After activating Tableau Server with the new licenses, the server on the first node went down.
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Can multiple paths be added to a page? On the Opportunity Object I want a path that will show only two stage values. Another path that will show other stage values.
10 answers
@Nancy Magalhaes what drives the sales process is the record type, change that and the sales process on the opportunity changes too. not sure what the used case is, but you can also display the whole process and restrict users from making changes to fields designated per process segment/stage, and even changes to the stage.
I did a quick search and it looks like there is some limitations in DataFetcher, speciically around using Date fields in the query. So what I looking to do is to pull all "Class" records in which the Training Start Date is >= Today(). See the formula below.
"SELECT Id,Name,Training_Start_Date__c,Training_End_Date__c,Training_Location__c FROM Class__c WHERE Type_of_Training__c = 'JumpStart' AND Training_Start_Date__c >= 'TEXT(TODAY())' "
So the question is can I even use the "TODAY()" option, I also tried using the resource of the CURRENTDATE and that did not work either. So any options?
#Flow #Nonprofit
7 answers
It looks like you might be mixing SOQL syntax along with Salesforce Formula syntax (e.g., TEXT function, TODAY() rather than TODAY). Data Fetcher is using SOQL syntax. You would want to use that exclusively. There's an article here that should help: Date Formats and Date Literals in WHERE.
For example, when querying Case records in SOQL if I was hoping to get all records closed over 90-days ago, I could use the Case.ClosedDate field (a date/time field) and add this criteria to the WHERE clause...
AND DAY_ONLY(convertTimezone(ClosedDate)) < N_DAYS_AGO:90
- N_DAYS_AGO:90 is representing a block of the past 90 days, and I'm checking that my ClosedDate is before (less than) that.
- convertTimezone() is providing the Case.ClosedDate value but corrected for timezone of user running the query. Without this, records closed late at night or early in the morning could get grouped with records on the wrong day.
- DAY_ONLY() is removing the time component from the date/time result; I'm just interested in the date.
Definitely double-check that the things you're comparing align. Ideally comparing dates with dates, date/times with date/times, etc. Mixing and matching datatypes in comparisons can provide unexpected results. Dates are also sorted different than Text values (depending on how you're formatting the text value), so strange stuff can happen there. I tend to prefer converting text values to dates or date/times and then doing the comparison.
Hope that helps!
Two checkboxes on Screenflow - If A is checked then B cannot be checked or If B is checked then A cannot be checked.
Need Help with visibility or validate input...I think validate input is the best option.
#Screen Flow #Flow
2 answers
In a Flow your Validation Rule would be something like this
OR(
Checkbox_A <> TRUE,
Checkbox_B <> TRUE
)
or
OR(
Checkbox_A = FALSE,
Checkbox_B = FALSE
)
Am I missing something? After upgrading to dynamic forms, I noticed I cannot individually edit the fields (the pencil icon is missing) like in the non-dynamic forms.
KA - Non-dynamic
KA - Dynamic
In other objects (contact), I can individually edit the fields.
I am an admin, and nothing else has changed.
@Leon Kempers
4 answers
Hey @Ryan MacAlmon, there might be one of two things going on here:
- You are trying to edit an article that's not in draft mode (e.g. published, archived)
- You removed the Published Status field from the Layout (that field is necessary for inline editing)
If neither of those two things apply, please log a case and we can investigate. Thanks! Cc @Nathan Love
We want to use broadcast email for sending out emails to affected customers.
When the broadcast email is sent, the Email Message related to the recipient (contact) shows the Merge fields instead of the actual recipient values. The email the contact receives has the correct values, but in Salesforce, we are unable to see the entire content of the email that was sent.
Is this a Salesforce "feature" or am I missing something?
@* Sales Cloud - Best Practices * @* Sales Cloud - Getting Started *
#Sales Cloud
1 answer
This is an expected behavior, Miranda. Salesforce does this to control performance and scalability. Storing the rendered email content for each recipient would consume significant storage and processing power, especially with large broadcasts.
If you need to see the full content of broadcast emails in Salesforce, I am sure there are third-party email marketing platforms out there that integrate with Salesforce.
we want to implement abandoned cart functionality in Salesforce B2C Commerce Cloud (SFCC) and retain basket data even after it is automatically deleted due to session timeout or cleanup.
Abandoned cart is when a customer adds items to their online shopping cart but leaves the site without completing the purchase
i want when cotusmer leaves the store after adding product into the basket(cart) we want to remind them about this product so potentially they will by that product
for that we are trying to replicate basket (standard object ) record's before that product deleted so we can create a records od product with customers then we will reach
#Developer Forums #Salesforce Developer
Hello,
I built a flow triggered by a button: a user clicks on the button when s/he wants to be notified a case closes.
The Wait element is supposed to wait until the Case closes but when the status of the case changes (before closure), the wait element resumes and sends the notification.
I tried various combination but I don't know where it is going wrong, as everything works well in debug mode. Also, I am talking about cases which were never closed before.
Would someone be able to point me in the right direction?
These are my tests:
And the resume event part:
Thanks in advance!
5 answers
Hi everyone,
I came to notice the CloseDate is blank until the case is closed. I am assuming it prevents the resume event to perform properly (in debug mode, the wait element works great).
I will look into something else to achieve my goals.
Thanks again for looking into it.
This flow has been causing some issues yesterday and today. At times it will save without issue, then when making inconsequential changes (e.g. change a description) I won't be able to save the record and am met with the generic error "Can't save flow
- To save, fix 1 error.
- invalid cross reference id"
The error message doesn't link to any particular element to review.
It did this for ~2 hours yesterday, but when I logged in this morning I've been able to make multiple edits to the flow up until now when I am getting the issue again. I've tried closing and reopening the flow. Saving a new version (unable to save a new version as get same error), logging out and logging back in.
9 answers
Steven Trumble (Skie) 
Forum Ambassador
If I save the Flow as a new flow I can continue working on it without issue. Not an ideal work around but best I have so far.