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Dhiraj kumar Jha asked in #Trailhead Challenges
Yesterday, 5:56 AM
why ? i have created status still its not completing the challenge

 

why ? i have created status still its not completing the challenge

 

 

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#Trailhead Challenges

4 answers
  1. Keiji Otsubo (Fukada Electric Co.,Ltd.)
    Yesterday, 6:01 AM

    Hi , 

     

    1. Make sure the "

    Status" is created for the Position Object.

    2. Click the "Status" field

    3. Go to "View Field Accessibility"

    4. Look for the "Field accessibility for Field:" menu and choose " Status"

    5. Look for "Field Access", and select Hidden

    6. Look for "Field-Level Security", and select the "Visible" checkbox

    7. Click Save

    You will need to do this for all that are Hidden. 

    Hope this helps :) 

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000JfKm1SAF

     

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KCXtZ0AX

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Rakefet Support asked in #Sales Cloud
Jun 15, 8:35 AM
How to Safely Delete a Record Type from Case Object Without Affecting the System?

Hi everyone, 

 

I recently created a new Record Type on standard Case object in my Salesforce org. 

Initially, the object had no record types, and everything worked fine with the default setup.

After creating the record type, I realized it's not needed and I'd like to remove it and return the system to the original "no record type" state.

I'm aware that deleting a record type can have side effects if it's already being referenced elsewhere, so I want to make sure I proceed carefully.

 

My question:

 

What are the step-by-step actions I should take to safely delete the record type without breaking anything in the system? 

 

Any guidance or best practices would be much appreciated.

Thanks in advance!

 

@* Sales Cloud - Best Practices *  @* Sales Cloud - Getting Started *

  

 

#Sales Cloud  #Case Record Type

1 answer
  1. Mikey Brown (SETGO Partners) Forum Ambassador
    Today, 1:40 PM

    Hi Rakefet, I would first deactivate it so that it can't be used anymore. This will leave it in the system but users won't be able to stamp that record type on new cases moving forward. I would then run a report to see which cases have that record type. Since there it's so new; if there aren't any cases with that record type, you're probably fine to delete it. If there are cases with that record type, you'd want to put in a plan to update those cases to the original record type accordingly.  

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Manjula Rajaram asked in Fundraising
Today, 7:28 AM
How to Capturing In-Kind Gifts in Nonprofit Cloud Fundraising

Hi Expert,

We have a requirement to set up the In-Kind Gift process in Salesforce Nonprofit Cloud (NPC). While going through the documentation, I noticed the following steps:

  1. First, create a Gift Commitment.
  2. Then, create a non-recurring Commitment Schedule under it.
  3. Within that schedule, create a Gift Transaction with the status set to Unpaid.
  4. Once the gift is received, update the Gift Transaction status to Paid and set the Payment Method as In-Kind.

Could you please confirm if this process is correct for recording In-Kind Gifts in Salesforce NPC?

Also, I have a few questions:

  • Is it mandatory to create a Gift Commitment for In-Kind Gifts?
  • Can we directly create a Gift Transaction, add custom fields for In-Kind Gift details, set the Payment Method as In-Kind, and mark the status as Paid?
  • Is it acceptable to only create a Gift Commitment without a schedule and transaction, just for tracking the In-Kind Gift?

Please help me understand the best practice for capturing In-Kind Gifts in NPC. 

 

@Nonprofit Hub @Nonprofit Cloud @Salesforce.org System Administrators 

5 answers
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Scott Rohrkemper (Customer Success - Director at Salesforce) asked in #Trailhead Challenges
Mar 10, 4:41 PM
Enhance Agentforce to Act on Data with Conversational Language - Stuck on Step 8

I have completed all pre-reqs for Enhance Agentforce to Act on Data with Conversational Language - and am now stuck on this step. I have gone back and recreated my DC org and still am stuck here.

 

Enhance Agentforce to Act on Data with Conversational Language - Stuck on Step 8

 

 

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#Trailhead Challenges  #Trailhead Playground

5 answers
  1. Mykhailo Vdovychenko (IBVCLOUD OÜ)
    Today, 1:38 PM

    Hi, @Zeina Saad

     

    Currently, there has been an ongoing issue with Challenges related to Data Cloud for about a week. 

     

    Therefore, we need to wait until the issue is resolved. 

