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I have followed all the given instructions in https://trailhead.salesforce.com/content/learn/projects/analytics_charts_icons/analytics_charts_icons_gauge?trail_id=wave_analytics_enable_and_produce and am not able to pass the challenge. I have gone through it several times in case I missed something, but I'm sure I did everything correctly.

 

This is the error I am getting:

Dataset doesn't include 'Country,Flag_img_url and Sum of Value'. Please check the instructions.

 

I have made sure the dataset is named worldwide_sales_with_flags, saved in My Private App, and includes Country, flag_img_url, and Sum of Value. My charts also look identical to the screenshots provided in the instructions.

 

I am providing screenshots of my work and the error message below for clarity.

 

Create a Lens Using a Polar Gauge Chart with Chart Icons

 

Screenshot 2023-03-02 111020.png

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1 answer
  1. Today, 7:56 PM

    Hi @Ravi Sharma

    - Did you complete maintenance module on time? if yes you can log a support case to trailhead support. 

    Thanks

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Our org run uploads on a regular basis using the Salesforce Data Loader. One issue we are encountering is that when we are mass uploading new Contacts and duplicates are found, the error message only alerts us that there is a duplicate and we have to manually look into the system to find the IDs (either through manual navigation or using a vlookup after exporting all our contacts - which obviously isn't ideal when you have a large number to deal with).

 

Is there a way to show the ID(s) of the duplicate record(s) when it errors through the data loader? If not, what other solutions are out there?

 

Thanks!
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3 answers
  1. Today, 7:36 PM

    Hi @Mykhailo Vdovychenko

     

    I have found a solution for the above issue. We have included the organisation token along with the password (password + token). Only the password will not work in this case. 

     

    Thanks

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Hi!  

 

Thank you in advance for any advice you can provide. I'm trying to design a flow. Ideally, when an opportunity record is updated, the flow would look at the related account record. On the account record, there are grades K-12. Each relevant grade field will have the total number of students. Depending on the opportunity, some of the grade level fields may not be filled in. For example, if the opportunity is a K-5 school, then the 6-12 grade level fields on the account record won't be filled in. 

 

Ideally, the flow would pull the grade level fields if the field is filled in, calculate the average, and add the average to the opportunity record. 

 

Any idea how to design this flow? 

 

#Flows  #Automation  #Formulas  #Help  #Flow

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I previously had set up two Process Builders set up in combination with Approval Processes from Parent/Child records to manage purchasing. Recently I was asked to make a minor update to the process, and was not able to keep as a Process Builder because it is being retired. As such, I converted the 2 Process Builders to two separate Flows. Now the fun begins :) 

 

Summary of How it Works 

The user creates a Parent record, adds at least one child record, and then submits it for approval on the Parent Record. Then the system should start the approval at the Parent Record, then when approved, pass to each of the children records, starting with [1] an approval process (parent record) > [2] process builder (mark child items as ready for approval) > [3] process builder (select the approval process on child records and submit for approval) > [4] approval process (child records). This was working perfectly using Process Builder for years. 

 

I used the Convert to Flow feature, and with a bit of adjusting was able to get this to nearly work. HOWEVER, the system is getting hung up on [2]. Step 2 simply is checking to see if the Parent record is Approved (text field), and then marking a checkbox. The system is not recognizing that the field is being updated unless a user clicks into the child record and resaves it. 

 

Any thoughts on how to make sure that the Flows are being triggered as needed? 

 

#Flow  #Approval

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Criteria: 

You are not allowed to set the Status field to Deactivated on a Person Account if there is an open opportunity. 

 

I wrote this on the Opportunity object, but it is not working: 

 

(Account.RecordType.DeveloperName) = "PersonAccount" && 

NOT($Permission.Bypass_all_Validation_Rules) && 

ISPICKVAL( Account.PersonContact.Status__c , 'Deactivated') && 

NOT(ISPICKVAL(StageName, "Closed Won")|| 

NOT(ISPICKVAL(StageName, "Lost"))) 

 

Any help would be greatly appreciated!  Thanks, CJ 

 

#Sales Cloud

1 answer
  1. Today, 7:12 PM

    Hi @Cheryl Ward

     

    You can use the below validation rule - if you would like to validate an Opportunity record. 

     

    NOT(ISPICKVAL( StageName , "Closed Won") || ISPICKVAL( StageName , "Closed Lost") )  

    && 

    ISPICKVAL( Account.Status__c , "Deactivated")  

    && 

    Account.IsPersonAccount

      

     

    Regards 

    Sravani

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Hi, I have been using EAC recently and most of it is now clear, or at least clear enough to provide the support and data needed, however, there's one question that I found difficult to answer, we have a client that is changing its domain (mail@domain.com to mail@newdomain.com), change that basically affects all of our contacts with that clients.  

 

What will happen to all the old data we already have synchronized from those contacts? 

Some articles and questions regarding EAC say that some entries will be lost other articles say they will remain there, do we really have a concrete answer on this matter? 

 

Thank you in advance. 

 

@* Service Cloud * 

2 answers
  1. Today, 7:11 PM

    f you change the address in the standard email field on an account, person account, lead, contact, opportunity, or user record, the visibility of the email history is different based on the use of Activity 360 Reporting. 

    • If Activity 360 Reporting isn’t turned on: The email history with the old email address isn’t visible, but emails with the new email address are. The data is saved for the retention period and is available again if you change back to the original email address.
    • If Activity 360 Reporting is turned on, the email history already associated with the record stays associated to the record. New emails will be associated based on the new email address of the record.

    https://help.salesforce.com/s/articleView?id=sales.aac_guidelines.htm&type=5

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Does anyone know if RCA has similar functionality to CPQ where you can renew something as a different product? or Renew it for a different price?

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I  need a YOY % change report for Events. This would be a comparison of scheduled events for this month vs. this month last year and since would be a row count comparison, the formula doesn't work. 

Results needed:  By Assigned to, 2025 This month compared to 2024 this month , % change in number of events scheduled during that time. Example below of how I want the end result to look  

I created two formula check box fields for This Month and This Month Last year but cannot figure out the formula to compare the numbers.   

All suggestions welcome! 

 

YOY comparison for events scheduled

 

#Reports & Dashboards  @Reports & Dashboards

1 answer
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