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I'd like to auto-change a checkbox field based on which Account is selected on an opportunity. I can't create a flow because the flow only has "True, False, or Blank" as selections (instead of the 1000+ list of account names).  

Is there an easy way to do this via flow or by adding a formula field? Or another method? 

For example: If the account selected is "ABC Company" then auto-populate the "Disconnect" check box field to "yes". 

When I try to do the challenge in " Lightning Knowledge Setup and Customization" I get the following error. 

We can't find Lightning Knowledge enabled. 

When I check the setting the system it shows that Lightning Knowledge is enabled.  Where is the flag that the checking process checks. 

En que playground se crea el objeto Job Aplplication con los campos de Candidate y Position 

Need some best ideas as how we can reload the record page from screen flow. 

I added the screen flow on record page and there are field updates on that screen flow. Unless we do the reload or refresh the page the new values are not showing up.  

Any leads on this ?  

#Agentforce  #Salesforce Admin

System Admin & Team Lead should be the only profiles viewing the Path component  

 This is what I have.  

#Salesforce Admin

 I have created an action button labeled "Add" which triggers a redirect LWC component. In this component, I set the URL for a Lightning App page. The action button is placed on the Contact page, and I need to pass the Contact ID as part of the URL. However, I am currently getting recordId as undefined

. Can anyone help me figure out why this is happening? Below is my LWC code:  export default class RedirectToStore extends NavigationMixin(LightningElement) { 

    @api recordId; 

    connectedCallback() { 

        console.log('Record ID:', this.recordId); 

        const targetUrl = `/lightning/n/Add_Stores?contactid=${this.recordId}`; 

        this[NavigationMixin.Navigate]({ 

            type: 'standard__webPage', 

            attributes: {    

                url: targetUrl 

            } 

        }); 

    } 

}  

meta.xml : 

 <isExposed>true</isExposed> 

    <targets> 

        <target>lightning__RecordAction</target> 

        <target>lightning__AppPage</target> 

        <target>lightning__RecordPage</target> 

        <target>lightning__HomePage</target> 

    </targets> 

    <targetConfigs> 

        <targetConfig targets="lightning__RecordAction"> 

            <objects> 

                <object>Contact</object> 

            </objects> 

        </targetConfig> 

    </targetConfigs>

#Salesforce Developer

Hello Everyone, 

I have a requirement to fetch related records of contact object and within a rolling 3 month period sum a field and then using a decision check/uncheck certain fields. But it is failing with "This error occurred when the flow tried to look up records: Too many query rows: 50001" 

This is how my flow works, Schedule trigger flow with object being contact, get records of related custom object based on the Id of the contact record, sum the field using transform element then decision. 

I was wondering if there is another solution I can approach this without apex, I tried roll up fields but it doesn't support date with rolling 3 months. 

Thanks

Hi All, 

I have a requirement and I am not sure how to go about. 

The way our clients are set up is that each agency (Account) is owned by an agency holding group and each agency has clients within that agency.  

So when we have opportunities set up, we add the agency which is an account selection field and the client is then just a text field to add the name of client company. 

Now we want to have reports to show the opportunities booked within each agency, agency holding and client respectively. 

Do you think we can set up the agency holding, agency and clients all as accounts in SF. The agency holdings can then become the parent account for the agency accounts and agency accounts can further be the parent account for client accounts? And the client field on opportunity will be a lookup to the account field to select the account rather then typing the text? 

Now question is , will I be able to report on opportunities to know the parent accounts( agency holding as well as agency )  for each client account? 

Thanks, 

Hi all,

I’m working on a custom lead conversion process and need to populate a custom Contact lookup field on the Opportunity with the Contact that was created during Lead conversion.

I’ve tried using a Record-Triggered Flow on Opportunity and pulling the Contact via OpportunityContactRole, but it looks like the Contact Role isn’t reliably available at the time the Opportunity is created. It works fine in debug, but not when run live during actual conversion.

Has anyone found a reliable way to reference the converted Contact from the Lead, either through field mapping or Flow? I'd prefer something that doesn’t require delaying the update too long.

Thanks in advance!