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Daniel Specht asked in Salesforce Agile Accelerator
Today, 11:19 AM
Issue with closing Investigations

Hi! 

We are having an issue when closing a "Work" record which it's record type is "Investigation". 

When trying to move this recrod to "Closed - Known Bug Exists" status, we are getting an error message- 

 "you must relate this to a child bug work record before changing the status to closed - known bug exists". 

Is there a way to move it to this status without relating a bug record to it? 

I couldn't find this error as a validation rule and I suspect it is hard coded somewhere. 

Anyone familiar with this? 

Thanks 

2 answers
  1. Daniel Specht
    Today, 2:56 PM

    Thanks @Lora Huginson

    , I haven't mentioned it but I already reviewed flows and other automations and couldn't find any restrictions. 

    I thought it might be in apex but the code in those class is hidden so I can't verify this. 

    I want to confirm if this issue is an hard coded configuration in the Agile app apex classes. 

    Thanks

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Anshul Tewari (Amrapali University) asked in * Salesforce Developers *
Today, 2:40 PM
I recently appeared for the Salesforce Agentforce Specialist exam and followed all the exam guidelines carefully throughout the session. However, I was surprised to see that the result indicates a fail, why?
2 answers
  1. Robbie Duncan (Certinia)
    Today, 2:42 PM

    At the end of the exam (as well as by email) you should have received a breakdown of the exam by section indicating the % of questions you answered correctly. Your result indicates you did not reach the overall % required to pass

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Praveen Kumar (Salesforce Developer at Accenture) asked in #Service Cloud
May 16, 12:00 PM
User does not receive Email when send through Chatter Publisher component

I am sending an email through Email tab of Chatter Publisher component from a Case Record page. The recipient are Salesforce user as well as User verified email ids. Even though I can see email logged in the system (showing up in activities as well) but emails are not showing up in recipient inbox.     Any help and suggestion will be much appreciated. Thank you.     

9 answers
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Jordana Nester asked in Nonprofit Success Pack
Today, 1:45 PM
How to track sales as well as donations

How can I create a field that captures regular sales? I want to see how much a household is supporting us, not just through donations, but also gala ticket sales, silent and live auction sales, raffle sales, ads, sponsorships etc. How can I add a field to track these separate from donations? Is there any training on this? I couldn't find it when searching trailblazer. Any help would be GREATLY appreciated!!

1 answer
  1. Terry Cole (Street Youth Ministry of Austin)
    Today, 2:44 PM

    Look into your opportunities and see what distinguishes a donation from a Sales. It might be an opportunity record type or it might be the campaign hierarchy or it might be something in the name of the opportunity.

    Once you have identified how to distinguish one list from another, I recommend creating a report to demonstrate to yourself and any other users how the system is separating the donations.

    Then you can use the custom rollup engine of MPSP to create separate totals for donations and sales, using the same criteria. You’ll have to decide if you want to duplicate all of the existing in PSP roll ups with all of their time modularity (for example, all time, this year, last year, etc.).

    There is good documentation on how to customize the NPSP roll ups, but it is quite a technical process simply because the role of engine is constructed to handle many many complex data situations.

    --Terry

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Alexander Stork (RATIONAL AG) asked in #Security
Today, 2:16 PM
Is it possible to put a Permission Set Group in another Permission Set Group?

As described in the title, can I create a Permission Set Group A with several Permission Sets and put them into a Permission Set Group B, which then contains additional Permission Sets? 

 

#Security  #Salesforce Admin  #Saleforce Administrator  #TrailblazerCommunity

1 answer
  1. Robbie Duncan (Certinia)
    Today, 2:43 PM

    Nope, sorry. You can only add Permission Sets to Permission Set Groups

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Ryan MacAlmon (Solution Architect at Hewlett Packard Enterprise) asked in Salesforce Knowledge User Group
Today, 12:13 PM
Knowledge dynamic form cannot edit fields?

Am I missing something? After upgrading to dynamic forms, I noticed I cannot individually edit the fields (the pencil icon is missing) like in the non-dynamic forms. 

 

KA - Non-dynamic 

Knowledge dynamic form cannot edit fields?

 

KA - Dynamic

 

 

KA-Dynamic.png

 

 

 

In other objects (contact), I can individually edit the fields. 

 

I am an admin, and nothing else has changed. 

 

@Leon Kempers

1 answer
  1. Nathan Love (Alteryx)
    Today, 2:39 PM

    Check the Version tab - is their a draft version? Sorry if too simple an answer but this trips up every single knowledge worker at some stage (cc. @Leon Kempers :) 

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Christina Tabacco (A to XC LLC at A to XC LLC) asked in #Agentforce
Apr 23, 7:11 PM
AgentForce World Tour NYC

Hi,    I'm signed up to attend AgentForce World Tour NYC as I live very close by.   I'd love to connect with any of you attending.  As a new Admin trainee, any advice or tips you could share to help me network more effectively would be deeply appreciated!   

3 answers
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Silvia Fr asked in #Trailhead Challenges
Apr 16, 9:09 PM
Why i keep Having The same error on TrailHead 'Create a Permission Set to Handle Field Access'

I don't understand why still keeps this reply :    Challenge not yet complete in Trailhead Training

We can't find that the ‘Manage Job Applications’ permission set grants read access and edit access to all Job Application fields, except edit access for Position and Candidate.    Attached: The Challenge i done, and what was configured   

Challenge_Create a Permission Set to Handle Field Access .docx
6 answers
  1. Kiran Kumar Dagala (Salesforce)
    Apr 22, 2:58 AM

    Hi @Silvia Fr

     

     

    Thank you for reaching out to the Trailblazer Community. We noticed that you have successfully completed this Badge, appreciate your efforts. Could you please mark the most helpful response as 'Best Answer' or share the solution that resolved your issue? This will assist other Trailblazers in the future. 

     

    Warm Regards, 

     

    Kiran Kumar, 

    Trailhead Help 

     

    ++TrailheadHelpFollowUp 

     

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Yuri Mechelli (Salesforce Consultant at Lutech S.p.A.) asked in * CRM Analytics (fka Tableau CRM) *
Jul 9, 2024, 9:59 AM
How can I export more than 25000 rows from my dataset?

I would need to increase the limit of extractable records, because users who use the dashboard would like to see all the available records, that are more than 25000. Is it possible?

Thanks :)

***Update***

I saw that I can use the "query mode" and maybe edit the limit. Is it correct? what is a recommended limit to avoid having exceed limit trouble?

14 answers
  1. Roman Michalik (Salesforce.com Germany GmbH)
    Today, 2:32 PM

    That's right, @Yuri Mechelli

    : you can increase the limit to more than 25k in query mode. 

    There's no hard limit - the best way to understand is the following: when a query gets triggered, it will timeout after 120 sec. During this time, the query code has to be submitted to the data center (typically taking milliseconds), then it will be processed (again some sub-second or low-second period) and finally the results will be submitted to your browser to be displayed, which is taking most of the time if you have large number of data rows. The number of rows which can be submitted depends on the size per row and the internet connection. So in some cases you can get 1 million  rows (with only few columns), in other cases you won't even get 100k rows, if the rows have many columns with many characters as values.

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