Hi ,
Try making the 'Type' field mandatory/required.
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Today, 4:38 AM Hi ,
I had the same issue and I resolve it. You have to pay close attention to the first part of the challenge. It stated this:
Before You Start Go to Object Manager. In Fields and Relationships for the Account object, check the Type field’s picklist values for Prospect, Customer, and Pending. Add any of these values that are missing. Please follow these steps:
- In setup, Click Object Manager >Account >Fields and Relationships
- Search for TYPE field in the Quick Finder & Click Type
- Under Account Type Picklist Values, Disactivate all of the other values except for PROSPECT & add Pending and Customer values (see attachment image) Once done, make sure you go back to your approval process and select the picklist values you just create.
5. Type Approval in the quick finder > Click Approval Processes
6. Click Edit in your current approval process (Approve New Account)
7. Click Next twice > Save
8. Click Edit in Initial Submission Actions > Choose Pending Value for Picklist Options > SAVE
Note: Keep in mind, that you might have to do the same for Final Approval Actions.
https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000A8vqISAR
We just noticed that users that are using the list view 'Pin' are finding that when they navigate back to that tab that the pinned list isn't showing and instead the view is once again 'Recently Viewed' is anyone else having this issue in their orgs. A Google search seems to show that this is a recurring issue the last 5 years, but is anything going on right now to cause this, ie. Summer release - and any recommended fixes?
Today, 4:29 AM Hi Jennifer,
Yes, this seems to be a recurring frustration that pops up now and then, especially around major Salesforce releases like the Summer ‘25 one. A few users across different orgs have reported similar behavior recently—where pinned list views don’t seem to stick and default back to “Recently Viewed.”
This typically happens due to one of these reasons:
- A bug introduced during a seasonal release (Summer, Winter, etc.)
- Browser caching issues or updates
- Custom Lightning components or tab overrides interfering with standard behavior
As for quick things to try:
- Clear browser cache and cookies (especially if it’s happening to only some users)
- Try in a private/incognito window or different browser
- Make sure users are not being redirected by a Lightning app default setting or a custom tab setup
- Check for any admin changes in profiles, permission sets, or Lightning app assignments
If none of that helps, it might be worth logging a ticket with Salesforce Support. They can confirm if this is part of a known issue tied to the Summer ‘25 release or provide a patch/fix timeline.
Hope this helps a bit!
Hello friends.
We were excited to see
this updatebecause we found our chat traffic dropped way down compared to live chat and we think it's because of the look of the default chat button.
We tried customising the button using the javascript functions but we found that onEmbeddedMessagingBusinessHoursStarted does not work.
So, we have tried this new feature. And here is what we got.
We wanted this image to be used as the chat button.
And this is what it looks like when applied as the chat button in the branding of the embedded service.
This new feature seems to pack the provided image into default button.
It's frustrating. It's funny. I feel like I have been pranked.
Has anybody else tried this new feature with better luck?
Khyati Mehta (SmartBridge) Forum Ambassador
Today, 4:28 AM I wonder if you'll find such product managers in here! But I hope the above answer helped you!
So let's say I have a topic with 3 actions:
1. Validate Customer By Phone Number (Inputs : Phone Number, Name)
2. Validate Customer By Email (Inputs: Name, Email)
3. Validate Customer Address (Inputs: Email, City)
Each of these actions will return a Boolean value that implies if the customer provided details are valid or not.
How do I deterministically ensure that these actions run in order? I want the actions to run in the following way: Run the action Validate Customer By Phone Number first.
IF the action returns true(customer provided correct details) THEN run the action Validate Customer Address.
ELSE IF the action returns false(invalid phone and name) THEN run the action Validate Customer By Email. IF this action returns true and validates successfully THEN run the action Validate Customer Address.
IF both Validate Customer By Phone Number and Validate Customer By Email are false then do not attempt the third action and proceed with a different step.
The order of running action is very important. But I am unable to enforce this. I have tried filters and such as well but they just don't seem to work.
There is also a problem with implementing this wherein I want the agent to ask the user for inputs that they have not previously given in the conversation. Say if the user has provided their name during some instance in the conversation and it's stored in a variable then I don't want the agent to ask the customer name information again. It must only prompt the user to provide Phone Number and skip asking name to run the action Validate Customer By Phone Number.
Jul 10, 7:10 AM Hi Balaji,
Based on what you've described, here’s an approach that could help:
- Use conditional execution logic in a decision tree style: Create a master orchestration inside the topic using conditional steps or if/else logic blocks (depending on your platform — Agentblazer, Einstein Bots).
- Flow order control:
- First, run Validate Customer By Phone Number.
- Based on its Boolean result:
- If true: directly run Validate Customer Address.
- If false: run Validate Customer By Email.
- If that also returns true: then run Validate Customer Address.
- If false: skip and move to the alternate step.
- This should be set up as a sequential flow, not as independent actions with filters — filters don’t enforce order or conditional branching the way this needs.
- Avoid re-asking for already available inputs:
- Implement input condition checks using variables or context memory.
- Before prompting, check if Name, Phone, or Email already exist in the session or memory.
