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1 answer
Hi ,
Had the same problem, i just got the badge.
Somehow the name of the agent "copilotLabel = CC_Service_Agent" is written with underscore. Just edit the name to be "copilotLabel = CC Service Agent" and you will pass
https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000J5oJA0AZ
Hi there,
Has anyone done an Email to Opportunity set up before? I know this isn't a native functionality so I'm wondering if anyone has any experience with creating a solution or know of an app that would accomplish this?
Thanks in advance,
Tonya
2 answers
Hi Tonya,
You can do it using emailservices available in setup.
You need to create custom emailservices apex class which extends- Messaging.InboundEmailHandler
Whatever email comes will pass through this and you can add conditions inside that.
You can utilize that for insertion of opportunity.
Ref Email Services-
https://help.salesforce.com/s/articleView?id=platform.code_email_services.htm&type=5Thanks
Hi Gang!! Here's what I'm trying to do ....
We have custom Chat functionality which manages all of our messages. When a Chat ends, a trigger calls a Flow running on the Messaging Session object to create and automatically close a Case, and then populate that Case Number in the Messaging Session record.
Moving forward, the dev team will be bulkifying that trigger so that instead of sending us a single Messaging Session record, it will send a collection of them. We need to do the same thing ... loop through the Messaging Session (MS) record collection to get all of the data, create Cases for each of the MS records and then populate the correct Case Numbers in the associated MS records.
I know we could probably loop through the MS records and include each of the MS IDs in a field in the Case, then loop BACK through the Cases and find each MS record and populate the Case into it. But it seems like there should be an easier way than creating a new field in the Case to house the MS record, when we really don't need it.
Thoughts?
1 answer
Hi Toni,
You can iterate through the list of records (as trigger.newmap()) and inside that , you will initiate an instance of case and you'll add all required fields from trigger.newmap() to case.
Then you'll add all case records to a list and outside the loop you'll insert. While creating case itself if you have lookup to Messagingsession you can populate that one from id as well (from map).
Thanks
This is the error I receive when I launch the Hands On Challenge:
'Step not yet complete in Data Cloud and Einstein AI
We check your work in the org's default record page. In the Contact record page, we found your most recent changes in a version that's not the org's default. Make the changes in the org's default and then click Check Challenge again.'
The other 2 challenges that I completed are in this module: "
Enhance Agentforce to Act on Data with Conversational Language" and "Add Data to a Prompt Template to Quickly Draft Emails" are on this org 'https://orgfarm-5c5476a43a-dev-ed.develop.lightning.force.com/lightning/page/home
'
When I try to launch the '
Bring External Data into the Contact Page Layout' challenge, it errors out saying the other modules are on a different org. Any chance that I can synchronize these orgs so that I can complete this module?
1 answer
Hi ,
Try disconnecting the current playground and creating a new one.
How to Disconnect a Playground
https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007cllNISAY
Hi everyone! i need your help, i did all the trailhead, received the email with Congratulations! coral-cloud was published successfully and is now live on the following domain(s) etc, etc but when i press to verify step it saids this: Step not yet complete in Agentforce
We can’t find the agent named CC Service Agent in your playground.
Can you help me please?
#Trailhead Challenges
3 answers
Hi Ana,
Name is CCServiceAgent in screenshot. Can you change it to CC Service Agent and check
I am working on Configure Agentforce for Service and am on step 10. I have done all the steps correctly but EinsteinServiceAgent User is not showing up for me to select. I have the user profile updated correctly.
#Trailhead Challenges
1 answer
Hi Katherine
You might see +new agent user and once that's saved Einstein service agent will be created.
Thanks
1 answer
This is in a sandbox, and doesn't appear to be happening in production but I can't for the life of me figure out why only one field label on the Contact page is translated in to Spanish. If the whole page were translated, I could maybe understand it (though I'd still be puzzled, since we don't use translations), but this is the only thing on the entire page that's not in English.
It is way too late on a Friday for Salesforce to be chewing my brains like this.
#Salesforce Admin #Salesforce Developer
1 answer
- Can you check the Translation Workbench
Setup → Translation Workbench → Translate
Language: Spanish
Setup Component: Custom Field
Object: Contact
Search for that
specific field label that is appearing in Spanish and see if that field has a value populated. If yes, remove the label and save.
The agency for which i volunteer captures extensive background information about program participants as a part of their onboarding and intake process. This information is stored in custom fields in the Contact object.
The founder wants the entire intake process captured in a single screen, so I have added several Update Record actions to the Intake layout. Because of past challenges with staff not capturing all of the information, she also wants the entry of all of the information to be mandatory. I have made all fields in each action required, but it is possible to save the intake without the actions being updated in saved.
Any ideas on how to accomplish this (requiring all actions to be completed and saved before the Intake record can be saved) would be MUCH appreciated.
Thanks!