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in my existing salesforce org File storage is almost full. Majority of the occupancy is from Images. Hence I want to compress images which are greater than 1MB. These images are linked to several objects like Work order,Quotes,opportunity , etc. How can I achieve the compression without loosing the mapping of those images to their respective object records.

 

 

#Data Management

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Hello - I am attempting to send an email out the day after a survey expires. I have the following formula to send an email the day AFTER the survey expires. The expire field is a Date/Time field. The email is not triggering and every time I run a debug it states the outcome wasn't met. Is something wrong with my formula?  

 

Survey Reminder Email

 

 

 

#Salesforce Surveys

2 answers
  1. Today, 2:45 PM

    @Suraj Yadav

    - thank you for the response. I am using a scheduled flow that runs daily. The filter condition I have set up at the start: 

     

    - thank you for the response. I am using a scheduled flow that runs daily.

    Then I have a decision element that looks for the survey ID and the date 

     

    decision.jpg

    This is the formula I have for the decision (for testing purposes I have a +5 instead of +1) 

     

    Formula.jpg

     

    An email never triggers - and when I run a debug it states the conditions were not met in the decision element.  

     

     

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I  need a YOY % change report for Events. This would be a comparison of scheduled events for this month vs. this month last year and since would be a row count comparison, the formula doesn't work. 

Results needed:  By Assigned to, 2025 This month compared to 2024 this month , % change in number of events scheduled during that time. Example below of how I want the end result to look  

I created two formula check box fields for This Month and This Month Last year but cannot figure out the formula to compare the numbers.   

All suggestions welcome! 

 

 

YOY comparison for events scheduled

 

 

 

 

 

#Reports & Dashboards

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Hello all,

We've implemented a standard Field Service setup (no custom automation) for one of our customers using the Field Service Mobile app. Everything works well, except for one major issue involving Product Consumed records and delete permissions.

The issue:

 

When a Service Resource user opens the scanner to add a serialized product but then cancels before scanning a serial number, the app tries to delete a prematurely created Product Consumed record (Quantity = 0). Since the user

lacks delete access, the system throws an error and logs it in the Error Queue. This prevents any further actions in the app until the error is manually resolved.

We've tried:

  • Granting object-level delete access
  • Sharing settings (Public R/W)
  • Assigning "Modify All" on Work Order and other related objects
  • Even making the user the record owner

Only granting "Modify All Data" system permission resolves it. But that's not a sustainable solution, especially when managing sensitive setups—imagine a user managing backend Field Service workflows while also handling something like a daycare near me platform or other responsibilities. You don’t want to hand out full system permissions just to bypass a small logic flaw.

Has anyone encountered this specific issue before? 

 Is there a granular permission or workaround that allows deleting the zero-quantity Product Consumed record

without enabling “Modify All Data”?

Appreciate any insights or shared experiences! 

 

#Salesforce Field Service

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I have created a knowledge article in salesforce and I have embedded an image in the content.

 

Now, when I pull this article using an API

 (https://{hostURL}.my.salesforce.com/services/data/v56.0/support/knowledgeArticles/article_id

from the external system, I get an URL for that image which is there in the content. But I need to know where the actual binary of an image would be stored in salesforce so that I can download that image into an external system. Thanks 

 

#Customer Service  #Trailhead Challenges  #Knowledge Article  #Knowledge Base  #Knowledge Articles  #Trailhead  #Flow  #Agentforce

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Is it possible to calculate the difference between two summary formula columns on a report? I thought I could just create a third column, but my formulas are identical on Company Variance % and SIC Variance, just displaying at different levels, so I can't perform a calculation. 

 

We would like to see how the company is doing compared to its respective industry (SIC) QoQ. In my screenshot you can see how Test Co. is at -33% and Test Co 2 is at -28%, and the 873 industry as a whole is at -31%. Ideally, under "Difference" we would like to see Test Co with -2% variance and Test Co 2 with a +3% 

 

Is this even possible or feasible? Any help would be greatly appreciated.

 

Calculate Difference Between Two Summary Formula Columns

 

User-added image
3 answers
  1. Today, 2:37 PM

    @Ryan Robertson

    , what formula did you use for Company Variance % ? This is a report I'm building. Bad example because we didn't do any business with this company in Current FY but I'd love to see the variance  

    , what formula did you use for Company Variance % ? This is a report I'm building.

     

     

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Hola team SalesForce, disculpen, me atore en mi ruta debido a que, en el ejercicio para Definir reglas de colaboración, parte del módulo de Seguridad de datos, ya hice todo como indica el ejercicio 4 veces, pero me sale el error "Reto aún no completado en ivalverdees@izzi.mx

No podemos encontrar los valores correctos para el campo "Type" (Tipo) en el objeto Program (Programa)." 

 

#Trailhead Challenges

6 answers
  1. Today, 2:36 PM

    me sigue apareciendo el mensaje: No podemos encontrar los valores correctos para el campo "Type" (Tipo) en el objeto Program (Programa)., pero he seguido todos los pasos. Ayuda??

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