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Youri Vanthournout a posé une question dans #Trailhead Challenges
20 juil., 09:33
"Roll-Up Summary Fields" challenge (Potential_Value__c) still failing despite correct config

Hi,

 I'm stuck on the Implement Roll-Up Summary Fields unit challenge (Formulas & Validations module) and would appreciate some help. 

Field configuration (recreated from scratch several times, always identical):

  • Object: Account
  • Field Label: Potential Value
  • Field Name: Potential_Value (API Name: Potential_Value__c)
  • Type: Roll-Up Summary
  • Summarized Object: Opportunity
  • Roll-up Type: SUM
  • Field to Aggregate: Expected Revenue
  • Filter Criteria: none
  • Field-Level Security: Visible for all profiles

Error message on every attempt:

 

"We created an account with an opportunity. We expected the account's 'Potential_Value__c' field to indicate the amount of that specific opportunity, but it does not."

What I've already tried, no luck:

  • Field to Aggregate = Amount, then = Expected Revenue
  • Forced a mass recalculation of the field
  • Checked/fixed Field-Level Security
  • Confirmed only one Playground is connected (no org mix-up)
  • Checked Advanced Currency Management — not even enabled in my org (no "Manage Currencies" menu at all)
  • Deleted and fully recreated the field

Has anyone hit this exact wall, or is this a known bug on this specific challenge? Thanks in advance. 

 

#Trailhead Challenges

5 réponses
  1. Youri Vanthournout
    20 juil., 15:19

     Update: fixed it by spinning up a brand new Trailhead Playground and recreating the field. Challenge passed right away. Thanks for the help. 

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raju Prasad a posé une question dans #Tableau Cloud
28 août, 07:17
device_type data column in Tableau Cloud

Hi All, 

 

Could you please advise how we can retrieve the device_type field from the “Who Has Seen This View”

data in Tableau Cloud? 

 

We would like to identify whether each view was accessed from a desktop, tablet, or mobile device. The http_user_agent field is available in the Viz Load Times data source, but we would like to confirm whether device_type can be directly accessed or exposed from the “Who Has Seen This View” data. 

 

Could you please share the required steps, data source, or permissions needed to retrieve this field? 

 

Best regards, 

Raju 

 

#Trailblazer Community Questions  #Tableau Cloud

2 réponses
  1. John Ben
    6 oct., 23:28

    I’m curious about this as well. Since http_user_agent is already available in the Viz Load Times data, it would be useful to know whether Tableau Cloud exposes a processed device_type field directly or if it needs to be derived separately.

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Samarth kapadia a posé une question dans #Agentforce
6 oct., 22:52
How can i fix sources issue on agenforce ?

So i m using data cloud ADL to store PDF and retrieve the data in agent i have used that ADL with sources as off and citiation is also still when i m chatting with agent nd ask some question from that PDF it gives me sources in the chat the link of that pdf how can i hide that i dont want to show that. 

 

#Agentforce

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John Egleston (CRM Manager chez InterVarsity Christian Fellowship / USA) a posé une question dans Newbie Tableau User Group Desktop
28 sept., 21:13
Best Tableau/Salesforce resources on data quality/governance?

Who else is using Tableau to boost data quality and governance in a nonprofit using Salesforce? Looking to learn from and with you!

1 réponse
  1. Scott Fisher (Gardens of Golden Gate Park)
    6 oct., 22:44

    Hi John, 

     

    We are using Tableau along with Salesforce. Not specifically for data quality and governance... We do make updates to our Saleforce data when it helps with Tableau vizs e.g. country name standarization (even for the United States). 

     

    How are you using it for those purposes? 

     

    Thanks, 

    Scott

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Patrick omokhua (pathways) a posé une question dans #Volunteering
6 oct., 22:34
hi

I’m currently looking for Salesforce Administrator volunteer opportunities to gain hands-on experience. I’m excited to support nonprofits or small teams with admin tasks.

At this time, I am available strictly for volunteer/unpaid roles.

If your organization needs volunteer Salesforce support, I’d be happy to connect.

Thank you.

