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Simon Hassoun (Business Analyst en Trailblazer) preguntó en #Trailhead Challenges
13 sept, 13:08
"Data 360 in Flows" module is bugged

Hello, 

This module seems bugged:

https://trailhead.salesforce.com/fr/content/learn/modules/data-cloud-in-flows/set-up-a-custom-data-cloud-playground?journey=data-360&trail_id=data-cloud-explore-setup-to-activation

 

Step 1: Create Data Streams from a Data Kit

-> this one works fine 

 

Step 2: Create a Calculated Insight

-> this one doesnt work 

 

If i create from kit just like trailhead request to do it i have this: 

 

 i verified the following: 

- Data 360 sync user does have access to the custom salesforce objects 

- i have all existing permission set possible assigned to me 

- the dmos do exist  with ready status

 

so I tried 2 things: 

- Recreate multiple playground, no success, always same error 

- Create by myself the calculated insight through the builder (following what the sql is doing) 

for latest option i have still an issue running the insight 

Capture d’écran 2026-09-13 à 15.07.07.png

 

any idea guys? thank you

 

#Trailhead Challenges  #Data360  #Data Cloud  #Trailhead

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Alyssa Jenson (Community Programs (Data 360) en Salesforce) publicó en Datablazer Community Group
10 sept, 21:51

📣 Datablazer Hoodie Giveaway: What’s your favorite Agentforce Coworker use case?

 

We want to hear how you’re using Agentforce Coworker to change the way you work. Share your top use case and how much time it’s giving back to you for a chance to win one of 30 Datablazer Hoodies!

 

How to enter:

  1. Turn on Agentforce Coworker
  2. Tell us your top use case and how much time you’re getting back
  3. Submit your entry by October 20: https://bit.ly/4gKeAJH

Official rules here: https://sfdc.co/afcw 

 

We can’t wait to see what you’re building and how Agentforce Coworker is helping you work smarter!

1 comentario
  1. Sunil Bhardwaj (HCL Technologies Ltd)
    13 sept, 13:30

    Hi @Alyssa Jenson , I put Agentforce Coworker

    to work on a single account and saved serious time. From one screen, I compared two promotions, checked the customer sentiment score and updated contact details instantly.  

    It’s a game‑changer for efficiency and customer experience — all in just a few clicks! 

     

    Link:

    https://www.linkedin.com/feed/update/urn:li:ugcPost:7504893430700007425/

     

     

    #TrailblazerCommunity #Trailhead #Agentforce #Salesforce #Data Cloud #SetupWithAgentforce #Dreamforce

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Akshata Sawant (Developer Advocate en Salesforce) publicó en #Salesforce Developer
29 abr, 11:31

Data 360 Document AI Resources

 

Product Documentation

 

 | Official Salesforce help documentation for Document AI 

https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai.htm&type=5

 

Developer Documentation (APIs)

 

 | Technical API reference for developers implementing Document AI 

 

Agentic Enterprise Solutions Documentation

 

 | Documentation hub for Salesforce solutions 

 

Data Cloud - 256 (Summer '25) Technical Release Enablement - May 2025 

 

Start at 2:12:40 for Document AI content 

 | 

https://datacloud.hubs.vidyard.com/watch/8SWKymzCaKtdVYnjAAnywf

 

 

 

Start at 1:56:19 for Document AI content 

 |  

 

Document AI API - "Hello, World" GitHub Project

 

 | Sample code and API test application for hands-on experimentation 

 

Process Unstructured Data with Document AI 

 

 | Salesforce Developer blog on practical applications 

 

Rise of Intelligent Document Processing

 

 | LinkedIn article on industry trends and Document AI's role 

 

 Video / Demo

 

Documentation

 

 GitHub Repos

TDX Session 

 

@Ananth Anto

 

#Salesforce Developer  #Agentforce  #Data Cloud  #Trailhead  #Trailhead Challenges  #Salesforce

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Spike Volleyball
10 sept, 16:08
What are some simple ways to improve the layout and presentation of a local service website?

