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Hi Folks, 

 

Can we do any of the following tasks using CRMA: 

 

1. Suppose if we have a chart for example like showing Amount by Account, so can we update a custom field on account if Amount for some account reaches above or below the reference that we can set. 

For example : reference value is 10, if some Account amount reaches 11 then we need to update a boolean field true. I know this we can directly do using apex or formula but I have some complex requirement so want to know if we can do something like this. 

 

2. In a recipe if we are doing some calculation for Account records, for ex we are calculating a numeric field so while registering dataset in recipe can we also update that value in salesforce Account object field as well. 

 

Or if you got my problem statement then suggest me a best alternative that we can implement. 

 

3 answers
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現在、お客様の環境にて、キャンペーンやリードの名称をタブおよび表示ラベル、または翻訳機能を利用して、お客様に馴染みのある語句へ変更を行っております。

その中で、添付の項目についてもAccount Engagement由来で作成されたものと認識しておりますが、こちらの項目名をより分かりやすい表現へ変更したいと考えております。

例) 

 「展示会の配信済みメールの合計数」→「メール送信数の合計」

このような表示ラベルの変更は可能でしょうか。 

 どなたかご教示いただけますと幸いです。 

 

 Under Translate GPT 

 

We are currently updating the names of campaigns and leads in your environment—using tab and display labels, as well as translation features—so that these terms reflect language familiar to your team.

Among these changes, we recognize that the attached fields were also created as part of Account Engagement. We would like to update these field names to make them clearer and easier to understand.

For example:

  • "Total Number of Delivered Emails from Events" → "Total Number of Sent Emails"

Would it be possible to change the display labels in this manner? 

 If anyone could advise us on this, we would greatly appreciate it. 

 

@* MC Account Engagement (fka Pardot) * 

2 answers
  1. Today, 6:20 PM

    Because Account Engagement is treated as a managed package, you are limited to changing only help text on fields with the namespace prefix pi.  You cannot change the core labels.

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The "Check_in_Date_c__c" field doesn't exist on the "External_Reservation__c" object, or you don't have access to the field. 

 

 

#Trailhead Challenges  #Trailhead  #Flow  #Agentforce

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Hello, we have an ORG with NPSP. On the contact level there are 4 email fields one is called Email and 3 more (personal email, work email, and Alternate Email) and a pick list that picks between these 3 types of email address (npe01__Preferred_Email__c) and depending on what is selected on this picklist it will automatically copy the email value on the corresponding field to the Email field. 

 

My question is, how can I add another email option (assistant email) to this pick list so it gets copied to the Email field? 

 

So far what I have is: 

1- Create assistant email custom field 

2- Add assistant email to the picklist values of npe01__Preferred_Email__c 

3- ??? 

 

I am not sure what the process is that once the contact is updated/created it know how to relate the picklist value of npe01__Preferred_Email__c to the corresponding of the 3 email fields and then copies that value to the Email field. 

It is not a formula field on the Email field. 

 

Any help would be appreciated. 

 

Thank you, 

 

#NPSP

6 answers
  1. Today, 6:17 PM

    @Naga Vijaya Sravani Surampudi

     

    Looks like this is it. It does a few checks to determine which address to copy, if the selected field is empty it will pick a different one. It goes:

    Work: Work -> Home -> Alternate 

    Personal: Home -> Work -> Alternate 

    Home: Home -> Work -> Alternate 

    Alternate: Alternate -> Work -> Home 

    None selected: Work -> Home -> Alternate 

     

    Now the issue is that I can't seem to be able to edit the formula, when I click on edit it shows me this screen but no way to edit it? Any idea what to do? 

     

    Looks like this is it. It does a few checks to determine which address to copy, if the selected field is empty it will pick a different one.

     

     

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3 answers
  1. Today, 6:13 PM

    Hi @KEERTHI POTLAPALLI

     

     

    I just started a new playground and I also still do not see any drop down for Primary Data Model Object. Can you please assist? 

     

    Thank you!

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 When I search for a report in the search box, no matter what string I type—even if the report exists in one of the folders—the search box does not return any results when I search and press Enter. Am I missing something, or why isn’t the search working?  

 

@Salesforce Administrators and Developers@Salesforce Administrators & Developers@Data Quality & Management

  

Report Search Not Returning Results in Salesforce

 

 

1 answer
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Hi guys, how are you?

I've recently been facing a challenge in AgentForce where I'd like to create a Customer Satisfaction Score for whenever a case goes past 6 minutes without a response or when it's closed. Can anyone help me with this?

 

 

#Agentforce

2 answers
  1. Today, 6:12 PM

    @Abhishek R 

    Thank you very much for the answer

     

    Let me explain our scenario. 

    Our client starts the service through the embedded chat (Embedded Chat), initially being served by a bot via Agentforce.  

    If necessary, the service is escalated to a human agent. 

    We would like to implement a satisfaction survey (CSAT) directly in the chat, for all cases closed within Agentforce. 

    In addition to implementing a CSAT if it is forwarded to a human agent.

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Is there a work around to send emails via Salesforce? I know there is a limit on total MB attachments. I see there may be an apex solution to compress with new release, but has anyone done any other solution? 

 

#Automation  #Salesforce Developer

2 answers
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 Hi, is it possible to assign a different profile to a user after they’ve been created in the system, based on certain conditions in their related Contact record?  

 

#Salesforce Developer  #Flow

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