- Only prompt for what's missing. Many bot frameworks allow you to set a "Prompt if empty" condition for variables.
If you're using a platform that doesn't support nested conditional logic natively within a topic, consider breaking this logic into smaller subtopics or invocable actions, and chaining them via decisions.
Hi,
Please, I am quite new to omniStudio. I am trying to use Data Mapper to extract the first item of an array and store that in a variable called firstItem. But I am getting the following error when I preview it:
[ "No valid data returned. Check that Mappings have valid field names"]
I have been using this link as inspiration:
https://help.salesforce.com/s/articleView?id=xcloud.os_change_the_hierarchical_level_of_a_list_46934.htm&type=5
Does anyone know how I can achieve this pls? I appreciate it a lot.
this is the JSON I am passing:
{"qliRecords":[ { "id": "005Pw00000Hu6SLIAZ-0Q0Pw000001EXTNKA4-AB11-0 - 249,999 GBP", "quoteId": "0Q0Pw000001EXTNKA4", "cartId": null, "itemId": "01uPw00000KNPa6IAH", "branch": "001QA00000E6KxJYAV", "billingAccount": "0013X00004C9LzhQAF", "billingStartDate": "2025-07-10", "startDate": "2025-07-22", "endDate": "2025-07-15", "initialTermMonths": 12, "termType": "Annual", "propertyPriceRange": "0 - 249,999 GBP", "outcode": "AB11" }, { "id": "005Pw00000Hu6SLIAZ-0Q0Pw000001EXTNKA4-AB11-250,000 - 499,999 GBP", "quoteId": "0Q0Pw000001EXTNKA4", "cartId": null, "itemId": "01uPw00000KNPa6IAH", "branch": "001QA00000E6KxJYAV", "billingAccount": "0013X00004C9LzhQAF", "billingStartDate": "2025-07-10", "startDate": "2025-07-22", "endDate": "2025-07-15", "initialTermMonths": 12, "termType": "Annual", "propertyPriceRange": "250,000 - 499,999 GBP", "outcode": "AB11" }, { "id": "005Pw00000Hu6SLIAZ-0Q0Pw000001EXTNKA4-AB12-0 - 249,999 GBP", "quoteId": "0Q0Pw000001EXTNKA4", "cartId": null, "itemId": "01uPw00000KNPa6IAH", "branch": "001QA00000E6KxJYAV", "billingAccount": "0013X00004C9LzhQAF", "billingStartDate": "2025-07-10", "startDate": "2025-07-22", "endDate": "2025-07-15", "initialTermMonths": 12, "termType": "Annual", "propertyPriceRange": "0 - 249,999 GBP", "outcode": "AB12" }, { "id": "005Pw00000Hu6SLIAZ-0Q0Pw000001EXTNKA4-AB12-250,000 - 499,999 GBP", "quoteId": "0Q0Pw000001EXTNKA4", "cartId": null, "itemId": "01uPw00000KNPa6IAH", "branch": "001QA00000E6KxJYAV", "billingAccount": "0013X00004C9LzhQAF", "billingStartDate": "2025-07-10", "startDate": "2025-07-22", "endDate": "2025-07-15", "initialTermMonths": 12, "termType": "Annual", "propertyPriceRange": "250,000 - 499,999 GBP", "outcode": "AB12" }]}
#Omnistudio #Industry #Trailhead
Today, 4:00 AM ,
You can extract the first item of the array by following below mapping in Trasnform Data Mapper.
You will have to write the all fields mapping which needs to be extracted from the first item.
I hope this work for your requirement. Hit the Like button if it works.
I'm currently exploring multimodality with Salesforce Agentforce. I uploaded a PDF file to my Agentforce data repository that helps users resolve common salesforce issues/error. The file includes detailed instructions along with images and screenshots. However, when I queried the Agentforce assistant, it was unable to locate or reference the article. Indexing has already been completed, so I'm unsure what might be missing.
Do you have any use cases or video tutorials that could help me better understand how to structure or reference multimodal content effectively? I also created a prompt template using the image file, but I'm not sure how that contributes to resolving user issues through the assistant
#Agentforce
Today, 3:33 AM Hi Shefali,
Agentforce can't return document back to user as a pdf (To some extent you can do it by generating public link).
As data is uploaded to Agentforce data library that will be chunked automatically and based on that results will be displayed. I Don't think we have an option to display source here.
But if the source is web in Agentforce data library, you can display the source back to user.
Thanks
Good afternoon, team
I hope you are all doing well.
I’m facing a situation with sending messaging templates through the enhanced WhatsApp channel and would really appreciate your help.
I have a flow in Salesforce that is triggered when a messaging session (MessagingSession object) changes its status to "Finalized." At that point, a WhatsApp messaging template should be sent to the end user.
The issue is that one of the templates is not being sent, whereas if I switch to other templates (configured the same way), the message is sent successfully within the same flow.
The template in question is active, approved by Meta, contains no dynamic parameters, and the flow does not throw any errors during execution.
Has anyone experienced something similar or knows why a specific template wouldn’t be sent, even though it appears to be correctly configured?
#Digital Engagement #Flow #Trailhead Challenges