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Hey all, I came across a question:

Q. Universal Containers has a requirement that an opportunity should have a field showing the value of its associated account's billing state. This value should be static after the opportunity has been created 

What is the recommended solution to configure this automation behaviour? 

  1. Roll-up summary field 
  2. Apex 
  3. Workflow 
  4. Formula field 

I thought the answer should be Formula field (cross object). Can someone help me get the correct answer for this? The test result says it should be Workflow. 

 

#Trailhead  #Formulas

4 answers
  1. Today, 5:32 AM

    Hi @240 SRI NIKITHA SAVULA S

    , In my case Flow is the one of the Option. I think we can go with flow.  

     

    • A record-triggered flow (before insert) can copy the Account’s Billing State to a custom field on the Opportunity at creation.
    • Once saved, the value remains static, even if the Account’s billing state changes.
    • Ideal low-code solution for this use case.
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This memo should be immediately/highly visible - perhaps a banner? - and only 1 memo should be allowed at a time - think "sticky note" almost. This memo is different from a single call or interaction note, in that it should be used to work the account every single time the customer or account is discussed until the memo is updated. All agents should have the ability to update this memo. Any ideas for how we could get this functionality? 

 

#Salesforce Developer  #Trailhead

2 answers
  1. Today, 5:26 AM

    this is a common need, and I’ve seen a few good ways to handle it depending on how much flexibility you want. The simplest approach would be to create a custom long text field on the Account object, maybe call it something like "Working Memo" or "Sticky Note." You can then place that field right at the top of the Account page layout or even on a Lightning page in a custom banner area so it’s very visible.

    If you want it to stand out more visually, you can use a custom Lightning Web Component to style it like a sticky note or banner. That would let you control colors, font, maybe even add a label like “Attention Note” or similar. Everyone with access to the record could update that one field, so only one memo exists at a time.

    Another option is to create a custom object related to Account, like "Account Memo," but restrict it so only one memo can be active per account. That gives you a bit more flexibility with history or future enhancements, but it’s a little more effort to build.

    Avoid using Notes or Chatter here—they’re not persistent or obvious enough for what you’re describing. You want something front and center that every agent sees the moment they open the record.

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So I'm trying to create a second generation package that contains a report and that is all it contains (with it's report folder definition of course). When I run the version:create command then I get an error back in the form of:

<ReportFolder>/<ReportName>: filterlanguage: Invalid value specified: 1.

Where <ReportFolder> is the report's folder and <ReportName> is the report's name. I've tried this with several kinds of reports and with Translation Workbench on and off in the DevHub org as well as the default scratch org. This just doesn't seem to work. Has anyone else had success in building a 2nd gen package (Unlocked) with any kind of a report and NOT gotten this maddening error message?
4 answers
  1. Today, 5:24 AM

    Yeah, this is one of those annoying issues that comes up when trying to include reports in a second-generation package. The error you're getting:

    filterlanguage: Invalid value specified: 1

    usually means that Salesforce added a value during report creation that doesn't play well with packaging. Specifically, the value 1 for filterLanguage isn't valid for metadata deployments. It often gets pulled in when you retrieve the report metadata from an org.

    What’s worked for me in the past is opening the report’s XML file and either changing the line:

    <filterLanguage>1</filterLanguage>

    to

    <filterLanguage>en_US</filterLanguage>

    or just removing that line completely. After that, try running the package version create command again.

    Also worth noting, reports created through the UI can sometimes include other metadata elements that don’t behave well in packaging. It’s always a good idea to manually review the XML for anything that looks off.

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1. The first user does not get a pop up window when they click on login button in Data loader. 

2. The second user gets an error message stating "failed to send request" 

The users have been using the Data Loader for a long time and this suddenly started happening. The version they use is 60.  Any suggestions on how this can be resolved?

@* Salesforce Administrators *@* Customer Success *

  

 

#Salesforce Developer  #Salesforce Admin  #Customer Success

2 answers
  1. Today, 5:22 AM

    Hey Prat, 

    This kind of issue with Data Loader usually comes up due to either a Java problem, system update, or something changing on the network side. Since both users have been using it for a while and it just started happening, here are a few things you can try: 

    For the first user who doesn't get a login pop-up, it might be that the login window is either being blocked or opening off-screen. I'd suggest closing Data Loader, deleting the .dataloader folder under their user profile (C:\Users\Username.dataloader), and then restarting it. Also, make sure they’re running the latest supported Java version and try running it as admin. 

