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Trailhead のモジュール「Data Graphs in Data 360」の単元「Create a Data Graph」で、ハンズオン Challenge に合格できず困っています。 

 

■ 表示されるエラー 

Challenge は Data Cloud ではまだ完了していません 

Make sure the my_test_dg data graph is saved, built, and active. If the Last Run Status still shows 'Processing', wait a few more minutes. 

 

■ データグラフの状態(Data Graphs の一覧) 

・Data Graph Label / API Name:my_test_dg 

・Primary DMO:Individual 

・Data Space:default 

・Status:Active 

・Last Run Status:Success 

・Type:Standard Data Graph 

・Schedule:Weekly 

・Record Count:1,467 

 

■ データグラフの構成 

・Individual(主 DMO):Birth Date、Created Date、First Name、Last Name 

・Contact Point Address(Individual の下) 

・Account Contact(Contact Point Address の下):Account、Contact Email、Last Activity Date 

 

■ 実施したこと 

・ブラウザのキャッシュクリア 

・データグラフの再構築(Save and Build) 

・データグラフを削除し、教材の手順通りに作り直し 

・Challenge 欄の「起動」ボタンから開いた組織で作業していることを確認 

・ステータスが Active / Success になり、処理中のアイコンが消えてから Challenge を確認  

・Trailheadを言語設定を英語に変更し確認

 

■ 環境 

・Data Cloud Playground(期限:2026/10/20 午前9:00 JST) 

 

同じ現象に遭遇された方や、解決方法をご存じ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。 

Trailhead「Create a Data Graph」の Challenge が Active ですが合格しませんimage.png

 

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#Trailhead Challenges  #Trailhead  #Data Cloud  #Data360  #Salesforce Developer  #Salesforce_developer

1 Antwort
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Hi Trailblazers, 

 

With Agentforce, developers can now build AI-powered solutions using Apex, Flows, APIs, and custom actions. 

 

From your experience, how is Agentforce helping developers reduce manual work and build better solutions? 

 

Do you think Salesforce developers should focus more on Apex and LWC, or start giving equal importance to Agentforce and AI skills? 

 

Would love to hear your views. 

 

#Salesforce_developer #Agentforce

2 Antworten
  1. 16. Okt., 10:40

    Hi @Pavan Kumar Gandi Good question! I believe Agentforce is changing how Salesforce developers work, but Apex and LWC will continue to be important.

    AI can reduce repetitive work, while developers can focus more on building intelligent business solutions.

    Skills developers should focus on:

    1. Apex & LWC – Custom business logic and user interfaces.
    2. Flow – Business process automation.
    3. Agentforce – Agents, subagents, and custom actions.
    4. Agent Script – Control agent behavior and execution logic.
    5. APIs & Integration – Connect agents with external systems.
    6. Data 360 – Provide relevant business data to AI agents.

    Real-Time Example:

    A customer asks Agentforce to check an order and update its delivery address. Agentforce can use an Apex action to validate the request, update the record, and return the result.

    My View:

    Developers should not leave Apex and LWC behind. Strong development skills combined with Agentforce and AI knowledge will create better career opportunities.

    Useful Salesforce References:

    1. Agentforce Developer Guide: 

      https://developer.salesforce.com/docs/ai/agentforce/guide/get-started-actions.html
    2. Custom Apex Agent Actions: 

      https://developer.salesforce.com/docs/ai/agentforce/guide/agent-invocablemethod.html
    3. Agentforce with Apex Example: 

      https://developer.salesforce.com/docs/ai/agentforce/guide/apex-examples-custom-action.html

    Similar Trailblazer Discussions:

    1. Agentforce Learning Path – Admin vs Developer: 

      https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000mkCnA0AU
    2. Agentforce Access Through Custom LWC: 

      https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX000000mlSg
    3. Which Salesforce Skill Will Be Most Important? 

      https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000jASm30AG

    Keep improving Apex and LWC skills, but start learning Agentforce alongside them. Both are important for future Salesforce projects.

