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Paulina Perera Bastarrachea (UADY) a posé une question dans #Revenue Cloud
12 août, 14:35
Disqualification rules - Is creating Product Disqualification records strictly necessary to disqualify products?

Does anyone know if to disqualify a product, we strictly need to create a Product disqualification record?

The use case I have is that we want to replace entitlement policies with disqualification rules, and basically we have a custom field on the product2 object, we want to disqualify (and hide in our storefront) all products that don’t have an specific value on that picklist field (value != goodValue). 

All examples I could find involved creating records for the disqualification standard object, and I want to know if that is the only way. Category disqualification is not applicable as we still want to see those specific categories on the storefront, only products hidden.

If there is no way to do that then I would need to create a disqualification record for each product I want to disqualify, which would be a lot of tech debt.    @* Salesforce Revenue Cloud * 

5 réponses
  1. Kate Shelton (Salesforce)
    21 août, 19:21

    Agreed with the responses above.  

    One thing I’d add is that having the custom Product2 field in the Context Definition makes the field available to the qualification/disqualification process, but it doesn’t by itself dynamically disqualify products based on that field. 

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Jeff Wendland a posé une question dans #Tableau Desktop & Web Authoring
27 août, 13:54
Run Optimizer not working in Tableau Desktop

Whenever I try to Run Optimizer from the Server menu, I get this error:  

Run Optimizer not working in Tableau Desktop

 

 

 

#Tableau Desktop & Web Authoring

1 réponse
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Jorge Palacio Guerra (Salesforce Administrator chez Launchpad) a posé une question dans Org Check by Salesforce Labs
13 juil., 16:59
Error message when trying to see object documentation

Hello, 

 

I was wondering if you could shed some on light on the following error message when I try to see the related "Object Documentation" for one of our managed package objects.  

 

I'm a system admin, and I've assigned the Org Check permssion set. I don't usually get this type of error message using SOQL queries for this object. Thanks in advance 

 

 

Error #0: 'KaptioTravel__Itinerary__c' AND EntityDefinition.NamespacePrefix ^ ERROR at Row:1:Column:99 Didn't understand relationship 'EntityDefinition' in field path. If you are attempting to use a custom relationship, be sure to append the '__r' after the custom relationship name. Please reference your WSDL or the describe call for the appropriate names.

 

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SSMK A (Self Employed) a posé une question dans #Tableau
23 août, 04:09
How to compute ratio of a specific cell within a table

I have a tableau dashboard that looks like below 

 

How to compute ratio of a specific cell within a table

My objective is to do the below 

 

a) Compute the % of "Oneill Ltd" (from product family column) that makes up the total sales including other product family values 

 

b) I want to store that ratio output in a seperate calculated field. 

 

When I tried the tableau inbuilt feature table calculation, it is computing the ratio for all rows (which I don't want). I want to now the ratio/percentage of "Oneill ltd" only 

 

#Tableau  #Trailhead  #Tableau Desktop & Web Authoring  #Tableau Public

dummy_calc.twbx
pipeline_latest.csv
past_latest.xlsx
1 réponse
  1. Hideaki Shiihara (Tableau Ambassador (KYOCERA Communication Systems Co., Ltd.))
    27 août, 22:03

    Hi, 

    I may still not fully understand what you’re trying to achieve, but are the values shown in the Sample diagram what you’re referring to? 

    For checking purposes, I’ve displayed each value as well. 

     

    Since the processing is done with an LOD calculation, please be aware that if you need any filter operations, you’ll have to use a Context Filter. 

     

    <sample>Hi, I may still not fully understand what you’re trying to achieve, but are the values shown in the Sample diagram what you’re referring to? For checking purposes, I’ve displayed each value as well.

     

    <calc>image.pngimage.pngimage.png

     

     

     

     

     

    dummy_calc_c260828.twbx
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Alexandre DUPONCHEL (Solution Architect Salesforce B2C Commerce chez OSF Digital) a posé une question dans #Trailhead Challenges
27 août, 16:04
Cannot find "Run Loyalty Program Process" flow

Hi, 

 

I am doing the following trailhead :

https://trailhead.salesforce.com/fr/content/learn/projects/set-up-a-loyalty-program/add-members-and-run-flows

 

 

I accessed flows but 

I cannot find any existing flow for "Run Loyalty Program Process".

Do you know whether the trailhead is still up to date ?

 

 

In previous step, it asked to search for "Loyalty Management Settings" in order to make sure "

Generate Codes for Vouchers"

was enabled however I was not able to find this option too. 

 

The search bar on the top usualy found no result at all, so I used the application search bar on the left. 

 

Did I miss something ? 

 

#Trailhead Challenges

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Arvinder Saluja (Salesforce Administrator and Business Analyst chez Sweet Potato Tec) a posé une question dans * Salesforce Revenue Cloud *
25 août, 19:53
Revenue Cloud study modules

Hello Everyone,  

 

Any recommendations for Revenue Cloud Trailmix? 

5 réponses
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Darrell DeVeaux (Consultant chez HealthDetail) a posé une question dans Agentblazer Community Group
27 août, 20:58
How Can We Modify or Create Our Own QueryRecords Action To Return More Than 50 Records?
1 réponse
  1. Forum Ambassador Ajaypreet Singh Saini (Grantbook)
    27 août, 21:42

    Hey @Darrell DeVeaux, have you tried using flows or apex route? 

    Also, there is a reason of the limit on standard action, so make sure your custom route won't query a lot of records as it can exhaust the LLM context window 

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Tracy Mori a posé une question dans #Trailhead Challenges
Hier, à 16:50
The Order Agent Conversation Window is not showing up for me on the Sales Home tab from the Connect Flows to Agentforce with Actions Trailhead learning

#Trailhead Challenges

4 réponses
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Prashanth Mysore a posé une question dans #Trailhead Challenges
27 août, 21:11
i am trying to compete the tasks in Access Data 360 from Flows. However I am running in to issue

i am trying to compete the tasks in Access Data 360 from Flows. However I am running in to issue in Step 6 where i have to create a second add condition and i don't see the Data  Source Object in the field object. Has anyone faced this? or how to solve this? 

 

#Trailhead Challenges

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Fabiano Lucas Silva Toledo a posé une question dans #Trailhead Challenges
28 févr., 23:31
Desafio - Aprovar registros de um feed do Chatter

Já fiz e refiz todos os passos, mas sempre da a mesma menagem de erro : 

 

Desafio ainda não concluído(a) em 私の Trailhead Playground 1

We can't find an approval post template named 'Opportunity Approvals'. Make sure the unique name is 'Opportunity_Approvals'. 

 

Não consigo encontrar o erro, será que alguem passou por isso, e pode me ajudar! 

 

O nome esta escrito corretamente em ingles. 

 

#Trailhead Challenges

2 réponses
  1. Henry Russell
    27 août, 21:13

     It may be worth checking the Unique Name rather than just the displayed template name. Salesforce often validates the API/unique name separately, so make sure it is exactly Opportunity_Approvals with no extra spaces or different characters. 

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