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How to i create a filter that include keyword in order to drop the case in the correct list view? 

 

#List View

5 answers
  1. Today, 8:28 AM

    Hi @Edwin Wong

     

     

     

    To create a filter that includes a keyword so that a Case record appears in the correct List View in Salesforce, here's how you do it:

     

    Step-by-Step: Create a Keyword-Based Filter in a List View

    1. Go to the Cases Tab

    • In the App Launcher, search for and select Cases.

    2. Click the Gear Icon  → "New" List View

    • Name your list view something relevant (e.g., "Billing Issues" or  "Escalated Cases").
    • Choose visibility ("Only I can see this list view" or "All users").

    3. Set Filter Criteria

    • Click "Add Filter".
    • Choose the field where the keyword might appear: 
      • Subject
      • Description
      • Or any custom text field

    Example:

    Field: Subject 

     Operator: contains 

     Value: billing

     

    This will include all Cases where the Subject contains the word “billing.”

     

    4. Save the Filter

    Now, only Cases containing that keyword (like "billing") will appear in this list view.

     

    Important Notes:

    • The filter does not "drop" the case into a list — it simply displays cases that match the condition.
    • You can create multiple list views, each filtered by different keywords (e.g., "technical", "refund", "shipping").
    • Use “Filter Logic” if you’re combining multiple keywords or fields.

     

    Please refer this article for more understanding : https://help.salesforce.com/s/articleView?id=analytics.filter_logic.htm&type=5 

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I have an App which is being used by users from different profiles, so I can't change all of their profile. I am looking for ways by which the users using the app can be assigned to the same layout within the app. Have any of you done this previously?

2 answers
  1. Today, 8:27 AM

    Hi @Shilpa Adhikari

     

     

     

    Salesforce lets you assign Lightning Record Pages based on the App, Record Type, and Profile. You can use this to assign a single layout for users just when they're in your specific app, regardless of their profile. 

     Here's a step-by-step solution to set it up:

    1. Go to Setup > Object Manager > (e.g., Account)
    2. Under the object, go to Lightning Record Pages
    3. Click New or Edit an existing Record Page 
      1. Design the layout you want all users to see (add sections, components, etc.).
      2. Save and activate it.
    4. In the Activation screen, click: 

       🔘 "App, Record Type, and Profile" 

       Then: 

      1. Select your App (e.g., “My Custom App”)
      2. Select Record Type (or “--Master--” to apply to all)
      3. Leave Profile set to All Profiles (this is key — you're overriding by App, not profile)
    5. Click Save and Activate

    Now, no matter what profile a user has, if they’re in that App, they’ll see the same layout. This works great for maintaining consistency across teams while avoiding the hassle of customizing multiple profiles. 

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Here’s the situation: 

On the Account, there is a field called Account Manager (User Lookup). 

When an Opportunity is created, automation adds the Account Manager as an Opportunity Team Member and then creates an Opportunity Split for them for 30%. Accordingly, we update the Opportunity Split for the Opportunity Owner to 70% (initially, the Opportunity Split is automatically created by Salesforce when the Opportunity is created and is 100% because there’s only one owner at that moment). 

The logic for adding the Account Manager, creating the split for them, and updating the existing split for the owner works correctly. 

Where the issue arises: 

Let’s say an Opportunity is created, the automation adds the Team Member (Account Manager), and the splits are created/updated. But then it becomes necessary to change the Opportunity Owner. 

What happens: 

If the Opportunity has Team Members and splits, and you change the owner, Salesforce automatically deletes all splits and Team Members and creates one new split for the new owner. 

To handle this, we added logic to the automation: when the owner changes, we again take the Account Manager from the Account, add them as a Team Member, create a split for them for 30%, and update the new owner’s split to 70%. 

And here we run into two errors: 

CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY: You can’t adjust necessary split percentages from the Opportunity Owner’s split. 

FIELD_INTEGRITY_EXCEPTION: Can’t update splits: percentages don’t add up to 100.00%. — this error occurs when updating/creating splits through Flow. 

The creation/update of these splits happens in one element. The Create element is set up as an upsert. 

Before creating/updating, the Flow has a loop that goes through all splits in the collection and sums the percentages — they add up exactly to 100%. 

There’s one more point: when we do a Get for the new split (the one Salesforce automatically creates for the new owner, which we want to update to 70%) and try to open it through the Flow URL — we get an error similar to what appears when trying to open a deleted record. So, the system manages to grab the new split, and since there are no duplicate errors, it also manages to delete the old one. 

Question: 

Why does everything work without errors when the Opportunity is created (even though the logic is the same — we build a collection and do an upsert), but when changing the owner, these errors appear? 

I’d really appreciate any thoughts or advice. 

Why does the Flow create/update Opportunity Splits correctly when creating the Opportunity, but when changing the Owner the same logic fails with split percentage and integrity errors?

