Skip to main content

Feed

Treten Sie mit anderen Trailblazers in Verbindung. Stellen und beantworten Sie Fragen, um Ihre Fertigkeiten und Ihr Netzwerk auszubauen.

Yesterday, I started working on Unstructured Data in Data 360 badge. I successfully created a new data cloud playground and passed the first two modules. However, I was not able to pass the last module because the playground had a glitch. It kept failing to execute query: table "ssot__KnowledgeArticleVersion__dlm" as it does not exist even though the search index status shows "ready". When I verified the step to pass the module, it threw an error message "Step not yet complete in Data Cloud: We can’t find any records for the My_kav index object".  Per my research, this seems to be a glitch on the playground. 

I want to create a new data cloud playground for this badge. Yet, the module still shows "Launch" button. I went to hand Hands-On Org management. The disconnect button is also grayed out. Do I have to wait for another 3 days until the playground expires before I create another playground? Is there a way to create another playground without waiting for the expiration date?

 

#Trailhead Challenges  #Data Cloud

1 Antwort
  1. Heute 02:21

    Hi , 

     

    Unfortunately, I don't think there is anything a user can do. 

    I encourage you to get help from the Trailhead support team. 

0/9000

Body: I’m stuck on the Trailhead challenge “Handle Field Access with a Permission Set” (Recruiting app). The checker reports it can’t find a permission set that grants read/edit on all Job Application fields except Position and Candidate (read-only). I’d appreciate guidance on what I’m missing. 

 

Requirements I’m following: 

 

Create a permission set: 

Label: Manage Job Applications 

API Name: Manage_Job_Applications 

License: None 

Job Application object permissions: Read, Edit (no Create/Delete/View All/Modify All) 

Field-level security on Job Application: all fields readable and editable, except Position and Candidate (read-only) 

What I configured: 

 

Permission Set 

Label/API/License match the spec: Label “Manage Job Applications”, API Name “Manage_Job_Applications”, License “None”. 

Object Settings > Job Application: 

Object Permissions: Read and Edit only; Create/Delete/View All/Modify All are unchecked. 

Field Permissions: 

I enabled Read and Edit for all fields, then unchecked Edit only for Position and Candidate, keeping Read checked. 

I re-verified that every other field has Edit=ON, and Position/Candidate have Edit=OFF. 

Job Application object definition 

Label: Job Application; Plural: Job Applications 

API Name: Job_Application 

Record Name: Job Application Name (Auto Number; Display Format: JA-{0000}) 

Optional features: Allow Reports=On, Track Field History=On; Allow Activities/Allow in Chatter Groups/Enable Licensing=Off 

Classification: Allow Sharing=On; Allow Bulk API Access=On; Allow Streaming API Access=On 

Deployment Status: Deployed=On 

Search Status: Allow Search=Off (can turn On if required) 

Org Language/Locale: Language=English; Locale=United States 

Fields on Job Application 

Position (API: Position__c): Lookup (or Master-Detail) to the Position object. 

Candidate (API: Candidate__c): Lookup to the Candidate object. 

Both are English labels/API names. I did not create similarly named extra fields (e.g., Position_Lookup__c). 

Profiles/Assignments 

Error message (excerpt): “Couldn’t find the ‘Manage Job Applications’ permission set that grants read and edit access to all Job Application fields except Position and Candidate.” 

 

Troubleshooting already done: 

 

Switched org Language/Locale to English/United States, waited a few minutes, and re-ran the check. 

Reconfirmed Job Application > Field Permissions: Position/Candidate are Read=On, Edit=Off; all others Read/Edit=On. 

Reconfirmed object permissions are exactly Read+Edit only. 

Verified Position/Candidate field data types and lookup targets. 

Ensured there are no duplicate or similarly named fields. 

Verified object labels and API names conform to the spec. 

 

Open questions: 

 

Does the checker require an actual user assignment of the permission set? 

Are there any other commonly missed toggles (e.g., View All/Modify All flipped on elsewhere, permission set group interactions, metadata propagation delays)? 

What I can provide: 

 

Screenshot of the permission set (Manage Job Applications) > Object Settings > Job Application > Field Permissions showing Position/Candidate Edit=Off and all others Edit=On. 

Job Application Fields & Relationships list (with Position__c/Candidate__c types and lookup targets). 

Org Language/Locale settings. 

User permission summaries if needed. 

 

Goal: Identify the minimum changes needed for the checker to pass (e.g., turning on Allow Search, changing Record Name to Text, assigning the permission set), so I can re-run the challenge successfully. 

 

Thanks in advance for your help and any insights! 

 

 

“Handle Field Access with a Permission Set” keeps failing. I made “Manage Job Applications,” gave Job Application Read/Edit, and set FLS Edit for all fields except read-only Position/Candidate. Both are lookups. EN/US locale. What am I missing?

