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I need to count the number of active "Placements" each fiscal year, for each student (Contact). Each Placement has a formula field indicating if it is active during any given fiscal year, e.g. "Active In FY24-25". I can't use Roll Up Summary since it's not a master detail relationship. So I wrote a flow that first gets all Placements with Active In FY24-25 = TRUE, then gets all Student records. From there, it has nested loops for each student, checking all placements. As expected, this hit a CPU limit exception. There must be a better way to do this, but I can't think of it. Any advice would be much appreciated.
#Flow
Today, 12:14 AM Thanks Steven. I’m using that now but trying to replace it, since it sometimes stops working for no apparent reason.
Ken Tallman
970-903-8818
6512consulting.com“We make a living by what we get, but we make a life by what we give.” Winston Churchill
I was following this TH: https://trailhead.salesforce.com/content/learn/projects/quick-start-create-employee-agents-in-agentforce/create-two-employee-agents
, and when it comes the part of creating a custom agent. It only shows me the Agent for Setup and Agent for Service. Do I need to enable something else?
#Trailhead Challenges
Jun 16, 3:52 PM ,
Did you create org using below link?
https://trailhead.salesforce.com/promo/orgs/learn-agentforce-for-employees-on-trailheadThis requires a special edition to complete the challenge.
Thanks
I accidentally lost the salesforce AI associate Certification pdf. The logo is showing in my profile but I am unable to find the certification completion pdf
Jul 5, 10:33 PM Login in trailhead and in certification listing find ai associate down and the same way you do with Web accessor
Eric Burté (DEVOTEAM) Forum Ambassador
Jul 5, 10:08 PM Hello @AISWARYA S
it seems ok. Please check that there is no extra/missng character in the data copied and pasted. Those process should be analysed too.
Eric
Eric Burté (DEVOTEAM) Forum Ambassador
Jul 5, 9:56 PM Hello @Ramalaxmi Neelapu, make sure there is no typo or extra/missing character.
First one :
Second one :
With a copy of the unit instructions :
- Click the Unified Link 2 element.
- For Data Source, choose Data Cloud Object.
- For Data Space, choose default.
- For Object, choose Unified Link Individual ccid. This is in fact the same object from the first element.
- In the Filter Records section, for Field, choose Unified Individual Id. This is the actual name of the Unified ID column from the first table.
- For Value, copy and paste {!Unified_Link_1.UnifiedRecordId__c}. This is a pointer to the Unified ID from the first query. When you click away from the Value, the text is replaced with a placeholder.
- Click Add Condition.
- For Field, choose Data Source Object.
- For Operator, choose Starts With.
- For Value, type External
The Data Model Object is really called ExternalReservation
, not Reserv-o-matic like in the simplified table. By adding this extra condition the flow will ignore Sofia’s Salesforce ID and find 10008155 from the first table.
Click
SaveEric
Eric Burté (DEVOTEAM) Forum Ambassador
Jul 5, 9:49 PM Hello @Jaya Mani Kurella you should normally have created your missing Travel Approval object, in the previous unit of the very same module ; make sure you did not skip this step: https://trailhead.salesforce.com/content/learn/projects/build-a-data-model-for-a-travel-approval-app/create-a-travel-approval-object
Eric
Eric Burté (DEVOTEAM) Forum Ambassador
Jul 5, 9:46 PM Hello @Patnana Viswanadh the flow is called "Create Check-in Guest Event".
Make sure you have double checked in the list, because the flow should be present if you have provisioned a specific for this trailhead module (see the 1st unit of the same module :
).
Eric
Eric Burté (DEVOTEAM) Forum Ambassador
Jul 5, 9:41 PM Hello @Muhsina Shafeej without a screenshot of the filters, have a look at similar thread
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000Hmw9c
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000Jg7TFSAZ
Ps1: with the industry field in displayed fields it could be easier to see if the filter work
Ps2: do not forget to open the view to all records (with filters) and not only yours
Eric
I know how to open the fields panel of a dataset and "add" a derived measure or dimension. All it does is add the field name I provide but there is no data associated with it and it can't be used in queries. How do I set up derived dimensions/measures? Is there documentation or videos related to this aspect of CRMA?
Jul 5, 7:04 PM I don't know where to find more information about derived measures and dimensions - but consider it to be mainly useful when you create (derive) new dimensions or measures in a SAQL statement.
Let's say you calculate a winrate in SAQL in several places of your dashboard, so it's not part of the dataset itself. If you want to make sure that the winrate is always displayed as %, you can add a derived measures with name winrate and assign the number format for percentage - as soon as the name of the derived measures matches the projection name of the measure in SAQL, the number format will be applied.
Same is for derived dimensions, where you could assign colors to given values. Unfortunately, the creation of the values (called members) has to be done in a json editor - the UI to do this is still missing.