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Aurora Rossiter a posé une question dans #Trailhead Challenges

I am working on the "Create an App and Lens" trail and am struggling to actually find the analytics studio. I am signed into the right account and have opened the Developer Edition which *should have* analytics studio as one of the available apps in the app launcher, but it is not there and I cannot find any signs of it. How do I go about getting that in my developer edition so I can continue this module?  

 

I am getting the reference ID

TZMGPSWC when I try to complete the challenge.

 

#Trailhead Challenges

1 réponse
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Unable to verify "Enable Digital Experiences and Set Up Messaging"

I'm completing the Trailhead project Enable Digital Experiences and Set Up Messaging.

My connected hands-on org is MIAW Org, Type: Developer Edition.

Messaging is On.

I created the Category 1 Biking Support Channel using Enhanced Chat, and the channel is Active.

However, when I click Verify step to earn 100 points, Trailhead shows:

"Step not yet complete in MIAW Org — Make sure you created and connected to the Developer Edition org with Messaging."

Please check whether the Trailhead verification for this project is correctly recognizing my Messaging Developer Edition org. 

 

#Trailhead Challenges

1 réponse
  1. Aujourd’hui, à 15:07

    Hi @Tanaya Gaikwad  -  make sure to correctly connect the org to your trailhead account. Make sure this is the one selected, next to the Launch button, in the challenge section. If that is not the case, click on the 3 dot icon > connect org > validate and save it in your trailhead account > select it, and then only after click the verify challenge button. 

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Hi Admins,

We’re trying to reduce the time reps spend typing notes in Salesforce. The idea is to let them speak instead of type and have the text go straight into a Salesforce field (like Task description or a custom “Call Notes” field) while they stay on the record page in the browser.

For those who’ve set up something similar:

  • Are you using any browser‑based dictation / voice‑to‑text tools that write directly into Salesforce fields?
  • How do you handle things like field focus, auto‑saving, and making sure the right record is updated?

Just looking for real‑world setups and gotchas so we don’t reinvent the wheel.

Thanks!

1 réponse
  1. Aujourd’hui, à 15:03

    Hi, 

     

    I’d keep it simple and use the browser’s built in dictation or a speech-to-text extension rather than changing Salesforce itself. The main gotcha is focus, the rep needs to click into the right field before dictating. I’d avoid autosave at first too, and let them review the note before saving the record.

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I am currently using Dataloader.io to import data to Salesforce.Currently it has a limit of 10000 records per month unless you upgrade it to a premium.

 

 

I would like to ask if I download the Dataloader for Windows from setup to my computer , does it have a limit as well same with Dataloader.io which is 10000 records per month ?

 

 

Thank you in advance.

7 réponses
  1. 31 oct. 2019, 15:41
    Not an issue Hyron. 

     

    If you download Dataloader for windows, you won't need any additional subscription or need additional licences. You can download, use your current salesforce licence and start import up to 5 million records a day by just login into Dataloader. 
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Can anyone provide more details on exactly how and where the new Certificate Trust Store is used? 

 

The

release notes

suggest the Trust Store is intended to support adding additional root certificates to allow Named Credential callouts to endpoints signed by a private or internal CA not already in the global Salesforce-managed trust store. 

 

However, the

help documentation

indicates that the Trust Store is used for "for validating inbound TLS connections" (???), and also states "The Certificate Trust Store supports Named Credentials integrations only." 

The help text within a Winter 27 sandbox states it is used for "API calls and SSO":

New Certificate Trust Store usage unclear

 

1) Where exactly is the new "Certificate Trust Store" used?  Is it Named Credentials only?  Is it with outbound TLS connections or inbound, too? 

 

2) It is also unclear if the new "Certificate Trust Store"

replaces the global Salesforce-managed trust store, or if the Trust Store provides a means to add additional

certificates.  In other words, customers should never need to upload public root ceritifcates that are already present in the global Salesforce-managed trust store, customers only need to upload root certificates from a private or internal CA, right? 

 

Thanks!

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I saw this in the Ohana Slack Group. Is there any truth to this, I certainly hope not? 

 

 

CRMA End of Life?

 

 

21 réponses
  1. 22 mai 2025, 17:01

    Salesforce has not and is not considering to set CRM Analytics to End-of-Life.

    Yes, there are rumors in the market - they are simply wrong.

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I have a screen flow that I'd like users to be able to access two different ways: from a field on the Opportunity Product object, as well as a Detail Page Button. What's paramount is where the screen flow returns at its end: I need it to end on a view of the product related list on the related Opportunity record. I got it to work successfully on the field version. Here's my formula field:  

 

HYPERLINK("/flow/Opportunity_Product_Screen_Flow_Clone_Opportunity_Product" &"?recordId=" &Id &"&retURL=/lightning/r/Opportunity/" & OpportunityId & "/related/OpportunityLineItems/view", 

"CLONE", 

"_self" 

) 

 

But for the life of me, I can't get the Button version of the URL to go back to the Product related list. I figured out that I can't reference the Opportunity Id via merge field in this scenario, so I created a formula field called Opportunity_Id__c, which just utilizes a CASESAFEID version of the Opportunity Id.  

