I am working on the challenge and the system is rejecting my rule with the following:
I set the rule (
see below) in 2 different playgrounds and got the same response.
What am I missing?
#Trailhead Challenges
MailingPostalCode and Account.ShippingPostalCode are not available fields for me to use. The only alternatives that I found were BillingPostalCode and ShippingPostalCode.
Should I be entering this rule under a different section other than the account section?
quick summary field doesn't' get the Einstein option even when activated. I'm logged out etc. but still can't see. verified it on trailhead and got points but still can't see.
#Trailhead Challenges
It looks like the Event Summary Flow element does not have the correct Value field value.
and in agent force chatbot I am getting
To view the output values, mark at least one field as displayable in the action settings for better processing. this rply
#Trailhead Challenges
Forum Ambassador
Hello @Carlos Villarreal Miranda is it the unit you are dealing with
If yes, you are requested to create some Energy Audit records ; have you done it ?Eric
I am studying for the Platform App Builder Certification and I was taking this module Study Salesforce Fundamentals and I got this question on the Flashcard "What is the maximum number of components a dashboard can have?" which the response on it states "Up to 20 components" but when I looked into the documentation in here
it stated that:
"In Salesforce Classic, widgets are called components."
"Each dashboard can have up to 25 widgets, including a maximum of 20 charts and tables, 3 images, and 25 rich text widgets."
So which one is it? 20 or 25?
#Platform App Builder
I confirm that dashboard support now up to 25 components from spring 24
I have a sales environment with a simple product catalog and one of the fields on the product records is business size, I also have a business size categorization on my opportunities.
When I click New Product I only want to show products that have a business size on the product record of All or where the two business size fields match.
How can this be done?
#Sales Cloud #Salesforce Developer
See two attached pics
#1 is the opportunity and Business Size should dictate which products are shown in this case products with an all designation and those with Mid-Ent
We've got a flow where we're creating record that has a lookup field on it.
To allow the users to choice which option to add to the lookup field, within the flow we have a 'Get Records' to get the names of records from the object the look up field links too. Then we use those names to be in a pick list for users to choice from.
The number of records on the object may change over time so we need to get them & not have fixed list & coz we're populating lookup its getting the id not just the name (hope I'm making this clear).
Problem is that these record names contain special characters as the represent groups of Ages.
So one of the records is called: Age (<18, >18)
Which then the flow displays as: Age (18)
which isn't the same as far as user reading it would see it
and I understand that this is because it includes special characters used in HTML.
so I'm wondering if there is any way in the flow to make sure flow reads it as text string and not HTML
we thought about just changing the name of the record to actual words: Age (under 18, 18 and over) but we have lots of existing records already linked to the record via the look up and this is causing issues while testing so wanted to see if flow could actually manage the special characters instead rather than break all existing records.
#Flow
To handle special characters like < and > in Flow picklists, create a custom formula field on the object (e.g., Display_Name__c) that escapes those characters for display.
For example, you can use a formula like:
SUBSTITUTE(
SUBSTITUTE(Name, "<", "<"),
">", ">")
Then, in your Flow, when setting up the Record Choice Set, use this new Display_Name__c field as the Choice Label, while keeping the actual record ID as the Choice Value. This ensures the picklist shows the correct, readable name without rendering issues, and still stores the proper record ID in the lookup field.
Thanks!
Hello,
I am trying to build a dashboard in CRMA that basically is an "Opportunity History +" Report. When I create an Opportunity History Report, I easily see the "To Stage" and "From Stage" which is pivotal in understanding stage duration in the sales cycle. However when looking at the "Opportunity History" object connection in CRMA, I do not see those fields. I ran a report to see all objects and fields in our org, and do not see these "to" and "from" stages that are clearly there in an Opportunity History report... what gives? Do these fields exist outside of an Opportunity History report? Can I not create a CRMA dashboard using similar information from the Opportunity History report?
#CRMA #Reports & Dashboards
The "From Stage" field in reports is not stored data — it's a calculated value in the reporting layer. In CRMA, you need to rebuild this logic using recipes or dataflows.
You may find the following thread helpful, as it discusses a similar issue and could offer some useful insights:
https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007ifqWkSAI
Thanks!
