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have a use case where customers will be using salesforce cpq via the browser on their phone, the mobile browser QLE UX is cumbersome and doesn't scale well for this.

3 answers
  1. Today, 9:24 PM

    @Derrick Abbey

     the custom QLE is more or less the solution I've been working towards. Already have creating, pricing and saving the the quote lines successfully via asyncronous pricing in a screen flow, now just figuring out how to update the screen when calculations are complete to allow pricing updates and visibility into approvals flags in real-ish-time.   

     

    Would still be great if we could just force a desktop rendering of the QLE and have synchronous pricing . RCA is not an option for us right now, and the oob mobile QLE is an absolute no-go. Thanks for your thoughts!

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Hi All, 

 

I have an async flow that runs on Work Order.  I'm facing two issues. 

 

1.  My entry criteria is: 

Status = WO Closure, or 

Status = Final Closed, or 

Billing Status = Ready to Intoice 

 

It is setup to trigger only when the record is updated to meet the conditions.  

 

When I change the Billing Status to "Ready to Invoice" on my test record, the flow doesn't trigger.  When debugging, I can see the entry criteria is met, but it doesn't get triggered.  See screenshot. 

 

Async Flow - doesn't work!!!....and why does it keep getting rescheduled?

 

2.  I tried to change the entry criteria to this: 

 

(Status is changed = true, AND 

(Status = WO Closure, OR 

Status = Final Closed)), OR 

(Billing Status is changed = true, AND 

Billing Status = Ready to Invoice) 

 

It is setup to run every time the conditions are met. 

 

However, when I change the status of my test record to WO Closure, nothing happens.  I can see in Setup > Time-based Workflow, that it keeps getting rescheduled further and further into the future. See below.  I made the change at 1:59, the flow was scheduled to run at 2:15pm, then it was moved again to 2:45pm.  Nothing happens on the test record.  

 

Screenshot 2025-06-26 at 2.23.30 PM.png

 

Has anyone seen this before, and what's the fix? 

Thanks! 

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Boa noite, tudo bem? 

Gostaria de saber se alguém conhece algum lugar p conseguir voucher de App Builder.  

Em menos de 1 mês, tirei a de Data Cloud, Admin e AgentForce Specialist. 

Pode ser para qualquer dia, é para bater minha meta de 2 meses. 

Já estudei bastante e queria tirar o quanto antes. 

Obrigado pessoal. 

 

#Voucher Coupon  #Platform App Builder And Platform

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I have a screen flow which displays a Text Area field using the "Record Fields" feature. We recently ran into an error when trying to save a record via this flow.

 

The text area field was populated with 255 characters which included a line break. Since 255 characters is the max that is permitted, the field allowed them to enter it. However, when they clicked Next and flow tried to save the record, it threw an unhandled fault error. The error in the email was "data too large".

 

I filed a case with support and was told that this is working as designed - that line breaks are counted as two characters, and the agent gave me a link to this Known Issue from 2014: https://issues.salesforce.com/issue/a028c00000qPxmMAAS/inconsistent-line-break-in-long-text-area-field

 

My thoughts are that if a line break is counted as 2 characters when saving, it should be counted as 2 characters when the user is entering data as well, so that the field stops them from entering more  characters than will be permitted when saving the record. I hope this is something the flow team can fix! (The current workaround suggested by the support agent is to add a note on the screen which warns not to use line breaks in the input, but that's not an ideal solution IMO.)

 

Thanks in advance!

6 answers
  1. Today, 9:22 PM

    I'm trying to work around this limitation using the "Text" field component instead of the record field because a carriage return isn't allowed in the text field component in screen flows.

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@Divya Ranjit It is true that there are no planned API Version updates for Agile Accelerator? The old API Versions are causing failures in enforced Salesforce release updates and our companies need to start planning for what to do in our orgs. Can you or someone else please provide this group with information on future plans with the managed package (or share another route we can go to get this information) so we can start planning accordingly?

1 answer
  1. Today, 9:20 PM

    @Kimberly Contreraz We are working on getting approval for working on the API upgrades this year. I'll post back here with more details soon. While this wasn't in our plan for this year we are looking to get this added to our roadmap.

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I'm starting to put in our grants into NPSP (grantee). So we've received a grant, I've got it in as a won opp with GAUs allocated by grant specification.  I'm tracking our program activities via PMM. Some of the grant $ is allocated internally (admin, personnel), but other GAUs are external (purchase products xyz to give out to clients). I need to track our spending against our GAUs, both for internal purposes but also to report back quarterly to the grant providers. For example, of the allocated 10k for GAU x, we've spent $1200 on this date and $500 on this date. How are you doing this? I looked briefly at the Outbound Funds Module, but we are the grantee. Maybe even though we receive grant money, OFM is the way to go by tying the opp with allocation to GAU expenditure in OFM. I've never used OFM or downloaded the extension. Thoughts? thanks

5 answers
  1. Jun 26, 2023, 12:06 PM

    Common use case! Lots of non profits do this with some kind of custom object, and it works pretty well.  I just configured a solution for a GoodWill where we tracked the spend on gift cards for clients against GAUs using a custom object representing the gift card.  You could do something similar here.  I just want to call out the importance of avoiding using Opportunities for this, which I've seen folks do.  This tends to really muck up your opportunity reporting and generally doesn't work very well.  IMO this is a good use case for a custom object!  Bonus points, you can then route that object for approvals to track who approved the spending. 

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Hello there, everyone?

How are you doing?

I am having a problem with an email template and it is giving me a headache since I am not able to understand what is happening.

It is in a journey and, althougt the UI/interface tells me that users got it (I can see the number of users that went through that email), when I enter to the email analytics I see that the sends are zero. It seems the users follow the path but the email behave itself as it is not there. I can assure users did not receive the email because I am in the DE and I did not get it.

Has this happened to you before? Do I have to check something specific on the template? As I was saying, I could not find the problem.

The journey settings are ok.

Hope you can help me.

Thank you for your time,

Iván OZ

#Marketing Cloud
1 answer
  1. Today, 9:08 PM

    Hi @Iván OZ

     

     

    Maybe this can help you

    • Invalid or unverified sender profile (From Address, Domain) may prevent the email from going out.
    • Action: Make sure the sender profile is valid and the classification used in the email is active.
    • Check permission as well for the sender user.
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We use Education Cloud, and are using the application through experience cloud. When a student applies, they have to select the term and program at the beginning of the application. If they chose the wrong one, neither the student nor our team has been unable to fix it on the application. The only solution we've found is to have the student fill out another application. Has anybody else encountered this? Have you come up with any workarounds?  

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 I want to transmit few fields data from salesforce to the other system. In short when a ticket is created in salesforce i need to send those ticket/case data to the other system via ADO. . Can you please provide me with any reference links or thoughts how this can be done. 

 

Thanks in advance! 

 

 

#Integration

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We use Education Cloud, and are using the application through experience cloud. When a student applies, they have to select the term and program at the beginning of the application. If they chose the wrong one, neither the student nor our team has been unable to fix it on the application. The only solution we've found is to have the student fill out another application. Has anybody else encountered this? Have you come up with any workarounds?  

 

#Education Cloud  #Education

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