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Hi there, 

 

We’ve suddenly run into an issue with formal and informal greetings in Salesforce NPSP. 

 

Previously, the greetings were behaving correctly. For example, if a contact was marked as deceased (e.g. John [Deceased] and Margaret Smith), the formal greeting would correctly show Margaret Smith, and the informal greeting would show Margaret

only. 

 

However, last Friday we noticed that deceased contacts were being included again in both the formal and informal greetings. We initially assumed it might have been changed accidentally by a team member, so we corrected it manually. 

 

But this morning, we found the same record had reverted — the deceased spouse was included again in the greetings! 

 

Has anyone else experienced this issue recently? Any advice or suggestions would be appreciated. 

 

Thank you!

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iam facing challenges in challenge-1 .iam enable to click einstein setup and also einstein sales and there is no prompt builder then how can i  complete my challenge-1 even though iam changing playground the situtation same iam unable comple from starting yet.as

there is no einstein setup .please help me for my certification i ask agent help it said something permission sets something i have done it error is raising.i want complete challenge --1 please help me. 

 

#Trailhead Challenges

1 answer
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Hello, I am doing my Trailhead Agentforce, but at the step "Creation of an agent", I have completed all the value (point 6) but this error message appears and I can't move on. Can I receive some support?  

 

 

Error creating agent : java.lang.IllegalArgumentException: Error creating default user for EinsteinServiceAgent.Username must be in the form of an email address (for example,

john@acme.com) More Details: ERRORS : Error creating default user for EinsteinServiceAgent.Username must be in the form of an email address (for example, john@acme.com) , Error creating default user for EinsteinServiceAgent.Username must be in the form of an email address (for example, john@acme.com

) WARNINGS : 

 

#Trailhead Challenges

1 answer
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1 answer
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Hello Ma'am !I am facing an issue in the project named Quick Start: Build a service agent with Agent force step in the module Get handOn with agent force of agentlazer champion.When I try to verify the step it is showing error "We can't find that the Experience Management topic has the Get Experience Details action added to it."

Please Tell me How to resolve it and complete the step? 

 

#Trailhead Challenges

1 answer
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1 answer
  1. Today, 2:31 AM

    Hi , 

     

     

    Putting this here for anyone else that might run into this issue:

    Where the instructions note to Define the settings of the agent as follows: "

    EinsteinServiceAgent User"

    Do NOT type in "EinsteinServie Agent User." There is a drop down box in the field, make sure you use the drop down menu and select "EinsteinServiceAgent User (coral_cloud_experience_agent.hrzjyzoop6jg@orgfarm.com

    ) or whatever the choice is. 

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000SY6V0

     

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000TkEQj

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I am having a lot of issues with locating the Upgrade Now button in the Record Detail to upgrade to Dynamic Forms. I am currently trying to finish the Admin Beginner

trail.  

 

I am currectly stuck on this challenge 

https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_page_layouts?trail_id=force_com_admin_beginner

 

 

I have read so much material about this topic. I could really use a fresh set of eyes on this one. Thank you.

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I’ve updated my Agentforce assets to include Create Check-In guest but when I go to my Einstein CoPilot Agent>open in builder, add the general CRM, but when I go to the topic actions, I can’t create a new one and it has the following error: “Standard Topic To edit this topic, create a custom version. Your changes apply only to this agent.” 

 

#Trailhead Challenges

1 answer
  1. Today, 2:30 AM

    Hi , 

     

    Before you begin,

    add the topic you want to customize to an agent.

    1. From the Agentforce Agents Setup page, launch the agent you want to use with a customized topic in Agentforce Builder.
    2. If your agent is active, deactivate it.
    3. From the left rail, select Topics.
    4. From the This Agent’s Topics tab, select the topic you want to edit. Standard topics from the asset library are indicated by the icon.
    5. From the Topic Configuration tab, click New Version.
    6. To edit the topic configuration, from the Topic Configuration tab, edit the topic fields you want to customize. 

      To learn more about these fields, see

      Agent Topics.
    7. To add an action to your topic, from the This Topic’s Actions tab, click New. Create a custom agent action, or select the action or actions you want to add to your agent.
    8. To remove an action from your topic, from the This Topic’s Actions tab, click the dropdown next to the action you want to remove, and then click Remove from Agent.

    https://help.salesforce.com/s/articleView?id=ai.copilot_topics_edit.htm&type=5

    1. Save your changes. Your changes apply only to this agent.
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1 answer
  1. Today, 2:25 AM

    Hi , 

     

     have you added the reference action type flow, as mentioned in the trailhead unit (instructions copied below) ?

     

    Create a Custom Agent Action to Get Experience Session Records

    Use 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/0D54V00007erzo7SAA

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I have been try to complete this step but i could not do it as it is showing error step not yet complete, as I tired for many many times now currently my travel approval is TA00015 and expense is E00025 and E00026 and at intial the data import was failed but I was unable to notice it, later on I had noticed it , then tired again and it was successful, due to that reason i had tired for many times and I had deleted previous travel approvals, and I followed the steps as it was given for the further process, but I could not complete it, and it is showing me an error the step is not yet completed in trailhead playground 1, and the same error is showing for every try.

Please help me out of this. 

Thank You. 

 

#Trailhead Challenges

1 answer
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