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Hello, I have a data model described in the following picture:
I want to create a report that show Account Name, Project Name, Total Hours, where Account Name and Project Name are from both Assignment and Work Log (like they refer to same pairs of Account and Project) and Total Hours is calculated by grouping Account Name, Project Name and then sum all Work Logs' Hours. I need to retrieve the Base Wage from Assignment to calculate Wage (= Base Wage * Total Hours). My problem is that I do not know how to combine Assignment and Work Log into 1 report and their Account Name and Project Name can be grouped.
Sincerely,
#Reports & Dashboards
Khyati Mehta (SmartBridge) Forum Ambassador
Today, 3:44 AM Hello Hoc,
You want a report that shows Account Name, Project Name, total hours worked (from Work Logs), and then calculate Wage by multiplying those hours with the Base Wage from Assignments. The tricky part is getting Assignments and Work Logs into the same report and grouping them properly by Account + Project.
First thing to check is how your data is related — like, does a Work Log have a lookup to an Assignment? Or do both Work Log and Assignment separately reference the same Project and Account? If Work Log links directly to Assignment, you're in luck — you can create a custom report type where Assignment is the primary object and Work Log is the child. That way, you’ll be able to pull in fields from both and group them however you like.
Then inside the report, you can group by Account Name and Project Name, sum up the Hours from the Work Logs, and either use a formula field on the object or a row-level formula in the report itself to calculate Wage as Base Wage × Total Hours. Just make sure each group has a consistent Base Wage — if there are multiple, it gets messier and might need custom stuff like a Flow or code.
If Work Logs don’t directly relate to Assignments, then it gets a bit more complex — maybe using a junction object, or worst case, combining two separate reports into a dashboard. But ideally, if your object model supports it, the custom report type method should do the job nicely.
Hope this helps!
No results show in the Attachments to Files tab regardless of the filter criteria entered.
I have confirmed that I have the requested System and App Permissions (and I'm as System Admin). I have confirmed Setup settings for File Settings, User Interface, Feed Tracking, Notes.
I have used workbench to confirm that attachments do, in fact, exist in the sandbox, e.g. there are 23 accounts that have attachments.
I have also tried using the convert by ID options. When populated, the convert button appears. When selected, the entire screen grey's out and never resolves to anything, even for a single record ID entered. A refresh shows nothing was processed.
Thank you in advance for any suggestions?
Khyati Mehta (SmartBridge) Forum Ambassador
Today, 3:42 AM Hello Junette,
Hmm, sounds super frustrating — especially since you’ve confirmed all the permissions and settings are good, and you know the attachments exist. If the Attachments to Files tab shows no results no matter what filter you enter, and even the Convert by ID just freezes and doesn’t process anything, it might be a UI issue or a backend processing problem. First, try switching browsers or using incognito mode to rule out caching or extension conflicts. Also, check if there are any errors in the browser console when the screen greys out — sometimes failed API calls or script errors will show there. If you're using a managed package or custom tab for this conversion, maybe it's outdated or buggy in the current sandbox build. If possible, try re-deploying or refreshing the component/page. Lastly, if nothing moves forward even with all that, might be time to raise a case with Salesforce — especially since you’re not seeing any progress even on a single record convert. Let me know if you're using a package like DLRS or something else custom; could help narrow it down!
am stuck on build a bear tracking app and getting a error and trying to fix it, if i could get some assistance plz and ty
am stuck on build a bear tracking app and getting a error and trying to fix it
Step not yet complete in Mindful Wolf Playground
Make sure the 'bearLocation' and 'bearSupervisor' Lightning web components have been added to the Bear record page. addded a screeen shot of my visual studio but got errrors in it and added the componet but dont know how to fix it i need someones help
#Trailhead Challenges #Trailhead
Khyati Mehta (SmartBridge) Forum Ambassador
Today, 3:38 AM Hello Jill,
You’ll need to activate the updated page as the App Default by clicking Assign to Apps and selecting Ursus Park.
If the issue still continues, it’s possible that a duplicate Lightning record page was created. To check this, go to:
Alternatively, you can also go to any Bear record → click the gear icon → Edit Page. This will show you the page label and developer name. The validation looks for the developer name "Bear_Record_Page", so make sure your component is added to that specific page.
Hope this clears it up!
Hi everyone,
I’m using Embedded Messaging for Web with credential-based user verification (not JWT), and I’m trying to reset the session so that when the user reopens the widget, the pre-chat form is shown immediately.
Currently, after calling embeddedservice_bootstrap.userVerificationAPI.clearSession(), the widget opens again without showing the pre-chat screen. The user has to send a message before the pre-chat form is triggered, which is not the experience I want.
Has anyone successfully used userVerificationAPI.clearSession() (or another approach) to fully clear the session and force the pre-chat to show on the widget reopen?
Any working examples or insights would be much appreciated.
Thanks!
Khyati Mehta (SmartBridge) Forum Ambassador
Today, 3:37 AM Hello carlos,
userVerificationAPI.clearSession() alone doesn’t always fully reset the session, especially when you're using credential-based verification. That’s why the pre-chat form doesn’t show up right away when you reopen the widget. One workaround that usually helps is calling clearSession(), then destroying the widget completely with destroyEmbeddedService(), and reinitializing it after a short delay — that kinda forces a clean start and usually brings the pre-chat form back. Also, try clearing out sessionStorage and localStorage just in case anything’s lingering there. Another trick is tweaking the init config — like changing or temporarily removing the userId — so it treats the session as fresh. If nothing works, might be worth checking Salesforce known issues or logging a support ticket — this behavior’s a bit flaky sometimes. Let me know what your setup looks like and I can help dig further!
Does anyone know what these items might be at the top of my Lookup Rollup List View? If I click on the Record ID I get the error message:
List index out of bounds: 0
Error is in expression '{!init}' in component <apex:page> in page dlrs:managelookuprollupsummaries: (dlrs)
An unexpected error has occurred. Your solution provider has been notified. (dlrs)
Khyati Mehta (SmartBridge) Forum Ambassador
Today, 3:37 AM Hello Rhonda,
Looks like those mystery items showing up in your Lookup Rollup List View are probably broken or incomplete rollup records. The error "List index out of bounds: 0" usually means something’s missing or empty where the system expected data. This can happen if the rollup was created without all required fields or if something got deleted, like a related object or field. Try checking the records directly or turn on debug logs to get more details. If those entries don’t open and always throw an error, they might be safe to delete. Also, double-check the filters and relationship fields in the setup — a misstep there can easily break things. If nothing works, the DLRS GitHub or community forums are super helpful!
Do I need the Agentforce Status of Champion, Innovator or Specialist to take the Agentforce Specialist Certification?
Is it recommended to get to Legend status before getting the Certification?
Today, 3:07 AM You can Complete Champion + Innovator before the exam. Complete Legend if you want a deeper understanding for Agentforce implementations beyond the exam scope.
I am getting this below error
"
We couldn’t find a Candidate quick action with the label 'New Job App' and the action type of 'Create a Record.
"
but I am done all the steps
#Trailhead Challenges
Today, 1:44 AM Hi ,
I was able to resolve the issue with this unit by creating a new Playground environment. After encountering persistent challenges, I determined that the issue might be related to the current Playground configuration. To troubleshoot, I set up a fresh Playground, which provided a clean and default environment to complete the unit successfully.
Today, 1:39 AM I have disturbed permissions and i am unable to restore it