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Hi there, 

 

  I had a call with support today that made me realize I don't think there is a standard use case for this but would love to hear what the community thinks or has come up with to address this before.   We have restricted default sharing rules to private on Accounts and related records so that only the direct account owner can see the Account and it's related child records.  This was meant to protect accounts from reps trying to call in or scrape lists if they don't have a direct need for the details. 

 

  What I'm being asked to do now is to give all reps visibility to all accounts, but ONLY to a few base fields for the basic use case of identifying that an account indeed already exists, who owns it, and have visibility to the basic fields necessary to confirm a duplicate.  Account Name, Account Owner, Website, Phone, Address.  That's about it. 

 

   I thought about sharing rules, permissions, or page layouts but I don't believe any of these will work based on account ownership being dynamic.  My next thought is perhaps putting all of the relevant fields we don't want globally visible into a field section that is filtered based on account ownership, but I'm not clear how I would do that as the visibility filter only provides a static value entry.   

 

   If anyone has any thoughts or links to relevant solutions out there already I would be super appreciative.  I think the dynamic section is the best method I have so far, but still not clear how to get it completed. 

 

Thank you!

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Hi,

 

I am trying to add a favicon so when I search for my site on google, it shows the icon in the search results.

 

The problem I am facing at the moment is that the icon is the default salesforce cloud icon.

 

The icon on a chrome tab is displaying the correct icon as expected.

 

Am I missing something really obvious (I hope so!)

5 answers
  1. Today, 10:19 PM

    I am having the same issue at outings.sierraclub.org

     

    The favicon shows up fine in the browser tab. 

    But Google still shows the Salesforce Icon. 

    Google search results are the issue that is being asked about -- not the browser tab.  

     

    The Video author does not actually solve this issue either. 

    She has the same issue, search google for "jennifer olson salesforce experience" you'll see there is a Salesforce icon on her site listing as well. 

     

    The problem so far as I can see is that Salesforce has a favicon.ico at the root of the site that one cannot change in Experience Builder.  

    https://developer.salesforce.com/docs/atlas.en-us.exp_cloud_lwr.meta/exp_cloud_lwr/template_limitations.htm

     

     

    "The following items are unavailable.

    • ...
    • Changes to the favicon at the site's root domain"
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 My UI is completely different and because of that I'm not able to access the steps from the trailhead for Agentforce for Sales

 

How can I enable the right UI?I have disconnected and reconnected new playgrounds 2x and nothings changed on my end.

  

I followed the steps on going to the datacloud challenge but my goal is to complete the

Build Your First Sales Coach - Project. 

I am not sure why the answers on some of these post recommend going there : 

 

To confirm the challenge I am trying to complete is https://trailhead.salesforce.com/content/learn/projects/build-your-first-sales-coach/enable-sales-coaching-in-agentforce?trail_id=become-an-agentblazer-innovator 

 

This is what my Agentforce for Sales UI looks like

My UI for the Agent Sales Coach is completely different - Need help solving

 

#Trailhead Challenges

5 answers
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David Oh asked in #Flow

Hey Community, 

 

I'm currently working on an LWR site where one of our user stories require building on user authentication. I've created a flow with a record-trigger flow template, where a manually created user from a custom user object triggers this flow. The flow executes properly, with even the debugger not showing any issues with the flow working properly. 

 

The only thing I can think of is that I'm operating within a 'sandbox' environment. Would the issue maybe live here, where I would need an actual production environment for our site to trigger the email when a new user is created? 

 

I've tried the following: 

- Enabled all emails under deliverability 

- Tried to send a test email using Test Email Deliverability to no avail 

-  Hardcoded an email address under the recipient email address list 

- Verified in the basic debug log that there was an email address, orgWideEmailAddress and recipient that should've sent and received the email 

- Checked email logs (didn't see any emails sent associated with the record trigger flow) 

 

I've attached a screenshot of my flow as a reference if anyone has any thoughts on what the issue could be. 

