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Navjeet Singh Jamwal (Project Manager at Anaptyss) asked in * Sales Cloud - Best Practices *
May 17, 1:23 PM
Field Hidden Dependency

Hello Everyone,  

 

I have a question? 

 

I need to hide a field in page layout if I select specific value from picklist field component in flow. 

 

Eg. if I select specific value from 

Status picklist component then other field in page layout lets suppose Opportunity name gets hide out/not visible  . How can we do that ? 

3 answers
  1. Ashwini Garwandha (Salesforce)
    Yesterday, 3:44 PM

    Hi @Navjeet Singh Jamwal

     

    It's not possible to directly control the visibility of a field on a standard Salesforce page layout based on a picklist selection made within a Flow.  

    Standard page layouts don't support dynamic interactions with Flow inputs. To achieve conditional field visibility, consider using Dynamic Forms, assigning different Record Types with tailored layouts, or developing custom Lightning components. 

    Refer: 

    https://help.salesforce.com/s/articleView?id=platform.flow_considerations_design_conditional_visibility.htm&type=5

     

    https://help.salesforce.com/s/articleView?id=platform.lightning_page_components_visibility.htm&type=5

     

    https://www.youtube.com/watch?v=9jT_2rMFp3U

      

    https://help.salesforce.com/s/articleView?id=platform.fields_about_dependent_fields.htm&type=5

     

    https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_screencmp_dependentpicklists.htm&type=5

     

    Thanks! 

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Lokesh Kumar (Developer at Accenture) asked in * Data Cloud *
Today, 2:37 PM
Not able to see Data Lake objects in data kit while deploying

Hi Team,  

While creating a data kit for deployment. I am able to select data stream but data lake object for same data stream is not visible. Due to which I am not able to deploy 

Can anyone help me on this. 

#Data Cloud #Deployment #Datastream 

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Tejaswini Patil (Developer at TechAim Information Technologies Pvt Ltd) asked in #Trailhead Challenges
Today, 2:23 PM
Validation rule is not showing error message

I wrote one validation rule related to stopping the update status of the activity, but when I am trying it directly on the lead page, it's not showing me an error, but earlier it was showing error. I also tried from another org its working fine for that org 

 

FYI - Error is perfectly working on Record Page 

 

Is there any new release related to activity  

Attching Screenshot for Ref 

 

  

Validation rule is not showing error message

 

 

 

Activityss2.png

 

#Trailhead Challenges  #New Releases  #Salesforce Developer  #Flows  #Flow  #Validation Rule  #TrailblazerCommunity  #Trailhead Superbadges  #Trailhead Developer Org

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Aleecia Centeno asked in Commons Project: DLRS
Today, 2:22 PM
How can I add ACV and TCV fields to my Opportunities? Has anyone done this successfully?

Additionally, I've already added the DLRS package with the help of Salesforce. Any insight here is really appreciated. I'm looking to be able to run reports including ACV and TCV. Thank you!

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Shelby Jones asked in #Reports & Dashboards
Today, 1:58 PM
Reports based on Email Alerts

Short version: I want to create a report based off of email alerts I have set up to go to our team when a new lead comes through.  

 

Long version: Our marketing team qualifies and sends leads over to SF/our sales team from hubspot. When a certain custom field is marked as SQL. An automation triggers an email alerting the appropriate sales person about the lead.  

 

I have previously tried to set up the reports as just normal lead reports, based of when they're created however it's not as cut as dry as that as occasionally it's a lead that is reengaging but exists in our system. Or it exists in the system but didn't reach the level of qualifying as an SQL initially but later interacts enough to boost that score.  

 

Because of this using created date or modified date isn't yielding accurate results. The only way so far I've been able to keep correct numbers is counting the email alerts that come through in my inbox.  

 

So curious if there is a way to create a report that tracks those emails going out on the dates they are sent.  

 

#Reports & Dashboards  #Email Alerts

1 answer
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Darlene Whitney asked in Nonprofit Cloud
May 16, 2:27 PM
Nonprofit Cloud for Programs - Care Plans

Hi everyone, I’m working with a client who is using Nonprofit Cloud for Programs, and I’m looking for some guidance on how to properly structure Care Plans in relation to Case and Case Program records.

 

In our current configuration,

Care Plans are set up with a master-detail relationship to the Case object — not to Case Program. I understand that Salesforce’s data model encourages tracking program-specific services through the Case Program, and ideally, Care Plans would be tied to each program enrollment via that object.