Record where Id is Null should be created and record with Id populated should be updated 

 

OppSplit9.png

 

Thanks in advance 

 

 

2 answers
  1. Today, 8:25 AM

    For anyone who encounters the same issue — for some reason, Salesforce doesn't allow you to perform an upsert and will throw an error. However, there’s a workaround: 

    You can create a second split (or more, depending on your case) with a 0% value. Then, retrieve both the split automatically created by Salesforce for the Opportunity Owner and the newly created split(s). Only after that should you perform the update.

    So instead of using upsert, the flow (and I believe Apex work the same way) should:

    1. Create the required split(s) with 0%
    2. Retrieve the existing and newly created splits
    3. Update them with the correct percentages

    I hope this helps anyone facing the same issue. 

    Thanks!

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As part of the champion Trailblazer (your Data Cloud and Einstein AI playground part), 

I've finished with the step in which Sofia should have three reservations, appearing right inside of the contact page layout. But when I'm trying to verify the step - I'm getting this note, " Step not yet complete in Data Cloud and Einstein AI ...We can't find a Data Cloud Related List on the Contact object for the ExternalReservation object with a child  

and also the 

ExternalReservation

page is showing that it's still processing. 

Please guide me, how to resolve it without starting from the beginning. 

Thank you! 

 

 

#Trailhead Challenges

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Hi, 

I haven't been able to configure a workflow to create a channel; it keeps throwing the error:

Create a channel — The user does not have permissions in this workspace.

 

What's the trick? How do I have to configure the Workflow's permissions?  

 

Best Regards, 

Doc  

 

#Slack Workflow Builder

1 answer
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    Today, 8:15 AM

    @Armando Ricalde this means that workspace owner or admin has limited your ability to grant channel creation ability. Try to contact your workspace owner or admin of the channel to help you out

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1 answer
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I need to bulk update user records to populate a new custom field called "Team".  I can't line edit the  User records and when I run a this code in Dev Console it craps out and tells me that I'm not allowed to do that (Hey... I'm a SysAdmin here) 

 

My code is... 

******************************************* 

List<User> records = [SELECT Id FROM User]; 

for (User r : records) { 

    r.Team__c = 'Green'; 

update records; 

************************************** 

Line: 6, Column: 1 

System.DmlException: Update failed. First exception on row 76 with id 0050I000009cu6cQAA; first error: INSUFFICIENT_ACCESS_OR_READONLY, Cannot insert a user with this profile: [] 

 

#Salesforce Developer  #Saleforce Administrator

4 answers
  1. Today, 8:10 AM

    Hi @Graham Dodge

     

    As per your SOQL query you are retrieving all the users from your org. 

    Some users belonging to other profiles might not have proper access. 

    Try adding a where clause to your SOQL query like filtering it for only Sys Admin profile or any other profile with proper required access.

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Hi everyone

 

My boss hopes to create a case with an uploaded file in one screen by the flow designer.

 

On the screen, there are several fields for creating a case and a standard component(file upload component) to upload a file that will be related to the created case and a submit button.

 

I found that when using the file upload component, I must

 

set caseId in property section of the file upload component.

 

But I can not get caseId before submit.

 

So I thought I should put the file upload component in second screen.

 

Can it be done on one screen?

 

Any ideal, thanks!!

 

 
2 answers
  1. Mar 3, 2020, 10:00 AM
    Hi Hu,

     

    Since the file upload component must have a record ID in order to work, and the case will only be created after you move on to the next form, there is no way to have them both on the same page. You absolutely must have the case saved, with an ID, first.

     

    You could try being sneaky though. For example, you could try creating a record before the case form, like a 'session' of sorts, and upload the file using the session ID. Afterward, once the case is created and you have its ID, you could create a new ContentDocumentLink record to link the file onto the case.
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6 answers
  1. Jul 7, 2021, 4:16 PM

    Customers in China can use security keys or they can use a one-time passcode generator app (TOTP).  There are local Android app stores in China that will contain authenticator apps.

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We have been using github actions to deploy services and starting last week we started getting an error during the "test". 

 

Error:   Caused by: The following artifacts could not be resolved: org.springframework:spring-context:pom:5.3.39-spring-framework-5.3.45 (absent): Could not transfer artifact org.springframework:spring-context:pom:5.3.39-spring-framework-5.3.45 from/to ***-private (https://repository.***.org/nexus/content/repositories/private/

): status code: 401, reason phrase: Unauthorized (401) 

 

Error:

 Failed to read artifact descriptor for org.springframework:spring-beans:jar:5.3.39-spring-framework-5.3.45 

 

We updated the dependencies in the pom.xml before deployment. But reverting those back too we are still seeing the same error.  

 

How can I get around this issue? 

1 answer
  1. Manish Kumar Yadav (Hitachi Energy) Forum Ambassador
    Today, 8:07 AM

    Hello, 

     

    You need to check below:

    • There might be cases where your  Spring JAR got deleted from private repo, please hit the URL in browser and see it first 
    • Make sure, any of password did not get expired in settings.xml or check URL or any VDI or proxy

    If nothing work, do below 

     

    in GitHub Workflow YAML file , Add -X in Maven command'

    mvn clean install -X
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