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Hi   

 

I'd like to have your expertise.   

I have SFMC connected to CRMA sandbox.  The objects have ran successfully but when I try to use them in the Recipe, Preview function doesn't work with an error message as attached. What could be the reason for this?   Thank you, Akiko  

Connected SFMC to CRMA

 

 

2 answers
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Hi Ohana! I'm working on building out a POC for a Salesforce/Slack integration.    I'm trying to understand what type of app/connection is required for the following:

  1. Salesforce for Slack app: Approvals in Slack/Flow features
  2. Sales Cloud for Slack (Sales): Wins channel/Sales channels
  3. Service Cloud for Slack: Swarms
  4. Salesforce and Slack Connection (Setup / Manage Slack Connection): Salesforce Channels, other?

My main question is are all of these apps/connections needed for the various separate features, or do you get them all with one connection, for instance, #4?    Also, are there other integration features available with #4 aside from Salesforce Channels?    Thanks in advance, Bill     

2 answers
  1. Today, 4:35 PM

    Thanks Abhishek R (Brysa), I will check that out. Unfortunately, we don't have Agentforce as yet so I couldn't use it for a current POC. 

     

    Hi

    @Slack Admins

    , any guidance here on what the Salesforce and Slack Connection (Setup / Manage Slack Connection) is needed for/can be used for other than Salesforce Channels? And/or can that replace the functionality of the other apps mentioned above? 

     

    TIA! 

    Bill

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5 answers
  1. Yesterday, 12:42 AM

    Hi , 

     

    Judging from the screenshot, the settings seem to be correct. 

    Could you please make sure that you are checking challenge against correct Playground.

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Hi I am not getting the option to add chatter expert and I keep receiving this error

8 answers
  1. Nov 19, 2021, 7:02 PM

    I needed to create a new playground mine did NOT have chatter expert and creating that did not help. 

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Hello.  

I am trying to create a screen flow that will ask the user to search for existing Opportunity records. The results should only return records where the checkbox field 'Lead' equals 'true'. I know how to add a lookup component to a screen flow but, not sure how to add the criteria. Please help! 

Please let me know if additional information is needed.  

Thank you, 

Nancy 

  

 

#Flow  #Screen Flow  #Salesforce Admin  #Salesforce  #Automation

3 answers
  1. Today, 4:08 PM

    Hi @Nancy Magalhaes

    of course, my apologies I misread your post initially.  

    So in your scenario you can use a 'Choice Lookup'. Drag the Component onto the screen, then click into 'Choice' and Select 'New Choice Resource'. 

    • for resource type select 'record Choice Set'
    • Set an API Name
    • Select your Object
    • Then set your Conditions and enter a Field Label

    Hi of course, my apologies I misread your post initially. So in your scenario you can use a 'Choice Lookup'.

     

    This will show your end user the filtered list of records :)  

     

    Anything else let me know!

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Hi, 

 

During the exercise inside the playground, I am asked to create a new "data cloud related list" and insert the value "ExternalReservation" as a data cloud object but it is not present among the fields that can be selected. 

How can I proceed?  

Thanks  

Ivano Scavo

 

 

#Trailhead Challenges

2 answers
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Hola, para este challenge: "Now change the label of the Rating field to Prospect Rating.

  1. From Setup, enter Rename Tabs in the Quick Find box and select Rename Tabs and Labels.
  2. In the Action column, click Edit in front of Accounts.
  3. Click Next.
  4. Find Rating in the list of standard fields and change Rating to Prospect Rating in the Singular column." No me deja llegar a Rating, me pide cambiar el nombre, alguien sabe que puede ser?

#Trailhead Challenges

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Using the Salesforce API, is there a way to log a task to a cadence step so that exit automations and branching logic apply? We are programmatically completing the cadence step and then creating a new task, but nowhere in the documentation did we find the ability to associate that task to the cadence step, so that that task can trigger cadence exit automations.   

 

@* Salesforce Developers * 

1 answer
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    Today, 3:56 PM
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2 answers
  1. Today, 3:53 PM
    Hi, i want to create my own company without using the company information of my actual company where I'm working
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