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van G asked in Salesforce Agile Accelerator
May 2, 3:28 PM
Unable to edit description field on "Todo"recordtype

When editing a "ToDo" (work) recordtype i am unable to populate data on the "description" (agf__Details__c) field. It is visible on the UI lightning record page and is added to a page layout, however when clicking edit on the record, the field is no longer visible. (I have also checked FLS settings) 

 

 

Image 30-04-2025 at 15.43.jpeg
1 answer
  1. Venkat Somireddy (Wintrust)
    Today, 10:04 PM

    This issue could be related to the Record Type having a different layout, and that layout may not include the field or might have specific field visibility rules that hide it during editing.  

    I would suggest to check Record Type Layout,  ensure that the agf__Details__c field is included in the page layout for the ToDo(Work) record type. 

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Alex Nis (.) asked in #Answers
Today, 8:00 AM
Validation Rule - Formula

Hello, 

 

I am looking for a formula to add in a validation rule which will apply only on a specific Opportunity Record Type (Record Type Id: 01220000000AOd6AAG) 

 

I am after a a validation rule for a picklist field (MFN_review_completed__c) to be required at given Opportunity Stages. The Opportunity stages are: 

Considering 

Deciding 

Committed 

Investing 

Invested 

Lost to competitor 

Business Withdrew 

Client Withdrew 

 

The picklist field that needs to required is called "MFN review completed" (API: MFN_review_completed__c ) 

 

Can you please assist me in the formula? 

 

 

#Answers  #Formulas  #Validation Rule  #Sales Cloud

2 answers
  1. Venkat Somireddy (Wintrust)
    Today, 9:53 PM

    Try this validation rule that enforces the MFN_review_completed__c picklist field as required.

    AND(
        ISPICKVAL(StageName, "Considering"),
        ISPICKVAL(StageName, "Deciding"),
        ISPICKVAL(StageName, "Committed"),
        ISPICKVAL(StageName, "Investing"),
        ISPICKVAL(StageName, "Invested"),
        ISPICKVAL(StageName, "Lost to competitor"),
        ISPICKVAL(StageName, "Business Withdrew"),
        ISPICKVAL(StageName, "Client Withdrew"),
        ISBLANK(MFN_review_completed__c),
        RecordTypeId = "01220000000AOd6AAG"
    )
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Alex Nis (.) asked in #Answers
Today, 8:46 AM
Validation rule to make field required for specific record type and Opportunity Stage

Hello, 

 

I am looking for a formula to add in a validation rule which will apply only on a specific Opportunity Record Type "Seg Opp"  (Record Type Id: 01220000000AOd6AAG) 

 

I am after a a validation rule for a picklist field (MFN_review_completed__c) to be required at given Opportunity Stages. The Opportunity stages are: 

Considering 

Deciding 

Committed 

Investing 

Invested 

Lost to competitor 

Business Withdrew 

Client Withdrew  

 

How can i achieve this? 

 

#Answers  #Formulas

1 answer
  1. Olajide Otolorin -Prince (TrailConsult)
    Today, 8:58 AM

    AND(

    RecordTypeId = "01220000000AOd6AAG",

    ISPICKVAL(MFN_review_completed__c, ""),

    OR(

    ISPICKVAL(StageName, "Considering"),

    ISPICKVAL(StageName, "Deciding"),

    ISPICKVAL(StageName, "Committed"),

    ISPICKVAL(StageName, "Investing"),

    ISPICKVAL(StageName, "Invested"),

    ISPICKVAL(StageName, "Lost to competitor"),

    ISPICKVAL(StageName, "Business Withdrew"),

    ISPICKVAL(StageName, "Client Withdrew")

    )

    ). Makes sure you copy the correct recordtype and use the correct values for picklist field

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LaMontro McCain asked in * Known Issues *
May 2, 4:46 PM
Why is the case type not filled for reopened Cases?

Okay so one of my users reached to me telling me that some of her assigned email cases for today are reopen cases and while those reopen cases included the case subtype, for some reason the case type is not appearing on the reopened cases. Prior to that case being reponed the case type field was filled when the case was originally created. 

1 answer
  1. Venkat Somireddy (Wintrust)
    Today, 10:00 PM

    Check out these options if helps. 

    Option 1:

     

    In Salesforce, when a case is reopened, it is essentially reactivating an existing record, and certain fields, including Case Type, might not automatically get reset or re-populated unless explicitly handled by processes, workflows, or triggers.  

     

    If you want the Case Type field to be automatically populated when a case is reopened, consider setting up a Workflow Rule to check if the case status is set to "Reopened" or a similar status, and then update the Case Type accordingly.  

    Option 2:

     

    If there are Field Updates or flows involved with setting the Case Type, they may not be triggered upon reopening a case because Salesforce considers reopening as a status change rather than creating a new record.  

     

    Field Update on Case Status Change: Review your Field Update actions to ensure they also trigger when the Status is changed to "Reopened". If needed, adjust the criteria for the field update to account for this specific scenario.  

    Option 3: 

    Another possibility is that the Record Type of the case might have been changed when it was reopened, which could affect the visibility or default value of the Case Type field. 

     

    Check for Record Type Change: If the Record Type is changing upon reopening (e.g., from "New" to "Reopened"), check if different Page Layouts or default field values are associated with the new record type. Ensure the Case Type field is still visible and populated correctly in the layout for the reopened cases.  

