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Hi!  

Thank you in advance for any advice you can provide. I'm trying to design a flow. Ideally, when an opportunity record is updated, the flow would look at the related account record. On the account record, there are grades K-12. Each relevant grade field will have the total number of students. Depending on the opportunity, some of the grade level fields may not be filled in. For example, if the opportunity is a K-5 school, then the 6-12 grade level fields on the account record won't be filled in. 

Ideally, the flow would pull the grade level fields if the field is filled in, calculate the average, and add the average to the opportunity record. 

Any idea how to design this flow? 

I previously had set up two Process Builders set up in combination with Approval Processes from Parent/Child records to manage purchasing. Recently I was asked to make a minor update to the process, and was not able to keep as a Process Builder because it is being retired. As such, I converted the 2 Process Builders to two separate Flows. Now the fun begins :) 

Summary of How it Works 

The user creates a Parent record, adds at least one child record, and then submits it for approval on the Parent Record. Then the system should start the approval at the Parent Record, then when approved, pass to each of the children records, starting with [1] an approval process (parent record) > [2] process builder (mark child items as ready for approval) > [3] process builder (select the approval process on child records and submit for approval) > [4] approval process (child records). This was working perfectly using Process Builder for years. 

I used the Convert to Flow feature, and with a bit of adjusting was able to get this to nearly work. HOWEVER, the system is getting hung up on [2]. Step 2 simply is checking to see if the Parent record is Approved (text field), and then marking a checkbox. The system is not recognizing that the field is being updated unless a user clicks into the child record and resaves it. 

Any thoughts on how to make sure that the Flows are being triggered as needed? 

Criteria: 

You are not allowed to set the Status field to Deactivated on a Person Account if there is an open opportunity. 

I wrote this on the Opportunity object, but it is not working: 

(Account.RecordType.DeveloperName) = "PersonAccount" && 

NOT($Permission.Bypass_all_Validation_Rules) && 

ISPICKVAL( Account.PersonContact.Status__c , 'Deactivated') && 

NOT(ISPICKVAL(StageName, "Closed Won")|| 

NOT(ISPICKVAL(StageName, "Lost"))) 

Any help would be greatly appreciated!  Thanks, CJ 

Hi, I have been using EAC recently and most of it is now clear, or at least clear enough to provide the support and data needed, however, there's one question that I found difficult to answer, we have a client that is changing its domain (mail@domain.com to mail@newdomain.com), change that basically affects all of our contacts with that clients.  

What will happen to all the old data we already have synchronized from those contacts? 

Some articles and questions regarding EAC say that some entries will be lost other articles say they will remain there, do we really have a concrete answer on this matter? 

Thank you in advance. 

@* Service Cloud * 

Does anyone know if RCA has similar functionality to CPQ where you can renew something as a different product? or Renew it for a different price?

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! 

#Reports & Dashboards  @Reports & Dashboards

Hi everyone, 

I am working on reorganizing my organization's page layouts and recently made the switch to dynamic page layouts. After things were converted, however, I noticed that the Pardot Activities and Pardot List Membership Visualforce pages no longer appear on the page layout.  

Does anyone know if these two things are related, or if the Pardot information isn't showing up for a different reason? I'm attaching a screenshot of what the section in the page layout looks like in the backend in case that's helpful - on the actual page layout nothing shows up in the section.  

Thanks for any info! 

 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? 

I created a service report using Document Builder, but after it was signed by a mechanic in the Mobile App, the Signed checkbox is not being updated. In the documentation it's stated that if a service report contains one or more signatures, this checkbox is automatically selected.

I couldn’t find anything helpful in the documentation regarding this issue.

Has anyone experienced the same problem or found a solution?

Hello Everyone, I have some thoughts but would love other insight as to how you are preparing for this change in 2026.  I have about 12 active profiles; the others were created from Installed Managed packages.  I don't have many permission sets but could do a good review to see if any overlap since taking over the admin role for our company.  Is everyone creating the permission sets, then moving the Profile to Private one object at a time?  I created an excel sheet start with profiles and working my way down to what specfic permissions were needed.  I know groups is an option as well.  I am looking at the amount of hours needed to perform this change, so if anyone thought of shortcuts, I am open ears.  thanks