Skip to main content

Noticias en tiempo real

Conecte con colegas Trailblazers. Haga y responda preguntas para mejorar sus habilidades y crear una red.

Our internal Opportunity pages are on Dynamic Forms. On our Aura partner site, record pages show exactly what's in the page layout assigned to the partner profile, and Dynamic Forms changes don't show up there. 

 

We want partners to see a different field order than internal users. Our plan is a separate layout assigned only to the partner profile, with sensitive fields hidden via FLS. 

 

Is that the right approach? Or is there a better way to do this on Aura sites, like Dynamic Forms support there or on the roadmap? 

 

1 respuesta
  1. Sushil Kumar (UKG) Forum Ambassador
    26 sept, 21:10
    At this point , dynamic forms are not supported in experience cloud. You can vote on this highly voted idea - https://ideas.salesforce.com/s/idea/a0B8W00000GdbhOUAR/enable-dynamic-forms-dynamic-actions-for-the-communities-interface. Your approach of using separate layout or controlling using FLS is correct.
0/9000

Hi All, 

 

I’m currently preparing for the Platform Developer I certification. I’m relatively new to the Salesforce ecosystem with limited coding experience, and I have cleared the

Salesforce Administrator and Platform App Builder certifications.

I’m using Trailhead and Focus on Force for PD1 preparation, but I can see that FoF covers the UI section in much more depth.

I would really appreciate it if anyone who has appeared for the PD1 exam recently could guide me on how much I need to cover for LWC, Visualforce, Aura, their testing, and other UI-related topics for the exam.

I’m trying to understand the right depth needed for PD1 without going too deep into every topic.

Thanks in Advance! 

 

#Salesforce Developer  #PD1 Exam

1 respuesta
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    26 sept, 20:58

    Hello @Madhumita Dasgupta please see the topic coverage ratio in the certification exam guide : https://help.salesforce.com/s/articleView?id=005298965&type=1

     

     

    Developer Fundamentals: 27%

    • Understand multi-tenant concepts and design frameworks, such as MVC architecture and Lightning Component Framework.
    • Given a scenario, identify common use cases and best practices for declarative versus programmatic customizations, including governor limits, formula fields, and roll-up summaries.
    • Given a scenario, determine, create, and access the appropriate data model including objects, fields, relationships, and external IDs.
    • Understand use cases and limitations of using Agentforce for Developers.

    Process Automation and Logic: 28%

    • Identify the capabilities of the declarative process automation features.
    • Understand how to declare variables, constants, methods, modifiers, Apex interfaces, and the appropriate use cases for each.
    • Given a scenario, assess how Apex control flow statements will execute and when to apply different control flow statements.
    • Given a scenario, write SOSL, SOQL, and DML statements in Apex, and assess what they will return.
    • Given a scenario, follow best practices to write Apex classes and triggers.
    • Given a scenario, understand governor limits and their implications on Apex transactions.
    • Describe the relationship between Apex transactions, the save order of execution, and the potential for recursion and/or cascading.
    • Implement exception handling in Apex, including custom exceptions as needed.
    • Given a scenario, use declarative functionality and Apex together to automate business logic.

    User Interface: 25%

    • Given a scenario, prevent user interface and data access security vulnerabilities.
    • Given a scenario, display and use custom user interface components, including Lightning components, Flow, and Visualforce.
    • Describe the use cases and best practices for Lightning Web Components, including the framework, benefits, and events.
    • Given a scenario, implement Apex to work with various types of page components, including Lightning components, Flow, and Agentforce.

    Testing, Debugging, and Deployment: 20%

      • Write and execute tests for triggers, controllers, classes, and flows using various sources of test data.
      • Given a scenario, know how and when to use the Salesforce Developer tools such as Salesforce DX, Salesforce CLI, and Developer Console.
      • Describe how to approach debugging system issues and monitoring flows, performance, asynchronous, and batch jobs.
      • Describe the environments, requirements, and process for deploying code and associated configurations.

     Eric

0/9000
1 respuesta
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    26 sept, 20:54

    Hello @Mudit Chandwani you will not find shared voucher here in the Community. Instead, please have a look at the following ways to try to get one :

    Good luck !  

