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Hello,  

At the testing Agent stage, I am unable to book a session. The agent responds to me "Unfortunately, I cannot book your session. Would you like me to connect you a person in charge?" Is there any steps I miss in creating an agent or flow?  

I am able to add agent to Coral Cloud site but its response is the same as at the testing stage. However booking does not go through, then I am unable to finish this task.  

Can you please advise what I might do wrong? Thank you! 

 

#Trailhead Challenges

1 answer
  1. Today, 3:27 AM

    Hi @Mutsumi Suzuki - Can you check the access to the object for agent. Probably the agent is not having access to the object and fields.

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Hi All, 

 

I'm on this badge, need some guidance. 

https://trailhead.salesforce.com/content/learn/modules/agentforce-configuration-for-slack-deployment/deploy-an-agent-in-slack

 

 

I want to install the agent in slack but I cannot see any dropdown menu. 

 

Install the Agent in Slack

1.From the Home

tab in Slack, click the name of your Slack org to view the dropdown menu. 

2. Select

Tools & settings and Organization settings to access the Slack Admin Dashboard.

No drop down is coming. How & what to do now?

 

 

 

#Trailhead Challenges

1 answer
  1. Today, 3:25 AM
    Make sure you have workspace admin access. You can see that option only when you have that access
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OWD for Account is Private. If I share an account with another user  will the record be visible to user's manager and above? 

 

  • Manual Sharing
  • Apex Sharing 
  • Sharing Rule ( using share with Roles & subordinates)
  • Account teams

Grant using hierarchies for Account can't be unchecked in OWD due to standard object restriction.

1 answer
  1. Today, 3:17 AM

    Yes, the record will be visible to the user’s manager and above but only under certain sharing methods, because “Grant Access Using Hierarchies” is enforced for standard objects like Account and cannot be disabled. 

     

    Since you're dealing with the Account object (a standard object), users higher in the role hierarchy will automatically get read or edit access if their subordinates have access regardless of the sharing method.

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Maybe I've been working on this for too long but I'm stumped on this. any tips on how to get passed this challenge on this Module would help me a lot. i have also been breezing through these until this one. I had already done the pre challenge in the module and did it fairly well but just looking for a second opinion and a fresh set of eyes in a way. 

 

#Trailhead Challenges

2 answers
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1 answer
  1. Today, 3:10 AM

    Steps to Enable Object and Field Permissions in a Permission Set

    1. Go to Setup (gear icon > Setup).
    2. In Quick Find, type Permission Sets and click it.
    3. Click the permission set you created.
    4. Under Apps or Permissions, click Object Settings.
    5. Find and click Job Application in the list.
    6. On the Job Application settings page:
      • Click Edit.
      • Under Object Permissions, check Read and Edit.
      • Under Field Permissions, scroll to:
        • Check Read-Only or Read & Edit as needed for each field.
        • For Position and Candidate fields, uncheck the Edit box (leave only Read checked).
      • Save your changes.
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画面フローの選択リストの表示名って、数式使えないんですかね、、、?? 

動的にしたくてですね。。。 

 

今月の第1週目の日付を並べたいだけなんですけど、うまくいかずとりあえず曜日名を固定でおいているところです。 

数式を入れたら、そのAPI参照名がテキストで表示されます。 

@* 質問広場~初心者から上級者まで~ 日本 *

 

画面フローの選択リストの選択肢を動的にしたい

 

 

1 answer
  1. Today, 2:59 AM

    @Yuta Akamine さん 

     

    コレクション変数を使って強制的に動的に今年度の直近の月を選択リストに表示させることはできるので、同じようにすれば可能だと思います。 

    第1週目の曜日を取得するロジックがすぐに思いつかないけど... 

     

    さん コレクション変数を使って強制的に動的に今年度の直近の月を選択リストに表示させることはできるので、同じようにすれば可能だと思います。 第1週目の曜日を取得するロジックがすぐに思いつかないけど...

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At the bottom of the page, find the hands-on challenge section and click the Create Playground button. After a brief setup process, your Trailhead Playground is ready to help you complete hands-on challenges.

In every hands-on challenge and project step verification, you see the name of a hands-on org and a Launch button. Trailhead automatically chooses your most recently used org or, if you've tried the challenge before, the org you last used for that particular challenge. If you've never used a hands-on org before, Trailhead defaults to your most recently created playground. You can always select the org you want to work in by clicking the name of your org and choosing a different one from the list. 

 

#Trailhead Challenges

2 answers
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We had an employee leave that was an Account Owner. As we wait to fill the position we want to set the Account Owner to be Unassigned. What is the best way to do this? 

 

#Trailhead Challenges

2 answers
  1. Today, 2:38 AM

    Hi Elizabeth,

    I have few options.

    1. Assigning it to manger (You need to note the records which were assigned as manager will have others as well)

    2. If its a shorter span - You can probably freeze the user and on creation of new user you can deactivate old user.

    3. Have some generic user which gets the records from unassigned user.

    Thanks

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In this trailhead step: https://trailhead.salesforce.com/content/learn/projects/connect-data-cloud-to-copilot-and-prompt-builder/bring-external-data-into-the-contact-page-layout?trail_id=unlock-your-data-with-data-cloud

 

I have successfully completed the "Enable Data Streams" section, adding the "AIPlusData" Data Bundle to my org.  However, in the next section, each time I attempt to "Create New Ruleset" (under Identity Resolutions), the Primary DMO picklist is empty, and the dialog displays the error, "Mappings from Data Streams to the standard Cloud Information Model objects such as Individual and Contact Points are required." 

 

This doesn't make sense, since the data bundle included the CRM Contact object and mappings to the Standard DMO objects, including Individual and each of the Contact Point objects.  I reviewed the Data Stream mappings for the Contact Home DLO, and did note one warning for Contact Point Phone because the Formatted E164 Phone field wasn't mapped.  I mapped it and refreshed the stream, but no change in the error message.

 

This is a new "Data Cloud and Einstein 1 Playground" created directly from this trail, today, with no other activity besides following the steps in this Trail.

71 answers
  1. Nov 4, 2024, 5:56 PM

    for me it looks like the DMOs are still in the processing status which I assume is my issue

     

    for me it looks like the DMOs are still in the processing status which I assume is my issue

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I have a picklist field named 'Category' in my Case object. I want to populate this picklist based on the context of the Case Description. I've already created a Prompt in Prompt Builder, and the response is correct. Now, I want to update the Category field on the Case record with the response from the prompt.  

 

#Agentblazer  #Prompt Builder

1 answer
  1. Today, 2:35 AM

    Hi Rodrigo,

    I assume you are trying to fill a field value based on description.

    Understanding the description and then updating the Category.

    It's not possible directly with prompt builder.

    You need to invoke prompt from apex using connectApi namespace methods and you can perform update on case from apex

    I feel simple one would be is to have a record triggered flow in after save mode which will invoke prompt and get the output. That output can be used in flow to update.

    Key points to note - You need to tell the prompt that output value should be based on the list of values ( you can give available options for Category here). This makes sure that you'll only get allowed picklist values from prompt.

    Thanks

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