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My org has a custom Object called Proposals that we are converting to Quotes.  I exported all of the Proposals and then inserted them with the audit trail dates ( CreatedById, CreatedDate, LastModifiedById,  LastModifiedDate).  When I created reports to make sure they were identical for the two different Objects, they were a little different.  I found an example of an Opportunity that closed in Dec 2024, and the conversion rate for the converted Amount is the 2025 conversion rate.  So when the Quote I created yesterday (with a created date = 6/3/2024) synced with the Opportunity, the conversion rate was not the rate effective in December, it was the rate effective yesterday.  Is this a bug?  Is there a way to force the system to use the conversion rate that was effective on the day the Opportunity was closed?

1 answer
  1. Today, 1:45 PM

    Hi @Peter Martensen

    - conversion rate will apply for inserted opportunities based on current date (Even if you change audit trial fields and made it look like past one). For already closed one it reflects the date based on closure (Say you created an opportunity before and closed it yesterday) and here you have created an opportunity with past date. It will reflect current rates. 

     

    Thanks

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6 answers
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I need a area that says "support plan start date" as seen in instructions however there is nothing of the sort on my page for the account.  

 

#Trailhead Challenges

3 answers
  1. Today, 8:37 PM

    There are two possible problems/ or things you have missed.

    1. The field is not added to the page layout. You can this by going to Object Manager>>Account>>Page Layouts>>Account Layout and search for the Support Plan Start Date. If this is not added to the Page layout do add this.
    2. The Field level security for the user profiles. Goto Object Manager>>Account>>Fields and Relationships>>Support Plan Start Date>>Set Field-Level Security. And make this field visible to all the profiles in your org.

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000CgvRfSAJ

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000JgRaP

     

    I was able to figure it out. The reason the Has Support option was missing was because it needed to be created in the previous module.

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000Pj4Yr 

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I have created a formula field 'Is US Based' and API Name 'Is_USA_Based__c'. 

and saved- once i verify the step, error displayed as  

'Step not yet complete in Data Cloud

We can't find the field ‘Is US Based’ (API Name includes ‘Is_US_Based__c’) associated with the Data Stream ‘Lead’. 

I disabled it to create again, Please reply, why it is not recognising created formula field and How to enable it. 

Not able to create a formula field with same name. 

existing one is disabled. and not recognised by  trailhead. 

Please do needful. 

 

#Trailhead Challenges  #Trailhead

3 answers
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I am signing in to my Developer Org but it's unfortunately not working and giving me back this error: Step not yet complete in grace.helmer+manufacturingtrailhead@salesforce.com

Make sure you created and connected to the Developer Edition org with Messaging.

 

 

#Trailhead Challenges

3 answers
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am try to earm point but is still  errors :"Challenge not yet complete in longnh77@abc.com

The 'AccountTrigger' isn't calling the AccountTriggerHandler class correctly. Double check the instructions and make sure you're using the isBefore or isInsert context variables in your trigger." 

-- Apex class:  

public class AccountTriggerHandler { 

    public static void CreateAccounts(List<Account> accounts) { 

        for (Account acc : accounts) { 

            acc.ShippingState = acc.BillingState; 

        } 

    } 

---Apex trigger: 

trigger AccountTrigger on Account (before insert) { 

    if (Trigger.isBefore && Trigger.isInsert) { 

        AccountTriggerHandler.CreateAccounts(Trigger.new); 

    } 

---- Apex Test class: 

@isTest 

public class AccountTriggerTest { 

    @isTest 

    static void testShippingStateCopiedFromBillingState() { 

        List<Account> accountList = new List<Account>(); 

        for (Integer i = 0; i < 200; i++) { 

            accountList.add(new Account(Name = 'Test Account ' + i, BillingState = 'CA')); 

        } 

 

        insert accountList; 

 

        // Fetch the inserted records to verify 

        List<Account> insertedAccounts = [SELECT Id, ShippingState FROM Account WHERE BillingState = 'CA']; 

 

        // Assert all ShippingState values 

        for (Account acc : insertedAccounts) { 

            System.assertEquals('CA', acc.ShippingState, 'ShippingState should be copied from BillingState'); 

        } 

    } 

 

-------------------- 

I try to use 3 org but still error :(( 

 

 

#Trailhead Challenges

1 answer
  1. Today, 8:26 PM

    Hi , 

     

     

    Use Trigger.isBefore and Trigger.isInsert like this:

    trigger AccountTrigger on Account (before insert) {

    if(Trigger.isBefore && Trigger.isInsert) {

    AccountTriggerHandler.CreateAccounts(Trigger.new);

    }

    }

     

    https://github.com/DataSolveProblems/Salesforce-Trailhead/blob/master/Write%20an%20Apex%20trigger%20that%20modifies%20Account%20fields%20before%20inserting%20records/AccountTrigger.apxt

     

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007T4QvcSAF

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1 answer
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The instructions on this trail say "For Data Source, choose Data Cloud Object

" under Unified Link 2. There is no dropdown available for this, and I can't type in a value. I cannot progress beyond this, as other steps are dependent. How can I resolve this? 

 

I've had many issues with this challenge - seems there are ongoing bugs.  

 

#Trailhead Challenges

2 answers
  1. Today, 8:13 PM

    The data was ingested properly and the ruleset ran successfully (was published), so I don't know how to resolve this. 

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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?

2 answers
  1. Today, 8:11 PM
    @Anthony Mottola as far as I know there is no native functionality. It requires custom solution to override product associated to asset, but be careful, we had a lot of dificulties to resolve on orders when tried this approach.
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Can you please help me with this request? When a case Category (custom field) = At Risk, notify the Account Owner every 3 days until the case is closed.

3 answers
  1. Today, 8:08 PM

    Hi @Tammy DAdamo

     

    I do not know how to add today + 3 in the Value field.   --- For this you can create a formula field from tool bar where you will add  {!$

    Flow.CurrentDate

    }+3 

     

    This formula shall be used in final update 

     

    thanks

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