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Module: Custom Metadata Types Basics

Unit: Use Custom Metadata Types in Formulas, Default Values, and Validation Rules

Hands-On Org Name: CRM Training

Error Message:

"An unexpected error occurred while inserting or updating test records and we couldn't check your work. Make sure account and opportunity records can be inserted and updated in this org, and click 'Check Challenge' again. If this continues, contact the Trailhead Help team."

 

Description:

The automated verification script is failing with an unexpected error when attempting to insert/update test Account and Opportunity records in my playground . Please assist in resolving or clearing the backend check state for this org. 

 

#Trailhead Support  #Trailhead Challenges  #Salesforce Admin  #Salesforce Developer

3 Antworten
  1. Heute 11:39

    Hello @Abhay Ram Solanki

     

    Deactivate this checkbox and try the step in Trailhead again

    Hello Deactivate this checkbox and try the step in Trailhead again Object Manager --> Opportunity --> Field and Relationships --> Discount Percent Field --> Click Edit --> Uncheck

     

     

     

    Object Manager --> Opportunity --> Field and Relationships --> Discount Percent Field --> Click Edit --> Uncheck "Always require a value in this field in order to save a record" and Save. 

     

    Also, check these similar issue discussions:

     

    Please check if any other automation (validation Rule, trigger, flow) is activated on the Account object; if any, then try to deactivate it. 

    If it is not working, then try in a new, fresh org; it might be the existing record causing the issues in your org. 

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Struggling to complete "Enhance Agentforce to Act on Data with Conversational Language"

 

Couldn't load the flow cos app is very slow. Finally got thru to see this message,  

 

This page has an error. You might just need to refresh it. [Hmm, that didn't work. Please try again. (-2135143637)] Failing descriptor: {markup://builder_platform_interaction:preloadLib}

 

i am guessing it's related to my previous post.  

 

I tried reaching out to support. 

 

Sandra 

 

 

#Trailhead Challenges  #Trailhead Support

1 Antwort
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Gestern 22:26

    Hello @Sandra Wendland sometimes just refresing the page is enough to make it work. Good luck ! Eric

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1 Antwort
  1. Gestern 17:41

    Hi Martin!

    This looks more like a Salesforce platform/Lightning issue than a problem with your Case layout or workflow configuration. The $A.componentService.hasDefinition is not a function error points toward a Lightning component/record layout issue. 

     

    Since you’ve already found the Salesforce Known Issue, I’d check whether your org is affected and follow the workaround/status provided there. 

     

    You can also try a hard refresh or another browser to rule out a caching issue. If it still reproduces, I wouldn’t make further changes to the Case layout. 

     

    The Known Issue you linked should be the best place to track Salesforce’s fix and any available workaround.

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For a Template-Triggered Prompt Flow using the 'Service Email Summary Template Capability,' the only input available is plain Email Content text — no Case ID or record reference. Is there any way to also pass in a Case record or its fields with this specific flow type and capability, or is that a hard limitation?

 

#Trailhead Support  #Flow  #Prompt Builder  #Einstein For Service

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I have completed this flow exactly as per the requirements of this challenge. I checked all the conditions, names of the variable and tried all possible solutions. But this challenge is not getting completed. Please guide and help how to proceed? 

#Trailhead Support #Trailhead Challenges

 

Unable to complete the Module:  Create the Opportunity from Engagement flowimage.pngimage.png

 

 

2 Antworten
  1. 26. Sept., 02:40

    Hi Deepayan, 

     

    The flow structure itself looks reasonable, but "Whoops, looks like there was a problem" is Trailhead's generic checker failure — it doesn't tell you which specific requirement is unmet, so the fastest way to actually find the mismatch is the Debug tool you already have open, not guessing from the builder. 

     

    Use Debug directly (you're already on this screen): 

    1. Set "Run the Flow As If the Record Is: Created" (since this flow is meant to fire on new Engagements) 

    2. Search for and select a real Engagement__c record in the Engagement_c field that has Potential Donation = True 

    3. Click Run, then step through each element in the debug trace — it'll show you exactly what value each field resolved to at the Create Opportunity step, and whether the Opportunity actually got created with the right values 

     

    A few specific things worth double-checking against the exact wording in the unit instructions, since these are the most common reasons this exact flow type fails silently: 

     

    1. Trigger type — your flow triggers on "A record is created or updated." If the instructions specifically say the Opportunity should only be created once, when the Engagement is first created (not on every subsequent update), having "or updated" active could cause duplicate Opportunity creation, which can fail the checker even if the create logic itself is correct. Re-check whether the unit wants Created only. 

     

    2. Stage value — "Prospecting" needs to match the exact picklist API value/label required by the instructions, character-for-character. If the unit specifies a different starting stage, this silently creates a technically-valid Opportunity that just doesn't match what's being checked. 

     

    3. Record Type ID — this is pulled from your "Get Record type" Get Records element. Open that element and confirm the filter criteria is pulling the exact Record Type the instructions specify (by DeveloperName, not just Label — labels can look right but not match the underlying API name the checker verifies against). 

     

    4. Entry condition scope — Potential Donation = True as the only condition is fine if that matches the instructions exactly, but if there's a second required condition (e.g., a specific Engagement Type or Status) that's missing, the flow would still "work" for your test case but fail the checker's own test record, which may have different field values than what you're testing locally. 

     

    Run the Debug trace against a record matching the checker's likely test scenario, and check field-by-field which value doesn't match what's expected — that'll pinpoint it faster than re-reading the builder config.

