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I am trying to make use of the "Send List Emails" functionality.  

It is working fine in Leads and Contacts.  

However I need it to be available under Program Cohorts  and Program Engagements.  

Specifically to be able to select a Cohort and email to participants 

Hi Folks, 

We are looking to create a report that can do the following: 

1. Contacts that gave between July -September 

AND 

2. Contacts that gave a second Year End gift - so between November-December 

They then want to import those contacts into a campaign. 

A joined report can show me both of those opportunity lists, but it seems like a manual cross check, which is daunting. I also looked at doing a filter for contacts that gave between July-Sept, gave 2 gifts that year, and are not recurring donors. But there are still a bunch of outliers that just randomly gave an additional gift that year, not necessarily year end. 

Any insights would be greatly appreciated!

Hello - I am attempting to do a formula field on a Survey object to pull data from the Financial Account object. I already did a lookup field so the Survey object is a child of the Financial Account object. This is the formula I used on the survey object: 

The field on the survey object is just blank and doesn't populate the data from the financial account object. I already double checked the FLS and permissions. Not sure what I am missing. Any help would be appreciated. 

Hello ,

I am working on the "Create a Lightning Console App" module, and I’m encountering an issue with the following error message:

"Step not yet complete. We couldn’t find the lightning–UtilityBar target being referenced by the notificationConsole LightningComponentBundle."

However:

• I have created a Lightning Web Component named notificationConsole.
• Its .js-meta.xml file includes the <target>lightning__UtilityBar</target> tag.
• I am able to add this component to the Utility Bar in my Lightning app without any problem.

Despite all this, the verification step fails. Please assist in resolving this issue or verifying the challenge manually.

Thank you! 

#Trailhead Challenges

Create a Lightning Console App 

.I am able to add notifiactionConsole under the utility bar but when i verify the step i got error 

instead of TA-00001 i am getting TA-0001 and my imports are getting failed please help me with this "Import Data and Test the App" 

#Service Cloud #Sales Cloud

Hello!

Today I changed sharing settings for Accounts and Contracts, Cases, and Opportunities from Public to Private and then made rules for the appropriate groups or roles to ensure the correct visibility. After making these changes, users were not able to see the correct records in a lookup field without having to click enter or select the magnifying glass "'record' in Objects". Once they press enter or select the magnifying glass, the record they were searching for shows and they can select it.

Because of this, we know that they have the appropriate access to the records because they can search and use the record. So, why is it not showing up when they type it into the field? 

Here's what it looks like;

Searching 955 (Account Record "955 - Winnemucca") in case field then pressing enter

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