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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.

80 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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We have a Hardware Accessory product which the User has Quoted on a Quote for a certain quantity and this product is a standalone product and is not optional or option for any other product. A contract and Order has been generated for this Quote. Now the user wants to return some Quantity of this product and when creating an Amendment for this Contract the Amendment Quote is not reflecting the Quote Line for this product.  

 

Is there a way we can add this line. Based on the inputs from Salesforce team a standalone Hardware product cannot be transferred to an Amendment quote as it is not part of a Subscription bundle or itself is a Subscription. 

 

Please suggest me ways or workarounds so that we can add this line onto the Amendment Quote. 

 

#Salesforce CPQ & Billing  #CPQ

2 answers
  1. Today, 11:01 PM

    The Asset Amendment Behavior is set to Allow Refund from inception of the Product. Still it is not coming onto the Amendment Quote. If it is part of a bundle it is coming up onto the Quote, otherwise not.

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I've made it to the end of AgentBlazer training but I keep getting the message saying, "We can't find that the Experience Management topic has the Get Experience Details action added to it."

I already added the Get Experience Details action so I'm not sure why it's not working. 

 

#Trailhead Challenges

1 answer
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 am stuck on Work with a Single Record and getting a error and trying to fix it 

 

Step not yet complete in Mindful Wolf Playground 

Make sure the 'bearLocation' and 'bearSupervisor' Lightning web components have been added to the Bear record page.  

 

#Trailhead Challenges

5 answers
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 am stuck on Work with a Single Record and getting a error and trying to fix it if i could get some assistantance plz and ty 

 

am stuck on Work with a Single Record and getting a error and trying to fix it 

 

Step not yet complete in Mindful Wolf Playground 

Make sure the 'bearLocation' and 'bearSupervisor' Lightning web components have been added to the Bear record page.  

 

#Trailhead Challenges  #Trailhead

8 answers
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When I try to complete - Become an Agentblazer Champion > Connect Data Cloud to Agentforce and Prompt Builder > Add Data to a Prompt Template to Quickly Draft Emails  - the trailhead org I downloaded can't find prompt builder in the setup so i can't complete the trail

 

 

#Trailhead Challenges

1 answer
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We utilize both person accounts and business accounts with contacts in our org. We do not use leads, and instead immediately convert them to a new person account or combine them with any existing person account/business contact based on email matching via a Flow and SubFlow.     I am trying to create a web-to-lead form that will pass a campaign ID and add the lead/contact to the designated campaign. When I debug, I test for 3 scenarios - there is no match on email and the lead is converted to a person account, the lead email matches a person account and updates the existing record, or the lead email matches on a business contact and updates the existing record. Record creation/updates should include deleting the lead campaign member and creating a new contact campaign member for the same campaign.     Manually testing (editing and converting an existing lead record, so an update on the lead not a creation) is successful for all three scenarios. However when I submit the Web-to-Lead form, if the email matches an existing business contact  the record does not get updated and a campaign member is not created.    I am seeing a similar issue with a different Web-to-Lead form, where the form is supposed to check a boolean field that triggers the creation of a messaging user. Again it works in manual testing for all three scenarios but does not update the business contact or create a messaging user on the contact.     I'm pretty sure it is because of the Flow but I am stuck as to why. Here are the flows.     Parent Flow

  1. Record Triggered Flow - Lead Object - Created or Updated - Actions and Related Records/After Save
  2. Decision Split - Is the lead created by the web-to-lead form with campaign? Boolean based
  3. If true, Get Records - Campaign Member 
  4. Apex Action - Convert Lead
  5. Call Subflow, pass following
    1. From triggering lead: Lead ID, Email, First Name, Last Name, boolean designating web-to-lead with campaign, boolean designating messaging user should be created, phone number for messaging user
    2. From Get Records - Campaign Member: Campaign ID

Subflow:

  1. Autolaunched
  2. Get Records - Contacts where contact email = lead email
  3. Loop through contacts
    1. Assign passed valued to an account variable
  4. Decision split on if lead is new to org, matches on existing person account, or matches on existing business contact
  5. If lead matches on existing business contact, Update Records
    1. Where Contact email = Lead email passed by parent flow, all values passed from parent flow are mapped to contact
  6. Delete records - campaign member where lead ID on member = passed lead ID and campaign ID on member = passed lead campaign ID
  7. Create records - campaign member where campaign Id = passed lead campaign Id, contact ID is stored contact ID and status = sent

Messaging User Flow

  1. Record Triggered Flow - Contact Created or Updated - boolean to create messaging user = true- after save
  2. Get Messaging User records
  3. Decision Split, if Messaging User record exists
  4. If does not exist, Create Messaging User record

 @Salesforce Flow Automation 

2 answers
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    Today, 10:46 PM

    Sorry this is a very meaty question. 

     

    One thing that I am thinking regarding: 

    "However when I submit the Web-to-Lead form, if the email matches an existing business contact  the record does not get updated and a campaign member is not created." 

     

    Is it possible there is a duplicate rule preventing the record from being created thus it is not actually running in your flows? 

     

     

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2 answers
  1. Today, 4:28 PM

    Hi @Arati Jamdade

     

    We sincerely apologise for the inconvenience caused. There is an ongoing issue with the badge, This should be resolved soon and I will keep you posted as soon as it's fixed from our end.

     

    Thank you for your understanding and continued patience!

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3 answers
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I created the wrong type of prompt for the first challenge.  When I verified the challenge it indicated that if I used the wrong type of prompt,  I had to save it as a "new template".  The issue is saving it as a "new template" still does not allow me to reuse the name given on the "field generation" prompt.  I have already completed the new correct type of prompt, but when I tried to name it as instructed, I could not save it because the API name has been utilized. 

 

Is there a way to delete or modify the API name? 

 

Any help would be appreciated. 

 

Thanks, 

 

#Trailhead Challenges  #Trailhead Superbadges

2 answers
  1. Today, 10:41 PM

    Ajayprett: 

     

    Good afternoon. 

     

    I have tried to delete the prompt, but it keeps sayings that the Version 1 which has been saved as a new version several times stills refers to the Translate Input flow.    When I remove the Translated Action item and Update Record it automatically comes back to Version 1 on, but not the other versions. 

     

    I cannon delete the Version 1 because that is the flow created for the challenge. 

     

    Thanks, for your response. 

     

    Dora Bonner

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