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1 Antwort
  1. 21. Sept., 20:40

    Hi Vruttika, the error indicates that the Salesforce CLI is not detecting a valid DX project in the current directory. 

     

    From your screenshot, the terminal is running from:

    D:\Salesforce\geolocation

    First, make sure this folder contains sfdx-project.json. You can verify with:

    dir sfdx-project.json

    If the file is in a different folder, use cd to navigate to that folder and then run the command again.

    For example:

    cd D:\Salesforce\geolocation

    sfdx force:source:push

    Also make sure sfdx-project.json is valid and that you're opening the project root folder in VS Code, not a parent or child folder.

    If it still gives the same error, please share the contents of sfdx-project.json and the output of dir, so we can check whether the project structure is correct. 

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Hi everyone,

I’m trying to enable file upload and file processing in an Agentforce Service Agent, but I’m unable to get it working.

Setup

  • I have created a Service Agent using Agent Script.
  • I have configured the agent based on Salesforce’s documentation for file uploads: 

    Configure File Uploads for Agentforce
  • I have also tried creating a separate sub-agent specifically for handling uploaded files, but the behavior is the same.

Issue

Whenever I upload a file during the conversation, the agent responds with:

The file upload itself appears to happen, but the Agentforce agent is not able to process or access the uploaded file.

What I have tried

  1. Followed the configuration described in the Salesforce documentation.
  2. Created a separate sub-agent to handle file processing.
  3. Tested with different files, but the result is the same.
  4. Verified that the Agentforce agent itself is working correctly for normal text-based requests.

Question

Has anyone encountered this issue with an Agentforce Service Agent built using Agent Script?

Are there any additional configurations, permissions, actions, or Agent Script settings required to allow the agent to access and process uploaded files?

I would particularly like to understand how Agentforce handles the uploaded file internally and what configuration is required for the file to become available to the agent/sub-agent.

Any guidance on troubleshooting this would be greatly appreciated.

Thanks! 

 

#Trailhead Support  #Agentforce

2 Antworten
  1. 21. Sept., 13:55

    Uploads succeeding while the agent can't access the file content almost always comes down to the file_upload sub-block in your Agent Script's config block, not the file upload configuration in Setup. That "Configure File Uploads for Agentforce" doc you followed handles enabling uploads at the org/channel level, but Agent Script has its own separate setting that controls whether an uploaded file is actually handed to the reasoning engine. 

     

    In the config block, file_upload.mode must be set explicitly. "auto" is the default handling where uploaded files are made available to the agent automatically. "managed" gives you fine-grained control over which files reach which subagent, but it requires you to explicitly pass @system_variables.uploaded_files (optionally sliced, like @system_variables.uploaded_files[0:5]) into that subagent's action inputs; "disabled" and "error" both reject uploads outright. Since you built a separate sub-agent specifically to handle the uploaded file, this is the most likely gap: creating the sub-agent alone does not wire the file to it. If file_upload.mode is "managed" (or missing/defaulting in a way that behaves like it), the sub-agent needs an explicit input binding to @system_variables.uploaded_files or it will never see the file, even though the upload itself succeeded. 

     

    Worth checking: open your Agent Script source and look for a config.file_upload block. If it is absent, add mode: "auto" as the simplest fix so uploads are available agent-wide without extra wiring. If you specifically need per-subagent control, keep "managed" but add the explicit uploaded_files input binding on the file-handling sub-agent's action. 

     

    Docs: Agent Script Blocks, File Upload Sub-Block -

    https://developer.salesforce.com/docs/ai/agentforce/guide/ascript-blocks.html#file-upload-sub-block ; Configure File Uploads for Agentforce - https://help.salesforce.com/s/articleView?id=ai.agent_file_upload_configure.htm&type=5

     

     

    Assumption: I don't have visibility into your actual Agent Script source, so I can't confirm which file_upload mode (or absence of the block) is currently set. This diagnosis is based on the documented behavior of the file_upload sub-block and the fact that a manually created sub-agent needs an explicit uploaded_files binding under "managed" mode.

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Free guided practice editing and filtering leads in Coursera. 

 

I’m having issues with missing I formation.  How to start all over in the module and see if I missed a step.  

 

#Trailhead Support

2 Antworten
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In Quick Start: Assemble a Service Agent with Agentforce Builder

I keep getting error  

Challenge not yet complete in Agentforce Builder Org

The 'Experience Management' topic is missing for the CC Service Agent. Verify that this topic is included in the topic list. 

Everything is in order but there are no Topics to be found because they are called subagents now. I am not able to continue and get this badge and complete becoming a Agentblazer Champion 

 

#Trailhead Support  #Trailhead Challenges  #Trailhead

1 Antwort
  1. 12. Sept., 16:44

    Hi Wim, you’re correct that the Agentforce interface has changed and Topics may now appear as Subagents in the newer experience.

    Please make sure you’re using the Playground/org provided specifically for the Trailhead challenge and that the Experience Management subagent is configured for the CC Service Agent as required by the challenge.

    If the challenge still reports that “Experience Management” is missing even though it appears as a subagent and the configuration is correct, please share a screenshot of the CC Service Agent configuration showing the available subagents. If the issue persists, please create a case with Salesforce Support, as this may be related to the challenge checker not recognizing the updated Agentforce configuration. 

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1 Antwort
  1. 12. Sept., 05:43

    Hi , 

     

    Please try disconnecting from your Hands-On Orgs.

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