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Hi all, 

When I first saw interest tags I thought we'd be able to use these to report on and interact with stakeholders based on their interests, but I can't see how this would work.  

I can run a report to show me the names of Accounts which have a particular tag assigned to them by creating a custom report based on Tag Categories and Topics, but then what? I don't have access to the account object itself, so I'm not able to, say, add these people to a campaign, or send them an email, or update the Account record.... any of the other things I'd usually do with a list of people.  

What are these actually for?  

Thanks!

In the last few days, our team has noticed that the email subject

from an email template pulled via the Outlook integration side panel no longer populates unless it's a NEW email. The email body and merge fields all still work properly. Previously, the template's email subject would overwrite the existing subject when replying in an email chain. 

Has anyone else experienced this? Is this expected behavior due to a recent change/update? 

Thanks!

Our PSA project has two key fields: Scheduled Hours Remaining and Scheduled Billings From Assignments (a real-time DLRS roll-up that takes assignment’s Planned Bill rate). At 3 AM a nightly batch touched one assignment, so DLRS recalculated and the dollar total dropped from about $1,000 in the Scheduled Billings From Assignments field, while the hours stayed at 137. Later that day another PSA batch updated only the project-level hours, raising them to 149, but because no assignment records were edited, the DLRS trigger never fired again and the dollar total stayed frozen at dropped value. Is this normal for a real-time DLRS roll-up? and what’s the best way to keep the currency figure in sync with the hours?

Where is the format of the file name when sending a quote through email.

as shown here its using the Quote Number and the date, user wants it to bet the actual quote name

@Salesforce CPQ 

@* Salesforce Revenue Cloud * 

I used to be able to view a thread in the sidebar to the right and have it remain visible as I switched to other messages/channels. It was great for keeping up with an important conversation or deploy while tending to other conversations. However, now that thread is only displayed to the side if the message/channel where it originated is being viewed. Coworkers are seeing the same issue. Is there a setting to get the original behavior back?

Hi everyone, 

 I'm trying to configure a custom domain for my Experience Cloud (or LWR) site using the recommended Salesforce CDN option. 

I'm a bit confused about how exactly to set this up in my DNS provider (aws route 53). 

Has anyone successfully configured this recently and could share any tips or gotchas? I'm also using a sandbox for initial testing — does that affect the validation process?

Thanks in advance! 

I'm trying to export about 9800 records from the standard TwoFactorMethodsInfo object using Data Loader. But it tells me it exports only 2500 records. I encounter the same thing attempting a bulk CSV export in Workbench. 

I don't recall limits on Data Loader exports. Why is it the case for this object? 

Hi Expert,

We have a requirement to set up the In-Kind Gift process in Salesforce Nonprofit Cloud (NPC). While going through the documentation, I noticed the following steps:

1. First, create a Gift Commitment.
2. Then, create a non-recurring Commitment Schedule under it.
3. Within that schedule, create a Gift Transaction with the status set to Unpaid.
4. Once the gift is received, update the Gift Transaction status to Paid and set the Payment Method as In-Kind.

Could you please confirm if this process is correct for recording In-Kind Gifts in Salesforce NPC?

Also, I have a few questions:

• Is it mandatory to create a Gift Commitment for In-Kind Gifts?
• Can we directly create a Gift Transaction, add custom fields for In-Kind Gift details, set the Payment Method as In-Kind, and mark the status as Paid?
• Is it acceptable to only create a Gift Commitment without a schedule and transaction, just for tracking the In-Kind Gift?

Please help me understand the best practice for capturing In-Kind Gifts in NPC. 

@Nonprofit Hub @Nonprofit Cloud @Salesforce.org System Administrators 

Hey there,

I’m working on setting up a new Agentforce (SDR). 

The goal is pretty simple: the bot should answer a few customer questions and, if there’s interest (like after 3–4 questions), create a lead in Salesforce.

I’ve got the agent set up with all the topics and actions, but I’m stuck on getting it live in Experience Cloud.

When I try to set up a new route with Omni-Channel Flow, I can’t seem to select my SDR Agent—it only shows the Service Agent option.

Any idea what’s going on? Should I just scrap the SDR agent and go with a Service Agent instead? But then… will it still be able to create leads?

Appreciate any help you can throw my way!

Thanks :)