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5 answers
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I follow each and every step (and have done so five or six times by this point), and when I go to check the challenge, I receive this message:  "Challenge not yet complete in Playful Fox Playground; We can't find a field labeled First Sale Date on the Account Object. How do I create the "Account Object," once the whole opportunity steps have been completed (per the upper/first section of instructions as per the linked page above)? 

 

#Trailhead Challenges

5 answers
  1. Steven Trumble (Skie) Forum Ambassador
    Today, 1:02 AM

    In the challenege oyu are working on it has all the insutrctions nicely laid out under the "Ready to Get Hands-on with Sales Cloud?"

    header. 

    https://trailhead.salesforce.com/content/learn/modules/sales-cloud-configuration-basics/customize-sales-cloud?trail_id=get-started-with-sales-cloud

     

     

    The example it shows you as you are reading through is on the Opportunity Object. Follow those steps first to get practice creating a new field.  

     

    Then try the challenge. The process will almost be the same but you'll create the field on the 

    Account object instead. 

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認定アドミニストレーター資格の更新 (Spring '25)のハンズオン

について質問です。 

 

何度も試しているのですが、以下の内容が出て、完了できていません。 

「View Account Fields」(取引先項目の表示) 権限セットで Account (取引先) オブジェクトの「View All Fields」(すべての項目の表示) が有効化されていません。

 

 

「View Account Fields」(取引先項目の表示) 権限セットは作成済みですが、 

オブジェクト設定に入っても、ユーザーの外部ログイン情報しかなく、Account (取引先) オブジェクトが見当たりません。取引先をQuick searchしてみましたが、該当しそうになく、概要を表示も試しましたが、Addできそうにありません。 

 

何卒お知恵をお借りできましたら幸いです。 

引き続き、何卒よろしくお願い申し上げます。 

 

#Trailhead Challenges

3 answers
  1. Today, 1:00 AM

    @Keiji Otsubo

    san 

    ご連絡ありがとうございます。以下に共有いたします。 

     

    @Yuki Saito

    san 

    ご連絡ありがとうございます。 

    早速新しいplaygroundを作成し、無事Accountが見えるようになりました! 

    ただ「権限セットをユーザーレコードに割り当て」る部分で、エラーになります。 

     

    @Yuki Saito

    san は作成の際、既存のpermission setからcloneされましたか? 

    そこが関係しているのではと考えております。 

    (新しいplaygroundでも、create new viewしか新規で作るように見えなかったので、Buyerという既存permission setからcloneしました) 

     

    お忙しい所恐れ入りますが、ご返信をお待ちしております。 

     

    引き続き、何卒よろしくお願い申し上げます。

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I have uploaded the pdf corresponding to the Salesforce Object and want to extract the data from the that pdfs through the prompt template  

Is there anyone who can help me regarding that/

3 answers
  1. Today, 12:53 AM

    Can you please share more details with your approach

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3 answers
  1. Jun 24, 3:14 PM

    Hi, @Amrutha Reddy

     

    Clone the Profile, and then you will be able to edit it.  

     

    Sincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ 

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So let's say I have a topic with 3 actions: 

1. Validate Customer By Phone Number (Inputs : Phone Number, Name) 

2. Validate Customer By Email (Inputs: Name, Email) 

3. Validate Customer Address (Inputs: Email, City) 

 

Each of these actions will return a Boolean value that implies if the customer provided details are valid or not. 

 

How do I deterministically ensure that these actions run in order? I want the actions to run in the following way: Run the action Validate Customer By Phone Number first.  

IF the action returns true(customer provided correct details) THEN run the action Validate Customer Address.  

ELSE IF the action returns false(invalid phone and name) THEN run the action Validate Customer By Email. IF this action returns true and validates successfully THEN run the action Validate Customer Address. 

IF both Validate Customer By Phone Number and Validate Customer By Email are false then do not attempt the third action and proceed with a different step. 

 

The order of running action is very important. But I am unable to enforce this. I have tried filters and such as well but they just don't seem to work. 

 

There is also a problem with implementing this wherein I want the agent to ask the user for inputs that they have not previously given in the conversation. Say if the user has provided their name during some instance in the conversation and it's stored in a variable then I don't want the agent to ask the customer name information again. It must only prompt the user to provide Phone Number and skip asking name to run the action Validate Customer By Phone Number.

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I am pulling a report from salesforce and i need to add a column with a link to each record in the report. I am using this formula   HYPERLINK(

    "https://bdx.lightning.force.com/"

    & Sales_Coaching__c.Ext_SalesCoachingID__c, CUST_NAME

    )    but it is not working. it wont display a clickable link to the record it just displays:     _HL_ENCODED_https://bdx.lightning.force.com/_HL_Coach013625_HL__blank_HL_    please provide a detailed solution for this. I do not have permission to create a field so it has to be done within the report itself.  

 

@Reports & Dashboards 

3 answers
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Does anyone know what these items might be at the top of my Lookup Rollup List View?  If I click on the Record ID I get the error message:   

 

List index out of bounds: 0

Error is in expression '{!init}' in component <apex:page> in page dlrs:managelookuprollupsummaries: (dlrs)

An unexpected error has occurred. Your solution provider has been notified. (dlrs)Mystery items in Lookup Rollup List View

 

 

 

3 answers
  1. Jul 7, 10:23 PM

    These look like artifacts from an older version of DLRS. What version are you running now? 

     

    When DLRS was first released it used a Custom Object configuration model. It later changed to a Custom Metadata configuration model, among other things, there was a time when it still needed the Custom Object records to be able to function. This meant DLRS created "shadow" records behind the Custom Metadata records. If you're on the latest version (v2.23) you can remove them (the Custom Object shadow records) and everything will continue to work. If you upgrade, you might need to follow this upgrade step:

    https://sfdo-community-sprints.github.io/DLRS-Documentation/Issues/#attention-need-to-delete-unused-field-on-dlrs__lookuprollupsummaryscheduleitems__c

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No se activan los puntos 8 y 9 del ejercicio:  

8. En la sección Filter Records (Filtrar registros), en Field (Campo), elija

SourceRecordId__c

 

.  

Este es el nombre real de la columna Source ID (Id. de origen) de la primera tabla.  

9. En Value (Valor), seleccione la variable

ContactRecordId

 

.  

ContactRecordId es una variable que ha creado el equipo de Trailhead por adelantado. Representa el Id. de Salesforce del registro de contacto.  

Alguien conoce la solucion.  

 

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Hello friends.  

We were excited to see

this update

because we found our chat traffic dropped way down compared to live chat and we think it's because of the look of the default chat button.  

 

We tried customising the button using the javascript functions but we found that onEmbeddedMessagingBusinessHoursStarted does not work.  

 

So, we have tried this new feature. And here is what we got. 

We wanted this image to be used as the chat button.  

Is customise chat button a joke or have I done something wrong?

 

And this is what it looks like when applied as the chat button in the branding of the embedded service. 

custommiawbuttonhaha.png

 

This new feature seems to pack the provided image into default button. 

 

It's frustrating. It's funny. I feel like I have been pranked.  

 

Has anybody else tried this new feature with better luck?

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