Feed

Hi I am not getting the option to add chatter expert and I keep receiving this error

Hello.  

I am trying to create a screen flow that will ask the user to search for existing Opportunity records. The results should only return records where the checkbox field 'Lead' equals 'true'. I know how to add a lookup component to a screen flow but, not sure how to add the criteria. Please help! 

Please let me know if additional information is needed.  

Thank you, 

Nancy 

Hi, 

During the exercise inside the playground, I am asked to create a new "data cloud related list" and insert the value "ExternalReservation" as a data cloud object but it is not present among the fields that can be selected. 

How can I proceed?  

Thanks  

Ivano Scavo

Hola, para este challenge: "Now change the label of the Rating field to Prospect Rating.

1. From Setup, enter Rename Tabs in the Quick Find box and select Rename Tabs and Labels.
2. In the Action column, click Edit in front of Accounts.
3. Click Next.
4. Find Rating in the list of standard fields and change Rating to Prospect Rating in the Singular column." No me deja llegar a Rating, me pide cambiar el nombre, alguien sabe que puede ser?

#Trailhead Challenges

Using the Salesforce API, is there a way to log a task to a cadence step so that exit automations and branching logic apply? We are programmatically completing the cadence step and then creating a new task, but nowhere in the documentation did we find the ability to associate that task to the cadence step, so that that task can trigger cadence exit automations.   

@* Salesforce Developers * 

I have a flow that is supposed to send an opportunity for approval.  I keep getting an error message when I debug that says No Applicable Approval Process is Found. 

The criteria for the approval process it is supposed to go down is 

Stage = Booked 

Test Account = FALSE 

Approval Status != Approved 

All of these things are true on the opportunity record. 

I also have the Initial Submitters set to All Roles, as well as the creator and owner, so that should not be an issue. 

Is there anything else I am missing? 

Step not yet complete in My Trailhead Playground 1

We could not find an OAuth authorization for the connected app ‘Global Connected App’ or ‘Salesforce CLI’. Make sure to authorize your Dev Hub org with the Salesforce CLI. 

https://trailhead.salesforce.com/content/learn/projects/set-up-the-service-console/set-up-the-lightning-service-console?trail_id=dive-into-service-cloud-for-salesforce-admins

I am working with a CRMA dashboard where the user is able to select the Top X (20 by default) Accounts to be visualized.  

I want to dynamically show the X number in a tooltip connected to the user selection, whose query API name is "input_2" in this case. 

I have clicked on "Add Query Data" from the tooltip and chosen the "input_2" query as Dynamic Data Source. However, I don't have any option to customize the interaction type ("result" vs "selection"), which in this case would be "selection" since the number is based on the user input. Therefore, if I change the input number to 30, for instance, I keep seeing "Top 20 Accounts" in the tooltip, but what I want to see is "Top 30 Accounts". 

As a workaround, I have manually updated the interaction type value ("sourceType" field in the JSON) from "result" to "selection" in the JSON code of the dashboard and it works as expected.  

However, I am afraid this solution is not scalable and I'm pretty sure it was possible in the past to customize the interaction type directly from the tooltip when clicking on "Add Query Data". 

Was there any recent change to CRMA that impacted this functionality? Is there any other solution to achieve the same result. 

Thanks!