 

However, since our org already has active flows and configurations based on Care Plans being children of the Case, I'm wondering what the best path forward would be. I’m trying to balance future scalability and alignment with best practices while avoiding major rework of what's already in place.

 

Has anyone navigated a similar setup? Would adding a lookup from the Care Plan to the Case Program help bridge this gap? Or is it worth refactoring now to align more closely with Salesforce's intended structure?  

 

Appreciate any insights or lessons learned!

2 answers
  1. Darlene Whitney
    Today, 2:21 PM

    Thanks for the reply — that’s helpful!

     

    Our use case involves matching adults with disabilities to Home Providers, with Social Workers supporting individuals across multiple programs. We're using the Case to track the overall support journey, and considering Case Programs to to track specific services or program enrollments over time. Right now, I'm trying to decide whether

    Care Plans should be tied to the Case or to the Case Program

    . We want to capture goals and progress over time, ideally with a Care Plan reflecting the context of a specific program. 

     

    However, our org was initially configured with a

    master-detail relationship between Care Plans and the Case object, so all Care Plans currently roll up to the Case, not the Case Program. We’re now at a point where we’re trying to determine whether to:

    1. Re-architect the relationship to tie Care Plans to Case Programs (better alignment to the data model),
    2. Or continue with the current setup, and bridge the gap by adding a lookup from Care Plan to Case Program for context.

    We’re not currently using Benefits or Disbursements in a complex way, so for now our priority is more about ensuring the Care Plan reflects the correct program context and that the model can scale as individuals enroll in multiple services.

     

    Totally agree — consistency is key, and we’re trying to confirm the most maintainable solution before moving forward. Would love to hear how others have handled a similar pivot or workaround.

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Aimee Wohlforth (Database Administrator at Island Institute) asked in Flow Reactive Screen Components (GA)
May 16, 11:00 PM
Display text of selected rows

I have a datatable in a screenflow where users can search for contacts based on their current affiliations. They select affiliations from the datatable, and I hold them in a collection to use later in the flow. I want to be able to display the names of the contacts they have selected so far on the same screen they are selecting them on. So either a display at the top of the datatable itself where it shows "2 selected", or as a reactive display text that I would put above the table. I haven't used reactive screen components before and since I want to display a list of concatenated values I'm guessing I need to do a formula and make the display text reference the formula...but I'm a bit stuck on what that formula looks like. Any advice appreciated! Thank you!

2 answers
  1. Adam White (Salesforce)
    Today, 2:20 PM

    This is not at all accurate, @Ashwini Garwandha.  

     

    • Step 1 is not required. Reactive components are enabled as long as you are on a recent API version. That permission is explicitly for people that were in the Beta for two releases. 
    • You should not be manually storing outputs (like from data table) in a variable. Reactivity only works with automatic outputs from screen components. 
    • You cannot reference fields on collection variables, nor can you create formula resources on collections. 

     

    Here are a couple solutions for you, @Aimee Wohlforth: 

     

    You will be using something called 'Screen Actions' for this, Aimee. Screen actions allow you to execute background/autolaunched flows on the same screen that can process data and return it back into the same screen. This will even allow your users to search for contacts and display them on a data table on the same screen: 

    https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_screen_flow_screen_actions.htm&language=en_US&type=5

      

    For your use case, you can create an autolaunched flow that takes in a collection of contact records as input. There isnt a great 

    native action that converts a collection to a string, so you can either Loop over them or use a reusable invocable action. I like to use this 'ExtractStringsFromCollection' action: https://unofficialsf.com/list-actions-for-flow/#:~:text=*Extract%20Strings%20From%20Collection%20(with%20Dedupe)

     

    Alternatively you can also use this library of actions: 

    https://github.com/trailheadapps/automation-components (Here is the one you're looking for) https://github.com/trailheadapps/automation-components

     

    Once you get your string, you will then need to assign it to a text variable marked as 'Available for output'. Activate your flow, then you should be able to select it from your screen in the screen actions list. 

     

    Pass in the selected rows from the data table into the action, and then you reference the output in your display text. "myScreenAction.Results.textOfSelectedContacts" 

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Sathish Kumar Thangasamy (Senior Software Engineer at PayPal) asked in #Trailhead Challenges
May 14, 2:54 PM
Im working on Agentforce innovator challenge two on service cloud and adjust booking,cancel booking and get booking flow is not available as managed-installed package in my developer org, because of that im not able to create my service agent

 

 

#Trailhead Challenges

2 answers
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