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For the life of me I cannot add the object permissions: read, create and edit onto "positions" - I cant even find "positions" anywhere. I'm so confused - what am I doing wrong? 

 

#Trailhead  #Trailhead Challenges

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I am struggling with the Agentforce SDR configuration and can't work out what I have done wrong.  

I can get it to send the initial outreach email but when the customer responds with a question the SDR Agent does not respond back. I can see the response email threaded in EAC attached to the SDR agents inbox but the SDR agent does not do anything. In the SDR Agent sessions there is no session related to the customer response email so it is as if the SDR agent cant see the email. 

The SDR agents email domain is different the customers email domain so it is not seeing it as an internal email.  

The SDR Agent has the 2nd reach out email scheduled but reading the notes the agent should response to the customers response and unscheduled the next outreach. 

 

 

8 answers
  1. Today, 12:48 PM

    @Rod Gilbody If you see the topics of sdr and prompt templates available in the org the reply the question with answer prompt template is there but it is of type agentforce SDR Email but that particular prompt template is not assigned to the topic and we are not able to assign it to the topic also so For me If I reply back with the question SDR is now either  giving the generic answer or the repeating the information of outreach mail only .

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Hi, we are working on an Einstein Copilot PoC and in one of the requirements which is for knowledge answers we have the following error:

 

Error in Answer Questions with Generative Knowledge Answers

If someone went through the same and has the solution, it would be great help for us.

Thanks!!

5 answers
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Hi all, 

 

I'm working on the Agentblazer Champion project, and as part of the 

Connect Data Cloud to Agentforce and Prompt Builder - Bring External Data into the Contact Page Layout step, I'm being asked to set up an Identity Resolution.  

 

I've followed all the steps until that point, including setting up the Data Stream (which I was able to successfully run with the correct amount of records on only after selecting the Refresh Now option for each one), shown here.

Trailhead - Bring External Data into the Contact Page Layout - Set Up Identity Resolution - no Primary Data Model Objects available

 

The next step, 

Set Up Identity Resolution, directs me to create a New Ruleset, keeping the Data Space as default and selecting Individual as the Primary Data Model Object. This is where I'm blocked, as there is both an error message on this modal, "Mappings from Data Streams to the standard Cloud Information Model objects such as Individual and Contact Points are required."

, and no options appear when I try to click Select a primary DMO, shown here. 

Screenshot 2025-06-16 at 1.50.12 PM.png

 

I got curious and navigated to the Data Model tab to investigate the object, and found that all but one of the objects are in the Processing status, which I assume is why they're not ready to be selected, shown here. 

 

Screenshot 2025-06-16 at 2.03.50 PM.png

 

Screenshot 2025-06-16 at 1.50.28 PM.png

 

At the time of posting this, I've given it at least an hour to process, but it feels like it shouldn't be taking this long, especially with so few records and fields mapped.  

 

Any help would be appreciated! 

 

#Trailhead Challenges

11 answers
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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.

76 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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I'm working on the "Create a button to launch a flow"

Trailhead challenge. 

I’ve created a

Detail Page Button on the Campaign object with:

  • Label: Child Campaign
  • Name: Child_Campaign
  • Behavior: Display in existing window without sidebar or header
  • URL:

/flow/Create_Child_Campaign?campID={!Campaign.Id}&campName={!Campaign.Name}&campOwner={!Campaign.OwnerId}&campStartDate={!TEXT(Campaign.StartDate)}&retURL=/{!Campaign.Id}

 

 

I confirm:

  • The button is created with the right config and URL
  • It’s added to the Campaign Page Layout (under Custom Buttons)
  • It’s also added to the Lightning Record Page via Dynamic Actions

But Trailhead still shows this error:

What could I be missing?

Let me know if you want a version to cross-post on Salesforce Stack Exchange too. 

 

#Trailhead Challenges

9 answers
  1. Today, 12:43 PM

    @Shefali .

     Great, now I can see the screenshots. 

     

    So, looking at the information provided in the screenshots, I assume that you added the button to the Campaign Layout, which is why the verification system doesn’t find the button on the expected Page Layout. The button is expected to be on the Campaign Lightning Page

     

    Try following these steps:

    • On the Campaign object, create a Lightning Record Page:
      • Label: Campaign Lightning Page
      • Page layout: clone the Campaign Grouped View Default (we won’t check this, but it ensures that you don’t start with a blank page)
    • Upgrade the Highlights Panel to Dynamic Actions:
      • Select Migrate
      • Source: Campaign Layout
    • Add the Child Campaign action
    • Save and activate the Lightning page.
      • Activation: Assign as org default
      • Assign form factor: Desktop (we won’t check this)

    Also, compare your steps with the steps shown in the video. 

     

    Sincerely, 

    Mykhailo Vdovychenko  

    Bringing Cloud Excellence with IBVCLOUD OÜ

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6 answers
  1. Today, 12:33 PM

    Hi Rishabh,

    It will take time and there is an ongoing issue in these sections as well.

    Please wait till that's resolved.

    Thanks

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Can I setup an Experience Cloud log in page to use "log in with email" feature?  

 

The below article says it's for "login.salesforce.com", so it seems like this feature wouldn't work with a Experience Cloud/portal log in.  But, I'm hoping it does as this would be a great feature for our external users.  

 

https://help.salesforce.com/s/articleView?id=release-notes.rn_security_log_in_with_email.htm&release=254&type=5

 

If not, is there any good workaround to having to use a email formatted username for the portal?  

 

Thank you!  

 

@* Experience Cloud * 

2 answers
  1. Today, 12:32 PM

    @Naga Vijaya Sravani Surampudi

    - How would it work if picked Salesforce as the auth provider? 

     

    In this use case, there's no SSO or other system involved, it's just a portal we want to invite customers too to see X information and were hoping to have a straightforward way to avoid the clunky "email+x" username that SF requires.   

     

    It sounds like the log in by email feature isn't an option for Experience Cloud?  

     

    Thank you!

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Hi, 

 

I have created a new playground to continue the Agentblazer Innovator badge,

and I am on the module "Add a Flow to Your Prompt Template" but 

when I am on this steps: 

 

  1. In the Search automations box, enter prompt and then select Template-Triggered Prompt Flow.

I cannot find the Template-Triggered Prompt Flow

, can you please help? Thanks 

 

#Trailhead Challenges

4 answers
  1. Today, 12:32 PM

    Hi Matteo,

    Please follow below steps

    Setup -- Einstein Setup -- Inside that you can see a toggle button to enable Einstein.

    Thanks

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3 answers
  1. Today, 12:30 PM

    Hi Satadipa,

    You can invoke Agentforce with click of a button. It will be a chat based button. No normal button.

    Invoking Agentforce from apex uses connectAPi namespace methods to invoke.

    Inorder to use models API you don't need Agentforce itself. Both are 2 things. For models API you can directly invoke through apex. Flow I'm not sure.

    You can use BYO LLM or any models available in Einstein studio.

    Thanks

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