Skip to main content

Feed

Connect with fellow Trailblazers. Ask and answer questions to build your skills and network.

Our PSA project has two key fields: Scheduled Hours Remaining and Scheduled Billings From Assignments (a real-time DLRS roll-up that takes assignment’s Planned Bill rate). At 3 AM a nightly batch touched one assignment, so DLRS recalculated and the dollar total dropped from about $1,000 in the Scheduled Billings From Assignments field, while the hours stayed at 137. Later that day another PSA batch updated only the project-level hours, raising them to 149, but because no assignment records were edited, the DLRS trigger never fired again and the dollar total stayed frozen at dropped value. Is this normal for a real-time DLRS roll-up? and what’s the best way to keep the currency figure in sync with the hours?

6 answers
0/9000

I'm trying to export about 9800 records from the standard TwoFactorMethodsInfo object using Data Loader. But it tells me it exports only 2500 records. I encounter the same thing attempting a bulk CSV export in Workbench. 

 

I don't recall limits on Data Loader exports. Why is it the case for this object? 

 

#Custom Export

0/9000

Hello Community, 

 

I am working on this module eventhough I followed every steps still I am getting stucked at this challenge 

 

"Challenge Not yet complete... here's what's wrong:

We can't find the expected relationships for Track List".

 

 

 

 

#Trailhead Challenges

1 answer
  1. Today, 4:55 PM

    The Track List relationship piece is a bit picky in how it expects things to be wired. Double-check these few things: 

     

    1. Track\_\_c should have a Lookup to Album\_\_c, not a master-detail, that’s a common mistake. 

    2. Track\_List\_\_c should have two master-detail relationships: one to Album\_\_c and one to Track\_\_c. Make sure the field names match what’s expected (watch for typos or underscores). 

    3. Go into the Track\_List\_\_c object and confirm the relationship names. Salesforce checks the API names, so even if the labels look right, a mismatch in the field name will throw off the validation. 

    4. Make sure the relationships are actually deployed, not sitting in Draft in your org. 

     

    If all that checks out and you’re still stuck, sometimes deleting and recreating the Track\_List\_\_c object (yeah, painful) clears whatever weird config bug is hanging things up. Happened to me once, I recreated the object and suddenly it worked. 

     

    Hope that helps!

0/9000

Module - Create a Data Stream in Data Cloud

 

Step - 

Add and Map a Formula Field

 

Error -

Step not yet complete in Data Cloud

We didn’t find the proper mapping of the Lead object to the Data Model Object. 

 

I am not the only one facing the issue. There are many questions posted in the forum which are unresolved. 

I have checked the field mapping as per the steps and it is fine. 

I have checked the data stream sync status and it is working as expected. 

All three are succeeding fine. PFA the screenshot.

Add and Map a Formula Field failing for multiple users for days

More time was wasted trying to debug this, than was spent understanding and completing the module. 

 

 

 

#Trailhead Challenges

10 answers
0/9000

I just refreshed 2 sandboxes, a developer and a partial.  I added them to a Project.  I created a Work Item and checked to see if there were any files to pull, and there were 6 files.  All of them are Profiles.  I have never been able to successfully promote changes to Profiles, although there shouldn't have been any changes since I just refreshed both sandboxes from the same production org.  So I back synced the partial sandbox to the developer sandbox.  When I checked for files to pull, the same 6 profiles showed up as changed.  I tried to promote them and got an error that said there was nothing to promote.  Can someone tell me why these profiles might show changes when I just refreshed both sandboxes?  What do I do with them since I can't promote them?

Creating commit failed.

On branch WI-000005

Your branch is up to date with 'origin/WI-000005'.

nothing to commit, working tree clean

3 answers
0/9000

Hello! 

I have created public community which will be accessed by guest users. I have put Knowledge articles in data categories and attached them to the topics. It works well while I am logged in but when i open community from incognito window (as guest user), i can't see ANY articles. I have given all the permissions to the guest user which i know are needed and triple checked them. Also, I have another community, with the same permissions as for this one and at the other community, guest user is able to see knowledge articles. 

Does anyone know what could be the solution?

8 answers
  1. Dec 1, 2022, 12:28 PM

    So in the end the problem was that I didn't set up sharing settings or the other solution is to setup sharing with Data categories 

0/9000
7 answers
0/9000

Hi there, 

 

I had a flow using and a classic email template with a list of users.  

It stopped working last week.  

Did the system change?  

I'm having problems creating a flow for all the active users to get an email when a specific type of task(activity happens). 

I get this error: SObjectRowId 

Here is the flow screen 

 

Did flows change in this update?

 

Thanks in advance 

 

 

 

#Flow

7 answers
  1. Today, 4:52 PM

    Yes I sent that from my email. Thanks for catching that. 

    Sorry my brain is tired today, where do I show the configuration from?

0/9000

I am new to admin and I am helping out an individual who is starting up her nonprofit. We have designed a website through experience builder and she has a business account setup but we can't figure out how to add a section that allows for donations to be made directly via the website. 

3 answers
  1. Jun 12, 6:28 PM

    Salesforce and NPSP do not provide out of the box donation or payment processing tools. NPSP has an older add-on tool that could do that but I believe it's fully discontinued. I think Salesforce has a new payments add-on tool (not specifically for nonprofits) but I can't really speak to that. 

     

    Stripe and Paypal offer ways to create giving forms on their platforms. Both are "free" except for payment overhead. I believe Give Lively is the last "free" donation form builder, although they ask your donor for tips, I believe. I can't speak to that beyond that basic overview. There are many giving tools that are fee based and take additional flat and percentage fees for online forms. 

     

    All of these provide html or script based tools which can be embedded in Experience Cloud, I believe. I've never done it however on Expeirence Cloud. I keep meaning to because I think using Experience Cloud is a pretty good option for small nonprofits. I use EC for lots of things but still have a main web page pushed using other tools with it's own donation form. I do pay for a giving tool and chose (fairly recently) Click & Pledge with Click & Pay Salesforce integration. I might have chosen Give Lively had I known more about it's history at the time. I've tried and stopped using many other methods including the "roll your own approach." 

     

0/9000