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I've created an orchestrated approval along with a custom subflow created from scratch with a customized screen components in the flow. The flow returns the expected approval value and comment. 

 

When I approve a record that uses this orchestrated approval, I see the following screen, not the one I created. In the flow, I can see that my subflow is the one named in the steps. Where does this mystery approval screen come from? Is there a way to substitute my own? I want to provide some additional context to the approvers. 

 

Orchestrated Approval - where does the approval screen come from?

 

Below is the approval screen I created: 

 

Approval Screen Created.png

 

 

4 answers
  1. Today, 7:08 PM

    I see the Approvals Workflow: Evaluate Approval Requests flow. That's not the one I have selected in my orchestrated flow. It also doesn't show the text "Review approval work item". @Jayaprakash .

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Please refer the below screenshot I want to SUM the selected Number of Units and on click of Calculate Service Units I want the sum without going to the next screen  

How can I pass the mutilselected rows data to the action and get the sum of the field - Number of Service Units? in the screen flow as form of reactive

 

 

 

#Flow  #Screen Flow

3 answers
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Hi, everyone! I wanted to ask how you are tracking the following:   

 

Scenario: 

A donor pledges a $60,000 gift to be paid over 5 years. (Currently, we are tracking this as an Opportunity -- not as a Recurring Donation -- with a custom record type of "Pledge" and stage of "Closed Won."  Then 5 Payment records are created to track over 5 years.)  

 

Donor paid the first two $12,000 installments as planned, but then was unable to pay the remaining 3 payments. The remaining payment records are checked "Written Off" but 

how do you track the accurate amount of the gift, because the original pledge Opportunity now shows an amount of $60,000, but the total payment amount received ONLY = $24,000?  

 

 Any tips are much appreciated. Thank you! :)   

 

@Judi Sohn @Dar Veverka @Salesforce.org MVPs @Salesforce.org System Administrators @Nonprofit Ask Me Anything (Global) @Nonprofit Success Pack

 

#Nonprofit  #Nonprofit Success Pack  #Donation Pledges

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1 answer
  1. Today, 6:56 PM

    Hi @Pragati Tatuskar

      

     

    Even though the Agentforce Agent toggle is enabled in setup, it may not be connected or activated in your Messaging Channel / Chat Deployment. 

    Solution: 

    • Go to Setup → Embedded Service Deployments
    • Choose your deployment
    • Check under Messaging Settings or Chat Settings
    • Ensure Agentforce is linked and activated
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Hello, 

 

We may need to change a picklist field (using a Global Picklist) which receives strings/data from a few other systems to text, to allow it to receive strings that are not available on the Global Picklist.  

 

I know there is no data loss when converting picklist to text but I'm wondering what happens with flows using this field to be converted. Do the flows need to be edited/changed? In our case, most of the flows are checking for values in the picklist field in a decision element like in the screenshot below. 

 

Changing picklist field to text, what implication on flows using the field?

 

Probably some flows will function but they should all be checked for errors. 

 

#Flow

2 answers
  1. Zack Terry (Fast Slow Motion) Forum Ambassador
    Today, 6:54 PM

    I don't think you'll be able to change the data type since it is referenced in a Flow - you'd need to remove references to the field in Flows (or elsewhere) before the system will allow changing the data type. Then you will need to update the Flow references. Recommend doing this in a sandbox first to get familiar with the steps involved.  

     

    Example image showing the error that is received when attempting to change a field from Picklist to Text when it is referenced within a Flow.  

    I don't think you'll be able to change the data type since it is referenced in a Flow - you'd need to remove references to the field in Flows (or elsewhere) before the system will allow changing the d

     

     

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Hello, we have an ORG with NPSP. On the contact level there are 4 email fields one is called Email and 3 more (personal email, work email, and Alternate Email) and a pick list that picks between these 3 types of email address (npe01__Preferred_Email__c) and depending on what is selected on this picklist it will automatically copy the email value on the corresponding field to the Email field. 

 

My question is, how can I add another email option (assistant email) to this pick list so it gets copied to the Email field? 

 

So far what I have is: 

1- Create assistant email custom field 

2- Add assistant email to the picklist values of npe01__Preferred_Email__c 

3- ??? 

 

I am not sure what the process is that once the contact is updated/created it know how to relate the picklist value of npe01__Preferred_Email__c to the corresponding of the 3 email fields and then copies that value to the Email field. 

It is not a formula field on the Email field. 

 

Any help would be appreciated. 

 

Thank you, 

 

#NPSP

8 answers
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Staff at my organization have begun sending some emails from an org-wide email address, which is great, but unfortunately replies to those emails are also coming to that sending address, rather than to the staff who initiated the email. I would like staff to be able to manually configure the reply-to while creating a list email or email template (either will do) 

 

What I've tried: I've read (

here

) that you can add a reply-to email address, but I am struggling to do so. I see the Reply-to field visible in the List Emails Object (Page Layout), but when I preview and view actual List Email records, the field is not visible. It's also, strangely, read-only, and I can't seem to change that. I have reviewed all settings on my profile related to emails and didn't see any permissions-related explanations.  

 

Any advice on this would be appreciated! Or any ideas about workarounds that we could use to approximate this outcome. I am pretty familiar with Flow, and considered building a screen flow that would fill a parallel purpose, but I couldn't find a field to map the reply-to email to once I collected it.  

 

#Email Marketing  #Email Template

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1 answer
  1. Today, 6:41 PM

    Hi @Y121 KRISHNAVENI C  

    Prompts in Prompt Builder might be saved as drafts, and by default, the list may only show Active prompts. 

    Solution: 

    Go to Prompt Builder (Setup > Prompt Builder) 

    Use the filter dropdown (top left or top center) to change from “Active” to “All” or “Drafts” 

     

    Please give this answer as the best answer if this answer helps to resolve your issue.   

    Thank you. 

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 When I search for a report in the search box, no matter what string I type—even if the report exists in one of the folders—the search box does not return any results when I search and press Enter. Am I missing something, or why isn’t the search working?  

 

@Salesforce Administrators and Developers@Salesforce Administrators & Developers@Data Quality & Management

  

Report Search Not Returning Results in Salesforce

 

 

2 answers
  1. Today, 6:39 PM

    Hi @Lena Wong

      If you're using the Global Search (top search bar), it doesn’t index reports like it does records. You need to go to the "Reports" tab and search inside that tab.  

    If the report exists in a folder you don’t have access to, you won’t see it in search results.  

     

    Please give this answer as the best answer if this answer helps to resolve your issue.   

    Thank you. 

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 Hi, is it possible to assign a different profile to a user after they’ve been created in the system, based on certain conditions in their related Contact record?  

 

#Salesforce Developer  #Flow

1 answer
  1. Today, 6:36 PM

    Hi @Nuriye Kahraman

      in Salesforce, you cannot assign a Profile directly via Flow, because Profiles are not editable through Flow or Apex for security and design reasons.  

     

    Please give this answer as the best answer if this answer helps to resolve your issue.   

    Thank you. 

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