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Hi all, 

I did a

.  

The bar chart shows, per month, sum of sales ($) of two different products. 

Now, I want to create a toggle/pillbox with the goal to have the availability to change the measure between SUM of sales ($) and COUNT of products sold.   

My challenge is to apply the toggle/pillbox to a stacked bar chart that it was edited in query mode. I imagine that I need to apply this toggle in the query and/or in the JSON. 

Some help on this please? 

Thanks, 

Xisco

I just followed superbadge and cleared Challenge 1 tho

I got that picture from Challenge 2

I didn't change my Org setting 

What's wrong with me?

Hi ,  

i am doing the following steps however getting some weired error .. attached screen capture of the error. ..  

1. Click the Setup icon, then click Setup.
2. Type flows in the search, then click Flows (under Process Automation).
3. Click Create Check-in Guest Event.
4. Click the Unified Link 1 element, then click Edit Element.
5. For Data Source, choose Data Cloud Object.
6. For Data Space, choose default.
7. For Object, choose Unified Link Individual ccid.

Hello everyone,

We are currently working on optimizing our sales process in Salesforce and are encountering some challenges. Our sales team follows an account-based approach, meaning each sales rep manages a fixed portfolio of accounts and actively searches for the right contacts—whether they already exist in the CRM, via Google, or through LinkedIn.

In our previous CRM, all contacts were directly linked to the respective company. However, it was difficult to clearly differentiate their status (e.g., unqualified, contacted, qualified, engaged in a business relationship, already had an opportunity, or even purchased).

When implementing Salesforce, we decided to follow the classic distinction between Leads (no opportunity yet) and Contacts (starting from the first opportunity). To maintain the connection to the account, we linked the Account via a Related List to the Lead.

Now that we have been using this setup for a while, some challenges have emerged:

• Activities on a Lead are not visible on the Account, making tracking difficult.
• Lead import via LinkedIn Sales Navigator does not work because we have made the related Account a mandatory field.
• Reporting is complicated, as we either report on Leads or on Contacts, but not both together.

Does anyone have experience with this setup or a recommendation on how to best structure account-based sales in Salesforce? How can we efficiently manage Leads and Contacts without losing visibility of activities at the account level?

We would really appreciate any insights, best practices, or practical solutions!

Thanks in advance! 

Birgit

Need to compare individual record (e.g., a vehicle repair record) against large historical datasets using dynamic filters (make, model, year, etc.). The goal is to detect alignment or deviation from historical trends with explainable outputs. But i am not able to see a way in which data cloud supports dynamic querying like if record has Honda Accord and only compare the field values of past Honda vehicle repair records only. 

Is there a solution that supports this type of record-to-historical dataset comparison?

Any insights or recommendations would be greatly appreciated! 

As we are using developer edition how can we upgrade to any one of these plans .  

Upon investigation, I've noticed that certain fields, like Price Waterfall ID, are populated when using the standard RLM UI, but not when using my custom solution. What steps should I take to ensure my custom code integrates seamlessly into the syncing process? Are there specific considerations I need to address to resolve this issue?   

Hi, 

As per my investigation, I found that RagFileUDMO is not refreshed after creating a new Data Library or updating the existing one. 

After I uploaded new files to the File-Based Data Library, I can see that AiGroundingFileRef_Home data stream has been successfully refreshed, and the new files are under this data model. However, the new file contents are not refreshed to RagFileUDMO__dlm, so Search Index data is not updated after rebuilding, and my agent can't find the answer from the new files. 

It was working fine before, I'm not sure if there's any release update on Agentforce Data Library or anything I'm missing here. 

Has anyone experienced this issue, and any advice to fix this? 

Thank you. 

I want to show additional Products fields when user clicks on Browse Catalog. I did update the Discover Product Flow and added the collection variable, however fields are not getting display. I can see that API is fetching the additional fields value but not displaying on UI. Any idea? 

Does anyone know why we keep getting attached message on Quote?