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lokesh singh thakur bondili asked in Slack + Agentforce
Today, 7:57 AM
Cannot find 'Query Records' agent action in agent builder

I have created a Service agent where I am planning to add the 'Query Records' agent action in the agent builder. However, I cannot find the 'Query Records' agent action in the agent builder. I do see the 'Query Records' agent action in the Agentforce Asset Library. Has anyone faced a similar issue? Does anyone know the fix for this?  

 

 

Cannot find 'Query Records' agent action in agent builder

 

 

Screenshot 2025-05-19 at 11.02.49 AM.png

 

 

 

1 answer
  1. Robbie Duncan (Certinia)
    Today, 8:22 AM

    Is this in a Service Agent? Some of the standard actions are not available to Service Agents. I am not 100% sure why but I assume it's somehow permissions and security related

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Vineet Goel (Sr. Technical Lead at Birlasoft Ltd) asked in #Trailhead Challenges
Today, 8:08 AM
I am trying to hide "Upload Files" button from Files Related List on Custom object Page layout

I am trying to hide "Upload Files" button from Files Related List on Custom object Page layout, but not able to, I have disabled the option "Select Files From Salesforce" from the Custom Community profile, but still this button is visible on Community. Can anyone please help 

 

 

I am trying to hide

 

 

 

#Trailhead Challenges  #Salesforce Developer  #TrailblazerCommunity  #Trailhead

1 answer
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suryateja anneboina asked in #Salesforce Developer
Today, 5:23 AM
I am preparing for platform developer 1 certification . need a mentor to guide for the course.

#Salesforce Developer

2 answers
  1. Ashish Jain (AddWeb Solution Pvt Ltd)
    Today, 7:55 AM

    Hi @suryateja anneboina ,

    Great to see that you're preparing for the Salesforce Platform Developer I certification — it’s a solid step forward in your Salesforce journey!

    Here’s a structured approach to help you prepare effectively:

    1. Start with the official Trailmix:

     

    This Trailhead learning path covers everything you need for the exam: 

    👉

    Prepare for Platform Developer I

    2. Review the exam guide:

     

    Understand the exam structure, topic weightage, and question format to better plan your preparation: 

    👉

    Platform Developer I Exam Guide

    3. Practice regularly:

     

    Use a Trailhead Playground to get hands-on experience with Apex, SOQL, triggers, and test classes. Practical knowledge is key.

    4. Join a study group:

     

    Explore the

    Trailblazer Community to connect with mentors and others preparing for the same exam. It’s a great way to stay motivated and clarify doubts.

    5. Take mock exams:

     

    Once you’ve covered the content, practice with mock tests (Focus on Force is a good resource) to evaluate your readiness.

    If you need a study plan or any guidance along the way, feel free to reach out. Happy to help!

    Wishing you the best for your certification journey! 👍

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Nikhil Singhal asked in #Salesforce Developer
Today, 7:48 AM
Unable to find the Activity settings

I am creating a new task from a custom object called 'RFQ__c'. When I am selecting a user in 'Assigned To' field, the assigned user is not getting the mail. I am unable to find the setting where I can check this issue. Kindly help me to get it sorted. 

 

#Salesforce Developer  #Activity Management

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Rohit Shah (Student at KIIT UNIVERSITY) asked Rajni Mitra
Today, 7:17 AM
Scheduling a Batch Job every 15 mins with one cron expression or any other solution for this?
1 answer
  1. Ashish Jain (AddWeb Solution Pvt Ltd)
    Today, 7:45 AM

    Hi @Rohit Shah

    , 

    In Salesforce, we

    cannot schedule a batch job every 15 minutes using one cron expression, because the minimum allowed interval is 1 hour.

    But there’s a simple workaround — you can schedule the same batch job 4 times with different cron timings like this:

    apexCopyEditSystem.schedule('Job1', '0 0 * * * ?', new MyBatchClass());    // Runs at 00 mins
    System.schedule('Job2', '0 15 * * * ?', new MyBatchClass());   // Runs at 15 mins
    System.schedule('Job3', '0 30 * * * ?', new MyBatchClass());   // Runs at 30 mins
    System.schedule('Job4', '0 45 * * * ?', new MyBatchClass());   // Runs at 45 mins

    This way, your batch job will run every 15 minutes. Let me know if you need help with the code or anything else!

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Jeff Roberts asked in #Flows
May 16, 9:37 PM
Agentforce Innovator Prompt Builder - Testing Flows

I am on this step and dont know where to manually create the record and test the flow.  Any help? 

 

From the Instructions: 

Make sure the flow is ready for use after adding the action and element. Test the flow using a sample Fitness record you manually create for

Latisha Bryce

from her contact record. For testing purposes, include the following information and any other record details you’d like to include. (We won’t check for other details.) In the Survey Input field, enter the Italian phrase Ho sempre desiderato correre una maratona. And for the Interest Type, enter Running. 

 

#Flows

1 answer
  1. Divya Chauhan (Kcloud Technologies) Forum Ambassador
    Today, 7:27 AM

    Hello @Jeff Roberts

     

    To manually create the Fitness record and test the flow in Agentforce Innovator Prompt Builder, follow these steps- 

    1 .Go to LatishBryce's Contact Record- Search for her contact in Salesforce.  

    2.Create a New Fitness Record- Look for the related list or custom object where Fitness records are stored. 

    3. Enter Required Details 

    4. Save the ReRecord 

    5.Trigger the flow -Perform an action that should initiate the flow. 

    6.Monitor the Flow Debug Logs to confirm it runs as expected. 