 

In order to save time, here is a list of the various versions I've tried that DON'T work:  

 

/flow/Opportunity_Product_Screen_Flow_Clone_Opportunity_Product?recordId={!

OpportunityLineItem.Id}&retURL=/{!OpportunityLineItem.Id

} 

 

/flow/Opportunity_Product_Screen_Flow_Clone_Opportunity_Product?recordId={!

OpportunityLineItem.Id

}&retURL=/lightning/r/Opportunity/&OpportunityId&/related/OpportunityLineItems/view 

 

/flow/Opportunity_Product_Screen_Flow_Clone_Opportunity_Product?recordId={!

OpportunityLineItem.Id

}&retURL=/lightning/r/Opportunity/OpportunityLineItem.Opportunity_Id__c/related/OpportunityLineItems/view 

 

/flow/Opportunity_Product_Screen_Flow_Clone_Opportunity_Product?recordId={!

OpportunityLineItem.Id}&retURL=/lightning/r/Opportunity/{!Opportunity.Id

}/related/OpportunityLineItems/view 

 

/flow/Opportunity_Product_Screen_Flow_Clone_Opportunity_Product?recordId={!

OpportunityLineItem.Id

}&retURL=/lightning/r/Opportunity/{!OpportunityLineItem.Opportunity_Id__c}/related/OpportunityLineItems/view 

 

/flow/Opportunity_Product_Screen_Flow_Clone_Opportunity_Product?recordId={!

OpportunityLineItem.Id

}&retURL=/lightning/r/Opportunity/&OpportunityLineItem.Opportunity_Id__c&/related/OpportunityLineItems/view 

 

/flow/Opportunity_Product_Screen_Flow_Clone_Opportunity_Product?recordId={!

OpportunityLineItem.Id}&retURL=/lightning/r/OpportunityLineItem.Id

} 

 

/flow/Opportunity_Product_Screen_Flow_Clone_Opportunity_Product?recordId={!

OpportunityLineItem.Id

}&retURL=/lightning/r/{!OpportunityLineItem.Opportunity_Id__c}/related/OpportunityLineItems/view 

 

/flow/Opportunity_Product_Screen_Flow_Clone_Opportunity_Product?recordId={!

OpportunityLineItem.Id

}&retURL=/lightning/r/&OpportunityLineItem.Opportunity_Id__c&/related/OpportunityLineItems/view 

 

 

Anyone have any thoughts, tips, or suggestions?  

 

#Flow  #Flows  #Screen Flow  #Formulas

7 réponses
  1. Aujourd’hui, à 14:54

    Hi @Deepak Sachdeva

    , 

     

    Thank you for the suggestion. I tried that, exactly as you laid out, but it still did not work.  

     

    I am happy to announce, however, that I spoke with Salesforce support on Friday and they did get it to work. Confusingly, it was one of the options I had tried before, which is in the list of my original post.  

     

    This is the URL that worked:  

     

    /flow/Opportunity_Product_Screen_Flow_Clone_Opportunity_Product?recordId={!

    OpportunityLineItem.Id

    }&retURL=/lightning/r/Opportunity/{!OpportunityLineItem.Opportunity_Id__c}/related/OpportunityLineItems/view 

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We have contacts that are grant writers in SF that have multiple affiliations with NPO's. The issue is that the contact has created a portal account for each org to submit a grant application using emails associated with each NPO. We are unable to merge the contacts without disabling the portal access. What are other NPO's that have grant programs doing to manage these duplicate records?  

 

I've seen posts that recommend making the duplicated records members of the household, is this the best way to handle this issue without losing the grant writer's history for portal access?

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Hello Everyone,

I am currently working on transforming unstructured data such as videos, audio files, and PDFs into structured data so that it can be leveraged in different Salesforce use cases, including Agentforce.

At the moment, I am facing an issue while trying to retrieve records from the UDLO and establish the complete data ingestion flow. My current approach is:

  1. Connect AWS S3 to Salesforce Data Cloud.
  2. Create a new UDLO and UDMO using the data from S3.
  3. Ensure the data is successfully ingested into the UDLO.

The challenge is that although the data appears to be reaching the UDLO, I am unable to retrieve or utilize the records as expected.

If anyone has faced a similar issue or has suggestions, best practices, or relevant resources, I would greatly appreciate your guidance.

Thank you in advance for your help and support.

Trying to transform Unstructured data like video, audio to structured Data using UDLO,UDMO in Data Cloud.

 

 

Screenshot 2026-09-21 at 8.10.13 PM.png

 

  

 

#Data Cloud

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I just took this back up so had to start with a new playground.  I am in the middle of the Data Security Module.  I am attempting to complete the Control Access to Fields.  Since I don't have the Recruitment App, I don't have access to the right objects/fields in order to complete the task(s).  I don't know what fields to add so staring with creating the new objects did not work.   Thoughts on how to fix it?   

 

#Trailhead Challenges

2 réponses
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