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We want to use Salesforce to capture visits to our tradeshow booths from both existing and new customers and directly log in potential opportunities. Our contract developer isn't sure how best to build this using just Salesforce. I was wondering if it's a junction object to connect different campaigns to different trade show activities. Or I feel like we could use Pardot form in Kiosk mode but if they are already existing customers we will asking them for data we technically already should have. Anyone have a great system they want to share and how did you build it?

3 answers
  1. Today, 2:18 PM

    So for your use case of capturing leads at a tradeshow from the mobile app, a cool solution would be using a QR code that prospects can scan, and they then become leads (and campaign members too) in your system after filling out a form, this solution already exists on GitHub: https://github.com/open-force/qr-to-lead

     

     

    You may need to customize the above solution, and it may take a bit of effort to implement. However, once you have all the leads in captured in your system, then you can convert them to Accounts/Contacts/Opportunities after the tradeshow.

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1 answer
  1. Today, 2:11 PM

    There's another

    module you need to complete with the same org to install the Position and Candidate fields. It's called "Build a Data Model for a Recruiting App"

     

    The Position and Candidate are standard fields not custom fields. So if you created those fields yourself, you've made a mistake. 

    Complete the

    "Build a Data Model for a Recruiting App" module and return this particular task (PLEASE USE THE SAME ORG). 

     

    Afterwards, You’ll need to make sure the ‘Manage Job Applications’ permission set has the correct field-level security for the Job Application object. Here’s how to do it:

    1. Go to the Quick Find box and search for Permission Sets.
    2. Click on Manage Job Applications.
    3. Scroll down and click on Object Settings.
    4. Find and click on Job Application.
    5. Click Edit.
    6. Under Field Permissions, ensure Read Access is checked for all fields.
    7. For Position and Candidate fields, make sure only Read Access is enabled (uncheck Edit Access).
    8. For all other fields, ensure both Read Access and Edit Access are checked.
    9. Click Save.
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1 answer
  1. Today, 2:09 PM

    Hi Udutha, 

    There's another

    module you need to complete with the same org to install the Position and Candidate fields. It's called "Build a Data Model for a Recruiting App"

     

    The Position and Candidate are standard fields not custom fields. So if you created those fields yourself, you've made a mistake. 

    Complete the

    "Build a Data Model for a Recruiting App" module and return this particular task (PLEASE USE THE SAME ORG). 

     

    Afterwards, You’ll need to make sure the ‘Manage Job Applications’ permission set has the correct field-level security for the Job Application object. Here’s how to do it:

    1. Go to the Quick Find box and search for Permission Sets.
    2. Click on Manage Job Applications.
    3. Scroll down and click on Object Settings.
    4. Find and click on Job Application.
    5. Click Edit.
    6. Under Field Permissions, ensure Read Access is checked for all fields.
    7. For Position and Candidate fields, make sure only Read Access is enabled (uncheck Edit Access).
    8. For all other fields, ensure both Read Access and Edit Access are checked.
    9. Click Save.
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1 answer
  1. Today, 2:00 PM

    Hi Praveen.  

    You'd have to grant read, create and edit object in the object settings of the permission set you created.  

    Here's how you'll do it. Go to the permission set on the quick find box. Find "Manage Positions" and click on it. Look for "Object Settings" Click on it 

    Find the "Position" Object. (Also ensure "Position" is correctly spelled out). 

    Click on it. Click "Edit" 

    In the object permissions section, enable Read, Create and Edit. Then save. And voila! 

     

    Always ensure everything is spelled correctly! That could be an origin of your error.

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I have a requirement to get 10 Contacts per Account Manager (Lookup Field to users on the account) 

 

Is there a way to do this in a flow without having separate get records for each Account Manager, 

 

Here is my current flow 

Scheduled to run each day of the week to grab contacts with certain criteria 

 

Then it goes to a decision with account managers 

 

 

Flow: Get Records Multiple Account Manager

 

then separates 15 account managers 

 

Screenshot 2025-07-12 at 08.41.56.png

 

Getting 10 contacts per user 

 

Screenshot 2025-07-12 at 08.42.32.png

 

Then updates them with the same date and check box. 

 

there has to be a cleaner way to do this, is there? 

 

 

#Flow  #Ask An Expert  #Flownatics  #Scheduled Flow

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Hi everyone,

I’m scheduled to take the Salesforce AI Specialist exam on July 13 at 10:00 AM, but I’m not ready and missed the rescheduling deadline.

When I tried to cancel the exam, I saw a charge of USD 82.50

, and the platform returned an error (the credit card page freezes and won’t proceed). I also tried contacting support through the case form, but I wanted to ask here if anyone has faced a similar issue or received help from Salesforce for this situation. 

 

If any Trailblazers or Salesforce support staff can guide me on how to fix this, I’d really appreciate it.

Thank you!

— Phyo Pyae Sone 

 

#Webassessor Exams

 

Unable to Cancel or Reschedule AI Specialist Exam — Error on Payment Page

 

 

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Hi everyone,

 

I'm currently using Send Better Email with a Record Triggered Flow on the Case.

 

Context:

I'm using Email 2 Case to upload a PDF in Salesforce through the Case, then I have a record triggered Flow that will pick those files and send them back to another Email.

In the debug I can clearly see that SendBetter Email is picking the right attachment:

 

contentDocumentAttachments = {!CollectionContentDocLink} ([ContentDocumentLink (06AIg000001ONJtMAO)])

 

contentDocumentAttachments is a Record Collection of the ContentDocumentLink object.

 

I do receive perfectly fine using a template, however, the attachment is not coming through. I'm running out of solutions here, any help would be so appreciated as I just hit a roadblock.

 

Thank you

5 answers
  1. Today, 1:41 PM

    I am not sure if this is related, but when I tried using Send Better Email for this (and standard Send Email), what was resolving was a LINK to the attachment...meaning you would have to have an ID to see the attachment. I am about to write custom apex to use Messaging.SingleEmailMessage to attach my PDF binary to the Email Message as attachment to see if that will resolve. If someone has a better approach glad to hear it.

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I didn't change anything except I added 2 users to the Approval group.   But now the Email Template is not sending out  I checked all users have the permission and the approver set on User record to If I am approver and delegate    the templates sent yesterday?   

 

@* Sales Cloud - Best Practices *  @* Sales Cloud - Getting Started * 

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