Skip to main content A new Salesforce certification experience is coming July 21st. Discover how exams will be delivered in Pearson VUE, what it means for you, and ways to prepare. Learn more.

Feed

Connect with fellow Trailblazers. Ask and answer questions to build your skills and network.

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!

1 answer
  1. Today, 9:13 PM

    What is the business use case? How are you tracking that data? Is client receiving services over time connected to Benefits or is it more about the connection between Cases and the Programs? I've only been actively using NPC for the last 6 months or so, but it seems that it's up to you which approach makes the most sense. FWIW I lean towards Care Plans because of Benefits and Benefit Disbursements. I think most important is to make the choice and do it consistently for the same use case. 

0/9000
4 answers
0/9000

Hi I am new Salesforce employee and I have been trying for days now to complete my supercertification badges. I have created two playgrounds and niether enables me to use Einstein Setup or Prompt Builder, can you please help me? 

 

Earn the Prompt Builder Templates Superbadge - Cant Access Einstein Setup

 

 

 

#Certifications

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 9:03 PM

    Hello @Benjamín Alva have you created a specific dev edition as asked in the beginning of the superbadge : Developer Edition org with special configuration ? You should be able to find the Einstein Setup menu item from there. Then to be able to validate, make sure to connect the dev edition to your trailblazer profile. Eric 

0/9000

Challenge not yet complete in My Trailhead Playground 1

Make sure that ‘Contact Record Page’ has been upgraded to use Dynamic Forms. 

 

I have completed upgrading and also removed and replaced fields which are mentioned but still says that it is not upgraded to use dynamic forms. 

 

#Trailhead Challenges

2 answers
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 8:58 PM

    Hello @SRUJAN KUMAR GUDALA make sure there is only one lightning page with the requested name. Please go to the dropdown in the top ribbon in lightning page builder, or see the lightning pages list present in object manager > contact. Make sure there is only one page with the expected name (and the configuration adjustments required), and delete the other ones if that is not the case. Eric

0/9000
1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 8:52 PM

    Hello @Hithashree Banadka strange.. that should be present in the Custom Data Cloud and Einstein AI Playground you are requested to use. Please check that there is no filter present on the flow list. Otherwise try to detach the playground, and create a brand new one. Eric

0/9000

Has anybody experienced such thing ?  

I have installed for several months now,  salesforce developer edition, until yesterday with no issues. As of today I noticed that my Business Rule Engine is gone. I had some flows using lookup tables, decision matrix and expression sets and suddenly they are invalid. After checking the errors I found that the whole component Business Rule Engine is gone. I checked the Audit Trail but there is nothing to indicate some unexpected removal or anything like that.  

Does anybody know what's going on ? 

 

#Salesforce Developer  #Salesforce Admin  #Trailhead Challenges

2 answers
  1. Today, 8:47 PM

    Hi @Ashwini Garwandha (Salesforce)

    As I mentioned initially I had BRE installed and available because I was able to build a lookup table, a decision matrix and an expression set and put them into a flow, And all worked fine until couple of days ago when suddenly the lookup table vanished, the expresion set vanished, the matrix vanished thus making the flow failing. I went into the Setup -> Search, type in these components and there is no BRE, no lookup table, no expression set, nothing coming from Search / Quick Find .. All gone.  

    So to answer you again my Developer Edition  was provisioned with BRE but now somehow got removed or deactivated or something happened ..

0/9000

Hello, 

I have some Google Slides(with hyperlinks to different Google Docs) and other Google Docs that I would like to share with some partners. What are my options for including it in the Partner Portal (Aura)?  

 

4 answers
  1. Today, 7:42 PM

    Thanks for the update. If you're working within the Aura template and not comfortable with code, one workaround is using the HTML Editor component on the Experience Builder page, just like others mentioned. It lets you embed Google Drive folders or individual Slides via iframe without custom development. 

     

    If you’d prefer something more manageable, especially for maintaining shared links or organizing multiple files, you could also try using no-code integration tools.

0/9000
3 answers
0/9000

Client has asked that the HTML Field on outbound emails display the information and not a link to open a new window. The text body has the same build and displays, but I am at a loss as to how to get the HTML field to act like the text body field. Any help would be greatly appreciated.  

 

#Salesforce Developer

1 answer
  1. Today, 7:38 PM

    If you're trying to display the contents of an HTML field directly in the body of an email (rather than as a link or encoded text), the key is how you're referencing the field. In most cases, standard merge tags treat HTML content as plain text unless explicitly rendered. 

     

    If you're using Classic Email Templates, switching to a Visualforce email template can help, it gives you full control over how fields render, and lets you insert HTML fields directly with proper rendering. 

     

    For Lightning Email Templates, make sure you're placing the field in an HTML component, not just as plain text. Also, check that the field type on the record is set up to support HTML output (Rich Text Area).

0/9000

I'd like to study the integration between these two clouds. Could anyone recommend content or resources for that? Specifically, I1m looking for a step-by-step implementation guide, platform architecture and related details. I haven't been able to find this information on trailhead.  

 

I would really appreciate some help. Thank you! 

7 answers
0/9000