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OWD for Account is Private. If I share an account with another user  will the record be visible to user's manager and above? 

 

  • Manual Sharing
  • Apex Sharing 
  • Sharing Rule ( using share with Roles & subordinates)
  • Account teams

Grant using hierarchies for Account can't be unchecked in OWD due to standard object restriction.

3 answers
  1. Today, 9:14 AM

    @Deepti Mendiratta

    yes users in roles above the role of the user the record is shared with will get access too, even with manual and apex sharing. 

     

    Behind the scenes this uses system-defined groups created for each role which contain all users with the role as well as all users with a parent role in the hierarchy. You can't query these directly, but there's more info on how they work in the Group Maintainence section from Record Access Under the Hood:

    https://developer.salesforce.com/docs/atlas.en-us.salesforce_record_access_under_the_hood.meta/salesforce_record_access_under_the_hood/uth_groups.htm

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I completed the first step successfully and enabled data streams in this trailhead: https://trailhead.salesforce.com/content/learn/projects/connect-data-cloud-to-copilot-and-prompt-builder/bring-external-data-into-the-contact-page-layout?trail_id=unlock-your-data-with-data-cloud

 

The second part is to Set Up Identity Resolution. When I reach step 5, to choose "individual" for Primary DMO, this is the errorI keep receiving

 

"Mappings from Data Streams to the standard Cloud Information Model objects such as Individual and Contact Points are required." 

 

I can't select "individual" from the drop down menu or even type it out. I've restarted the playground from the beginning with username/password, but I am still running into this error. Any help is appreciated!  

 

#Trailhead Challenges

6 answers
  1. Today, 8:00 AM

    On June22 also, its not working. Same error. Did you received any solution for this.

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Hi everyone,

I've created a feature under "Product" and attached the product options to that feature. However, when I try to add the product, I can't see the product options under this feature. Instead, I'm getting the error message "No visible options in feature 'Cellular Plans'".

I've double-checked all the product options linked to this feature, and they have an active price-book ID.

 

Does anyone have any suggestions on this?

 

Thanks!

3 answers
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3 answers
  1. Today, 7:48 AM

    Hi @Pankaj Hogade

    , There is no out-of-the-box (OOTB) pricing term unit for "Weekly." Therefore, you cannot create a price book entry specifically for a weekly term. To handle this, you need to use the pro-rate multiplier (Pricing Term Count). 

     

    Define the price book entry as monthly term. After adding the product to a quote, adjust the End Date keeping the Subsription Term as 1. This will automatically pro-rate the Net Total Price based on the duration.

     

    For ex  

    Start date - 01/07/2025, Subscription Term - 1, End Date - 07/07/2025 

     

     

     

     

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Good afternoon! I was wondering if anyone knows how we can query the transcript of a video call that's integrated with Google Meet? I came across an article explaining how to query transcripts for voice calls, but I’m unsure if the same can be done for video calls.

 

Would appreciate any guidance or direction. Thank you in advance! 

 

Ram

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I'm currently facing an issue with displaying a Lightning Web Component (LWC) quick action button on the Task record page.

Here are the details of what I've done:

 

1. LWC Quick Action Creation:

  • I have created a Lightning Web Component for a quick action under the Task object.
  • I updated the XML as shown below:

<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">

    <apiVersion>57.0</apiVersion>

    <isExposed>true</isExposed>

    <targets>

        <target>lightning__RecordAction</target>

    </targets>

    <targetConfigs>

        <targetConfig targets="lightning__RecordAction">

            <actionType>ScreenAction</actionType>

        </targetConfig>

    </targetConfigs>

</LightningComponentBundle>

 

2. Page Layout Configuration:

  1. I have added the button to the page layout under "Salesforce Mobile and Lightning Experience Actions."

Despite following these steps, the quick action button is not visible on the Task record page. I have ensured that the action is available in the "Lightning and Mobile Actions" section of the page layout.

Can anyone help me identify what might be causing this issue or suggest any additional steps to troubleshoot? Your assistance is highly appreciated.

Thank you in advance!

 

#Developers #Lightning Web Components #Quick Actions #Pagelayouts

4 answers
  1. Nov 28, 2024, 6:00 PM

    I had a similar problem, and found a solution for my case:

    In Service Setup > Channels > Digital Experiences > Settings, make sure the "Use Lightning web components on your record pages in Aura sites" option under "Experience Management Settings" is checked.

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I have created a trigger flow by selecting 'Optimize the Flow for' as 'Fast Field Updates' When I debug the flow, I have observed that all the address fields are being populated as 'null,' even though the user provided the values. 

Address field values are getting as null in before Trigger flow

 

However, when I change the 'Optimize the Flow for' setting to 'Actions and Related Records,' I can see the address field values.  

 

Screenshot 2025-05-21 at 3.19.05 PM.png

 

Does anyone know why we do not see the address values when we select 'Optimize the Flow for' as 'Fast Field Updates'? 

 

@Salesforce Flow Automation

 

 

#Flow

6 answers
  1. Today, 7:19 AM

    Hi @Elizabeth Lester, Your understanding is correct; even in the scenario you mentioned, I need to obtain the address field details to retrieve the existing records. However, I am receiving the address fields as null. 

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Of course. Here is a clear and concise description you can post to the Salesforce Trailhead community to ask your question.

Title: How does a Salesforce Agent access parameters passed from an Apex Invocable Action?

Hello Trailblazer Community,

I am looking at the Salesforce example code for invoking an agent from Apex, as provided in this article: Invoke a Custom Invocable Action from Apex.

The example code demonstrates how to pass parameters to the agent, like a userMessage and a CaseId:

// This is the example code from the Salesforce documentation

public class AgentIAInvoker {

public static void invokeJavaAction() {

try {

Invocable.Action action = Invocable.Action.createCustomAction('generateAiAgentResponse', 'Agentforce_Service_Agent_new');

action.setInvocationParameter('userMessage', 'Summarize my case');

action.setInvocationParameter('CaseId', '500VW0XXXXXXXXXXXX');

List<Invocable.Action.Result> results = action.invoke();

Invocable.Action.Result result = results[0];

if (result.isSuccess()) {

System.debug('Output Session Id: ' + result.getOutputParameters().get('sessionId'));

System.debug('Output Agent Response: ' + result.getOutputParameters().get('agentResponse'));

} else {

System.debug('Java action execution failed: ' + result.getErrors());

}

} catch (Exception e) {

System.debug('Error invoking Java action: ' + e.getMessage());

}

}

}

My question is: Once the CaseId is passed to the 'Agentforce_Service_Agent_new' agent, how does the agent actually access or use this value?

For example, how can I reference this incoming CaseId within the agent's prompt template or pass it to a tool that the agent uses? I'm trying to understand the mechanism within the Agent Builder for receiving and utilizing these parameters from an invocable action.

Any guidance or examples would be greatly appreciated!

Thank you. 

 

 

#Agentforce  #Salesforce Developer

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