Hi,
I am making callout to external system to get records out of 100 2 failed i want to retry those failed records till 3 time. Can someone help with full code in detail?
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Good afternoon everyone, how are you?
We have some questions regarding the Repeater Block and its pre-configuration. We saw in a documentation that it was necessary to force a relationship between our Products DMO and the Individual to be able to associate it with the Data Graph, and then personalize our abandoned cart emails.
The question we have is:
Is this step of forcing a relationship really necessary? Or do we need a separate Data Graph for each function? Will each Data Graph work as an activation (comparing it to the use of Data Cloud activation to MCE) ?
Thank you.
#Trailhead Challenges #Trailhead #Salesforce Developer #Salesforce Admin #Salesforce #TrailblazerCommunity #Data Cloud
Hi all! I think I can't get around this but I'm wondering if anyone has any ideas. I have two lines of business (line a and line b) and line b wants to see some information from line a. Previously this has not been needed or possible.
I have managed (using a looking field on the opportunity and a sharing rule) to make that happen. The problem is that if line b runs an account report (for example) they get line a info and we don't want that to happen. If I remove the sharing rule that makes this whole thing work - what I created falls apart.
I'm thinking the only way is do something thing that would require a LOT of work and probably involve bringing in a developer - one or more of the following
- custom dl account reference object
- screen flow search
- custom LWC
anyone have any other thoughts/ideas?
Thank you in advance as always for any help! :)
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2 respuestas
update - going to try a custom search - using a screen flow from a button on the oppty
With the Headless Experience Layer (HXL), you build one interactive widget in declarative JSON, and it renders natively in Agentforce, Claude, ChatGPT, and Slack. No rebuilding the same screen for every surface.
Ready to try it? Start here:
- Read the blog: https://developer.salesforce.com/blogs/2026/10/building-interactive-ui-with-hxl
- Explore the docs: https://developer.salesforce.com/docs/platform/hxl/guide/get-started.html
- Try the hands-on AIforce workshop: https://developer.salesforce.com/workshops/aiforce-workshop
- Preview widgets in the Playground: https://developer.salesforce.com/docs/platform/hxl/guide/playground.html
#Salesforce Developer #Salesforce Admin #Agentforce #Salesforce #TrailblazerCommunity
1 comentario
Great update, @Akshata Sawant Thanks for sharing.
HXL looks like a useful step forward for building interactive AI experiences.
The biggest advantage is building one reusable UI widget instead of creating separate versions for different platforms.
Really interesting to see how the same JSON-based widget can work across Agentforce, ChatGPT, Claude, and Slack.
Looking forward to exploring the Playground and trying some real-world use cases!
Multiple users are not able to access report with a particular report type thats saved in Public Folder. Report type used was "Report and Dashboard Components" users are getting error as shown in the screenshot.
The report type is deployed correctly.
Users are able to access other reports saved in Public folder.
#Salesforce #Sales Cloud #Reports & Dashboards
2 respuestas
Steven Trumble (Strum Consulting) 
Forum Ambassador
Reports and dashboard components report type is on setup objects, not standard objects, so regular users cannot access them. You need view setup permissions which you probably do not want to give to end users. I make users submit a request and give them an export of the report whenever they need to run this report to see which dashboard is using which report
Hey Trailblazers 👋
Sharing a new update to Salesforce Metadata Navigator: manage queue and group membership directly from the extension.
You can now:
🔎 Search for queues and groups
➕ Add members
➖ Remove members
All in a few clicks, from one place.
Whether you’re onboarding someone or updating membership after a team change, the goal is simple: reduce repetitive Setup navigation and make everyday admin tasks easier.
Watch the demo below 👇
Try the extension:
https://chromewebstore.google.com/detail/salesforce-metadata-navig/bhhjfabaooemhhmiigmcemjelhmjhmkf
If you manage queues and groups regularly, what would make this workflow more useful for you?
#Salesforce Developer #Salesforceadmins #TrailblazerCommunity
#Salesforce @* Release Readiness Trailblazers *@* Salesforce Administrators *@Admin Tricks #RRTreasureHunts #New Releases #Automation
Hi Everyone,
I'm a Salesforce Administrator currently learning about SharePoint and Salesforce integration for document management, and I'd love to learn from your experience.
I'm interested in understanding how organizations use SharePoint with Salesforce to manage documents, folders, security, and document access efficiently. I'm also curious about best practices for folder structures, metadata synchronization, version control, and providing a smooth user experience.
As I'm still exploring this area, I would greatly appreciate any insights, recommendations, or lessons learned from real-world implementations.
Looking forward to hearing your ideas and experiences. Thank you!
#Trailhead Challenges #Salesforce Developer #Salesforce Admin #Salesforce #Sales Cloud #Trailhead
1 respuesta
Integrating SharePoint with Salesforce for document management is a great way to leverage SharePoint storage with what Salesforce can do.
Things to consider:
1. Use Salesforce Files Connect?
This is a Salesforce feature that lets users access, search, and attach files stored in SharePoint directly within the Salesforce UI without duplicating data storage.
2. AppExchange Solutions?
AppExchange has more automated ways to do this, such as automatically generating SharePoint folder structures linked directly to specific Accounts, Opportunities, or Cases.
3. Microsoft Graph API Integration?
For enterprises requiring custom folder logic, strict metadata synchronization, automated workflows, and complex security mapping.
4. Structure & Organization
Mirror Object Relationships: Design your SharePoint document libraries or folder trees to reflect your Salesforce data model.
5. Consistent Naming
Establish rigid naming conventions and utilize SharePoint metadata tags and nested folders to keep searching effective.
6. Single Source of Truth?
Determine whether SharePoint or Salesforce acts as your primary source of truth, and map user profiles, permission sets, and SharePoint sharing rules.
1 respuesta
Smitha Thomas (CIBC)
Forum Ambassador
Salesforce does not have a direct out-of-the-box option to translate uploaded files. You can use a third-party app from AppExchange or implement a custom solution. Please also check this thread:
https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000SXX8z0AH
I’m looking to attend an in-person Salesforce Administrator training course in the United States (English-speaking). Does anyone have recommendations for a reputable course or training program they’ve found helpful? I’d love to hear about your experiences and any suggestions!
#Salesforce Admin #Salesforce #TrailblazerCommunity
1 respuesta
Smitha Thomas (CIBC)
Forum Ambassador
If you are open to virtual courses, try these instructor-led courses.
#Salesforce #Salesforce AdminIf a user needs additional permissions without changing their existing profile, how would you grant access securely using Permission Sets or Permission Set Groups?
2 respuestas
Hi @Abhiram Sailada Permission Sets are the best way to give users additional access without changing their existing profile.
- Permission Set: Grants specific access, like Read, Create, Edit, or Delete on an object.
- Permission Set Group: Combines multiple Permission Sets, making access easier to manage.
- Example: If a user needs Edit access to Opportunities, simply assign the required Permission Set.
- Security: Always follow the least privilege principle. Give only the access users actually need.
Best Practice: Use Permission Sets for individual requirements and Permission Set Groups for users with similar job responsibilities.