 

#Flow  #Email  #Experience Cloud  #Create The User Experience

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1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 10:00 PM

    Hello @Herbert Godoy you can click on the back navigation arrow, as described, in the top left corner, or you can also clock on setup cog icon > Setup > look for "Agentforce Agents" in the Quick Find Box. Eric

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Hi there,  

 

I've gone through and completed all the necessary tasks in the Agentforce agent I built in the "Configure Agentforce for Service" trail, however, at the bottom, the "verify for 100 points" is grayed out. Will this auto sync eventually? Or is there something wrong? I don't want to have to re-create the entire agent so would love to know if you can see on your end, what is going on.  

 

Thanks! 

Chelsey Toma 

Unable to Verify completion in Sandbox

 

 

 

#Trailhead Challenges

3 answers
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1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 9:57 PM

    Hello @satheesh kumar

    if the field is used only for display it will not have so many impacts. 

    Where that can have a bit of impact, is if there are a lot of them, and if they are used in other formulas, reports, queries... In this case that may be interesting to split the complexity if some parts are not used by those other metadata, or to open a case to Salesforce to ask them to create an index to boost all the processes using these fields (need some technical/data thinking before). Eric

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Hi I have triple checked enabled requirements, instructions etc.  Agent user is  EinsteinServiceAgent User . I deleted and recreated the Agent but still receiving "Unfortunately, I wasn't able to make the booking. Would you like to speak to a representative for further assistance?" all other actions work except for the booking.  Please see attached.  Thanks!    

6 answers
  1. Today, 9:51 PM

    I figured it out and is now working!  

     

    The Agentforce Service Agent (CC Service Agent) could not create Booking_c records because the EinsteinServiceAgentUser lacked permissions to access and create records for this custom object, causing the error: "INVALID_TYPE: sObject type 'Booking__c' is not supported."  

    I discovered there were two separate EinsteinServiceAgentUser s - the one I did not have access to use had the Booking object and the one I had access to assign to the Agent

    did not

    have the Booking object. Since my EinsteinServiceAgentUser account that was associated to the Agent did not have a "Booking" Object, the Agent always failed upon booking (action "Create Experience Session Booking"). 

     

    What I did to solve it

     

    1. Verified the Custom Object: 

    Confirmed Booking (Label) Booking__c (API name) existed, was correctly named, and fully deployed. 

    2. I couldn't add the object directly to the EinsteinServiceAgentUser so I created a new permission set named clearly "Booking Object Access".  Added the "Booking" Object Permissions to "Booking Object Access" Permission Set. Explicitly granted: Read, Create, Edit permissions. 

    3. Assigned "Booking Object Access" Permission set to  EinsteinServiceAgentUser (the one used by my agent flow).

    4. Added missing permissions which the other EinsteinServiceAgentUser had assigned just in case. 

     

    Now the agent is able to successfully book! 

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We transact the majority of our business through channel partners. For a few reasons, we have crafted unique product codes for each our of core products, for example 

 

  • Core product:  NSC-product-info
  • Partner A Product:   NSC-PTRA-Product-info
  • Partner B Product:   NSC-PTRB-Product-info

In this configuration we are "fulfilling" order with 3 dfferent product even if they are all the same behind the scenes. Analytically this is challenging because I get metrics related to 3 different product when I really want o view them as a single thing 

 

I am considering making the partner products BUNDLES that include just the core product, so that when it is "fulfilled" it would use the core product and my analytic would be easier? 

 

Is this a desirable approach? Will it work? I am open to other ideas as well. Thanks. 

 

 

#Salesforce CPQ & Billing  #Sales Cloud

1 answer
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    Today, 9:49 PM

    Not 100% sure I understand the issue Adam, but perhaps if you need to report across products that may have different product codes, a new custom field for sorting/grouping may help? 

     

    I have seen this actually often with "Variations" on products. Especially in large e-commerce projects.

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