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I get this error and cant seem to figure it out: Step not yet complete in Einstein AI

We can’t find the New Guest Newsletter prompt template activated. 

 

I activated it when I go to debug , it says active so is it this ?  

 

Get Records: Guest Experience 

We couldn't retrieve any records. 

 

Details 

Find all Experience__c records. 

Store the values of these fields in Guest_Experience: Description__c, Id, Location__c, Name 

Result 

 

Info 

Failed to find records.  

 

#Trailhead Challenges

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I'm trying to create a formula that gives me the count of number of days between two date columns. I've tried the following two formulas:   DATEVALUE(NOW(CLOSED_DATEONLY-Case.DateReferredToICM__c))  DATEVALUE(CLOSED_DATEONLY-Case.DateReferredToICM__c)    But both return the same error: Error when encoding row-level formula: Incorrect parameter type for operator '-'. Expected Number, Date/Time, received Date    both Date columns are in Date format also.     Any help would be great - work days would be even better! 

 

@Reports & Dashboards @Formulas - Help, Tips and Tricks 

19 answers
  1. Today, 12:59 AM
    Your screenshot is a “Summary Formula” (that won’t work) you need to create a “Row-Level” Report Formula, also you don’t need that :Unique in there
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hi  

 

I am looking for some direction on the below topic. We are exploring Marketing Development Funds solution in Salesforce. It appears Salesforce has a partner community based solution for that but we have not received a direct answer on how to get this solution installed.  The guided setup under Digital Experience is very fuzzy.  

 

Does anyone have any experience using this solution ? I am beginning to doubt its existence.  

 

https://help.salesforce.com/s/articleView?id=experience.networks_market_dev_funds_intro.htm&type=5

 

 

 

What is a market development fund?

Set aside money to help partners market and sell your products. Funds can be allocated in real time or in advance of the marketing campaigns.

 

HELP AND TRAINING

Your Setup Tasks

Our guided setup walks you through setting up:

  • Budgets
  • Fund Allocations
  • Fund Requests
  • Fund Claims
  • Site Experience

 

VISIT THE TRAILBLAZER COMMUNITY

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The nonprofit I'm working with merged with another last year and had a name change. If I update the Organization Name in the Company Information page in Setup, will that affect the org address? For example, the org address is https://(orgnamehere).lightning.force.com/lightning/page/home. I want to know if it will change the string in bold in the org address.

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Hi DLRS Team,

We're currently facing a recurring issue with DLRS scheduled jobs in our org (Law In Order). Despite taking some precautionary steps, we’re still receiving the following Apex job error:

Error:

 

Record Currently Unavailable: The record you are attempting to edit, or one of its related records, is currently being modified by another user.

What We've Tried So Far:

  1. Reduced the batch size in the Custom Metadata Settings from 200 to 50.
  2. Identified the relevant DLRS rollup summary between AR Account (Parent) and Sales Order (Child) objects.
  3. Verified the rollup configuration using the Manage Lookup Rollup Summaries tool.
  4. Confirmed that the Calculation Mode is set properly (either Scheduled or Realtime as per scenario).
  5. Ensured there’s no direct DML from Flow on the AR Account.
  6. Also, found a Scheduled Path Flow on Sales Order (Last Modified Date = time source), but it doesn’t update parent records directly.

 My Questions:

  • Even after reducing the batch size to 50 and verifying the DLRS setup, why are we still facing row locking issues on parent (AR Account) records?
  • Is there a best practice to avoid this when multiple Sales Orders related to the same AR Account are being updated at similar times?
  • Would you recommend switching all rollups to Scheduled mode instead of Realtime to fully avoid this?
  • Is there any specific DLRS setting or hidden configuration we might be missing?

We'd really appreciate any guidance or suggestions to prevent these job failures.

3 answers
  1. Jul 7, 3:33 PM

    Hi @Harshal Kadam

     

    There are two questions here.  

     

    1. If we don't know the cause, how do we avoid this row-lock issue? 

     

    you're on the right track:  

     - Reducing batch size even further (even down to 1) 

     - Scheduling rollups to run overnight 

     

    2. What is the cause?  

     

    In my opinion, it's most likely caused by conflicting automations that need to be optimized. If I were to troubleshoot this, I would need to audit all the other automations that are triggering off of these objects (both the child and the parent objects) that might be then, in turn, triggering many DLRS rollups and causing a recursive loop.

     

    Feel free to send me a message me if you'd like further support! 

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I am trying to trying to create a field level formula to stay if a record or multiple records is/are entered for Children and Dependants, the field will default to "Yes". 

 

If no Children and Dependants are entered, the field will default to "No".  

Formula Based on Record Entered

Two ways I thought about doing this... 

 

1. Create a formula based on whether record/s are/are not entered - not sure how I would do this?

Child Dependant Screenshot 1.PNG

2. Create a formula based on whether a value is entered in the "Name" field of when clicking on New Dependent or New Children 

 

This field name is: AS_Name_of_Person__c

Child Dependant Screenshot 2.PNG

I've tried the formula IF(ISBLANK(AS_Name_of_Person__c),"No","Yes") but it doesn't work. 

 

What formula would need to be created here please? 

 

 

#Formulas  #Formula Help  #Trailhead

2 answers
  1. Today, 3:06 AM

    If I understand your question correctly, you’re trying to show child record data on the parent. This can’t be done with a formula.

    (You CAN show PARENT data onto CHILD with a formula, because each child only has one parent in that relationship. But parents can have multiple children.)

    So what you need is a rollup - to look at all the children and put a value on the parent.

    If they’re related via a master-detail relationship field, you can create a native Rollup Summary field.

    If via a Lookup field, you will need a solution like: a couple of Flows, Declarative Lookup Summary or Rollup Helper.

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Hi, I am working on the Control Access to the Org trailhead for the Admin Official Certification Trailmix. I am currently having problems with my developer org. I am not sure what is happening. It does not seem to be registering to my playground lists. 

 

I have tried what the instructions have suggested. Can someone please assist?

 

Thank you, 

Jennifer 

 

#Trailhead Challenges

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 We've set up two schedules for appointments: a primary weekday schedule (Monday-Friday, 9 AM - 6 PM) and a secondary weekend schedule (9 AM - 1 PM). Territories and resources have been assigned to both. However, when we try to book an appointment for a weekend time and territory, the slots from the secondary weekend schedule don't show up. What could be missing or what might be going wrong? 

1 answer
  1. Heiko Lindner (Privat) Forum Ambassador
    Jun 26, 6:17 AM

    Hey @Ruth Amalia Forero if you assign the operation hours to both, then the system will use only the operating hours to the service territory membership and not both. Best would be to include the weekend schedule into the same operating hours as "overtime" and adopt the scheduling policy to allow overtime.

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