I’ve read few articles on some common tips and tricks but I’d love to hear your personal experiences and recommendations. What Excel techniques have made your job easier and more efficient? Whether it’s formulas, data manipulation, pivot tables or anything else, I’d appreciate learning what’s worked best for you. TIA!
Hi ... I am a beginner salesforce admin trying to create a master-detail relationship between offer and property custom object. However, I am getting the following message. Looking for help here.
#Trailhead Challenges
Okay so if you are creating a master detail relationship on an already existing object
You cannot create a master detail directly
First you need to create a lookup relationship Between these objects
Then fill in all the empty fields as master detail relationship cannot exist without parent records so fill in all the required parent records and then convert this look up relationship to master detail...
Hope this helps : )
Hiya! I'm deleting a slew of paused flow interviews and built the flow recommended in this article to mass delete them: https://help.salesforce.com/s/articleView?id=000388016&type=1
I built it as an auto launch flow. When I run it I get "Limit Exceeded You or your organization has exceeded the maximum limit for this feature." It's pretty vague, I don't know what I can do to fix it.
Is it b/c I have too many paused interviews to delete?
Thanks!
I might be late to respond here but may help someone else.
The error occurs when you have too many steps in your flow to complete transaction. Flows are limited to 2000 steps per transaction.
Try debugging your flow from editor window and it can be traced how many steps flow performed before hitting the limit.
I was able to manually create a custom field in Opportunities to manually enter when the client last responded- by looking at the email chain and entering it.
- How do I make this automatic- I want to know when they last responded NOT when the last activity was because that would include the last time I followed up which is not as
- In the list view - How do I create a list with this so that I can sort by the date of the last client response. I do not see a way to add this custom field in.
#CRM Configuration #Salesforce #Opportunities
I have the AI associate exam on 20 feb, on that day my exam got suspended, I don't know why. On 28 Feb, I received mail from them that are revoking all my certifications. And despite opening cases again and again. They are closing it without any reason. I need help from Salesforce, I need my old certificates back as they are so costly, I can't afford it doing again and again, and due to this I don't know where I stand now. If anyone can help me, please help me.
#Certifications #Trailhead #Help #Trailhead Community
Hello CRM Analytics Community,
I have implemented both mobile and tablet layouts for a dashboard in Salesforce CRM Analytics. While testing on an iOS device using the Salesforce Analytics mobile app, I encountered an issue:
I would like to understand:
I appreciate any insights, troubleshooting steps, or solutions that the community can share.
Thank you in advance!
Best regards,
Bharat Sharma
Hi there,
I need to change my email address provided at
https://trailblazercommunitygroups.com/accounts/edit. But the field is greyed out. How do I change it?
Thanks
#TrailblazerCommunity
I have Salesforce Certified Admin (which I completed without getting on the trailgead).
Now I am preparing for the advanced administrator certification and trailhead keeps on telling me that the admin cert is a pre-requisit. I do not see an option to tell it to complete that pre-requisit. Can someone please help on how to tell trailhead about the pre-requisit having been completed?
Thanks
Krishan
#Trailhead
Hey Krishan,
If your Salesforce Administrator Certification isn’t showing up on Trailhead, here’s what to do:
If the emails already match but the cert still isn’t showing, you’ll need to contact Salesforce Support for help.
More details here: Certifications on Your Trailblazer Profile.
I have a first screenflow that lives on a contact record page. I want to include in that screenflow in a Display Text component a link to a second screenflow in the same org to which I will pass in a dynamic URL parameter.
But when I activate the first screenflow, the link to the second screenflow is rewritten and the link becomes a link to the contact record page instead.
If I use a template variable to create the URL and I include the template variable as the link value of text in the Display Text, the url gets rewritten. But if I insert the template variable simply as plain text in the Display Text (not the link value), then it appears correctly.
I have tried several different ways to fix this, including a relative URL, no luck.
Why is that happening and how do I fix it?
#Flow
Forum Ambassador
Hey @Mark Salamon, why don't you try using Flow Launcher to launch that flow?
https://appexchange.salesforce.com/appxListingDetail?listingId=19ccd268-a3bd-4228-99a8-4f001df0d8d9