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Gabi Berger (Head of Support at Lightico) asked in #Flows
Today, 9:42 AM
Help with building flow with custom in-app notification

 We have email to case setup for our support team. I want to configure salesforce so that an in app notification is pushed to the case owner when a new inbound email is added to an existing case. I completed the steps building the flow, created a custom notification type, but when I add a "Send Custom Notification" action element, the Custom Notification Type field does not show any of the custom notification types.  

 

If I enter the type manually, the process fails with error. Invalid parameter value for: customNotifTypeId 

 

#Flows  #Service Cloud  #Send Custom Notification

1 answer
  1. Venkat Somireddy (Wintrust)
    Today, 9:50 PM

    can you check Custom Notification Type is Active?

    • Go to Setup → Custom Notifications.
    • Make sure your Custom Notification Type is listed as Active.
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Ksenia Melkiman asked in #Login Errors
Today, 12:09 PM
Sandbox Access Disabled after Refresh

Hey everyone, I could use some help with a Sandbox issue. 

 I refreshed my Developer Sandbox  and the status says "Completed" with "Auto Activate" enabled. 

 But when I try to log into it, I get this error message:

Has anyone seen this before or knows what might be causing it? 

 

#Login Errors  #Sandbox

1 answer
  1. Venkat Somireddy (Wintrust)
    Today, 9:48 PM

    If your user account was not selected to be copied over during the refresh (because of profile or role or any other permission set), then you won’t be able to log in until an admin reactivates or recreates your user. Ask your Production Org admin to go to Setup>Sandboxes and:

    • Click the sandbox name.
    • Check if the "Activate" button is still available. If so, click it.
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Shruti Piya (Senior Developer at Epsilon) asked in * Marketing Cloud Engagement *
Today, 10:55 AM
Difference between INNER JOIN, JOIN, LEFT JOIN and RIGHT JOIN.

Hi Team, 

 

Hope you all are having a great weekend! 

 

I am writing this as I need help from you,  

Can you please help me explain in simple layman way the difference between  

INNER JOIN, JOIN, LEFT JOIN, RIGHT JOIN (wrt to  SQL for marketing cloud). 

 

Thank you! 

 

 

5 answers
  1. Amanda Duque (Acxiom)
    Today, 9:39 PM

    A Full Outer Join is like adding a Left Join and Right Join together. It includes everything from the first list with a NULL populating everywhere there is no match, everything from the second list with. NULL populating everywhere there is no match, AND keep in mind it can include a record multiple times when there are multiple matches between the tables.

    Here is a simple, clear example for reference:

    https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_data_prep_recipe_transformation_fullOuterJoin.htm&language=en_US&type=5
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Shruti Piya (Senior Developer at Epsilon) asked in * Marketing Cloud Engagement *
Today, 5:14 PM
Do we have a Delivered Data view in sfmc?

Hi Team 

 

Do we have a delivered Data view in sfmc that would give us the information of number of deliveries? 

 

If not how can we calculate the delivery count (even an approx number). 

My thought about this is we do not have a _Delivered Data view, However, we can arrive at that number (it would be an approximation only ) by doing this calculation 

 

Number of delivered = Number of sends or Number of opens (for that send)- number of (bounces for that send) 

 

Is this a correct way of stating this? 

 

Kindly help team

1 answer
  1. Amanda Duque (Acxiom)
    Today, 9:24 PM
    Hello! You can use the _Sent and _Bounce data views to calculate delivered. Sents - Bounces. Let me know if you need a query whipped up pull this. Thanks!
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Avishka Hettiarachchi asked in * Salesforce Administrators *
Apr 24, 4:11 AM
Process of Creating a new Button/Action in the Case Area

Hi All,

I'm working on a project in my company’s Salesforce org (Lightning Experience) where I need to create a custom button/action in the Case object called “Send to Vision.” The goal is:

  • When a Case becomes billable, clicking this button will send data from the Case (e.g. Case Number, Account Name, Contact Name, Session Times, etc.) to create an invoice in Sybiz Vision (a third-party finance system).
  • Once the invoice is successfully created in Sybiz, the invoice number should be sent back to Salesforce and populate a custom field on the Case, e.g., Invoice ID.

This is essentially a two-way integration.

The coding (API and backend logic) will be handled by one of our developers — however, he is not experienced with Salesforce development. My responsibility is to prepare the Salesforce side of the integration.

Could you please guide me through:

  1. The end-to-end steps I need to take on the Salesforce side.
  2. Whether I should create a Connected App or if it's not needed in this case.
  3. Should I set up an Apex class for the integration logic.
  4. The best way to trigger the Apex class from a Lightning Record Page via a button or action.
  5. Any best practices or security/authentication considerations I should keep in mind (e.g., Named Credentials, Remote Site Settings, etc.).

I’d really appreciate any guidance on this.

Thanks in advance! 

 – Avishka Hettiarachchi - 

Process of Creating a new Button/Action in the Case Area

 

 @* Salesforce Developers *@Salesforce.org System Administrators@All About AppExchange@Admin Addicts@Salesforce Flow Automation@Slack Developers

1 answer
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Vinay Ks asked in #Trailhead Challenges
Today, 10:39 AM
i am facing problem in Quick Start: Build a Service Agent

which i have created according to the guide because some mistake i can't create it again as it says that api's already exist,so how can clear the data and restart this module? 

 

#Trailhead Challenges

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 9:21 PM

    Hello @Vinay Ks I guess you are talking about the agent API Name (CC_Service_Agent)

    that you were requested to create in the "Create the Agent" section. Make sure to have the correct typo with no mistake in the agent name and API Name. 

    If not possible to change, delete the agent and take the challenge again. If you do not succeed, you should then detach your playground from your trailblazer profile and then create a new playground in which to take the challenge again. Eric 

     

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