    Eric

0/9000

Hi everyone,

I need an architectural sanity check on a security requirement. I want to avoid hitting platform limits down the road and would appreciate some feedback on whether this can be safely achieved using Schedule-Triggered Flows or whether Scheduled Batch Apex would be required.

Context

  • We are changing the Organization-Wide Defaults (OWD) of the standard Quote object from Controlled by Parent to Private.
  • We receive an integration feed from an external system that creates or updates up to approximately 80 Quotes per Account per day. Quotes can also be created manually in Salesforce.
  • Quotes contain two custom Account lookups: Sold-To and Bill-To.
  • We have both Quotes with and without Opportunities.

Requirement

  • The Account Owner of the Sold-To Account and the Account Owner of the Bill-To Account must have Read-Only access to the related Quote.
  • When the Account Owner changes, access to the related Quotes must be updated accordingly, including removing the previous owner's access and granting access to the new owner.
  • The required access is managed through QuoteShare records with RowCause = Manual.

Architectural Question

Given the expected Quote volume and the need to automate the insertion and cleanup of QuoteShare records following Account ownership changes:

  • Is this approach feasible using a standard Schedule-Triggered Flow, or would Scheduled Batch Apex be required to ensure scalability and avoid governor limits?
  • What would be the cleanest architectural pattern for handling the cleanup and creation of Manual QuoteShare records when Account ownership changes?

Thanks for your guidance!

 

 

@Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @APAC Architects, @Data Quality & Management

 

 

#Trailhead Challenges  #Salesforce Developer  #Salesforce Admin  #Salesforce  #Flow  #Apex

3 respuestas
  1. 26 sept, 20:40

    @sakshi nagpal

    , would you still recommend using APEX instead flow if the volume of quotes is of up to 80 per day approx. in general and not per account?. 

    @Debarshi Bagchi, sorry if I ask you, I would appreciate any guidance in this sense,

0/9000
2 respuestas
  1. 26 sept, 20:13

    Hi @Priyanka Manogaran

     

     

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000GzMK4SAN

     

     

    Please check all the steps are correct or not. Please check the spell as well with exact match 

    1. Click the Waypoints tab.
    2. Click New to create a new waypoint.
    3. Call it Half Dome and click Save & New.
    4. Create another waypoint called Glacier Point and click Save & New.
    5. Create one more called El Capitan and click Save.

    No duplicate record should be there

     

    Also check below link.  

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007T4CR8SAN

     

     

     

     

0/9000
1 respuesta
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    26 sept, 17:53

    Hello @Kavya Senthilkumar make sure to start the module from unit 1, and to take all units in the correct order, especially the second one where you are requested to create the dedicated free Developer Edition org with sample data. It seems that you have missed some steps. Eric

0/9000

Hi everyone, 

 

I wanted to ask if Salesforce Voice automatically associating Related Record field in Voice Call with the record you are displaying on screen is something standard from the Salesforce Voice package and if it is configurable in some way, deactivating it if possible. 

 

We have some custom processes that, for any type of Voice Call (Inbound, Outbound, Callback, etc.), search for any Contact or Lead that exists for the call's phone number and if any exist we fill the Related Record field on Voice Call with said records. Recently users have reported that when they are displaying another Contact or Lead on screen somehow this record ends up on the Related Record field of an unrelated call instead of the one found by our processes. We have debugged everything and we see that our flows do run and get the record correctly, but somehow get overridden by something. This something we suspect is something native from the Voice package. 

We have also tried to take control of this through the console workspace API but it is still happening. 

 

Does anybody have any info on this? Does this native functionality overriding our processes actually exist or have we just done this ourselves with our flows? 

 

Any help is welcome!

4 respuestas
  1. 9 sept, 8:00

    I’d look closely at whether the value is being populated by the Voice package through the active console context. If the flow is correctly finding the Contact/Lead but the value changes afterward, that timing would be the first thing I’d try to isolate. 

