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I have a recipe to pull in data from a field history tracking object that does not allow regular reports. I have transformed the Created By User Full Name field to Edited By, but I need to be able to transform another label from User Full Name for Team Member, but I'm not sure how to create two labels for the same object field. 

Would love some help. 

Thanks! 

Hi everyone, 

I’m really hoping to hear how others are managing this because I’ve hit a wall.

I’m trying to build clean, reportable dashboards for my team based on Calls, Tasks, Events, and daily/weekly activity KPIs

 — but Salesforce’s native setup is making it incredibly difficult. Here are the core issues I’m struggling with: 

My Pain Points:

• “Subject” field is free text — no way to force standardization for “Call outcomes” unless I use workarounds (custom fields + Flow + validation rules). Why isn’t this a picklist??
• Log a Call = Task and Meetings = Event, but users don’t always know the difference. There’s no easy way to track outcomes or enforce consistent logging.
• No clean reporting: I’m using “Tasks and Events” report type, but I’m still getting incomplete or inconsistent data. Activities logged via Outlook sometimes sync, sometimes don’t. Campaign emails? Invisible in activity reports.
• I can’t add custom fields to Events (e.g. for Call Outcome). So even with good intentions, I’m blocked by system restrictions.
• I’ve tried to simplify picklists, but Salesforce’s UI still allows too many variations or doesn’t respect my layout changes in all interfaces (like global actions vs. object actions)What I Wish for:
• A consistent, easy way to log calls and emails, track outcome, and report on team activities across Task/Event.
• Standardization for reporting: e.g. successful vs. unsuccessful calls, meetings booked vs. held, emails sent.
• Less admin hell — I don’t want to build 20 flows and validations just to get clean Subject data.
• Ideally: some lightweight app or UI overlay that fixes these pain points, without requiring Salesloft-level investment.

I would love to hear real solutions or survival strategies. 

Help a fellow admin not lose her mind. 

Thanks in advance.

1. In the Create Follow-Up with Decision Maker flow, add a Create Records element after the Get Decision Maker element:
   • Label: Create Task
   • How to set record field values: Manually.
   • Object: Task
2. Define the field values for the new task record.
   • Field: Assigned To ID, Value: Triggering Opportunity > Owner ID (Scroll down and select the Owner ID field that doesn’t have a > at the end of the line.)
   • Field: Priority, Value: Normal
   • Field: Status, Value: Not Started
   • Field: Subject, Value: Closed Lost Follow-Up
   • Field: Related To ID, Value: Opportunity ID
   • Field: Name ID, Value: Opportunity Contact Role from Get Decision Maker > Contact ID (Scroll down and select the Contact ID field that doesn’t have a > at the end of the line.)
3. Save the flow.

#Trailhead Challenges  #Trailhead  #Flow

Dynamic Record page: Have two sections with Detail fields. So both are showing on New record and Edit screen. I don't want them both to show. 

Hi everyone,

I'm working in Salesforce Reports (Lightning) and trying to build a summary formula that displays each internal rep’s % to quarterly goal, based on custom expected values per rep per quarter.

Setup:

• Object: Invoices__c
• Grouping Rows: Internal Rep: Full Name (via Account → Internal_Rep__c → Name)
• Grouping Columns: not currently used — instead, I filter one report per quarter (e.g. Q3)
• Summary Field: MaterialLineAmount__c (summed per rep)

Challenge:

I want to create a

Rep Name Q3 Goal: 8,283,970
Rep Name Q3 Goal: 2,761,323
Rep Name Q3 Goal: 1,643,915
...etc.

I've tried all of the following:

• Referencing 'Account Name: Internal Rep: Full Name' in summary formulas
• Creating a bucket column (Rep Name Bucket) to use as a stable group reference
• Writing nested IF logic in a summary formula:

IF('Rep Name Bucket' = "Jason Gao", (SUM(MaterialLineAmount__c) / 8283970) * 100, NULL)

Valid syntax, no errors — but it always returns null or – 

 Is this simply beyond what summary formulas can support?  Open to creative workarounds or confirmation that I’m hitting a known limitation.  

Thanks, Jake 

 I have scheduled the Salesforce Certified Marketing Cloud Developer online proctored exam at 10:30 IST (24-hour format) on Wednesday, 09 July 2025. However, I am currently unable to access the Webassessor platform as it is showing a message that the site is down for scheduled maintenance  

could you please assits  

I am wondering if anyone had any experience migrating File attachments from CRM to FSC.  What are some of the tools you leveraged to do the migration if the file count over 100,000. Or did you use the ETL to bring the data to FSC.

Hi Community,

Is there a way to render a PDF file stored on a specific record (as an Attachment or in ContentVersion) directly within the Agentforce service agent’s response view?

I want the agent to see the PDF content inline without needing to download or open it in a new tab. Any suggestions on how to achieve this using standard Salesforce features like LWC or Visualforce?

Thanks in advance!