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Hi there im now at the topic "Create Assignment Rules

" and there , 

 

  1. Click the App Launcher and select Service.
  2. Click the Cases tab.
  3. Click New, then select Product Support as record type and click Next.
  4. Fill in the new case record details: 

     

    Field 

    ValueContact Name | Sean Forbes 

    Account Name | Edge Communications 

    Product | (choose any product from the drop-down) 

    Type | Electronic 

    Case Origin | Email 

    Case Reason | Performance 

    Subject | Laptop not working 

    Description | Client laptop is not working 

    Assign using active assignment rule | Select

  5. Click Save.
  6. Copy the case number of the case you just created.
  7. From Setup, enter Case Escalations in the Quick Find Box, then select Case Escalations.
  8. Filter the case escalations queue to show the case you just created by entering the criteria: Case To Escalate equals [case number for the case you just created].
  9. Click Search. Note the escalation actions in the queue and when can you expect to see an escalation alert email for this case. 

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. 

Contact name is not visible,

 

 

 

#Trailhead Challenges

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8 answers
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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?    

2 answers
  1. Today, 2:42 PM

    I had the same issue with a legacy VF page that had a table with date picker.  Here's my solution with some javascript:

    • add this to your input field: onkeydown="handleDateTab(event, this)"
    • add the script block after the input field as below

    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>

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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

1 answer
  1. Today, 2:25 PM

     

    Here is the screenshot.

     

    Here is the screenshot.

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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

1 answer
  1. Today, 2:18 PM

    @Ankit Gupta Verify the Action with the correct API Name exists

    ➜ If it’s a Flow Action or Apex Action:

    • Go to Setup > Flows.
    • Open the relevant Flow (or see if you have one called “Get Sessions”).
    • Make sure the API Name (when you edit the Flow or Action) is exactly Get_Sessions, matching case and underscores.

    ➜ If it’s an OmniStudio Integration Procedure:

    • Go to OmniStudio > Integration Procedures (or via the Vlocity Console).
    • Look for an Integration Procedure named Get Sessions.
    • In its configuration (the IP header), ensure the Name (API Name) is Get_Sessions. 2. Correct the API Name if different, 3. Publish or Activate
      • If it’s a Flow, click Activate.
      • If it’s an Integration Procedure, click Save and Activate.
      • If it’s an Apex Action, ensure it’s global and exposed.
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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     

 

@* Marketing Cloud コミュニティ 日本 * 

2 answers
  1. Today, 1:52 PM

    Hi @Mike Ackerman

     

     

    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.

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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!

4 answers
  1. Today, 1:51 PM

    Since you're talking about Contacts, I'm assuming this is NPSP and not Nonprofit Cloud.  

     

    If it's NPSP, it's hacky, but have you thought about custom fields on the Contact - one for "July-September This Year" and one for "November-December This Year." Then you can use NPSP Customizable Rollups to create a Filter Group for each period and a Rollup of the Amount. Then you can easily have a Contact report that filters based on whether there are values in these fields. You could even do this for "Last Year" values if you want to have comparisons. 

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