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After many years of working with Salesforce, one change I’m seeing clearly is the shift from traditional CRM automation toward AI-driven, agent-based solutions. 

 

With Agentforce, Data 360, Flow, Apex, and AI agents becoming more connected, I’d love to hear from the Trailblazer Community: 

 

What Salesforce skill do you believe will be the most important for professionals over the next 2–3 years — Agentforce, Data 360, Apex/LWC, Integration, or something else? 

 

And more importantly, why? 

 

Looking forward to learning from your experiences and perspectives.  

 

#Salesforce #TrailblazerCommunity #Agentforce #Data360 #Salesforce_developer #Salesforceadmins

4 Antworten
  1. 16. Okt., 07:47

    Thanks, @Vishal Soni, @Robbie Duncan, @Kundan Kumar Jha

    for sharing your thoughts! 

     

    I agree that Data 360 is becoming an important skill, especially as Agentforce depends on accurate and trusted data.

    At the same time, I feel Apex, Flow, LWC, and Integration will continue to play an important role in real-time projects.

    Robbie also raised a good point about AI and context engineering. Knowing how to guide and evaluate AI agents will become increasingly valuable. 

     

    My view is that learning one technology is not enough anymore. Understanding how Data 360, Agentforce, and other Salesforce technologies work together will be the real advantage. 

     

    Thanks again for making this a valuable discussion!

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Hi Trailblazers, 

 

With the New Agentforce Builder, we can use Canvas and Agent Script to build agents. 

 

Agent Script gives us more control over business rules, conditions, action execution, and subagent transitions. 

 

In your experience, what are the biggest advantages of using Agent Script instead of relying only on natural language instructions? 

 

Do you think Agent Script will become an important skill for Salesforce developers? 

 

Looking forward to your thoughts. 

 

#Agentforce  #Salesforce_developer

1 Antwort
  1. 15. Okt., 08:40

    Hi @Galla Rajeswari I feel Agent Script is a useful addition to the New Agentforce Builder, especially for complex business requirements.

    A few key advantages:

    1. Better Control: Define clear business rules and conditions.
    2. Consistent Results: Helps agents follow the expected steps.
    3. Action Execution: Control when actions should run.
    4. Subagent Routing: Manage how agents move between subagents.
    5. Less AI Guesswork: Reduces unexpected agent behaviour.
    6. Easy Debugging: Makes it easier to understand and fix logic issues.

    I believe Agent Script will become an important skill for Salesforce developers, along with Apex, Flow, and LWC.

    My View: Canvas is good for visual design, while Agent Script gives developers more control over agent behaviour.

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 I need to automatically create a Chatter post on a Case whenever its pending approval request is reassigned to another user using the standard Reassign action. Since triggers and record-triggered flows aren't supported on ProcessInstanceWorkitem, and the Case itself doesn't change, I'm not sure how to capture this event. Has anyone solved this, whether with scheduled polling, a custom reassign component, or another approach? Any suggestions or sample code would be appreciated.  

 

#Trailhead  #Salesforce Developer  #Salesforce Admin  #Salesforce  #TrailblazerCommunity  #Sales Cloud  #Apex  #Salesforcecommunity  #Salesforce_developer

2 Antworten
  1. 25. Sept., 08:00

    You’re correct that there isn’t a direct trigger point here. ProcessInstanceWorkitem doesn’t support Apex triggers or record-triggered flows, and reassigning the approval doesn’t update the Case itself. 

     

    If you need to keep the standard Reassign action, I’d handle it with scheduled Apex:

    1.  Run a scheduled job every few minutes. 
    2.  Query new ProcessInstanceStep records where StepStatus = 'Reassigned'. 
    3.  Use ProcessInstance.TargetObjectId to identify the related Case. 
    4.  Query the pending ProcessInstanceWorkitem for that process instance to get the newly assigned ActorId. 
    5.  Insert a FeedItem with the Case ID as ParentId. 
    6.  Store the processed ProcessInstanceStep.Id in a small custom log object with a unique/external-ID field. 
    7.  Skip any step already in that log so rerunning the job can’t create duplicate Chatter posts. 

