On the Create assignment rules section of this task I am asked to create a field with "case record type" but this feild is not showing up in the options. If anyone knows how to fix this it would be greatly appreciated.
#Trailhead Challenges
,
I need some help with flow please!
When a user checkmarks a box on the Product2 record, a record triggered flow gathers all related Opportunities and updates a checkbox on the Opportunity. In order to do this I must temporarily assign a permission set to the running user, then take it away if they didn't have it previously.
I found Jen's excellent blog about this topic and have used quite a few of the ideas:
https://admin.salesforce.com/blog/2022/automate-this-automatically-assign-remove-a-permission-set
The problem I am running into is, I need to add the permission set to the user, update the Opportunities, then remove the permission set assignment. Here is what that part of my flow looks like:
When I debug, I run into this error:
I thought by adding the add/remove as a subflow I could avoid the error but as you can see it made no difference. Any thoughts on how to solution for this and not run into the error?
Thanks everyone!
#Flow#Flows
#Flownatics
#Permissionset
Hi Laura,
You can consider using an async path in the same flow to break the transaction, but you might also need another subflow to remove the permission set.
Hi there im now at the topic "Create Assignment Rules
" and there ,
completing this step is not possible as there is an error " Contact Name Sean Forbes Contact NameSelect an option from the picklist or remove the search term.", so please rectify the issue as soon as possible, i will be providing the the screenshot. Thankyou.
#Trailhead Challenges
Before you can do this project, you must complete the
Build a Data Model for a Recruiting App and Customize the User Interface for a Recruiting App projects. The work you do here builds on the work you complete in those projects.How to study for the salesforce admin exam? Also, how do you register for the exam?
#Forum Post
I used to be able to enter project costs solely with my keyboard. Now, I can't tab out of the pop-up calendar. Is there a way to remove the calendar as a preference?
I had the same issue with a legacy VF page that had a table with date picker. Here's my solution with some javascript:
I hope that helps you.
<apex:page>
<apex:form>
<table>
<tr>
<td>
<apex:inputField value="{!myObject.Date__c}" id="dateField"
onkeydown="handleDateTab(event, this)" />
</td>
<td>
<apex:inputText value="{!myObject.Name}" id="nameField"/>
</td>
</tr>
</table>
</apex:form>
<script>
function handleDateTab(e, el) {
//console.log('handleDateTab called');
//console.log(`Key pressed: ${e.key}`);
if (e.key === 'Tab') {
let picker = document.getElementById('datePicker');
if (picker && picker.style.display === 'block') {
picker.style.display = 'none';
// Prevent default tab so we can manually control focus
e.preventDefault();
// Find the parent <td> and then next <td>
const currentCell = el.closest('td');
const nextCell = currentCell?.nextElementSibling;
if (nextCell) {
const nextInput = nextCell.querySelector('input, select, textarea');
if (nextInput) {
nextInput.focus();
}
}
}
}
}
</script>
</apex:page>
As in Configure an Email Letterhead and Template challenge step named "Send an email Test" we need to change the email address of the user named "Andy Young" but i don't find any the contact named Andy Young,
in the contact list, so please rectify me this error. I will be attaching the screenshot for the reference.
#Trailhead Challenges
Step not yet complete in Agentforce
We can’t find the Get Sessions action. Make sure it has been created and has an API Name of 'Get_Sessions'.
#Trailhead Challenges
@Ankit Gupta Verify the Action with the correct API Name exists
➜ If it’s a Flow Action or Apex Action:
➜ If it’s an OmniStudio Integration Procedure:
Hi everyone, and thanks in advance! My org has MC Growth Edition and one of the asks from leadership is the ability to either reduce a Lead's Engagement Score to 0 or by a set number based on their Lead Record stage. Is this possible? I don't see how this would happen automatically using a Campaign Flow. Any help or feedback would be helpful. And thanks again! —Mike
People scoring is a concept which is a blend of sales cloud and account engagement feature. You can create custom scoring rules.
What I would suggest is to have a discussion with Sales team and understand the process how they converting the stage(i.e, is it based on web-visit, form submission, or interaction with sales rep) based on this you can easily configure scoring rules.
You can also create a standard/custom field to store the conversion details and incorportae same in your calculated insights or segmentation.
There are many articles on setting up basic configuration, but based on your business requirement you can tweak the setup.
https://help.salesforce.com/s/articleView?id=mktg.mktg_data_scoring_setup.htm&type=5
Thank you,
Aishwarya T.P
Solution Architect
NTT Data Inc.