I’m working on a local service website and trying to make the overall layout cleaner and easier to navigate. What are some simple design improvements that can make a handyman or home-service website look more professional?

I’m mainly thinking about things like page structure, service sections, mobile responsiveness, colors, and making it easy for visitors to find the information they need. I came across this handyman website while looking at examples: https://www.thehandybrosco.com/

What other things would you recommend checking before considering the website design finished?  

 

#Data Cloud

1 respuesta
  1. Khyati Mehta (InfinySkills) Forum Ambassador
    11 sept, 16:38

    Hello, 

     

    For a local handyman or home-service website, I’d keep the design simple, clean, and action-focused—visitors should immediately understand what services you offer, where you serve, and how to contact/book you. Use a clear homepage structure with a strong hero section, a short list of key services, reviews, before/after photos, service areas, pricing or “get a quote” CTA, and a simple contact section. Keep the colors consistent (2–3 main colors), use plenty of whitespace, and make buttons like Call Now / Get a Quote / Book a Service easy to spot, especially on mobile. Before calling the design finished, I’d test it on different phone sizes, check loading speed, make sure every link and form works, confirm the phone number is clickable, check spelling/content, add trust signals like reviews and licenses/insurance if applicable, and make sure a first-time visitor can figure out what you do, where you work, and how to hire you within a few seconds. Hope this helps!

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Ionuț Buzatu (Salesforce Developer en IBM Romania)
8 sept, 16:36
Salesforce Marketing Cloud Data Streams Are Not Created After Deployment

Hi everyone! 👋

I’d really appreciate your opinion on a Data Cloud deployment issue I’m currently facing.

I’ve completed the entire Data Cloud implementation in my Dev instance, and I’m now trying to move everything to a Test instance.

I’ve included all the Data Streams, Identity Resolution, and Data Graphs in a single DevOps Data Kit.

The Data Streams are split into two categories based on the connector:

  • Salesforce CRM connector → Data Streams for SFSC
  • Salesforce Marketing Cloud connector → Data Streams for Marketing Cloud Engagement

I’ve been trying to deploy the entire Data Kit through CLI / Change Set, but I’m running into several issues:

  • The Marketing Cloud Engagement Data Streams were not created.
  • As a result, Identity Resolution and Data Graphs were also not created.
  • The SFSC Data Streams were created, but incompletely, with missing fields, relationships, and mappings.
  • I also tried deploying a single Data Stream, as well as deploying the SFSC and SFMC Data Streams separately, but I still get a generic error asking me to contact Salesforce Support.

I’ve already spent quite a bit of time troubleshooting this with Salesforce Support, but we haven’t found a resolution yet.

From what I’m observing, the Data Kit itself may not be working correctly for this type of deployment.

I was curious to know if anyone here has experienced something similar, especially with Marketing Cloud Engagement Data Streams, and how you managed to resolve it.

Has anyone successfully deployed Data Cloud Data Streams from a Dev environment to a Test environment using a Data Kit?

If so, I’d really appreciate any advice on the correct approach or any known limitations I should be aware of. 

 

Thanks in advance! 🙏 

 

#Data Cloud  #Marketing Cloud Engagement

3 respuestas
  1. Vishal Verma (Fluido)
    8 sept, 20:50

    Hi @Ionuț Buzatu

    - It seems like a  Data Kit/deployment limitation or Salesforce issue 

     

    • Check the deployment logs for the detailed error.
    •  Verify SFMC connector authorization in the target org. 
    •  If individual SFMC streams still fail, raise it with Salesforce Support as a Data Cloud Data Kit deployment issue. 
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Shivani Tanwar (Salesforce Developer en Brillio LLC) preguntó en #Salesforce Developer
7 sept, 12:04
Getting error Requested datasource Lead_Data_for_Training__dlm not found.

Getting error  Requested datasource Lead_Data_for_Training__dlm not found. 

In Trailhead: 

Build a Predictive Model in Model Builder

I got stuck in step 5. 

