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I have uploaded the pdf corresponding to the Salesforce Object and want to extract the data from the that pdfs through the prompt template  

Is there anyone who can help me regarding that/

Hi once again community!  In the Field Service app I have created three separate Field Service Mobile flows to upload pictures to the Work Orders from our installations, in the different flows I have multiple File Upload components.   From time to time, the users are reporting that they receive the following error message: This error occurred when the flow tried to create records: LINK Photo:_XXXX Document with ID: XXXXX is already linked with the entity with ID: XXXX: Linked Entity ID.  I have tried to replicate it but I'm unable to, does anyone have any idea?

#Salesforce Field Service

We are working on data cleanup to reduce the count of all contacts but we need to delete some records in bulk from a non-sendable DE as well. We are using some automation to filter the data from this DE and then using it for sending emails using a different sendable DE. 

We were able to delete data manually one by one from this non-sendable DE but we need a solution to delete around 200,000 records at once. Please suggest.

Hi All, 

what are the CPQ limitaitons in Salesforce CPQ ?   

Can you please give me some points about CPQ limitations?  

We currently use a connected app to add functionality to enable users to log into our third party app using their Salesforce credentials. This is done using Salesforce as an Identity Provider (IdP).

I have a previously unanswered question

 about techniques for using Salesforce as an Identity Provider logging into our third party application. 

We have solved this by using the first technique, setting up a connected app. However this means we will have to do this for every different organisation that wants to use our app which is not scaleable. 

We understand that the second option, setting up a Connected App in our org and linking to it as per this solution, would work. 

However there is a known bug

 which prevents us from using this technique. Salesforce are not prioritising a fix given that Connected Apps are associated with 1GP packages and 2GP packages (which we are actually using) are the way forward. 

We were told that we should use an External Client App instead of a Connected App. However, External Client App's do not support SAML. 

Has anybody enabled login with Salesforce credentials using a different technique? 

1st - can we update the data after creating data stream from csv file or it one time only? 

2nd  - I am  not able to create New formula field as this is disabled while creating data stream from upload from local drive.  

Can anyone help on this. 

It was noted on the resource that it should be available around the 30th of April. Does anyone have a link?

Hi Team, 

While I am trying to set up a Installed Package - I cant see the client secret and also I see a new feature i.e. Staged Secret. 

Can you please help me understand how can I see the client secret 

and  

what is this staged secret? 

please find snapshot attached for reference. 

Thank you team!  

Hi,

I have created a Facebook Messaging channel, but when messages are sent to the facebook page it's not getting received in omni channel even when agent is on available-chatting status.

I have created using below video.

How to Set Up a Facebook Messenger Messaging Channel in Salesforce 

Thanks in advance

Hello everyone,

I'm looking for some guidance, as I haven't worked with Salesforce before.

We're building a Salesforce integration using OAuth2, allowing our clients to connect their Salesforce instances so we can retrieve data via the Tooling API. Our goal is to use the standard OAuth2 authorization flow.

Based on the Salesforce documentation, it seems that creating an External Client App is the recommended approach. I've experimented with this by setting up the app locally, installing it in a dev org, and successfully pulling data.

However, I’m a bit confused about the packaging process. If I understand correctly, I need to package the app to enable installation in customers' Salesforce instances. Since my app doesn’t contain any custom code—just OAuth configurations—I'm unsure how a 2GP package would fit into this scenario.

Am I on the right track? Any insights would be greatly appreciated!

Thanks in advance,  Jacob   

@* Salesforce Developers *