 

 

 

#Trailhead Challenges

2 Antworten
  1. 27. Aug., 18:37

    The wording can not find a permission set that grants... is the clue — the grader looks the set up by API name first, then checks the field pattern. Two things trip most people here: 

     

    1. The API name must be exactly Manage_Job_Applications (underscores, not spaces). If it is even slightly different the grader cannot find it and reports exactly that message. Open the permission set and confirm the API Name reads Manage_Job_Applications. 

     

    2. Position and Candidate must be Read-only, meaning Read checked and Edit unchecked — not hidden. If you unchecked Read as well they count as not readable and the all-fields-readable check fails. Verify both show Read on, Edit off. 

     

    Also worth a quick pass: 

    - Every other Job Application field needs BOTH Read and Edit checked. Scroll the entire field list — a single field left without Edit fails it. (Any formula field can only be Read, and that is expected.) 

    - Object permissions: Read and Edit only, which you have — no Create, Delete, View All, or Modify All. 

     

    Nine times out of ten on this one it is the API name, or Position/Candidate being hidden instead of read-only. Fix that and recheck. 

     

    if this helps, please mark it as the Best Answer so it helps the next person — thanks 🙂

0/9000

Hi Community,

 

We're a nonprofit implementing Agentforce Nonprofit with Program and Benefit Management enabled, and we're looking for advice on our data model for storing ride information from an external ride provider.

 

Our Use Case

We offer secure rides as a client benefit. Ride data is sourced from external ride provider’s system and pushed into Salesforce via API. A key requirement is that we do not store any PII in Salesforce — client identity is managed through tokenized Person Accounts (e.g., "Client 00123") with an External ID that maps back to the source system.

 

Our Proposed Data Model

We plan to use the native Agentforce Nonprofit Program and Benefit Management hierarchy:

 

Program → Benefit (Type: Service) → Program Enrollment (Token-based Person Account) → Benefit Assignment → Benefit Disbursement (each individual ride)

 

Each ride from an external ride provider would be stored as a Benefit Disbursement record, upserted via API using an External Ride ID field. We'd add custom fields to the BenefitDisbursement object (surfaced via the Benefit Disbursement Field Set) to capture ride-specific data from the external ride provider, including:

 

- Pickup and Drop-off DateTime (UTC), City, State, and Zip Code

- Distance (miles) and Duration (minutes)

- Ride Cost, Transaction Amount, Transaction DateTime, and Transaction Type

- Ride Type, Fare Type

- Scheduled Ride ID and Flex Ride ID

 

We are not storing street addresses — only city, state (using State/Country picklists), and zip code to keep the data PII-safe.

 

Our Questions

  1. Is BenefitDisbursement the right object to store individual ride events from an external system, or would you recommend a different approach?
  2. Are there any limitations of the BenefitDisbursement object we should be aware of when storing high-volume records from an external integration?
  3. Has anyone used the Benefit Disbursement Field Set to surface ride- or service-specific custom fields, and are there any gotchas?
  4. Any considerations we should keep in mind for reporting on ride utilization (rides used vs. rides allocated) using this model?

Any advice or experience with similar implementations would be greatly appreciated!

 

Thank you!

3 Antworten
  1. Heute 02:07

    Benefit Disbursement seems like a reasonable fit for tracking individual ride events. The part I would watch is the difference between rides allocated and rides actually used. A Flow or rollup could help keep the remaining balance visible. For larger volumes, I would also keep an eye on API limits, as that is where an otherwise tidy setup can become rather untidy.

0/9000

カスタムメタデータのレコードを取得して処理を行う 

Apexクラスを作成しました。 

その際、テストクラスでカスタムメタデータのテストデータを 

insertを使用して作成しようしたところ、 

下記エラーが発生しました。 

「DML operation Insert not allowed on *****」 

 

カスタムメタデータはDML操作が行えないため 

発生したエラーと思われますが 

カスタムメタデータのテストデータを作成したい場合、 

どのような方法がありますでしょうか。 

 

ご存知の方がいらっしゃいましたら、ご教示いただけますと幸いです。 

 

よろしくお願いいたします。

1 Antwort
  1. 17. Aug., 02:22

    @shu yamaguchi さん 

     

    @testVisible アノテーション を使ってテストをする方法が紹介されていますね 

     

    カスタムメタデータを用いたApexのテスト方法  

    https://zenn.dev/markhammer/articles/custom-metadata-test

     

    https://salesforce.stackexchange.com/questions/399176/test-class-coverage-required-for-custom-metadata-that-turns-a-trigger-on-and-off

     

     

