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💬 We asked, you answered! Data 360 integrations is the topic you chose for our next True to the Core Deep Dive.
Join us November 10 for an extended live Q&A with Salesforce Product Managers @Varun Dewan and @Praveen Gonugunta. Bring your questions about Data 360 integrations and get answers directly from the product experts.
Here's what to expect:
✨ The latest in connectors and unstructured data processing
💡 Insights on zero copy architecture
💬 An extended live Q&A with the product team
📅 November 10 | 9–10 a.m. PT
➡️ RSVP at the link here. ⬅️ #True To The Core @IdeaExchange #AwesomeAdmins
@Salesforce Admins Live Sessions, @* Release Readiness Trailblazers *, @* Salesforce Platform *, @* Trailhead Official *, @Trailblazer Community Cove, @Admin Addicts, @Dreamforce for Admins, @Architect Trailblazers @* Salesforce Developers *
Hi,
We are not able to identify if someone creates fake certificates to to show printed certification. How to identify the mule certificates? . Can we make more secure by adding unique Ids/Barcodes or any valid hyperlinks for easily identifying.
Andrew Russo (BACA Systems) Forum Ambassador
30 ago 2023, 2:33 p.m. now they show an a persons trailblazer account profile so if you go to their profile on here you can see their certs they have.
Ready to explore a new way to build apps and agents?
Join us October 20 for True to the Core Deep Dive: Builder Central. Salesforce Product Managers @Tiaan Kruger and @Daivat Dholakia will give us a closer look at how admins can use natural language to turn business needs into solutions while staying in control.
Here’s what to expect:
✨ A look at Builder Central in action
💡 Insights from the product team
💬 An extended live Q&A to get your questions answered
📅 October 20 | 9–10 a.m. PT
➡️ RSVP at the link here. ⬅️
#True To The Core @IdeaExchange #AwesomeAdmins
@Salesforce Admins Live Sessions, @* Release Readiness Trailblazers *, @* Salesforce Platform *, @* Trailhead Official *, @Trailblazer Community Cove, @Admin Addicts, @Dreamforce for Admins, @Architect Trailblazers
Hi all,
I am doing reports to show all quotes against each account over 5 year period. We utilise different structure for each department, some just on opportunity (transactional ones); some on standard quote object "Quote" (simpler product quoting); and some on "SBQQ__Quote__c" (more co0mplex product quoting).
Some accounts may have some of each type, some only 1 type, or none at all.
All is OK, except that when an account none of any, it shows as quantity "1" in record count (whether choose unique count or not). Apparently Salesforce classes these empty rows as 1, as it has account on it. This happens on a matrix report (which is what I need).
The work around i can see is to add a custom field field to each object reporting on, that just has value of "12", and then count sum of this field.
If anyone knows a better way, please advise. FYI, I this is also on Joined reports (joined all three objects).
I need to use the with or without related records, so that we show accounts with no action.
Ideally, salesforce should add a toggle to include or exclude null rows in counts - any ideas out there already i can upvote (in the vane hope of it getting done before i retire...lol)
22 oct, 3:48 p.m. Have you tried using Tom Tobin's "Power of 1" Technique?
Tips & Tricks: "The Power of One" the Greatest Formula Ever Written*
I am in the process of trying to do some major clean up of unused reports. When I attempt to delete a report, if the report is referenced by a Dashboard, the message that appears is not helpful at all...other than telling me I can't delete the report because it is referenced by one or more Dashboards. It would be great if the message could tell me which Dashboard(s) the report is referenced in. I know I could create a SOQL query and utilize some other tools to gather this information, but this seems like it shouldn't be that hard.
21 oct, 7:27 p.m. Thanks @Yvonne Allen , I'll open a tab for you at @Who owes me a beer?!? (while it's still open)
Hi everyone,
We've encountered a limitation with Salesforce List Emails
: file attachments (e.g. PDFs) are always sent as HTML download links instead of native attachments. This can lead to confusion for recipients and often requires workarounds such as SharePoint links. According to Salesforce, this behaviour is currently by design and cannot be configured.
I've therefore submitted an IdeaExchange proposal requesting a configurable option to send either native file attachments or HTML links.
If this would also be valuable for your organization, I would greatly appreciate your vote:
👉 Enhancement Request: Support Native File Attachments in List Emails | IdeaExchange
Thank you for your support! 😊
Hi,
We tested transferring attachments from Leadoo forms to Salesforce using the MC Next Form Handler in sandbox environment. The attachments were transferred as URLs into a Rich Text field type, and users could open attachment links directly in their browsers. The test was successful, so we moved the solution to production.
To our surprise, the MC Next Form Handler did not support the Rich Text field type in the production environment. Salesforce Support provided the following information: "At this time, there is no confirmed ETA for when Rich Text field support will become available in the Marketing Cloud Next Form Handler."
We hope that the use of rich text fields in the MC Next Form Handler will be enabled as soon as possible also in production environment. The Text Area (long) field type is not user-friendly for this purpose, as attachment URLs must be copied into the browser one by one.
Hey All, Has anyone experienced an issue with multi-Record-Type inline editing
and picklist restrictions?
When editing normally, the picklist correctly shows only values allowed for that Record Type.
However, in a list view containing multiple Record Types, inline editing shows values from both Record Types.
Users can also select and save a value that should be restricted to another Record Type.
Is this a known limitation/issue, or is there a configuration/workaround to enforce Record Type-specific picklist values?
Validation rule can't be used as we have 100+ Record types with multiple objects & picklist fields.
Is there a way to adjust the ranges on the leadership dashboard interface for the "Attainment Tracking by Rep" tile? The ranges are not what I want to display, I would like to change Below Quota to <80% rather than<95% and On Track for Quota to be 80-100% instead of 95-100%.
28 sep, 5:50 p.m. Hi Logan!
If this is the standard SPIFF Leadership Dashboard tile, the ranges shown in “Attainment Tracking by Rep” are generally driven by the dashboard/component configuration rather than being editable directly from the tile itself.
I’d check the underlying dashboard/report or CRM Analytics dataset for the logic defining the attainment bands. If those thresholds are hard-coded in the managed content, they may not be directly customizable.
If you can share which Salesforce product/package the SPIFF Leadership Dashboard comes from and whether you have Edit access to the dashboard, we can narrow down where those 95% / 100% thresholds are being defined.