Skip to main content The last day to register for a Salesforce or Tableau exam is June 30th. Learn more about the new Salesforce certification experience coming July 21st.

Feed

Connect with fellow Trailblazers. Ask and answer questions to build your skills and network.
I'm looking to assign Leads based on Zip Code, but there are over 40k zip codes that are a possibility.

 

I've created a Custom Object to hold the Zip Codes and the User who should be assigned, but...I can't find a way to look at the Zip/Postal Code (standard) field and compare it to my custom object and return the name of the User it belongs to.  Ideally I would use the new field that shows me the name of the User in my Assignment Rules.

 

Thoughts?  Ideas?

 

Thanks!
3 answers
  1. Oct 14, 2020, 8:31 AM
    Hi Tracy

     

    I'd abandon Assignment Rules and solve this with a process/flow combination:

    • Create a flow to lookup the  Zip/Postal Code  in your custom object (based on the Lead's  Zip/Postal Code) and return the Id of the  Zip/Postal Code's related User to update your Lead's OwnerId field (Think of this as similar to doing a vlookup in Excel)
    • Create a process to execute the above flow when your criteria are met
    • De-activate the Lead Assignment Rule
0/9000

What are the steps needed to copy ldsUtils folder and include it in the force-app/main/default/lwc directory in the project? 

 

#Trailhead Challenges

4 answers
  1. Today, 3:30 PM

    Build Lightning Web Components. Is that what you are looking for? 

     

0/9000

Hello - I'm working a screen flow where I'm displaying a set of records using the UnofficialSF datatable.  

 

I'm trying to figure out if it's possible to dynamically change the records that display in the datatable based on some picklist selections in the same screen? If so, how do I go about accomplishing this? Feel like I need to somehow pass the picklist selections to a subflow, query the records in the subflow, and pass back the collection back into the datatable, but not sure how exactly to do that. Can anyone help?  

 

Screenshot of the screen showing the picklists I'd like to be able to dynamically change the collection datatable output:

Is it possible to dynamically display record collection based on picklist selection in the same screen using unofficialSF datatable?@Salesforce Flow Automation

 

  

 

#Flow

2 answers
  1. Eric Smith (Retired) Forum Ambassador
    Jun 26, 5:27 PM

    Yes, this can be done.  There are a few different methods you can use.  This article shows how to combine QuickChoice with Datafetcher to feed a collection of records to a Datatable.  A screen action sunflow could be used in place of Datafetcher if you are more comfortable with that. 

     

    https://unofficialsf.com/from-james-barker-using-formulas-with-data-fetcher-to-reactively-push-the-envelopes-edge/

     

     

0/9000

Did any one successfully implement a solution to block IP adresses? as this feature was available in the legacy chat but is not available in Messaging In-App and Web. Salesforce documentation only says this : " Use a custom object and Omni-flow to check. " 

So I created the custom object where IP Adresses to be blocked are stored. But having a problem with the omni-flow. Would appreciate some guidance! thank you!

0/9000
2 answers
  1. Today, 3:27 PM

    HI @Jack Wandler

     

    I am from the Trailhead Help Team.  In

    Salesforce Developer Edition orgs, there are only 2 Salesforce user licenses

    available by default. 

     

    Note: If you do not find the "Salesforce" license in the drop-down, please check for the other user who's active with that license and deactivate them, please follow the below steps to deactivate 

     

    Goto setup→ users→click view users drop down and then select the "Active users" option. Here you can find the list of active users. Please deactivate the "salesforce" license user. 

     

    Thank you! 

     

0/9000

Salesforce dataset. Where CRM client relationships, team activity, and business development insights can be gained from.  

1 answer
0/9000

Hello Team, 

 

One of the users has all the access as similar to his peer, but he is not able to see one specific section that is "Procurement Request List" in the CS Project Task.  

 

It looks like it is there, but not visible & it showing as hidden. 

Below screenshot for reference.

One of the User is not able to see

We have also tried to check in the Profile Settings (Customize My Pages), but no luck to identify where we are missing. 

 

I will need someone to help me understand, if I am missing something here.  

Please assist. 

 

 

 

#Salesforce Developer

6 answers
  1. Today, 3:26 PM

    Hello @Ekta Kothari

     

    Both the users are having same Role, same Profile & same Permission Sets, but still one person is not able to see the highlighted section, that his pear is able to see as below.

    Hello Both the users are having same Role, same Profile & same Permission Sets, but still one person is not able to see the highlighted section, that his pear is able to see as below.

    Not sure what is blocking him to see this section, even we checked it with our internal admin team they say both are having same level of access, but why is the other person not able to see it.  

     

    I am trying to understand if there is something that I am missing to check in User Settings.

0/9000

 Hi everyone,   I am planning to list our Chrome Extension (which uses Salesforce APIs and Heroku middleware) on the AppExchange. 

Looking for guidance on: 

  • Is a Security Review mandatory for Chrome Extensions?
  • Any Chrome-specific guidelines for the review?
  • Costs, coupons, or waivers for free product?
  • What’s the process/timeline for re-review if we don’t pass the first time?
  • Required documentation (e.g., CLI scan report, user guide, demo)?
  • Where to submit these materials?

  Would love to hear from anyone who’s done this before or has insights. Thanks in advance!      

0/9000

Hello, we have an ORG with NPSP. On the contact level there are 4 email fields one is called Email and 3 more (personal email, work email, and Alternate Email) and a pick list that picks between these 3 types of email address (npe01__Preferred_Email__c) and depending on what is selected on this picklist it will automatically copy the email value on the corresponding field to the Email field. 

 

My question is, how can I add another email option (assistant email) to this pick list so it gets copied to the Email field? 

 

So far what I have is: 

1- Create assistant email custom field 

2- Add assistant email to the picklist values of npe01__Preferred_Email__c 

3- ??? 

 

I am not sure what the process is that once the contact is updated/created it know how to relate the picklist value of npe01__Preferred_Email__c to the corresponding of the 3 email fields and then copies that value to the Email field. 

It is not a formula field on the Email field. 

 

Any help would be appreciated. 

 

Thank you, 

 

#NPSP

0/9000
4 answers
  1. Today, 3:21 PM

    Hi @Carlos AP

     

    I am from the Trailhead Help Team. Can you please confirm if you're still seeing an issue? If yes, please help us with the Trailhead module and share the URL of the unit.

     

    Thank you!

    ++TrailheadHelpFollowUp

0/9000