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Step #3: Click Create Check-In Guest Event

, however it is not an available flow.  I tried following the steps but it is not populating in the menu.  How should I proceed?   

 

I would like to disconnect the playground and restart. 

 

#Trailhead Challenges  #Agentforce  #Agentblazer

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Hello, 

 How can I turn off the 'As of ...' date in reports on the dashboard on Salesforce? It adds clutter. I have a friend asking about it. 

 

I can think of making a LWC component to handle this error, a Chrome extension, but it seems overkill. Thoughts? 

 

#Reports & Dashboards  #Dashboards

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Hi!  I need some direction.   This seems like it should be easy, so I am sure its me. :) 

 

I am trying to create a formula in a salesforce report that basically adds up the percentage column with the solid number column per row.   As and example per the attached screen shot  ie  5% + 3 =

8

.   Please note the solid number column is a row-level formula field.    

 

Any direction would be greatly appreciated! thanks in advance!   

Need help with a report formula

 

 

 

#Reports & Dashboards

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Hi there,  

 

I have tried to use a smart list in an experience cloud site for external users and I cannot get the component to display. These users have access to the Object and the fields in the Smart List. The Component has been added to the experience builder page and configured to the correct Smart List Definition, the experience site has been published. The users have access to all the smart List apex classes and yet when I login as a user I don't see it at all on the page. Any ideas? Thank you!

8 answers
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Hi there, 

 

I hope you're doing well.

I'm reaching out to request assistance regarding the Salesforce Mobile App Plus. I’ve added the Task object under Briefcase > Object Rules, but I’ve noticed that the Tasks are not being fetched or displayed in the mobile app. 

 

Could you please help me identify what might be missing or if there are additional configurations required?

Thank you, and I look forward to your guidance. 

 

Best regards, 

Max

 

Assistance Needed with Tasks in Salesforce Mobile App Plus

 

Screenshot 2025-06-25 at 1.46.54 PM.png 

2 answers
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いつもお世話になっております。 

 RubyのプログラムからSalesforceにアクセスして情報を取得しようとしていますが、認証エラーが発生します。

ログイン履歴の内容から、「ユーザ名・パスワードフロー」を有効にする必要があると推測し、外部クライアントアプリケーションの設定で有効化しようとしましたが、該当項目が表示されません。

もしこの設定項目を表示させる方法、あるいは代替の設定手段をご存じの方がいらっしゃいましたら、ご教示いただけますでしょうか? 

 

 

1 answer
  1. Today, 9:46 PM

    @Kuro S さん 

     

    接続アプリケーションを使っていますか? 

     

    もしかすると、以下が関係しているかもしれません。 

     

    Summer '25 では、Salesforce はすべての新しい組織で接続アプリケーションをデフォルトで無効にしました。

    外部クライアントアプリケーションを使用することをお勧めします。新しい接続アプリケーション

    を作成するには、[External Client App Settings (外部クライアントアプリケーション設定)] に移動します。 

     

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

     

    しかし、外部クライアントアプリケーション設定だと特別なシナリオのための OAuth 2.0 ユーザー名-パスワードフローは対応していないので、他の方法を選択する必要があると思います。 

     

    https://www.salesforceben.com/external-client-vs-connected-apps-comparing-salesforces-next-gen-integration/

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Hello, 

 

I have two date/time (start and end) fields and they get marked at different times of the records life cycle.  I created a third field that is a formula field showing the time difference between the start time and end time that is like this. 

 

(Date_Time_Closed__c - Date_Time_Started__c) * 24 

 

Now this only displays in hours is there a way that it will display in hours but if under an hour show minutes? so for instance if the difference is 30 minutes it would show 30 but if the difference is 90 minutes it would show 1.5 

 

#Formulas  #Formula Help

4 answers
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    Today, 2:25 PM

    Hi, 

     

    I would write it like so:

    (Date_Time_Closed__c - Date_Time_Started__c) * 24 *

    IF((Date_Time_Closed__c - Date_Time_Started__c) * 24<1,60,1)

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 1.  Is it possible to display list view based on the record types in the smart list (Ex: Shown in the ListView Image.png attached)?  

 

2. We do have the custom button to add a record, however we need to click refresh in order to show that new record in the smart list component? Is there a way to show it without click on refresh? 

3 answers
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Hi! 

 

I hope this is a simple question for someone. We are currently leveraging the Send with DocuSign Action on Contact records in Salesforce. We have a use case for the Send with DocuSign Action on an Account, as well. Does the Send with DocuSign Action work on the Account Object?

 

Also, does anyone know if you Send with DocuSign from a Contact, is there a way to natively have the documents that were returned via DocuSign and that are available in the Files Related List of the Contact, ALSO be available in the Files Related List of the Account to which the Contact is primarily related?  

 

Thanks! 

 

#Docusign  #Docusign Integration

1 answer
  1. Today, 9:28 PM

    Hey-- 

     

    In answer to your first question: yes it should be possible to access the Send with DocuSign button on the Account object. You can check by going to the object manager --> account --> page layout --> buttons  

     

    For your second question, it looks to be possible but a bit of a lift from a development standpoint. Can you explain why you want it in both places? Storing it in two places will  double your (already pricey) Salesforce data storage costs. 

     

    I recommend checking out DocuSign's Help page for more info: 

    LINK

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