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We have a custom object that has a master-detail relationship to the Account object. I need to change that field to a regular lookup because the master-detail relationship is impacting how we want to show the custom object in an experience site. Does anyone know of a way to not loose reports that reference an object with a master-detail that is changed to just a lookup? When I've tried making changes like this before, it broke all reports connected to the object that had the field change.

1 answer
  1. Jan 8, 9:28 PM

    Changing a Master-Detail relationship to a Lookup will break reports that rely on the Master-Detail structure. To minimize impact:

    Steps to Prevent Report Loss:

    1. Identify Affected Reports:
    2. Use "Where is this used?" on the field to find dependent reports.
    3. Clone and Export Reports:
    4. Clone important reports and export key ones to preserve their structure.
    5. Change the Relationship:
    6. Modify the field from Master-Detail to Lookup.
    7. Rebuild Reports:
    8. Recreate reports using the new Lookup field and update dashboards as needed.
    9. Roll-Up Summary Alternative:
    10. Use Salesforce Flow or Apex  or use any apexchange products like roll helper to create roll-up-like functionality if needed.
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1 answer
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Trying to create a formula to put in a different value (using this for goals), for each owner ID but no matter if I use "IF" or "CASE" formulas, I can't get it to work.  Trying to include all reps in one report but each one has a different goal. 

 

Case(

Opportunity.OwnerID__c:UNIQUE,

"0051P000003bvGoQAI", "8000000",

"0051P000003bzYwQAI", "5000000"

"0051P000003yrt0QAA", "3000000",

NULL 

 

#Sales Cloud

2 answers
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We are a consulting firm, trying to figure out the best way to handle change orders.  

ex: we won an Opportunity on 4/1/25 for 85k and then on 7/1/25 we received from the client additional PO to continue working on that same project. What would be the best way to handle that?  

we want to recognize the additional $ won wouldn't we?  

 

#Salesforce Admin  #Sales Cloud

1 answer
  1. Today, 8:53 PM

    After an opportunity is marked as "Closed Won" in Salesforce, you should avoid directly editing the original opportunity record to reflect changes like a new close date, stage, or amount. Instead, consider creating a new opportunity or using a related object like an "Order" or Contract to manage changes.  

     

     

    Here's a breakdown of how to handle changes after an opportunity is won:

    1. Avoid Directly Editing the Closed Won Opportunity:

    • Editing the original "Closed Won" opportunity can distort historical sales data and make it difficult to track the actual closed deal.
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no me deja agregar a uno de los usuarios que estoy creando la licencia salesforce plataform 

 

#Trailhead Challenges

1 answer
  1. Today, 8:50 PM

    Hi , 

     

    Your Trailhead Playground comes with (2) full Salesforce licenses. If you've already used up both licenses and you try to create the new System Administrator user, it will look like this:

     

    Profiles other than admins also use Salesforce licenses.

     

    If you do not find the "Salesforce" license in the drop-down, please check for the other user who's active with that license and deactivate them, please follow the below steps to deactivate.

     

    Goto setup--> users-->click view users drop down and then select "Active users" option.  

    Here you can find the list of active users. Please deactivate the "salesforce" license user.

     

    NOTE: Salesforce License can be assigned to other Profiles too, hence please check out all your active user who has Salesforce license and then proceed accordingly. 

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Here is the message that I received:

We can't find the Get Customer Details action. Make sure it has been created and has an API Name of 'Get_Customer_Details'. 

 

#Trailhead Challenges

1 answer
  1. Today, 8:48 PM

    Hi , 

     

     

    Hi, I had a very similar error message. On another thread someone posted the instructions below. They worked for me with the added instruction that I had to Deactivate my agent first. Then do these instructions. And then I can't remember if this reactivated my agent, or if I had to do another step to activate it. But, once one, I then clicked the button to verify completion, and it worked :)

    Add an Action to Get Session Records

    Use the Get Sessions flow to get the available session records for each experience.

    1. Click New and select Add Action.
    2. Select Flow as the Reference Action Type.
    3. Select Get Sessions.
    4. Leave the other options as is, and click Next.
    5. For experienceId, check Require Input.
    6. For startDate, check Require Input.
    7. For sessions, check Show in conversation.
    8. Click Finish.

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000J5Iwn

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Hi Everyone, I got the trail complete but it still doesn't show on my profile 

 

#Trailhead Challenges

1 answer
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Getting this below error while running the rule set on Identity Resolution 

 

Error notification.

We couldn’t run the ruleset job. Try again later

Anyone knows how to resolve this?

 

#Trailhead Challenges #Trailhead #Data Cloud

1 answer
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Hello - I successfully built an agent through the configure agentforce for service trailhead. I am trying to "complete the verify step to earn 100 points" and keep on getting the following error - Step not yet complete in Agentforce

Einstein is not enabled in your org. Be sure to turn it on in the Einstein Generative AI section of Setup, and try again

 

Can you please advice what I can do to fix this so I can complete the Agentforce Champion trailhead? Thanks! 

 

#Trailhead Challenges  #Trailhead  #Agentforce

1 answer
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