#CRM Configuration60 debatiendo

 I'm interested in learning how organizations adapt Salesforce to match their unique business processes. What customization tools and features are commonly used, and how these customizations improve efficiency or business outcomes?  

Hello trailblazers, 

I will be working on a PoC where the use case is as follows: 

1. The client delivers a couple products to their customers (private and public) 

2. There are several suppliers who provide these products. 

3. The suppliers should have access to some sort  platform where they will report their CO2 emissions per product, their energy use for transport, audit material etc. 

4. AI structures the data and we get Scope 1, 2 and 3 emissions across suppliers. 

I have previously worked on NZC implementation project. However it was a couple of years ago and no AI or supplier platform involved. 

 Any recommendations on what should I look into? 

Thanks in advance.

Any ideas on how to disable the "+new account" option on lookup fields on the Opportunity and Quote objects? Our users are bypassing required fields by using this shortcut instead of the New button on the Account object. We do have the new button on the account object set to override (at least we think we do), but this doesn't seem to actually be overriding anything. It still allows them to create the new account in the pop up alert and bypassing our requirements. So, in most cases the new account is created without an address and country. 

Just looking for any solutions to ensure users follow the correct account creation process. Thank you!

I have added a related list - single for the 'files' to replace the notes and attachment one. 

However, this Files related list does not appear for some users, but I can't seem to find out why. 

The user has access to the record, and is able to view the attachments in the Notes & Attachments related list AND when opening the Files Tab (record is owned by this user).

I feel I am missing a permission set, but still haven't figured out which one.. 

Anybody ever faced the same issue ? 

Thanks!

 Hi, I’ve been trying to use the ConversationEntry object in a Flow (Get Records). I couldn’t get it to work as expected.    

To investigate, I used Salesforce Inspector Reloaded to query the ConversationEntry object. I noticed that the CreatedDate of the most recent record is October 22, 2025, which seems unusual.   

It looks like ConversationEntry records stopped being created after that date. Everything was working fine up until then, and I haven’t made any changes to channels or configurations (at least none that I’m aware of). 

Could you help me understand what might be causing this issue? 

In Salesforce, When I opened tasks tab, records are showing in split view. I can see table view after changing a display type button from Split view to table view until my system cache/browsing history deletes.   It will come back again to split view after deleted cache/browsing history.     Is there any setting/configuration that can make by default to table view?     

We currently run both a classic lightning and an (I am guessing) content builder (but not the newest one). I am relatively new to my position, so I do have not sorted all of the nuances. I have two questions; 

1. Is there a report that shows the data on how many email were opened/delivered in plain text? 

2. We use the classic to create email that look plain text because we would like the email to look as if it is sent from a person to a single person. When we build in the newer sku it has a grey background and centers the content, making it look like it is a mass email. My question is, is there a way to make the email look like it is being sent from Outlook (for example) without using the classic lightning builder?