     

    Although some users mentioned that creating a new Salesforce org helped them avoid this error, I’ve been creating new Salesforce orgs for three days in a row as an experiment and attempting to complete this Challenge, but I also get stuck at the Identity Resolution creation step. 

     

    So, there is no 100% guarantee that creating a new playground will fix the issue, or that it won’t cause new issues later on. 

     

    I would recommend simply completing other Challenges until this one is fixed. 

     

    Sincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ 

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Brian Durfee (IT Salesforce Administrator at Marvin) asked in #Flow
Jun 18, 6:46 PM
Flow assigning owner based on who submitted

I have a project Im working on and the request is to have the owner of the created record be assigned based on who created the record.  So for example if A, B or C creates the record Assign it to Y.  If D, E or F create the record assign to Z. 

 

Does anyone have an Idea of how I could manage this without it being static?  My initial thought is to make formula variables that say if A, B or C then = Y.  If D, E or F then = Z. My concern on that method is that if someone leaves a position, changes or just team shifts I would have to update the formula's every time.  I'm thinking maybe I can look to see if they have different profiles or different roles to use those but besides that Would anyone have any Ideas by chance? 

 

#Flow  #Salesforce Developer

4 answers
  1. Gaurav Lokhande (IDRMS Technologies Pvt Ltd)
    Today, 4:00 AM

    Hey , Brian You’re on the right track! Instead of hardcoding users, use Roles, Profiles, or a Custom Metadata/Custom Setting to map users to owners. Then in your Flow, check the creator’s Role/Profile or look up their assignment from the custom metadata. This way, updates don’t require modifying the Flow—just update the metadata or settings.

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Björn Hering (Head of Customer Care & Technical Services at DELTA DORE RADEMACHER GmbH) asked in * Service Cloud *
Jun 18, 3:35 PM
How can i add Products to knowledge Articles in salesforce knowledge?

How can i add Products to knowledge Articles in salesforce knowledge? My objective ist to have a related List with one or more Products related on a knowledge Article. If i search for a product i want to see which knowledge article is related to to this Product. Is there any way to implement this?

 

Thanks

@* Sales Cloud - Best Practices * 

1 answer
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Akanksha s asked in #Reports & Dashboards
Yesterday, 9:24 PM
NPS score calculation

Hi , I am trying to calculate NPS score based on response value 

1-2(very dissatisfied, dissatisfied)- Detractor 

3(Neutral) - Passive 

4-5(very satisfied, satisfied) - Promoter   

 

I want to calculate the NPS and for this I need to Substract the Detracters from the promoters. I've made a bucketfield for the three groups and now I want:

% of Promoters - % of Detractors

Can someone please help me how can I proceed to calculate the NPS score? 

  #Reports & Dashboards

1 answer
  1. Mikey Brown (SETGO Partners) Forum Ambassador
    Today, 1:37 PM

    Hmm, with reports it can be tricky to calculate differences between groupings.  You could potentially use the PREVGROUPVAL() function to calculate the difference between each group, but what might be cleaner is to add a couple row level formulas. One that returns a 1 for defactors, and one that returns a 1 for Promoters. You could then find the total % of promoters and defactors and do a report summary formula that subtracts this difference. 

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Keith Wallace (Solutions Architect at Litify) asked in * Experience Cloud *
Jun 18, 5:56 PM
Can I setup an Experience Cloud log in page to use "log in with email" feature?

Can I setup an Experience Cloud log in page to use "log in with email" feature?  

 

The below article says it's for "login.salesforce.com", so it seems like this feature wouldn't work with a Experience Cloud/portal log in.  But, I'm hoping it does as this would be a great feature for our external users.  

 

https://help.salesforce.com/s/articleView?id=release-notes.rn_security_log_in_with_email.htm&release=254&type=5

  

If not, is there any good workaround to having to use a email formatted username for the portal?  

 

Thank you!  

@* Experience Cloud * 

1 answer
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Pandi Gengamuthu Selvaraj (Project Manager at CVS Aetna) asked in #Security
Aug 18, 2020, 1:51 AM
deceptive site ahead warning community site issue

Hi 

suddenly we got the below error in our community site and also not able to access my community site builder in our sandboxes . 

is there any solution how to fix it ? We raised a ticket to salesforce as well

thanks 

 
8 answers
  1. Shiva Reddy Bommidika (.)
    Today, 1:34 PM

    I am also facing the same issue in my production site and it was only shown for few users. looking for the resolution.

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