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Resources from the Salesforce Developers Ask Me Anything on Native Integration with Data Cloud

 

I hope you joined us for the fantastic #SFDevsAMA on Wednesday 20 November 2024 featuring @Alba Rivas with product experts @Amrinder Chadha, @Diana Jaffe and @Minhaj Khan. They loved answering your questions about Native Integration with Data Cloud. If you missed it, don't worry - we recorded the series and our experts have provided some great resources that our experts for you to continue your learning! 

 

Still have questions? Post them in this thread for our experts!

#Ask An Expert #CommUpdates #Flow #Enrichment Tools #Fields & Relationships

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Native Integration with Data Cloud: Salesforce Developers Ask Me Anything November 2024

 

Join host @Alba Rivas and product experts @Amrinder Chadha, @Diana Jaffe and @Minhaj Khan for an in-depth discussion on integrating @* Data 360 * with the Salesforce Platform for agents.

 

Discover how to unlock the full potential of Data Cloud using familiar platform features including fields, related lists, flows, and advanced data objects (DMOs & DLOs) through #SOQL and #SQL in #Apex.

 

Bring your technical questions and get ready to explore how #Agentforce can help streamline and enhance your agent workflows.

 

Click here to register now.

 

*All AMAs are recorded and can be watched on demand on our YouTube channel.

Native Integration with Data Cloud: Salesforce Developers Ask Me Anything November 2024 Join host and product experts , and for an in-depth discussion on integrating with the Salesforce Platform for a

#Flow #Einstein Search #Enrichment Tools #Fields & Relationships #DMO

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Hello, 

 

I need to find all cases that have had their status at 'on hold' at any time during the previous month - is there a way to do this? 

 

Status' do change frequently so running a report for all on hold cases won't capture those that were on hold last month...

 

Thanks, 

 

#Fields & Relationships  #Reports & Dashboards

1 respuesta
  1. 22 feb 2024, 0:44

    Hi Taylor,

     

    Assuming your Org has Field History Tracking enabled already for the Case object, you should be able to pull this info from the database from the CaseHistory associated object that SF creates for all objects that have Field History Tracking enabled.

     

    Learn more on how to pull the data at: 

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

     

    Hope this helps!

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I'm building an app for a youth camp, so there are children, parents, teachers, volunteers, staff members and others involved.

Is it best practice to use the contacts object only with multiple record types or a separate object for each type of person?

If I use a separate object for each, which type of relationship should I house in the Contacts object? Or do I just pick one and it doesn't matter?

#Data #Best Practices #Lookup Relationships #Fields & Relationships
5 respuestas
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    18 feb 2024, 1:58

    Hey @Tom Rawling, I agree with Andrew.

    You should use the just contact with no separate record types for different relationships.

     

    You can use either picklist field as Andrew mentioned above or you can create a custom relationship object that will be related to the Contact object so that you can store the relationships there.

    This model is already utilized by Non-profit Success Pack (in the non-profit space) and here is the entity diagram to see the relationship between those 2 objects:

    https://architect.salesforce.com/1/asset/immutable/s/30bce1c/assets/images/data-models/nonprofit-success-pack-data-model.png

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I'm doing some practice tests for my admin exam and am a bit confused about the lookup field.

 

One record is "student" and the other is "enrollment". For every student account, there can be various enrollment records.

 

Which record do I create the lookup field on to track enrollment for each student?

 

I selected: Enrollment lookup field on Account, but the correct answer is Account lookup field on Enrollment.

 

Can someone explain how I know which record to put it on? Thank you!

 

#Trailhead Challenges  #Lookup Relationships  #Fields & Relationships

2 respuestas
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    15 feb 2024, 10:41

    Hi Domenika,

     

    The lookup should then be on Enrollment.

    Think of it as a one-to-many. One being the Student and many being the enrollments since 1 student can have many enrollments against them

    The many is always where the lookup goes, so you can now enter the name of the same (one) student on multiple (many) enrollments

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Ok Rookie in Trailhead Playground. I'm trying to add a field in Object Manager Contact. When I select New in Fields & Relationships nothing shows up a new field to select. Probably something I'm missing on day two in on the trail. But any help would be appreciated.

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A standard field (Industry) has disappeared from our Opportunity Fields & Relationships and Page Layout options.  Any ideas why and how to get it back?

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