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I'm using Omnistudio for Doc Gen and creating a quote template. 

I need the output to have a separate table for each quote group (parent record) and list out quote line items (child records) that are related to that parent. Each table should ONLY show related quote line items that are related to THAT particular quote group.  

Currently my output is always showing ALL line items within each quote group, rather than filtering them to only display the child line items related to the parent quote group. 

I think I am missing something on how the extract and transform data mappers need to be structured. This is what my extract looks like 

1: Few questions are not similar to trailhead quiz is that true? 

2: Other than trailhead, are there other websites where we can get the study material to clear the exam? 

3: Please provide some link to attend the mock test 

4: I am planning to take an exam from webassessor please reply to me if anybody has tried/cleared the exam via webaccessor  

Has anyone experience with setting up the integration between Zendesk and Salesforce while using Person Accounts? This seems to be a limitation, anyone made it work though?

Can multiple paths be added to a page?     On the Opportunity Object I want a path that will show only two stage values. Another path that will show other stage values.    

I’m building a solution where the agent needs to have some context past the 6th utterance. Salesforce has mentioned it loses context at around the 6th utterance. Any ideas how I can continue grounding it with relevant data past the 6th utterance?

Can I have something that continues persisting certain data points through all my topics and actions that get called?

Thanks for any suggestions

I have a custom Object whose OWD sharing settings are Private and no Sharing Rules. The only Profile with FLS for any of the fields on this Object is that of the record owner. I need the owner of a record of said Object to be able to share with individual User(s) of their choice. 

I am not able to find the way to allow this. Once I share (standard Share button) with a User and log in as them, they are unable to see the record. 

I have tried doing the owner permissions as both a Permission Set and a Profile, hoping this might help. Since the User to be shared with will vary from record to record, I cannot use a group for Sharing Rules or a Permission Set. 

I would appreciate any insight anyone has - either how to accomplish this or to tell me I'm chasing my tail and it can't be done. 

Thanks!! 

Hey all! I’m a Salesforce Admin at a SaaS company, and we’re trying to make a decision on how to handle returning customers who were previously churned. It doesn’t happen super often, but we’ve had a few customers come back recently and it’s raising some questions. 

The main issue, is we integrate with other solutions (Intacct/Adaptive Planning) for financial and forecasting. A new Intacct ID is required when they return, which makes it cleaner

to create a brand new Account in Salesforce. On the other hand, I don’t love duplicating Accounts because we lose historical context in the CRM, and it can get messy for our Sales, CS, and Support teams. 

I’m wondering how others handle this — reopen or create new? 

Here’s the options we're considering:

Option 1: Reopen the old Account

• Pros: Keeps CRM clean, retains full history, no confusion in reporting
• Cons: Can cause confusion with financial/forecast planning integrations

Option 2: Create a new Account

• Pros: Clean slate for integrations, financial and planning teams prefer this
• Cons: Duplication in CRM, harder to trace lifecycle, need to relink Contacts/Cases/etc.

Possible Hybrid Approach:

• New Account gets created
• We link it back to the original via a custom lookup
• Copy data onto the new account with apex/flows to ensure data cleanliness

Curious to hear how others handle this in integrated orgs. If you’ve dealt with this before, what worked for you? Any suggestions or best practices to share with this use case? Thanks in advance! #Salesforce Admin #Sales Cloud #Data Management

#Trailhead Challenges