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Hello, 

 

I have created Omniscript and I'm using type ahead block on one step. It pulls data correctly, but I cannot post that data to another field in another object. Typeahead block contains Id and Name. The field I'm trying to fill data is Id field, but it displays user's name based on that Id.  

 

I'd appreciate for any idea how I can post that data. 

POST Action with TypeAhead Block data

 

 

POST Action.png

 

 

3 answers
  1. Today, 2:23 PM
    Update: there was no problem on data raptor. Although UI doesn’t tell me, Subject was required field on Complaint Participant object. I’ve added that field to data raptor and it is fixed.
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Hi, does anyone here know how I can grab the "view in browser link" of an email from the data? If this is stored somewhere in SMC? I'd like to use this link to update an existing case in Sales Cloud, so I would need to have a dynamic value..  

 

#Marketing Cloud

2 answers
  1. Lukas Lunow (CloudWise) Forum Ambassador
    Jun 20, 12:04 PM

    You will need to store it at sendtime, in your sendlog data extension - as it is not retrievable from any of the standard data views. Assuming you already have a sendlog in place, you should add a text field of 1000+ characters, and name it e.g. vawp. In your ampscript, following snippet should be added, ensuring the view_email_url value is retrieved, and assigned to the @vawp variable, allowing it to be stored:

    %%[

    IF _messagecontext == "SEND" THEN

    /* Assign the VAWP link to an AMPscript variable named exactly like your DE field */

    SET @vawp = view_email_url

    ENDIF

    ]%%

    Do keep in mind, that view_email_url is not always persistent, as described in this help article.

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We use the datatable with several objects and a new need uncovered that the standard object in Financial Services Cloud called Financial Account is not available for selection.  Other FSC related objects are available, but not FA.  I am using the current version of the component, I have tried to edit an existing and create a new flow, permissions to the object are open, yet no object availability.  Is anyone aware of this obstacle and if it can be overcome?  Thanks.     

 

@* Financial Services Cloud * #Unofficial SF #Flow

 

 

#Financial Services Cloud

3 answers
  1. Today, 2:23 PM

    You'll need to create a hyperlink formula field and add that as a column in your datatable.

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Hi NPSP Community,

We're running into a reporting challenge with our 7+ year NPSP setup and getting conflicting advice about whether it's a foundational architecture issue or something simpler.

Our Setup:

  • Nonprofit Cloud with Program Management Module
  • All users currently have System Admin profiles (we know this isn't best practice)
  • Using Service Delivery objects linked to Contacts

The Problem: We can see Contact names in the "Client" field on Service Delivery records, but when building reports that need to join Contact and Service Delivery data, the Contact ID field doesn't appear as an available option in the report builder. This forces us to use "joined reports" which are clunky.

The Question: A consultant is telling us this is because our foundational object relationships are broken and we need to rebuild our role hierarchy and profiles before any reporting will work properly. But since we're using standard NPSP objects, shouldn't these relationships work out of the box?

Specific Questions:

  1. Should Contact ID be visible in Service Delivery reports in a standard NPSP setup?
  2. Could the System Admin profiles actually be preventing us from seeing these relationship fields?
  3. Or is this more likely a report building technique issue that can be solved without major architectural changes?

Has anyone encountered similar reporting challenges in NPSP? Any guidance on whether this is truly a "rebuild the foundation" situation or something that can be fixed more directly?

1 answer
  1. Today, 2:23 PM

    "A consultant is telling us this is because our foundational object relationships are broken and we need to rebuild our role hierarchy and profiles before any reporting will work properly." 

     

    ::cough:: No. Just no. ::cough:: 

     

    This sounds like an issue with your report type selection, not whatever that consultant said. PMM handles this out of the box at a basic level.  

     

    You can either use the standard "Service Delivery with Client" report type: 

     

     

    Or you can build out a custom report type that pulls in the ID from the related Contact if you are relating different objects.  

     

    This has nothing to do with role hierarchies or profiles. It's about report types. Please don't hesitate to share screenshots from the report types you're trying to use like I did above (and indicate whether it's a standard or custom report type) and I'm happy to help you. 

     

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2 answers
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So my org has requested me to create a means of notifying all our grant intake agents who are in a grant intake queue, for when an individual application is created I created an email template to notify the workers but I don't know how to approach the record trigger flow to send out the email when a individual application is created and how to send it to members of a queue

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Hi,  

I want to record my techs time of a full day with travels and service appointments. Have I understood this correct that I can use the "Estimated Travel Time" from SA related "Assigned Resource" together with the Time Sheet Entries for SA? Or is there a better way of doing this? 

 

I have seen that the field "Actual Travel Time" can be used with some automation to track timestamps of when a technician starts and ends travel.  

 

How do you record time of a Tech full work day? 

 

Thanks, 

Best Regards Peter

5 answers
  1. Heiko Lindner (Privat) Forum Ambassador
    Today, 2:13 PM

    I mean it does not. I didn't use this feature so far.  I let techs manually log there times, travel, labor and so on.

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Salesforce Support informed me this isn't a question for them, but rather here in the developer's community.

I would like to enable SSO for some users and restrict SSO for some user profiles and/or permission sets. For that option I have gone through the solutions provided in the web and found that the "Is Single Sign-On Enabled" option can be used to solve the problem, but in my org I could not find that option for any of the user profiles or permission sets. Where do I find that option in my org? 

We currently have SSO set up using ADFS, but I can't figure out how to force SSO on some users on not on others (i.e. admins and bot users). 
24 answers
  1. Jul 13, 2018, 12:06 AM
    Since you mentioned SSO setup using ADFS, It means your configuration is based on Federation ID which is available on the User Record. If you remove the value from that field. SSO will not work for that user.

    Setup => Administer => Manager User => Users

    Since you mentioned SSO setup using ADFS, It means your configuration is based on Federation ID which is available on the User Record. If you remove the value from that field.
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Hello Everyone, 

 

We have 6 email templates which we are using for the Cadence Flows and we have 6 events for the rest of the year. I want add a banner to the Templates for Event Specific If I do it Manually I have to create too many templates, Just wondering if there is any better way to do it like adding dynamic content to the builder.@* Salesforce Sales Engagement *@* Sales Cloud - Best Practices *

2 answers
  1. Today, 2:04 PM

    Are dynamic content blocks only available in Marketing Cloud? 

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