    モックを使ってテストもできるようです 

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000mlcSN0AY

0/9000

Hi everyone! After spending over 3 decades in higher education - including 8 years in the Salesforce ecosystem - I've created my own nonprofit called CAUSE: Center for Agency, Understanding, and Student Exploration. We support high school and postsecondary students through self-discovery and interest exploration leading them to meaningful careers through peer to peer community support and offer experiential learning opportunities. I know the importance of having a solid, scalable technology foundation, especially with the right data architecture, but as a startup I am still pursuing funding opportunities. I'm wondering if there are pro bono resources available to nonprofits to support some MVP development of Nonprofit Cloud (or possibly Education Cloud) and other products? Or, even aside from tech development, other types of resources which provide general planning and management support for nonprofits? I see a lot of options out there for accelerators, investments, etc. for tech startups, but not a lot for nonprofits. Thanks for any guidance, advice, resources, etc. anyone here is willing to provide!

8 Antworten
  1. Heute 02:06

    From what I have seen, early-stage nonprofits can find pro bono support, although knowing where to look helps. Salesforce has the Power of Us programme, while Taproot and Catchafire can connect organisations with professionals offering their time. A clear project brief usually gets better responses than a broad request for help. Listing the specific tasks, skills, and expected outcome can make the conversation much easier.

0/9000

i am trying to compete the tasks in Access Data 360 from Flows. However I am running in to issue in Step 6 where i have to create a second add condition and i don't see the Data  Source Object in the field object. Has anyone faced this? or how to solve this? 

 

#Trailhead Challenges

5 Antworten
0/9000

Does anyone know if to disqualify a product, we strictly need to create a Product disqualification record?

The use case I have is that we want to replace entitlement policies with disqualification rules, and basically we have a custom field on the product2 object, we want to disqualify (and hide in our storefront) all products that don’t have an specific value on that picklist field (value != goodValue). 

All examples I could find involved creating records for the disqualification standard object, and I want to know if that is the only way. Category disqualification is not applicable as we still want to see those specific categories on the storefront, only products hidden.

If there is no way to do that then I would need to create a disqualification record for each product I want to disqualify, which would be a lot of tech debt.    @* Salesforce Revenue Cloud * 

6 Antworten
  1. 21. Aug., 19:21

    Agreed with the responses above.  

    One thing I’d add is that having the custom Product2 field in the Context Definition makes the field available to the qualification/disqualification process, but it doesn’t by itself dynamically disqualify products based on that field. 

0/9000

Hi everyone,

I’m working on a solution to calculate the total giving influence (or "Impact") of a specific Contact Record Type we call "Members."

These Members are highly connected, and I need a single metric on their Contact record that captures their total impact across three different buckets:

  1. Direct Giving: Hard credits from their primary Household Account.
  2. Affiliated Giving: Hard credits from Organization Accounts they are affiliated with (e.g., their Company or their Family Foundation).
  3. Ad-Hoc Influence: Soft credits from Opportunities where they served as an influencer/solicitor but don't necessarily have an Account Affiliation.

Has anyone built something similar? If so, which route did you choose (Automated Soft Credits vs. DLRS/Flow)?

 

Double-counting gotchas:

What are the best practices/filter rules to ensure we don't double-count a Member if they accidentally get assigned a Soft Credit on a donation that is already rolling up through their Household or Affiliation? 

 

Thanks!

2 Antworten
  1. Heute 00:46

    Great response, Himanshu!

    @liesel broerman, I helped build something similar, a RFM score for donors. RFM (recency, frequency & monetary) scoring is a common metric to help guide fund-raising teams to the most efficient use of their time. The concept is simple enough: each component gives a score of 1 to 10, and the component scores are added together to give a total out of 30.

    Recency is calculated from the date of their most recent donation, with a score of 10 if that date within the last 10 days, and a score of 1 if it was over 5 years ago. You can work out the remaining buckets (individual scores) to suit your needs. This calculation is done quite easily by a formula field based on "Last Gift Date", though the resulting formula looks quite daunting, given the requirement to calculate "days ago", "months ago", etc.

    If you would like more detail, just ask.

0/9000

Whenever I try to Run Optimizer from the Server menu, I get this error:  

Run Optimizer not working in Tableau Desktop

 

 

 

#Tableau Desktop & Web Authoring

1 Antwort
0/9000

Hello, 

 

I was wondering if you could shed some on light on the following error message when I try to see the related "Object Documentation" for one of our managed package objects.  

 

I'm a system admin, and I've assigned the Org Check permssion set. I don't usually get this type of error message using SOQL queries for this object. Thanks in advance 

 

 

Error #0: 'KaptioTravel__Itinerary__c' AND EntityDefinition.NamespacePrefix ^ ERROR at Row:1:Column:99 Didn't understand relationship 'EntityDefinition' in field path. If you are attempting to use a custom relationship, be sure to append the '__r' after the custom relationship name. Please reference your WSDL or the describe call for the appropriate names.

 

6 Antworten
0/9000