     

    A useful test would be to temporarily remove the custom assignment and watch the Voice Call record through the full lifecycle: call creation → console record context → flow execution → final Related Record value. That should help identify whether the native behavior happens before or after the flow. I’d also check whether the behavior differs between inbound, outbound, and callback calls. 

     

    More broadly, this is a good example of why Salesforce telephony needs to be evaluated beyond just “does it make calls?” The interaction between call context, CRM records, routing, logging, and automation can become important very quickly. I’ve seen this discussed in the context of comparing the different

    Salesforce telephony options as well.

0/9000
3 respuestas
  1. 26 sept, 16:34

    Obrigado pela ajuda estou coseguindo resolver.

0/9000

Hi everyone,  

I gave my first Salesforce Certified Administrator on 9th march 2026,  but i was unable to clear it at that time now i want to retake the exam but now I do not have 100 $ to spend on the retake how can i get full waiver or how can I get 100 $ voucher/ 200 $ voucher (If i can give a new attempt) 

 

#Free Vouchers  #Trailhead Challenges  #Trailhead  #Salesforce Admin  #Salesforce Developer  #Agentforce  #TrailblazerCommunity

1 respuesta
  1. 26 sept, 16:16

    i see an email from salesforce did you get the same for similar topic?

0/9000

Hello 

 

Delete data graph data cloud

 

I'm trying to delete my data graph so I can modify the relationships in the data model. Without deleting it, I won't be able to modify the relationships. 

But I still have these two dependencies that are preventing me from deleting it. I've already deleted all the forms and landing pages. It must be stored somewhere or something like that, because I can't delete it. Do you have any ideas, please? 

 

#Data Cloud  #Data360

1 respuesta
  1. 26 sept, 15:36

    Hi @Mélina MOLHO

     

    This is a known friction point with Data Cloud Data Graphs referencing CMS content a few likely causes, in order of probability:My best guess is step 2 (the 48-hour sync lag) or step 1 (Trash still holding them) those are the two most common causes for exactly this scenario. If you check the Recycle Bin and it's already empty, wait a day and retry before escalating. 

     

    1. Check the CMS Recycle Bin 

      Deleting a form/landing page in Experience Builder or CMS Workspaces often just moves it to Trash, not a hard delete. Go to Digital Experiences > [your site or CMS Workspace] > Content > check for a Trash/Recycle Bin view, and permanently delete MCAIPBQMF5XVGJ7HLSXSOCBCQL54 and LP_NPS from there.

    2. Wait out the known sync delay 

      Salesforce's own docs note that for Managed Content Resources specifically, a deletion can take up to 48 hours to be fully reflected in the dependency index, even though the item is gone from the UI. If you deleted these recently, this alone may explain it retry the delete tomorrow before troubleshooting further.

    3. Confirm they're not still published/versioned elsewhere 

      A CMS form or landing page can have multiple published versions or be reused across more than one site/channel. Check Setup > Digital Experiences > All Sites, and also any other CMS Workspace, to confirm there isn't a second reference to the same content item still live.

    4. Search for embedded references 

      sfdc_cms_form / sfdc_cms_landingPage content can be embedded as a component inside another Experience Builder page or an LWC. If either was ever dragged onto a page that still exists, that page is holding a live reference search Experience Builder pages for the component.

    5. Use the Dependency API to get an authoritative list 

      If the UI dependency list looks stale, query MetadataComponentDependency (or the equivalent Data Cloud dependency Connect REST endpoint) to see exactly what's still pointing at the Data Graph, rather than trusting the UI panel alone.

    6. Escalate to Salesforce Support if it persists 

      If it's still blocked after 48+ hours and steps 1–4 show nothing, this is worth a Support case Data Cloud's dependency checker referencing already deleted CMS resources is a reported pattern, not something you can force clear from the UI yourself.

    My best guess is step 2 (the 48-hour sync lag) or step 1 (Trash still holding them) those are the two most common causes for exactly this scenario. If you check the Recycle Bin and it's already empty, wait a day and retry before escalating.  

     

    I hope you find the above information helpful. If it does, Please mark it as Best Answer to help others too.

0/9000