 

  1. From the App Launcher, search for and select Data Cloud.
  2. In Data Cloud, click the AI Models tab to access Model Builder.
  3. Click Add Predictive Model. Model Builder opens.
  4. Select Create a binary model. Then click Next.
  5. Leave the default data space selected and select the Lead Data for Training DMO. This DMO contains historical lead data that your model will use for its training set. Then click Next. 

    PLease help. How to fix this? 

    #Salesforce Developer #Trailhead Challenges #Data Cloud
3 respuestas
  1. Kundan Kumar Jha (Infosys)
    8 sept, 16:32

    Hi Shivani, 

     

    This is a known issue tied to the data stream/datasource mapping not being fully processed yet in fresh Trailhead playgrounds, not something wrong on your end. 

     

    A few things to check and try, in order: 

     

    1. Go to Data Cloud > Data Streams and find the stream tied to Lead_Data_for_Training. Check its Last Refreshed status, if it's never run or is still processing, wait for it to complete, then retry Model Builder. 

     

    2. Go to Data Cloud > Data Model, search for Lead_Data_for_Training, and confirm it has a Category set and is actually mapped to a data source under the default Data Space. If the mapping is blank, that's the root cause, the DMO exists but has no linked datasource yet. 

     

    3. If your org has more than one Data Space, switch to a different one and back to default. This forces Model Builder to re-resolve the datasource reference and has fixed this exact error for others. 

     

    4. Hard refresh Model Builder (or open in incognito), since this screen sometimes caches a stale data model list from before the stream finished processing. 

     

    5. If it's still broken, the official Trailhead module itself documents a fallback for this exact scenario: 

     

    "If you can't find the Lead Data for Training DMO, use the Lead_Home DMO for the rest of this badge." 

     

    Source (official Trailhead unit):

    https://trailhead.salesforce.com/content/learn/modules/predictive-outputs-from-model-builder/get-started-with-predictions

     

     

    So go to the Data Streams tab, click on the Lead_Home data stream, and continue the badge using Lead_Home instead. This is Salesforce's own sanctioned workaround, not a hack. 

     

    6. If none of that clears it, it's likely a playground provisioning issue on Salesforce's side. Use "Get Help" > "Report an Issue" directly on the module page so the Trailhead ops team can look at your specific playground. 

     

    Let me know which step gets you past it.

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Souvik Dutta (Salesforce Developer en Tavant) preguntó en #Salesforce Developer
31 ago, 06:14
Segmentation Related Issue

In Data Cloud, I am doing a small project where I created 5 Calculated Insights. One of those is given below. 

 

SELECT Rental_c_Home__dlm.Customer_c__c AS Individual_Id__c, 'USD' AS currency_type__c, SUM( TRY_CONVERT_CURRENCY( Rental_c_Home__dlm.Rental_Fee_c__c, 'USD', 'USD' ) ) AS Total_Spend__c FROM Rental_c_Home__dlm JOIN UnifiedssotIndividual1__dlm ON Rental_c_Home__dlm.Customer_c__c = UnifiedssotIndividual1__dlm.ssot__Id__c GROUP BY Rental_c_Home__dlm.Customer_c__c, 'USD' 

 

Now, when I am going to create Segmentation on top of the Unified Individual object, I am unable to see any insights. Why is this happening? Am I missing anything, or is there any limitation in the Dev Org? 

 

 

 

#Salesforce Developer  #Data Cloud

Segmentation Error.png
4 respuestas
  1. Himanshu Shekhar (AQBEE Innovations Pvt. Ltd.)
    31 ago, 06:38

    Two things gate a Calculated Insight from showing up in a segment on Unified Individual, and you are likely hitting both: 

     

    1. The Unified Individual primary key has to be a dimension in the CI. For a CI to surface when you segment on Unified Individual, the segment object's key (the Unified Individual ssot id) must be one of the CI dimensions. Right now you group by Rental Home Customer aliased as Individual Id, which is the source Customer field, not the Unified Individual id — so Data Cloud cannot relate the metric back to the individuals in the segment. Return the Unified Individual id (the ssot id from UnifiedssotIndividual) as the dimension instead of, or alongside, the Customer field. 

