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Hi, I wonder if someone can help. I have a Salesforce flow with the email alert. When the opportunity is closed won the email is sent to users from the the recipients list from the email alert. This stopped working since March, only for one user. The user has identical profile, permissions and email settings as other users. Nothing changed in the flow. He is the only user when he closes the opp as won, the email isn't delivered to him and others as this is how it's working for others. There is an integration with Gmail, IT checked, all seems OK. His email is verified, email deliver-all emails, checked junk-empty.  The user can send and receive emails from salesforce,  from chatter etc. What could be the issue? Thank you   

The user is among these receipients: 

Email not delivered to one user

 

 

flow1.png

 

 

flow2.png

 

The flow works fine, only one user stopped receiving emails from his own closed-won  opps and other users from the list do not receive them. Thanks

  

 

#Flow  #Email  #Salesforce Developer

1 answer
  1. Today, 9:35 AM

    Have you checked if the user is verified? You can see that in the user profile, next to his email address there is either a [Verified] text or a [Verify] link. If the second option, the user is unverified, which sometimes prevents users from sending and/or receiving Salesforce emails.

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Hi All, 

 

While Creating the New picklist field I have Unchecked the checkbox

'Auto add to custom report Type' now the field is deployed to Production. What will be the best way we can include the field to the report type again ?   

 

#Reports & Dashboards  #Salesforce Admin  #Custom Fields

1 answer
  1. Today, 9:32 AM

    The checkbox adds the new field automatically to all reports with the object you created the field on. Since that was not done, what you now have to do is go to the custom report types you want to add it to, and add the field to each one.

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Hi all, I need help regarding field-level permissions and inline editing in reports on Salesforce.

I have a user named OBD, whose profile is CSSD, and this profile has Read-Only access to the Quote object.

I want this specific user to be able to edit the Competency__c field on Quote records.

I’ve already created a Permission Set that grants Read and Edit access to the Quote object, and Edit access to the Competency__c field, and I’ve assigned it to the user.

The goal is to allow this user to edit the field directly from a report using the "Enable Editing" feature in Lightning reports.

However, when I log in as OBD, the field is still read-only in the report and cannot be edited.

Is there anything I might be missing to make inline editing in reports

 work for this specific user? 

 Appreciate any guidance—thank you in advance! 

1 answer
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Having spoken with SFDC Support they have said that my email-to-case Case responding wasn't working because with the routing address outbound details you need to sign in to the account you want to send responses from, in this case the email address is an Outlook shared mailbox. But an Outlook shared mailbox it doesn't have a login so I can't login to the 'external service' as the outlined email address mailbox. 

 

I'm surprised there isn't an easily available workaround because it seems it would always be a Outlook shared mailbox that someone would initially be emailing, with email forwarding to SFDC email-to-case, in order to create the case, allowing multiple people to access the inbox. 

 

Has anyone found a solution to this?    @* Salesforce Administrators *

 

@* Service Cloud *

  

 

#Service Cloud

1 answer
  1. Today, 9:28 AM

    If the email-to-case is set up, it needs to be verified in order to work - so for one email, someone needs to check the address and click on the verification link.  

     

    Once that is done, you can send emails from that address through Salesforce.  

     

    In order for the emails sent TO that address to reach Salesforce, you also need an automated routing to the long email that Salesforce will generate when setting up email-to-case. When replying to those emails, you will automatically use the generic address.

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Trail Head asked in #Flow

Hi Guys, 

 

I'm using salesforce recently released flow approval process, in which we have option to send custom notification to approver. I configured all required configuration still I'm not able to get the email notification as a approver. Could anyone please suggest if I've missed anything to configure. 

 

Thanks 

 

Flow Approval Process, Approver notification is not working

 

image (4).png

 

image (3).png

 

image (2).png 

image (2).png@Andy Engin Utkan

 @Alex Pisani

 @Tiffany Oda

  

@Jessica Langston

 

 

 

#Flow

9 answers
  1. Today, 9:27 AM
    Hello Nitin, now that we know your name, why don’t you consider updating your profile here? The community is better when we know each other’s name.
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2 answers
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I have a Custom Object - B.D Opportunities and there is a Parent Opportunity No on the RecordUpdating a field on a Parent record on  a Customer object

 

If, an Opportunity is a parent Opp and has another Opportunity related,there is a requirement for the Related Checkbox to be checked  

 

related BD Opp.png

 

I have tried to do this will a flow

bd flow.pngSo, Configure Element - Only triggered if a Record has a Parent Opportunity numberconfigure.png

 

Get Record Element

 

In the Example above the Parent Opportunity Number Opp No - 0063, on  

Opp No - 0066, equals the Opp No - on Opp No - 0063  

Get Record element.png

 

Parent Opportunity Number = Triggering B.D. Opportunity__c>Parent Opportunity Number > Opp No 

(This error occurred when the flow tried to look up records: FROM B_D_Opportunity__c WHERE ((Parent_Opportunity_Number__c = 'Opp ^ ERROR at Row:1:Column:73 invalid ID field: Opp No - 0063)

 

 

so I changed to 

Parent Opportunity Number = Triggering B.D. Opportunity__c>Parent Opportunity Number > record id 

 

Update records elementupdate records.png

 

There are no errors but it is not updating the Related Opportunity field on the Parent Opportunity 

 

I am not sure what I am doing wrong 

 

 

#Flow

1 answer
  1. Today, 9:24 AM

    this flow can be reduced to only the update element. 

     

    Select Update records element -> Specify conditions to identify records 

    Object: Opportunity 

    Condition Requirements: Opp no = Triggering record.Parent Opp no 

     

    You don't need the Get, as the parent opportunity is uniquely defined by the record that triggers the update 

     

    If I understand the setup you have there, Parent Opportunity is not a related object to the BD Opportunity, it's a lookup field. And from your print screen it looks like the flow is set to update other BD Opportunities, which is not what you want. 

     

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8 answers
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 Hello. 

We are currently using MIAW (Messaging for In-App and Web) to respond to inquiries from end users. For example, is it possible to automatically launch a chatbot when there is no activity from the end user on the FAQ site for a certain period of time (such as after 1 minute of opening the FAQ site)? 

2 answers
  1. Today, 9:19 AM

    @Olajide Otolorin -Prince

     

     

    Thank you for your response !  

    I now understand that there is no built-in feature to automatically open a chat. 

    Regarding the help article you shared, am I correct in understanding that it only explains how to automatically end a chat?

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 My UI is completely different and because of that I'm not able to access the steps from the trailhead for Agentforce for Sales

 

How can I enable the right UI?I have disconnected and reconnected new playgrounds 2x and nothings changed on my end.

  

I followed the steps on going to the datacloud challenge but my goal is to complete the

Build Your First Sales Coach - Project. 

I am not sure why the answers on some of these post recommend going there : 

 

To confirm the challenge I am trying to complete is https://trailhead.salesforce.com/content/learn/projects/build-your-first-sales-coach/enable-sales-coaching-in-agentforce?trail_id=become-an-agentblazer-innovator 

 

This is what my Agentforce for Sales UI looks like

My UI for the Agent Sales Coach is completely different - Need help solving

 

#Trailhead Challenges

7 answers
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