I saw this in the Ohana Slack Group. Is there any truth to this, I certainly hope not?
3 answers
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Hi all,
One of our accounts running the SenderRating automation is consistently failing on the RandomPopulation query. Support have confirmed this is due to query timeout. Any versions of this using intermediate tables or other optimization methods?
Thanks,
Jess
1 answer
Hi Jess - I'm currently looking into optimization possibilities for this query, and I'll let you know what is found. Thanks!
In the Salesforce mobile app, partner community users report that when clicking on 'New' to create a new Account, the button is simply doing nothing. I also tested it with a Partner Community User for several objects. The new button is simply doing nothing.
All of that worked days ago. Since Salesforce does not support for those licenses in the experience cloud environment is there anybody out there who can help?
#Mobile App #Experience Cloud
1 answer
I’ve seen similar issues before with the Salesforce mobile app and Experience Cloud users, especially partner community licenses. Sometimes, the New button just stops responding due to permission or page layout settings.
Just double-check the partner user profiles and permission sets to confirm they have Create access on Accounts and other objects. Also, make sure the mobile page layouts or Lightning Record Pages assigned to the community users include the standard New action, sometimes, these get overridden or removed accidentally.
If permissions and layouts look fine, try clearing the mobile app cache or reinstalling the app. Sometimes the app can glitch and cache stale metadata.
Hello,
I'm trying to do Agentforce for Service Superbadge Unit and Get Agent-Ready but I have not received an email to reset the password.
Can you please help?
thank you :-)
#Trailhead Challenges #Agentforce #Trailhead Playground
4 answers
Hi, @Jakub Chycki I have completed the same super badge unit. Generally, it takes 5 to 10 minutes and sometimes longer to receive the mail. You need to wait and refresh your browser. Thankyou.
I am new to Salesforce and I'm trying to run an Opportunity Report that shows a list of donors who gave between 2018 to present. Within that report, we are trying to get columns that show their total giving within those years (total giving 2023, 2022, 2021 ...). I am able to get the total giving for this year, last year, and two years ago (seem to be defaulted) but I'm having a difficult time getting columns to show the total giving beyond two years. How do I get this? My hunch is that it's through "Add Summary Formula" but I don't know where to begin when creating a formula. Thank you!
26 answers
Hi @Kevin Lungay!
Yes, you probably want to add some new fields and add new Customizable Rollups for them. You can do this on both the Account and the Contact if you like. (Total Gifts This Year, Last Year, and Two Years Ago fields are on both, so you can feel free to add them to both objects to keep it consistent.)
Add new fields "Total Gifts Three Years Ago" and "Total Gifts Four Years Ago", going back as far as you need with a separate field for each year. You don't have to add these fields to the Page Layouts if they're only for reporting.
Go to NPSP Settings (from the App Launcher), then go to Donations > Customizable Rollups, and click "Configure Customizable Rollups". I'd recommend referencing the existing rollups for Total Gifts This Year/Last Year/Two Years Ago as you set up the new ones. (Use the same Filter Group and other rules. Only change which year is being rolled up.)
- Here's a Trailhead lesson on Customizable Rollups (you can skip the section on enabling Customizable Rollups since you already have it enabled).
- Here's the Salesforce Help documentation on Customizable Rollups for further details.
You said you're trying to get "a list of donors", which makes me think that rather than an Opportunity Report, you probably want a Contact or Account Report. If Account, you can filter to Household only. Then, you can add filters to each of the rolled up Total Gifts fields (This Year/Last Year/etc.) where the value is > $0 (using OR logic between each of them) so you get a list of all Donors (or all Households) where the total gifts in any of those years is > $0.
I am investigating some new issues with another integration bot user in our SF org and noticed that the user was recently assigned this Pardot Integration User Permissions permission set by one of our admins (not sure why, investigating that too)
Two questions:
I am assuming this permission set is only meant for the Integration user and needs to be removed from any other users?
Would having this permission set on another bot user (in addition to the B2B integration user) potentially cause that bot user to have issues updating lead or contact records in Salesforce (especially records that were created by B2B Integration user)?
I am really hoping this perm set being where it shouldn't be is the cause to my issues, and removing it will fix that user's issues.
2 answers
The Account Engagement integration user permission set should not be used for anyone if you are using the default B2BMA user as the connector. If another user is the connector user, you can use this permission set. That said, if another user has it, and they are not the connector user, it really doesn't "do" anything if they are not the connector user, so I don't know why your other "bot" user is having issues, if could be unrelated.
When trying to uninstall the NPSP (in order to use a different non-profit package called WaterGrass) I get an error - 2 actually. Errors are:
Is anyone familiar with what this means? The uninstall guide, which I've been using, doesn't mention anything like that as far as I recall. Web searches haven't been helpful. Any wisdom on how to handle this error? I'm not familiar with Action Override. Thank you!
1 answer
First, double-check your permissions and integration settings, and make sure the connected apps and users have the right access. Next, review the data mappings carefully, mismatches or missing required fields can trigger errors. Also, check if any API limits or sync conflicts are causing the hiccups.
In my experience, running through the setup steps again slowly helps catch overlooked configs. If the errors are specific, look up the exact error messages, they often point to what needs fixing.
1 answer
,
Benefits of Using Apex Classes:
- Custom Business Logic – Handle complex processes beyond Flows/Process Builder.
- Trigger Support – Run logic on record insert, update, delete.
- API Integrations – Call external systems via HTTP callouts.
- Reusable Code – Use the same logic in multiple places.
- Bulk Processing – Efficiently handle large data volumes.
- Unit Testing – Required for deployments (75% coverage).
- LWC & Aura Support – Use in Lightning Components for dynamic UI.
If this works for you, please mark it as the accepted answer. so it can help others too.
Ok, so I am so, so using loops in flow. Most of the time I can figure it out, however, I am running into an wall on this specific use case. In my flow, I am creating a Class record. The screen flow has a few fields, but the ones I want to focus on are the 3 following fields, Training Start Date, Training End Date (date fields) and a field called "Course" which is a lookup field. After I create the Class record, I then want to automatically create some related child records, based on those 3 fields I mentioned above. They are called Class Schedules. So, here is the use case. The Training Start Day is 5/12/2025, the Training End Date is 5/14/2025 and the Course is "Word". I want to create 3 related records with the follwing information. Record 1 - Session Date - 5/12/2025, Class "Class ID" from newly created Class record, Course "Word" Record 3 - Session Date - 5/13/2025, Class "Class ID" from newly created Class record, Course "Word" Record 3 - Session Date - 5/14/2025, Class "Class ID" from newly created Class record, Course "Word" What I can't figure out, is how to get those 3 records into a collection, which then I can use to create the individual records. I also have a problem of getting the dates I need. I am trying to avoid using the repeater to have the person put the data in for each record, as in this case, it's always going to be 3 related records, based on the Start and End date from the Parent Class object. I am assuming I would use an Assignment element, but I am not sure... Thoughts?