     

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Nanami Sato (株式会社プルークス) asked in * 質問広場～初心者から上級者まで～ 日本 *
May 16, 3:33 AM
スコアが急上昇したら通知させたい

プロスペクトのスコアが急上昇したらメール通知させたいのですが、カスタム項目の作成とフローで実現可能でしょうか？ 

 

Account Engagementを利用していて、リードにもスコアが表示されている（Account Engagement Score（数値型））ので、Salesforceのフローでできそうかと思うのですが、スコアを記録する設定がイメージ付かず、、 

 

 

（やりたいこと） 

例）7日間でスコアが10点以上上昇したらメール通知 

 

（以下でできそう、、？） 

・リードオブジェクトにカスタム項目を2つ作成 

　　カスタム項目①（数値型）：7日前のスコアを残す項目 

　　カスタム項目②（数式）：「Account Engagement Score」-「カスタム項目①：7日前のスコア」

 

→常に7日前のスコアを記録しておくことってできるのでしょうか、、？ 

 

・レコードトリガーフローにて：カスタム項目②が10以上の場合にメールアラートを稼働 

------ 

 

（@紬乃 河邉）

2 answers
  1. Nanami Sato (株式会社プルークス)
    Today, 7:20 AM

    @Keiji Otsubo

     

    ありがとうございます！ 

    なるほど、参照のみだと変更されたことをトリガーにすることは難しいんですね、、 

    カスタムオブジェクトの案もありがとうございます。一度担当営業の方にも確認してみます！

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Nichaphat Jumpachot (Salesforce Consultant at NRI ANZ) asked in #Data Cloud
Today, 1:25 AM
Agent can't answer questions based on new files in Data Library

Hi, 

 

As per my investigation, I found that RagFileUDMO is not refreshed after creating a new Data Library or updating the existing one. 

After I uploaded new files to the File-Based Data Library, I can see that AiGroundingFileRef_Home data stream has been successfully refreshed, and the new files are under this data model. However, the new file contents are not refreshed to RagFileUDMO__dlm, so Search Index data is not updated after rebuilding, and my agent can't find the answer from the new files. 

It was working fine before, I'm not sure if there's any release update on Agentforce Data Library or anything I'm missing here. 

 

Has anyone experienced this issue, and any advice to fix this? 

 

Thank you. 

 

#Data Cloud  #Agentforce

2 answers
  1. Nichaphat Jumpachot (NRI ANZ)
    Today, 7:11 AM

    Hi @Divya Chauhan

    , 

     

    I believe RagFileUDMO__dlm is supposed to be refreshed once we update the Data Library, so I tried adding/removing files a few times, and even created a new data library, but it's still not refreshed. 

    Or is there another way to manually refresh RagFileUDMO__dlm?

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Samuel Setoh asked in * MC Account Engagement (fka Pardot) *
May 15, 1:05 PM
Tracking and consent API

Has anyone successfully implemented the tracker and consent API lately? 

 

Adapted the code in similar ways as per  

https://developer.salesforce.com/docs/marketing/pardot/guide/tracking-and-consent-use-cases.html

  to send clicks on single page apps as page views. 

 

All clientside scripts are confirmed to be executing and triggering well but pdt('sendPageView') is not registering new page views in Pardot. 

 

Any help ?

2 answers
  1. Samuel Setoh
    Today, 7:09 AM

    Thanks @Ashwini Garwandha

     

     

    Viewed those resources b4.  The resource at

    https://developer.salesforce.com/blogs/2022/02/how-to-work-with-pardots-new-tracking-consent-javascript-api

    has incorrect codings by the way due to 2 factors: 

     

    <!-- example menu navigation -->
    <a href="/home">Home</a>
    <a href="/about">About</a>
    <!-- end example menu navigation -->

     

    The above is missing reference "class" to add event triggers to. 

     

    navLinks[i].addEventListener('click', trackView(navLinks[i].text), false);

     

    The above will simply "fire" off the trackView function as it runs and loops as IIFE. Not as a function when the button or link or element is clicked. 

     

    Network request is triggering, whenever button is clicked. Network request is also registering for initial tracker load on page load too via the network request views. there's also no errors thrown from pdt.js 

     

    Doing further tests today and for some reason, it's no longer registering any page views at all today since 15th May. Is there like an anti-spam trigger to ignore pageview triggers after certain cap ? How can i work around that for testing purposes? 

     

    Also, please advise if Campaign ID is a must. ta 

     

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Nisha Rastogi (Product Designer at Salesforce) asked in * Data Cloud *
May 16, 5:19 PM
What are some common use cases and data sources where customers need grounded responses from their agents?

Hey team! I'm working on the Agentforce Data Library

feature — this lets users connect different data sources so their agents can ground responses in their organization's data. 

So far, we support:

  • Salesforce Knowledge
  • Files (PDF, HTML & text files)
  • Websites
  • Custom retrievers (for Data Cloud customers)

I'm putting together a repository of use cases/agents where data grounding is important, and I’d love your input! Specifically, I’m looking to collect:

  1. Different grounding use cases you've seen or heard of
  2. Common data source types our customers are using today

Drop your thoughts in the comments — any examples would be helpful!

1 answer
  1. Christian Kreißl (QIAGEN)
    Today, 7:06 AM

    Dear @Nisha Rastogi

    ! Sth. different, not really what you were asking for but a huge demand and use case is on the size limit of data libraries. Extending that would be a huge benefit and make data libraries so much more interesting for a lot of customers.  

     

    E.g. we do have around 4GB of PDF files that need to act as a data source and finally end up as one search index being usable in a prompt template. Having them all in one data library would be a dream come true. :-)

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