    For the second user seeing "failed to send request," it sounds like Data Loader isn’t able to connect to the Salesforce login server. That could be due to a proxy, VPN, or a firewall issue. Make sure nothing is blocking https://login.salesforce.com. Also, check that they’re on Java 11 or whatever version is officially supported for the version they’re running. You could also try launching it from the command line to see more detailed error logs. 

    If the issue persists, it might be worth reinstalling Data Loader or upgrading to the latest version. 

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In customize a Salesforce object module , create validation rules getting error . 

Please resolve my problem as soon as possible. Any one help and do my task sir /madam. 

In customize a Salesforce object module , create validation rules getting error

 

 

 

#Trailhead Challenges

1 answer
  1. Today, 5:14 AM

    Hi , 

     

    Try unchecking the checkbox "deselect the checkbox Restrict picklist to the values ​​defined in the value set" in Picklist (Multi-Select) Options in the settings for "Close Reason". 

     

     

    Hi , Try unchecking the checkbox

     

     

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1 answer
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Hi Trailblazers,

I’m currently working on the "Connect Data Cloud to Agentforce and Prompt Builder" Trailhead module, specifically the “Bring External Data into the Contact Page Layout” unit. While creating an Identity Resolution Ruleset, I’m getting the following error:

Here's what I’ve already done:

  • ✅ Created and deployed 3 data streams:
    • External_Guest__c_Home
    • External_Reservation__c_Home
    • Contact_Home
  • ✅ Mapped the fields in External_Guest__c_Home to:
    • Individual → First Name, Surname, Birthdate, Record ID
    • Contact Point Email → Email
    • Contact Point Phone → Phone Number
  • ✅ Mapped Contact_Home fields to:
    • Individual → First Name, Last Name, Salutation, Title, Birthdate, Contact ID
    • Contact Point Email → Email
    • Contact Point Phone → Mobile, Business, Assistant Phones
    • Contact Point Address → Mailing Street, City, State, Country, Zip
  • ✅ Mapped External_Reservation__c_Home fields to:
    • ExternalReservation DMO → Check-in Date, Check-out Date, Room Type, Reservation Status, Record ID, and Contact ID → Individual ID
  • ✅ All data streams show Last Run Status: Success and Total Records > 0
  • ✅ Tried re-saving, re-deploying, and refreshing mappings
  • ❌ Still getting the same error while setting up the identity resolution ruleset (Primary DMO: Individual)

I've reviewed all mappings and ensured I'm only using standard Cloud Information Model DMOs (no custom ones).

Is there anything I might be missing? Could this be a caching issue or a problem with the mapping not being saved correctly under the hood?   

1 answer
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Hello Community, 

 

I just have a query while working on superbadge. I need to create every time a developer edition Org or with one stable org we can pass all superbadge challenges? 

 

#Trailhead

2 answers
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    Today, 4:42 AM

    Hey @Aqub Younus, each superbadge org has unique pre-configured data and metadata needed for that specific superbadge unit. So, 1 org can't be used for all superbadges. Each superbadge unit has the special superbadge org signup link available in the scenario text.

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2 answers
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    Today, 4:47 AM

    Hey @Nandini Devi Rachapalli, make sure you are using an Einstein org and not a normal trailhead playground org. Also, make sure the Einstein setting is turned on for your org first. 

     

    Follow these steps: 

    1. From Setup, in the Quick Find box, enter Einstein Setup, and then select Einstein Setup. 

    2. Enable Turn on Einstein and refresh the page.

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We have a consultant salesperson who is going to be providing Leads that (hopefully) will get converted to Contacts and Opportunities.  We need to be able to monitor this persons activities without letting them have access to our org.  I have proposed:

  • Giving another user delegated administration to the consultant so they can log in as that person and do their work.
  • Allow another user to do the consultants work and simply assign the records to the consultant as the owner.
  • Create different a Role and Profile for the consultant and limit their ability to view records they do not own.

 

Can anyone think of a fourth option that I've not thought of? 

Thanks

3 answers
  1. Today, 4:35 AM

    I agree with your take—setting up a separate Role and Profile for the consultant is the cleaner and safer route. That way, you maintain clear visibility into their actions through the audit trail, and you avoid the messy confusion that comes from shared logins or using "Login As" without proper documentation. 

    It also reinforces accountability. If something breaks or changes unexpectedly, you know exactly who made the change and under what access level. Giving them limited access based on the principle of least privilege is always a good practice, especially when dealing with external consultants. 

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