to report by User, tallying total Hrs spent on these processes, by Calendar date.    The chart I want to build has X Axis as calendar date, and columns which total the Process1_Hrs+Process2_Hrs combined for that calendar date, for the user  --- Process1_Date on 01/06/2025 for Process1_Hrs of 0.5 by User1  --- Process1_Date on 01/06/2025 for Process2_Hrs of 1.0 by User1  --- Process1_Date on 02/06/2025 for Process1_Hrs of 0.5 by User1  - This should therefore result in a graph:  --- Calendar Date 01/06/2025 = total Process Hours of 1.5  --- Calendar Date 02/06/2025 = total Process Hours of 0.5    But, I cannot make that concept work. As the Processes can happen on different dates, the Process Dates are setup as separate fields.    Even if I build a Joint report:  - I can graph the two Process1_Hrs OR Process2_Hrs side by side as columns, however can only make the X Axis either Process1_Date OR Process2_Date  - Cannot get it to be the Calendar Date    Would love ideas please, any assistance is welcome 😁    @* Sales Cloud - Best Practices * 

2 answers
  1. Today, 11:49 AM

    My head hurts reading this, but I'd suggest the solution is going to involve you creating formula fields to with IF conditions to generate an adjusted Process date and use it to drive your graph.

0/9000

Hi everyone, 

 I'm still new to Salesforce and was trying to install the 

Marketing Cloud Account Engagement and Digital Engagement SMS Integration package (by Salesforce Labs) into my playground org.

But I got this error during installation:

Trouble Installing Salesforce Labs Package: Digital Engagement SMS Integration

 

I don’t understand what this means. Does it have to do with Marketing Cloud or something else I haven’t set up? 

 Is there something I need to install first before this works? 

 And is it even possible to use this package in a playground org?

I’d really appreciate it if anyone could explain what’s going on in simple terms or point me in the right direction. Thank you so much!  

 

 

 

#Appexchage Apps

4 answers
  1. Today, 11:32 AM

    Hi @CHISOM NWEKE You're welcome! I think it's not really possible to fully install and use the package because it requires some paid add-ons that aren’t available in free Developer Editions or Playgrounds.

0/9000

Hi! Would anyone have an official explanation of how "Legacy Salesforce ID" works? Does each Astro opportunity need to have a unique one or can one ID be used in multiple opportunities?   

 

@* Sales Cloud - Best Practices * 

3 answers
  1. Today, 11:45 AM

    Are you talking about the 15 character IDs vs. 18? 15 character IDs were not guaranteed to be unique. This might be the worst example of technical debt I can think of. 

     

    Not sure what you mean by an Astro Opportunity.

0/9000

Step not yet complete in My Trailhead Playground 1

An unexpected error occurred while inserting Account records and we couldn't check your work. Make sure the validation rule error message is correct, and that account records can be inserted in this org, then click "Check Challenge" again. If this continues, contact the Salesforce Help team.

Verify step to earn 100 points

 

 

 

 

#Trailhead Challenges

0/9000

I have 5 triggering campaigns and two possible campaign that the have to be added to. We work with a two tier membership, so some have to be added to base and some to premium depending on the membership level in their account. I'm trying to debug the flow but I can't chose a campaign member to test it on. And if I activate the flow, it doesn't work. Would appreciate the help!    

 

@Salesforce Flow Automation 

3 answers
  1. Today, 11:09 AM

    Hi @Maud van de Graaf

    I think we can leave as it is because same contact can't be added twice to the Campaign.  

    If you add Bob(Base) to Campaign A, flow will add Bob to Base Campaign. 

    If you add Bob(Base) to Campaign B, flow will try to add to Base Campaign but Salesforce won't allow to add the same contact twice. 

     

    If you're looking for Flow solution to avoid duplicate creation, use Get Campaign Member with triggering Campaign Member Name & Base Campaign Id. Use decision element to check if the Contact is already added to Base Campaign. Finally add the Campaign Member to Base Campaign if GetCampaignMemeber element is blank. 

     

    Use the similar logic for Premium Campaign. 

     

    Hi I think we can leave as it is because same contact can't be added twice to the Campaign. If you add Bob(Base) to Campaign A, flow will add Bob to Base Campaign.

     

     

    GetCampMem.jpg

     

     

    decision.jpg

     

     

0/9000