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I want the employees at the company I work for to be able to post chatter in a lead, especially when it comes to auditing them as sometimes our leads can be open for a month or longer.

I have tried editing the lightning page to add the full chapter objective so they can post and look at the field tracking but it never adds the actual posting component.

I have already checked the users and Profiles and everything is how it should be.

How can I have chatter posting abilities in a lead???

#Leads #Lead Management #Ask Group Leaders #Chatter #Chatter Functionality
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Step not yet complete in Recruiting Playground

The field 'Approver 1' either does not exist on the 'Position' object, or it is not a lookup relationship. 

 

  

How do I fix the following issue

 

 

#Trailhead Challenges

2 answers
  1. Today, 4:09 AM

    The field Approver 1 either does not exist on the Position object, or it is not a lookup relationship, you need to ensure that the ‘Approver 1’ field exists on the Position object and is correctly set up as a lookup relationship to the User object. To do this, go to Setup in Salesforce  open Object Manager, and search for the Position object. Under Fields & Relationships, check if there is a field named Approver 1. If it doesn’t exist, create a new field with the data type Lookup Relationship, and set the related object to User—since the approver will be a Salesforce user. If the field already exists but isn’t a lookup  you’ll need to delete it and recreate it with the correct type

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1 answer
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Specifically when trying to include images in the signature. Our users are using the correct html format where the image is sandwiched between the html text.   Is there an easier way to include images and font color in the email signature that I'm just not aware of? Our users have a challenging time navigating the whole html text sandwich process.     

4 answers
  1. Today, 3:47 AM

    @Alex Hagel Thanks for pointing out. I don't see any merge field, but few anchor and image tags. Can you please share screenshot how this signature is rendered?

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Hello All, 

Could you please help me with the following question: 

 

I need to manually update Apex classes, Apex triggers, and Visualforce pages that were not created from the BMCServiceDesk package to API version 45 or higher in order to enable UCI locale formats. 

 

Could you please tell me how I can check whether these components are used locally? 

 

According to BMC Support, updating an Apex class, trigger, or Visualforce page that is not used locally to version 45 or higher may cause errors. Therefore, I need to update only those components that are actively used locally.

 

Thank you in advance!

2 answers
  1. Today, 3:35 AM

    @Serge Shelkoshvein I disagree that updating an Apex class, trigger, or Visualforce page that is not used locally to version 45 or higher may cause errors. Any component whether it is used locally or not should be upgraded because it exists in your org. I would recommend find

    out all the apex, Vf pages and VF Components and upgrade their api version. 

     

    Moreover, there is out of the box the feature to see where the classes are used.

    Here is the similar discussion

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In Bring External Data into the Contact Page Layout module, Connect Data Cloud and CRM with Enrichment part "New" button in Data Cloud Related List Enrichments part is not working on click.

In Bring External Data into the Contact Page Layout module, Connect Data Cloud and CRM with Enrichment part

 

 

 

#Trailhead Challenges  #Agentforce  #Data Cloud

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The Agentforce Data Library is not working for me. When I ask any questions related to the policy that is there in the PDF file, I keep getting the following answer.

 

"It seems I couldn't retrieve the information about the <topic>. You might want to check your company's internal resources or contact customer support for detailed information."

 

Here are the steps that I have followed:

  1. Created an Agentforce (p.k.a Einstein) data library and added a pdf file.
  2. Ensured that the search index in Data Cloud is in a ready state.
  3. Added the data library to Agentforce (default).
  4. The agent has the standard "General CRM" topic and "Answer Questions with Knowledge" standard action attached to the topic.

When I query anything related to the content of the PDF file, I get answers like “I couldn't find specific information on the ticket cancellation policy. If you have any other questions or need assistance with something else, feel free to ask!”

 

I am using the Developer Edition Org.

 

This is such a simple configuration. What am I missing?

9 answers
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