#Volunteer Opportunities #Volunteer Salesforce Administrator #Volunteering #Volunteer

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Nick Lindberg (Salesforce Business Analyst chez University of Minnesota | Twin Cities Nonprofit User Group | Salesforce MVP HoF) a posé une question dans Commons Project: Summit Events App
10 avr. 2024, 14:49
Reason Appointment Type Fee not calculating on event charges screen?

I'm been playing around with setting up appointment types that have different fees attached to them.   When working through the registration, after adding the appointment type and going to the submit registration/event charges page, the event charges shows as $0.

 

Is there something I am missing on the appointment type setup?  Below is how I configured an appointment type.

Reason Appointment Type Fee not calculating on event charges screen?

3 réponses
  1. Thaddaeus Dahlberg (University of St Thomas)
    10 avr. 2024, 22:29

    Hey @Nick Lindberg,

     

    You aren't missing something. Our codebase is! We intend to put fees for appointments but haven't got any engagement on the issue so sort of pushed it down the queue. Here is the very verbose (I kid) issue on our github repo:

    https://github.com/SFDO-Community/Summit-Events-App/issues/365

     

    If you've got opinions of functionality, we are listening! We would most likely tie a fee/fee allocation to the appointment type, generate a fee per appointment, and then itemize appointment fees on the submit page before a jump to a payment gateway (or just the confirmation page).

     

    Thanks!

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Kamesh K a posé une question dans #Salesforce Admin
6 oct., 07:44
Shared report is not accessible by the user

As a admin, i have created a folder and shared the folder viewing access to an user. it was working fine for some time. Now it is not working. i have tried removing and providing the access again. But, the user is unable to access the report. It is saying, 

"Looks like you don't have access to the report. Ask your Salesforce admin for help." 

 

How to resolve the issue? 

 

#Salesforce Admin

2 réponses
  1. Forum Ambassador Steven Trumble (Strum Consulting)
    6 oct., 22:21

    Above are good troubleshooting steps.  

     

    Also check that the user has access to all fields used in filters or grouping as this will cause load issues.  

    Lack of access to a field or just a column in a report shouldn't be an issue.

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José Luis a posé une question dans #Trailhead
3 oct., 19:48
Estou fazendo o desafio, segurança de dado/controle e acesso aos campos. porem estou com dificuldade de permitir acesso a um e restringir o acesso a outros. alguém poderia me ajudar.

Desafio trailhead 

 

#Trailhead  #Salesforce Admin

3 réponses
  1. Forum Ambassador Eric Burté (DEVOTEAM)
    6 oct., 22:09

    Hello @José Luis you need to make sure the candidate__c and position__c fields are only set up to read permission (user cannot edit them). Could you please provide us with a screenshot of your permission set detail. Eric 

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Surendhar Srinivasan (HTC Global Services) a posé une question dans #Salesforce Admin
6 oct., 12:09
Is it possible to sort the Activity Timeline by Created Date?

On the Account record page, the Activity Timeline only gives "Oldest dates first" and "Newest dates first" for Upcoming & Overdue activities. I want the most recently created event shown first, regardless of its scheduled date. For example, Event 1 (7 Oct) was created first, Event 2 (10 Oct) second, and Event 3 (9 Oct) third.

Is there any standard setting, or a recommended workaround (related list, report, or custom component) to order by Created Date? Thanks in advance. 

 

#Salesforce Admin  #Salesforce Developer  #Salesforce

1 réponse
  1. Forum Ambassador Steven Trumble (Strum Consulting)
    6 oct., 22:06

    No standard setting for this. Not entirely sure why you'd want this anyway.  

     

    For a workaround you build your own datatable and display the record data in whatever order you want. If you just need to see events this should be relatively straight forward. if you want it to show all objects that are typically included in the standard activity timeline then you'll need a wrapper class to make it work.

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Patrick van Leeuwen a posé une question dans #Reports & Dashboards
27 févr. 2025, 10:40
Organise Report and Folders structure

Hi everyone,

I'm working at an organization with a large number of folders and reports accumulated over the years. I'm looking for an app that can visually display the folder hierarchy and allow me to easily move or delete reports. Doing this manually would take too much time.   

Does anyone know of a good solution or app for this?   

Thanks in advance!   

@Reports & Dashboards 

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