    I’d also test it by reassigning the same approval twice and then running the job twice. The expected result should be two Chatter posts total, with no additional posts from the second job run. 

     

    If real-time posting is absolutely required, the other option is to replace the standard Reassign experience with a custom Flow/LWC backed by Apex. That custom action would update ProcessInstanceWorkitem.ActorId and create the Case FeedItem in the same transaction. But the existing standard Reassign action can’t be intercepted directly.

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I need help troubleshooting a public Experience Cloud Flow for a Transitional Coach Application. The Flow works in Debug mode: it creates an Application record and sends an email. However, when I submit it through the published site in an incognito/private browser, it reaches the end but does not create the record or send the email. 

The site has a Guest User profile named “Transitional Coach Application Profile,” and Read/Create are enabled on the Application object. I need someone to identify the guest-user/Flow-context issue and help me test the fix. I can share screenshots and grant supervised screen-share access. Thanks 

 

#Salesforce_developer  #Beginner Developer  #Salesforce Developer  #Developers Edition

4 Antworten
  1. 10. Sept., 15:40

    Hi CM Seb, 

     

    Two separate root causes here, both well-documented, and both explain your exact symptom (works as admin in Debug, silently does nothing for guest users on the live site). 

     

    1. Record creation not happening: most likely the flow isn't actually enabled for the Guest User profile, even if it "worked" in Debug. 

    Profile-level object permissions (Read/Create on Application) are necessary but not sufficient. You also need to explicitly grant the flow itself to guest users, this is a separate step from object permissions: 

       - Experience Builder > Settings (gear icon) > General tab > confirm "Guest users can see and interact with the site without logging in" is checked, then click the guest user profile link. 

       - Under Enabled Flow Access, click Edit, and confirm your Transitional Coach Application flow is moved into the Enabled Flows column (not just present in the Available list). 

       Reference:

    https://help.salesforce.com/s/articleView?id=experience.rss_flow_guestuser.htm&type=5

     

     

       This is the single most common cause of "works when I test it logged in, does nothing for actual guest visitors", the flow needs this explicit enablement separate from object CRUD permissions. 

     

    2. Emails not sending: this is a hard platform restriction, not a config you're missing. 

    As of Spring '23, Salesforce permanently removed the "Send Email" system permission from the Guest User profile across ALL orgs, and since permission sets can't be assigned to guest users either, there is no way to grant this back declaratively. This is intentional (anti-spam/abuse prevention for public-facing guest contexts), not a bug. 

     

       Workaround: don't send the email directly from the guest-context flow. Instead: 

       - Have the guest flow create the Application record only. 

       - Use a separate Record-Triggered Flow on the Application object (After Save), running as an internal/system context, not the guest user, to send the confirmation email. Since this second flow runs on the object trigger rather than in the guest user's session, it isn't restricted by the Guest User "Send Email" removal. 

     

    Given your record creation is also failing (not just email), I'd fix #1 first, that's likely blocking everything, and once records start getting created successfully, wiring up a Record-Triggered Flow for the email (per #2) will resolve the email gap cleanly without depending on guest user email permissions at all.

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  1. Which release introduced native in-app Bell notifications for standard Approval Process?
  2. Is there a specific release note link for this feature?
  3. Is this enabled by default for all orgs or does it require any setup?

 

 

#Salesforce_developer

1 Antwort
  1. 29. Juli, 16:42

    Hi Nia, 

     

    Based on the available Salesforce documentation, there isn't a specific release note that states native in-app (Bell) notifications for standard Approval Processes

    were introduced in a particular release. The feature has been available in Lightning Experience for several releases, but Salesforce doesn't appear to have a dedicated release note announcing its introduction. 

