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?
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Hi Everyone,
I'm working on cadences, and one of the users has a requirement.
They want to use a common email template to send to customers. In that email template, they would like to include a custom meeting link that updates based on the user who sends the email.
This way, if a customer is interested in meeting with the salesperson, they can directly book a time from that salesperson’s calendar. Is it possible, anyone can suggest me ideas? @* Sales Cloud - Best Practices *
Hi there,
I had a flow using and a classic email template with a list of users.
It stopped working last week.
Did the system change?
I'm having problems creating a flow for all the active users to get an email when a specific type of task(activity happens).
I get this error: SObjectRowId
Here is the flow screen
Thanks in advance
#Flow
Vuk Stajic (MVRK Inc.) Forum Ambassador
Today, 2:52 PM Your debug looks normal to me. Nothing wrong with using classic email template/email alert.
Make sure the email alert is built for the Task object if you are passing it a Task ID.
Alternatively, use the flow email action. I find them generally easier for these use cases.
I have tried all possible ways to achieve this, but still is not coming up.
we have a requirement to parse BAI2 file from SFTP location and convert into json object before inserting into database. Any help would really be appreciated. Thank you!
EmailMissionSpecialist em = new EmailMissionSpecialist();
em.sendMail('
tomarsakshi2005@gmail.com', 'Flight Path Change',
'Mission Control 123: Your flight path has been changed to avoid collision '
+ 'with asteroid 2014 QO441.');
error Line: 2, Column: 4
Method does not exist or incorrect signature: void sendMail(String, String, String) from the type EmailMissionSpecialist
#Trailhead Challenges
Details:
I have a requirement, I need to create separate Agentforce agents based on the user's profile.
- System Administrator users should have access to a dedicated Agentforce agent with full access to all objects and records.
- Supervisor users should have a different Agentforce agent with limited access, showing only the records assigned to them.
Use Case Example:
Consider a company that manages 5 projects. Each project is assigned to one or more supervisors.
- If an Admin user logs in, the Admin Agentforce agent should display all 5 projects with complete information.
- If Supervisor A logs in (assigned to Project A and Project B), the Supervisor Agentforce agent should display only those two projects.
- If Supervisor B logs in (assigned to Project C, D, and E), the Supervisor Agentforce agent should show only those three projects.
Issue Faced:
Currently, I’ve implemented a single Agentforce agent. Based on profile access, users are able to access objects and data. However, it's not restricting Supervisors to see only their assigned project data. Both Supervisor A and Supervisor B are able to view all project records, which is not expected. I need a solution to ensure that each supervisor sees only their respective assigned projects in their Agentforce agent.
Today, 2:49 PM Suggestion
1. Create Multiple Agentforce Agents
2. Control Agent Access Through Permissions
You can control who can access which agents by creating one or more permission sets, or by setting access within profiles. Here's the process:
these are datastream related to the previous problem that i am not able to create the new ruleset.
#Trailhead Challenges #Agentblazer
Hi,
I can't see the field 'Email' in the Event Data Stream.
In the Permission Set Data Cloud Salesforce Connector, the field is checked (by default, it can't be unchecked).
What could explain the fact I can't see it when I try to 'Add Source Fields' to my Stream ?
Thank you for your help !
David
#Data Management #Data Cloud
Today, 2:47 PM Hi, thanks for your fast answer !
I'm using CRM Connection : when I'm creating a new Data Stream, I select 'Salesforce CRM' under 'Connected Sources', then I click on View Objects so I can find the standard object with the API Name Event.
I can also see into it other default fields like IsReminderSet or WhoId, but not Email.

In my Prod org, I see that the owner is automatically added as a opportunity team member when a new opportunity is created (with role Opportunity Owner). But in my dev org, I see that doesn't happen, no team members are automatically added.
What's causing this to happen in my Prod org? I don't see any triggers on the opportunity team object. We have opportunity splits enabled, does that have something to do with it? If wanted to, could I stop it it from adding the owner as an opportunity team member?
Mar 28, 2016, 1:30 PM Bredan,