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We're using a Flex Prompt Template with Einstein Search Retriever to fetch historical case resolutions grounded on structured case data from a Data Cloud index. The retrieval should match strictly on two fields: Type and Subtype.

Despite reinforcing these constraints through prompt instructions, the retriever still returns fuzzy or partial matches, reducing response relevance. Our goal is to only return results where all three fields exactly match the user input.

We've tried various prompt phrasing strategies but haven't seen consistent improvements.

Has anyone successfully enforced strict matching conditions with Einstein Search Retriever in a similar use case?  Is there a way (via filtering, metadata constraints, or another approach) to ensure that results respect exact field-level matching in the retrieval phase?

Any guidance or examples would be much appreciated.   

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  1. Today, 3:49 PM

    now I don't have "zone" as dependent field

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Hi all - yes - trying to report on a mult-select picklist - again it was already there honest! 

So, I found a formula workaround - if(includes(fieldname),"value",1,0) - great - but not great because when I tried to create the formula SF is saying the field does not exist - but it exists! - and I did try and use the insert field - no typos here - looking for any suggestions - as always thanks for your help in advance 

 

 

 

#Reports & Dashboards  #Reports & Dashboards  #Collaboration

1 answer
  1. Today, 3:49 PM

    Are there a lot of values? If not, you could create a checkbox for each one and backfill the data and then report on it. I've had to do this for race/ethnicity reporting, and then they just use the checkboxes going forward, but if that would be too time-consuming I understand.

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I have included the 'View Relationship Map' button in the 'Salesforce Mobile and Lightning Experience Actions' section in both Account Page layout and Opportunity Page layout.    Added contact to the map in account.  But still the View relationship map button is not visible on Account Plans page   

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My account is tied to both my partner account and personal account, but I can't seem to access the partner account to log in and do what I do. I need to reset the password but I can't receive it xause its sending it to my sfdc account. I need help as to do what to do.    

3 answers
  1. Today, 6:03 AM

    If your partner account access is locked because password resets go to an inaccessible SFDC account, your primary step is to contact your partner account's administrator or IT support. Explain that you can't access the SFDC email for password resets and need them to either manually reset your partner account password or change the associated email to one you can access.

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Hello, I'd like to ask why I get this error every time I try to create a data space. 

 

 

Error or problem creating a data space

 

And taking advantage of this post, I'd like to know how I can integrate a prediction API easily, simply, and effectively? Before asking this, I've already tried several options, such as importing the API from Data Cloud, but I can't seem to do it... I need to be able to integrate the API into Salesforce... :( I'm using Salesforce Developer Edition, so maybe that has something to do with it... but I don't know... 

 

Thank you so much for helping me. 

 

#Salesforce Developer  #Integration  #Data Cloud  #Data Management

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When looking at analytics and activity summary for a push notification in Journey Builder, is there a difference in "Sent" vs "Successes"? If so, can you please explain the difference? 

 

I have a push notification and the full audience of 40k came through successfully. If you click the audience number below the push in journey builder to bring up the activity summary it shows 40k.  

 

However, if I click the push notification itself within journey builder to pull up "Push Notification Analytics" it shows the sent number as 33k.  

 

Should these two numbers be the same? If not, what would cause there to be a difference between the two?

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I need to upgrade the Salesforce Labs Installed Package Home & Child Kanban but I am unable to find upgrade instructions anywhere. 

The package currently has API's below 45 and is impacting the ICU locale format upgrade. 

Any advice from anyone please? 

 

#Salesforce Labs

1 answer
  1. Today, 3:39 PM

    Hi @Nerissa Roberts, I encountered the same issue with Conga. What worked for me was clicking 'Try It' for sandboxes first. After testing the impact and confirming everything worked as expected, I proceeded with 'Get It Now' for production.

    This successfully upgraded the version and updated the APIs as well.

    Hope this helps!

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When logging into Salesforce we are seeing an URL No Longer Exists message and unsure how to resolve this.  

 

#Trailhead Challenges  #Salesforce Developer  #Trailhead

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1 answer
  1. Today, 3:36 PM

    Hi, @Satinder Reehal

     

    There have been issues with the Data Cloud-related Challenges over the past two weeks. When some errors are resolved, new ones appear. 

     

    Most likely, you're encountering one of these issues. 

     

    You might need to wait a bit and it could resolve on its own, but there's no guarantee. 

     

    Sincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ 

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