     

    2. The CI must be run after you build or edit it. A new CI stays inactive or processing until a full run finishes, and it only lands in the segmentation attribute library once it succeeds. Open the Calculated Insights tab, check the status, and run it if it is not Active or Success — then give the segment canvas a few minutes to sync the new attribute. 

     

    Fix the dimension first (that is the usual cause), re-run, and it should appear. 

     

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

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Vishal Soni (Director - Data & AI en MIDCAI CONSULTING) publicó en * Data 360 *
3 sept, 19:12

Hello Trailblazers, 

 

Navigating the Data 360 credit consumption model can be challenging when trying to map overall credit usage back to specific transforms, refreshes, or pipeline resources.

To help address this gap, I recently authored an article for the Salesforce Architects blog outlining a practical credit feedback loop designed to help you:

  • Test Build Logic: Validate transforms against filtered data before running full-scale datasets.
  • Pinpoint Usage: Trace consumption back to specific architecture components rather than relying on aggregate totals.
  • Right-Size Cadence: Align refresh schedules directly with business requirements to avoid unnecessary credit burn.
  • Architect Visibility: Embed credit monitoring directly into your system design from day one.

📖 Read the full article: https://sforce.co/4A0Ae46

How is your team currently tracking and optimizing Data 360 credit usage in your architecture? I’d love to connect and hear your approaches in the comments!  

#Data360  #Salesforce Admin #Salesforce #Data Management #Data Cloud 

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Winata Mahendra (Financial Educator & Advisor en World System Builder) preguntó en #Trailhead Challenges
28 ago, 02:02
How to create a new data cloud playground for Unstructured Data in Data 360 before the glitched one becomes expired?

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

4 respuestas
  1. Tanmoy Santra (Self)
    28 ago, 05:51
    Please check last status : if it is still showing pending your challenge cannot be complete.please click on refresh then update .The problem will solved
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Nirajan Kumar Singh (Salesforce developer en Cognizant technology solutions) publicó en #Trailhead Challenges
30 ago, 13:18

Create a Search Index Configuration Trailhead fix.

 

 

Unable to Verify Chunk Records in Data Explorer — Trailhead Badge Fix

If you're working on the My_kav search index and the final step of the badge is failing when you try to verify the chunk records, especially with a query-related error, try the following steps.

1. Verify the Search Index

First, make sure your search index is ready and that the exact name provided in the badge is used:

Search Index Name: My_kav

Make sure there are no spelling differences or extra spaces.

2. Fix the Data Governance Policy

If you're still getting an error when opening the chunk records in Data Explorer, the issue may be related to the existing Data Governance policy.

Follow these steps:

  1. Open the App Launcher.
  2. Search for Data Governance and open the app.
  3. From the left-hand navigation, select Policies.
  4. Find the existing policy named All Data Access Ruleset.
  5. Copy the policy name before deleting it.
  6. Delete the existing All Data Access Ruleset policy.
  7. Create a new policy using the exact same name: 

    All Data Access Ruleset

  8. Select Rules and choose the resources to protect.
  9. In the Resource dropdown, select Object.
  10. In the Action dropdown, select Allow access.
  11. Under Take Action On, select All Objects.
  12. To apply the policy to users, select Users.
  13. Under the second Take Action On dropdown, select All Users.
  14. Click Save and Activate.

3. Refresh Data Explorer

After the policy has been saved and activated:

  1. Go back to Data Explorer.
  2. Refresh the page.
  3. Repeat the badge step where you open the chunk records.
  4. Try running the same query again.

The chunk records should now be visible, allowing you to complete the verification step.

Why this worked for me

The issue appeared to be related to the existing All Data Access Ruleset policy. Recreating the policy with access allowed for all Objects and all Users, followed by refreshing Data Explorer, allowed the chunk records to be displayed.

Hopefully this helps anyone who gets stuck on the final chunk-record verification step.  

#Trailhead Challenges

 

 

#Data Cloud  #Agentforce

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