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.

Hello, 

 

I'm trying to identify what does and does not trigger the creation of Opportunity contact roles for household-based soft credits when a Contact is moved from one household to another, as well as when other NPSP processes around re-householding happen or do not happen.   

 

From my testing, I've seen that when using the Manage Household functionality to move a Contact to a new Household, their Opportunities automatically get reparented to the new Household, and the contact from the "losing" household gets household soft credits for the "winning" household's Opportunities and vice versa for the "winning" household Contacts and the "losing" household's opportunities. 

 

However, when I use a Flow to change the Account field on a Contact to another Household, the Opportunity soft credits (Opportunity Contact Role records) are not always being created depending on which user I run the Flow as.  When I run it as an Admin, the winning  household contacts get soft credits for the losing household's opportunities, but the losing household contact does not get any soft credits from the winning household opportunities.  When I run the flow as a non-admin user, no soft credits are created for the winning or losing household. When running the Flow as an Experience/Portal user it doesn't even seem to be trying to re-parent the Opportunities to the winning household at all, which is causing its own problems. And when I try to reparent the Opportunities as well in the Flow, the NPSP Household naming recalculations don't seem to be triggering for the experience user either. 

 

So can anyone point me in the direction of information on when how I can ensure NPSP functionality is running as expected when I make data changes using a Flow?  

 

Thank you!

1 answer
  1. Today, 5:20 PM

    Do you always have a single Contact in the Households you're testing? Are there situations where there are multiple Contacts in the "losing" Household?

0/9000

Hey team! I'm working on the Agentforce Data Library

feature — this lets users connect different data sources so their agents can ground responses in their organization's data. 

So far, we support:

  • Salesforce Knowledge
  • Files (PDF, HTML & text files)
  • Websites
  • Custom retrievers (for Data Cloud customers)

I'm putting together a repository of use cases/agents where data grounding is important, and I’d love your input! Specifically, I’m looking to collect:

  1. Different grounding use cases you've seen or heard of
  2. Common data source types our customers are using today

Drop your thoughts in the comments — any examples would be helpful!

0/9000

Hey team! I'm working on the Agentforce Data Library

 feature — this lets users connect different data sources so their agents can ground responses in their organization's data. 

So far, we support:

  • Salesforce Knowledge
  • Files (PDF, HTML & text files)
  • Websites
  • Custom retrievers (for Data Cloud customers)

I'm putting together a repository of use cases/agents where data grounding is important, and I’d love your input! Specifically, I’m looking to collect:

  1. Different data grounding use cases you've seen or heard of
  2. Common data source types our customers are using today

Drop your thoughts in the comments— any examples would be super helpful!

0/9000
3 answers
  1. Today, 5:15 PM

    HI @prathima bai r

     

     

    I am a member of Trailhead Help, Could you please let us know if you have followed the above suggestion and the issue is resolved? If yes, please mark that response as the best answer which helped you to resolve and close this thread. 

     

    If you are still facing any issues with this unit , please kindly provide a few more details of the badge & URL on which you've got stuck and the error message would be helpful.

    Looking forward to your response :) 

     

     Thank you !  

    ++TrailheadHelpFollowUp 

0/9000

I keep getting the message The 'New Oppty Compact Layout' compact list is not configured for the opportunity object.

 

Totally lost now I've followed the steps 3 times over for the same message 

Any help would be appreciated - Thank you in advance 

 

#Trailhead Challenges

3 answers
  1. Today, 5:14 PM

    Hi @Ross Forde

     

     

    I am a member of Trailhead Help, Could you please let us know if you have followed the above suggestion and the issue is resolved? If yes, please mark that response as the best answer which helped you to resolve and close this thread. 

     

    If you are still facing any issues with this unit , please kindly provide a few more details of the badge & URL on which you've got stuck and the error message would be helpful. 

    Looking forward to your response :) 

     

    Thank you !  

    ++TrailheadHelpFollowUp 

0/9000

In Agentforce Innovator trail, Verify the Challenge button is disabled for few modules eg.. Prompt Builder 

 

#Trailhead Challenges  #Agentforce

3 answers
0/9000

Hi Team - Having a little bit trouble with this one... 

 

Screenflow - Lookup Component = Contact then another field auto-populates with the Account Name. 

 

What type of Input is the best to use and how do I accomplish. 

 

thanks 

nate 

 

#Flow  #Screen Flow

0/9000

I'm currently working on the Access Governance Superbadge, specifically Challenge 2 - Monitor Data Changes, and I've hit a roadblock.

I'm at the final steps where I need to export records using dataloader.io, but every time I try, it returns "0 success". I've verified that the field history tracking is enabled, and I've used this same data loader for a different Trailhead module recently without any issues, so I'm not sure what's going wrong here.

I've searched for similar issues online and tried various fixes, but nothing seems to work. Has anyone else encountered this problem while working on this badge? I'd appreciate any insights or suggestions.

Thanks in advance! 😊 

 

#Trailhead Challenges

4 answers
  1. Today, 5:12 PM

    HI @Gabriela Ruz

     

     

    I am a member of Trailhead Help, We see that you have successfully completed the badge. Please post the solution or mark any one of them above which helped you to resolve your query and mark it "Best Answer" to close this thread and also it might help the fellow Trailblazer's who are facing the similar issue.  

     

    Thank you!

    ++TrailheadHelpFollowUp

0/9000

We are having trouble with a managed package from Salesforce Labs, which is not supported by Salesforce. We have upgraded to the latest release of Lightning Article Feedback and are trying to enable Experience Cloud users to submit feedback using the new component. When clicking the thumbs up/down rating button it takes 15+ seconds for the rating count to update and the additional feedback fields to appear. Has anyone experienced this issue, or deployed it successfully? Here's our developer's description of the issue:    I am using the managed package "Article Feedback for Lightning Knowledge (Managed)" in our customer community (Experience Cloud).We are trying to use the following components from the package:  afl_ArticleFeedbackFlow (Flow)  afl__afl_ArticleFeedbackForm (LWC)  However, the performance of both components is very poor—each click takes 10 to 20 seconds to respond.    

 

@* Experience Cloud * 

4 answers
0/9000

The instructions state to pick  Discount Percentage 

from the Insert Field picklist but that option does not appear. How do I proceed? 

 

 

Create Formula Fields formula error

 

 

 

#Trailhead Challenges

4 answers
  1. Today, 5:07 PM

    HI @Lavondria Mims

     

     

    I am a member of Trailhead Help, Could you please let us know if you have followed the above suggestion and the issue is resolved? If yes, please mark that response as the best answer which helped you to resolve and close this thread. 

     

    If you are still facing any issues with this unit , please kindly provide a few more details of the badge & URL on which you've got stuck and the error message would be helpful.

    Looking forward to your response :) 

     

     Thank you !  

    ++TrailheadHelpFollowUp 

0/9000