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Good afternoon, I'm requesting your support to implement relationships between accounts in Financial Services Cloud (FSC). Specifically, I need to establish links between business accounts and personal accounts, without using the standard Contact or ContactAccountRelationship objects.

I have explored the following alternatives:

1. AccountAccountRelationship ObjectI searched for this object as a native solution, but it's not available in the standard FSC version I'm working with. I haven't been able to identify the process to enable it.

2. Digital ExperiencesDuring my research, I found that activating this functionality should provide options to relate accounts to each other. However, when I enabled it in my instance, these options don't appear available.

3. Custom DevelopmentI considered creating a custom AccountAccountRelationship object, but I'm concerned that this implementation might generate conflicts with native FSC functionalities or future components.    @* Financial Services Cloud * 

2 answers
  1. Today, 12:49 PM

    Are you using Person Accounts in the org? Why are you wanting to avoid using the ContactAccountRelationship object? In my experience, this is standard to use with FSC to tie a business Account and a Person Account using a role to denote how they are related. AccountAccountRelationship Object is used to tie a business Account with a non-Person Account so you would receive an error trying to tie a Person Account to a non-Person Account in this object.

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3 answers
  1. Jun 22, 2:09 PM

    Hi @Dame Ka kindly share more details on challenge. Also share the screen flow created

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Hello , 

 

Sprint Kanban board is not working for some users , but list board is working. they have all permission (Admin and user) assigned but still not able to see the board.   

@Divya Ranjit  

5 answers
  1. Today, 12:48 PM

    @John Climenhaga

    thanks, I checked permission set assigned to users, and all  have apex assigned,  Users only having issue with Sprint Kanban board,  not with table board.  

    I noticed Status is causing issue, when I removed Status picklist from board to show on board its working perfectly fine, but I want to add status on board as well.   

    @Divya Ranjit

    any suggestions? 

     

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Hi,  

 

I'm searching the other way to open Agentforce conversational window that shows up on the right screen when you push agent button on the top bar. If I pushed the button of screen flow, it would be great if it opened Agentforce conversational window and navigated me there, for example. 

 

Is it possible to realize this? I couldn't find any article about this, so I would appreciate it if you provided any information. 

 

Thank you. 

  

 

#Agentforce

5 answers
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18 answers
  1. Today, 12:47 PM

    I am also facing the same issue when assigning then user to Agentforce  Sales coach. Is there any resolution? 

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I keep getting errors when attempting to deploy changes to Prod. I have no idea how to fix them. Help!

 

Here are the errors:

Gradient_background_with_Wings of Type ContentAsset failed to deploy due to 06A2S00001CvC26UAFCannot complete this operation. You cannot remove a document from its owning library. :

WingsPlane_Cropped of Type ContentAsset failed to deploy due to We can't install the package because you're not a member of the community TEST community (Steve's playground). To install it, first add yourself to the community.

generalaviaitonwingsinsurancenew of Type ContentAsset failed to deploy due to 06A2S00001Cv5QXUAZCannot complete this operation. You cannot remove a document from its owning library. :

2 answers
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Hi everyone, 

 I submitted a support request on

Saturday to Trailhead Support because my Salesforce exam voucher is expiring today (June 23), and I’m unable to take the exam before Webassessor shuts down on July 13.

I’m hoping to take the exam later this year, once the new Pearson VUE system launches. I asked if my voucher could be transferred or extended, but I haven’t received any response yet, and I’m really worried it might go to waste.

Has anyone else experienced this? And if any Salesforce moderators or team members are reading this, could you please assist or escalate my case?

Thanks in advance for any guidance.

– Kelly Hamisi

 

Webassessor Username:

kellyhamisi0@gmail.com

 

Region: EMEA 

 

#Certifications

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Yesterday I was stuck at the Set Up Identity Resolution step which didn't show any drop down list for "Individual

". After like 3 hours, it was self-resolved and I was able to move on with the project. Unfortunately, I was forced to reset my password this morning, and I had to restart my project from scratch....then I'm facing the same issue again. This is complete madness. 

 

 

#Trailhead Challenges

6 answers
  1. Today, 12:37 PM

    HI @Hicham Hannani

     

    We sincerely apologise for the inconvenience caused.

     

    I'm from trailhead help team. There is an ongoing issue with the badge, this issue has been fixed. However, we recommend you to create a fresh playground org to proceed further with the module. Please ensure to complete all the steps from all units in the new org.

     

    Please navigate to the module, and you should be able to create a new playground org.

     

    If you still see an older playground org connected, please follow the below steps to create a new org.

     

    - Login to your trailhead account.

    - Now go to 'https://trailhead.salesforce.com/users/profiles/orgs' in a new tab.

    - Click on Create Playground & click 'Create'.

    - As soon as the playground gets created, refresh your page and you should be able to click Disconnect next to the Data Cloud org (Starting with epic..)

     

    Thanks for your understanding.

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