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Hi everyone, I’m working with a client who is using Nonprofit Cloud for Programs, and I’m looking for some guidance on how to properly structure Care Plans in relation to Case and Case Program records.

In our current configuration,

Care Plans are set up with a master-detail relationship to the Case object — not to Case Program. I understand that Salesforce’s data model encourages tracking program-specific services through the Case Program, and ideally, Care Plans would be tied to each program enrollment via that object.

However, since our org already has active flows and configurations based on Care Plans being children of the Case, I'm wondering what the best path forward would be. I’m trying to balance future scalability and alignment with best practices while avoiding major rework of what's already in place.

Has anyone navigated a similar setup? Would adding a lookup from the Care Plan to the Case Program help bridge this gap? Or is it worth refactoring now to align more closely with Salesforce's intended structure?  

Appreciate any insights or lessons learned!

Hi everyone! 

I'm trying to write a SQL query in Salesforce Marketing Cloud to identify invalid email addresses in a Data Extension. 

Does anyone have a sample query or best practices to detect invalid or malformed emails (e.g., missing domain, wrong format, etc.)? 

Thanks in advance!

Hi all, please help! I stuck on conditions for my flow. I am creating fast fields update flow, on the case object. I am creating a formula but it is throwing an error: AND( 

 CONTAINS({!$Record.Case_Owner_Role__c}, "Second Line"), 

 {!$Record.CaseRecordType__c} = "Customer_Support", 

 TEXT({!$Record.Status}) <> "Closed" 

) 

Error: Error in referenced formula $Record.Case_Owner_Role__c, Field Owner:

does not exist. Check spelling. 

Field Case_Owner_Role__c is a formula field: Data Type Formula 

IF(ISBLANK( Owner:

) 

What I want to do is to reference it. I added CONTAINS as user role can be Second Line or Second Line Manager. Any ideas? Thank you

I have created the Job Posting custom object but I couldn't able to find position field where that is needed for master-detail relationship. How can I do this? 

I wrote one validation rule related to stopping the update status of the activity, but when I am trying it directly on the lead page, it's not showing me an error, but earlier it was showing error. I also tried from another org its working fine for that org 

FYI - Error is perfectly working on Record Page 

Is there any new release related to activity  

Attching Screenshot for Ref 

#Trailhead Challenges  #New Releases  #Salesforce Developer  #Flows  #Flow  #Validation Rule  #TrailblazerCommunity  #Trailhead Superbadges  #Trailhead Developer Org

Hi all, please help! I stuck on conditions for my flow. I am creating fast fields update flow, on the case object. I am creating a formula but it is throwing an error: AND( 

 CONTAINS({!$Record.Case_Owner_Role__c}, "Second Line"), 

 {!$Record.CaseRecordType__c} = "Customer_Support", 

 TEXT({!$Record.Status}) <> "Closed" 

) 

Error: Error in referenced formula $Record.Case_Owner_Role__c, Field Owner:

does not exist. Check spelling. 

Field Case_Owner_Role__c is a formula field: Data Type Formula 

IF(ISBLANK( Owner:

) 

What I want to do is to reference it. I added CONTAINS as user role can be Second Line or Second Line Manager. Any ideas? Thank you

Hi! 

Quick question: is DLRS calling any Heroku or AWS based application? 

Thanks in adavance!

Hello, 

I need to figure out the best option to make the opportunity field 'Type' required. At the moment, my client's org doesn't create opportunities from lead conversion but might in the future so I want to bear this in mind. 

I'm slightly confused because the opportunity page has dynamic forms set up.  

I thought that the required field on the page layout (outside universally required fields) wouldn't have any impact on the Lightning Record page but, when I made the field 'Type' required on the Opportunity Page Layout, then created a new opportunity, saved it and then tried to move the opportunity to another stage, the field requirement message appeared "

You encountered some errors when trying to save this record

These required fields must be completed: Type".  

Why did the error message appear when I changed Stage but not when I created the opportunity or updated other fields on the opportunity record? 

Any rational explanation I'm missing?  

What solution would you advise for force the Type field? validation rule? Lightning record page settings? 

Thanks.

Hi everyone,

I’ve sent two emails to Salesforce requesting a discount for the Salesforce Administrator Certification, but unfortunately I haven’t received any response yet.

I made the requests through the official channels, and it’s been several days with no update. I would really appreciate any help or advice on how to move forward or if there’s another way to access the discount.

Thanks in advance!

Best regards, 

Carla Elgart