     

    A few points that may help: 

     

    • Standard Approval Processes can generate native in-app (Bell) notifications for assigned approvers in Lightning Experience.
    • No additional setup is typically required to enable the Bell notifications themselves. They are part of the standard approval experience. However, users must have access to the record and the approval process must be configured correctly.
    • You can configure email and Chatter notifications for Classic Approval Processes, but Bell notifications aren't exposed as a separate org-level setting to enable or disable.

    If you're looking for an official reference, these are the most relevant Salesforce Help articles:

    If your goal is to identify when Bell notifications first became available, I haven't found an official Salesforce release note that documents their initial introduction. 

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🎉 Just Hit Double Star Ranger! 🌟🌟

Thrilled to share that I have officially unlocked the Double Star Ranger rank! 🚀 It has been an incredible journey deep-diving into the platform, sharpening my Salesforce development skills, and tackling new challenges badge by badge.

A huge thank you to the amazing Trailblazer community for the constant inspiration, resources, and support along the way. 💙

Next stop: Triple Star Ranger! 🏔️✨

#Trailhead #Double Star Ranger

 

🎉 Just Hit Double Star Ranger! 🌟🌟Thrilled to share that I have officially unlocked the Double Star Ranger rank! 🚀 It has been an incredible journey deep-diving into the platform, sharpening my Sal

 

#TrailblazerCommunity #Salesforce_developer #AlwaysLearning

  

 

By the way, does anyone know if there are currently any official Trailhead swag kits or vouchers available for reaching this milestone? Would love to proudly wear some Ranger gear! 

 

1 Kommentar
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#Salesforce Developer #Salesforce Admin #Salesforcearchitects #Salesforceadmins #Salesforce_developer #Salesforce #SalesforceArchitect

Know your org better than the admin who left — OrgSage beta is live

Hey everyone,

How many times have you inherited a Salesforce org and had no idea why things were built the way they were? Or hesitated to delete a field because you weren't sure what would break?

We built OrgSage to answer one question: "What happens if I change this?"

OrgSage connects to your Sandbox or Developer Edition org (quick package install + OAuth — metadata only, never your data) and maps every dependency — fields, flows, triggers, validation rules, permissions — so you can understand what you're working with before you touch anything.

A few things it can do:

→ Ask in plain English: "What breaks if I delete Account.Customer_Tier__c?" and get a full impact analysis — which automations, page layouts, and apex classes reference it

→ Cross-org impact analysis: Connect multiple DEV orgs and see how a change in your workstream impacts another team's org — no more surprise conflicts when workstreams merge

→ Detect automation conflicts — when a Flow and an Apex Trigger both write to the same field, see the execution order and which value actually persists

→ Compare orgs — see exactly what differs between DEV, QA, and Production with severity ratings on every change

→ Map relationships and references better than Schema Builder or "Where is this used?"

Try it at getorgsage.com — just connect a sandbox and start exploring.

We're looking for developers and architects willing to try it and share honest feedback — what's useful, what's broken, and what's missing.

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Hey #AwesomeAdmins

 

 

As a Salesforce Developer, this quest showed me how transformative Setup with Agentforce can be for day-to-day development work. Tasks that usually require multiple clicks, setup navigation, and manual configuration can now be accomplished much faster and more efficiently.

For me, the most valuable capabilities are:

  • Troubleshooting configuration and access issues
  • Creating and managing custom objects and fields
  • Building permission sets and assigning access
  • Creating sharing rules, flows, and automations
  • Managing users, profiles, and security settings
  • Getting instant guidance on Salesforce setup and best practices

What I appreciate most is that every action requires confirmation before execution, ensuring full control and governance while still benefiting from AI-powered assistance.

This has the potential to save developers countless hours on administrative and configuration tasks, allowing us to focus more on building innovative solutions and delivering business value. Now that it is generally available, I'm excited to see how it enhances productivity across the Salesforce ecosystem.

All the best!

#Salesforce_developer #Agentforce e #SetupWithAgentforce #Salesforce Admine  

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