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#Salesforce Admin331 personnes en discutent

Hello everyone,

 

I have integrated SharePoint with Salesforce using 

File Connect. Currently, we are using only one SharePoint site, but now we would like to add one or two more SharePoint sites to Salesforce Files.

Should we follow the same process for adding additional SharePoint sites, or is there any other configuration required?

What would be the recommended approach to achieve this? 

 

Thank you in advance for your guidance and suggestions!  

 

#Salesforce Developer #Sales Cloud #Salesforce Admin

1 réponse
  1. Aujourd’hui, à 18:51

    Hi Pranav - yes, you can add the extra sites, and the pattern is one External Data Source per SharePoint site rather than reconfiguring the existing one. 

     

    For each new site: 

    1. Setup - External Data Sources - New. Type: 'Files Connect: Microsoft SharePoint Online'. Set the Site URL to that site collection's URL (a sub-site collection URL works too). 

    2. Reuse your existing Authentication Provider - if the new sites are in the same Microsoft 365 tenant you do not need a new Azure AD app, just select the same Auth Provider in the lookup. (A different tenant would need its own Auth Provider.) OAuth is the only supported auth for SharePoint Online. 

    3. Pick the Identity Type per data source: Named Principal (one shared service credential for everyone) or Per User (each user authenticates and inherits their own SharePoint permissions). 

    4. Grant access: add each new External Data Source to the relevant Permission Sets/Profiles so users can see it. 

    5. Save, then validate/sync - users will see the new site alongside the existing one under External sources in Files and can attach from it. 

     

    So it is the same overall process, just a new External Data Source per site, sharing the Auth Provider wherever the tenant is the same. 

     

    If this helps, please mark it as the Best Answer so it helps the next person - thanks :)

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Lil A a posé une question dans #Trailhead Challenges

I am on this step: 

  1. From the App Launcher search for and select Service.
  2. Click the Cases tab.
  3. Click New.
  4. Select Billing and click Next

 

But Billing doesn't pop up when i select New?  

 

#Trailhead Challenges  #Salesforce Admin

1 réponse
  1. Aujourd’hui, à 18:37

    Could you please share the module link you are working on and screenshot of the error message.

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Hi, 

As FSL when i am creating visit i am able to see the content available to that territory, but preview is not working. when i click on preview black page is coming with error in cansole. 

 

#Trailhead  #Salesforce Admin  #Salesforce Developer

2 réponses
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Wondering if anyone else is experiencing this: 

 

In the Inbox pane > Feed OR Work Queue > My Feed, users are seeing a new error message: "Notifications are disabled in the Feed. To see notifications about engagements and records assigned to you, turn them on." 

 

We're directed to My Feed on the website. I can then select "Show Notifications" (I had to go update my Chrome settings to allow notifications from Salesforce), and after refreshing, I'm seeing the alerts pop up again. 

 

HOWEVER, the notifications in Inbox are still disabled. I've relaunched Inbox and Outlook a few times and the setting doesn't seem to be sync'ing over.  

 

We've never encountered this before so I'm not sure why this message is coming up suddenly. 

Is Inbox just being slow?  

 

 

Inbox Work Queue Feed notifications disabled

 

 

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image.png

 

 

 

#Work Queue  #Salesforce Inbox  #Salesforce Admin

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I know the Attachments to File app, or Magic Mover, is not a direct salesforce thing but I'm having some issues. My research told me the app was supposed to delete the attachemnts once they were converted. That isn't happening. I found the PDF that says once the files are converted I will be given the OPTION to delete the attachments, but it isn't showing up. 

 

I need to convert the attachments to files so I can use the Archive to store these files outside of my org but the converter is only going to make my storage issue worse. Has anyone else used this tool successfully? 

 

#Salesforce Admin #Files Storage

3 réponses
  1. Aujourd’hui, à 03:46

    You have it right, Magic Mover COPIES attachments into Files, it does not move-and-delete, so storage temporarily doubles (both the Attachment and the new File exist). That is by design: it leaves the originals so you can verify the conversion before anything is removed. The 'option to delete' not appearing is a common snag, depending on the version that delete step either sits behind a setting or just is not surfaced in the UI you are on. 

     

    To actually reclaim the storage, do it as a deliberate second step AFTER you have confirmed the Files exist: 

     

    1. Verify the conversion. Confirm the new Files (ContentDocument / ContentVersion) exist and are linked to the same records, a quick report on Files or a spot-check of a few records' related lists, before deleting anything. 

     

    2. Delete the original Attachments yourself. Since the tool is not giving you the delete option, the reliable route is Data Loader: export the Attachment object (filter to the ones already converted), then run a Delete on those Attachment Ids. Test on a small batch first. 

     

    3. Empty the Recycle Bin. This is the part that actually frees storage, deleted Attachments sit in the Recycle Bin for about 15 days and still count against your limit until it is purged. Purge it (or they auto-purge after ~15 days) and only then does the storage number drop. 

     

    So: the doubling is expected, the delete is a separate step you drive yourself, and storage only drops once the Recycle Bin is emptied. Run one small test batch end to end (convert, verify, delete, purge) so you are confident before doing it across everything. 

     

    If this helps, please mark it as the Best Answer so it helps the next person. Thanks :)

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Ravishankar Singh a posé une question dans #Answers

Hi Everyone,

We are currently evaluating a significant change to our Salesforce data model and would appreciate guidance from anyone who has implemented a similar solution in a large enterprise environment.

Current Situation

The Account object is our primary master data entity.

 Looking for Experience and Best Practices: Splitting Salesforce Account into Separate Business Entities (Commercial Account vs Legal Entity) 

If your organisation has implemented a similar transformation, we would greatly appreciate insights on:

  1. Recommended target architecture.
  2. Expected level of effort.
  3. Biggest implementation risks.
  4. Business processes that were unexpectedly impacted.
  5. Integration challenges discovered after design.
  6. Impact on CPQ, contracts, billing, and reporting.
  7. Data migration strategy and lessons learned.
  8. Account Hierarchy Impact  

    How did the change affect:

    • Parent Account hierarchies
    • Rollup reporting
    • Account Teams
    • Territory Management
    • Enterprise Account structure
  9. How were Opportunities handled?  

    Did Opportunities relate to:

    • Commercial Account
    • Legal Entity

Any reference architectures, lessons learned, implementation patterns, anti-patterns, or best practices would be extremely valuable.

Thank you in advance for sharing your experience and recommendations. 

 

#Answers #Salesforce Admin #Sales Cloud

4 réponses
  1. Aujourd’hui, à 10:25

    Good - since it is CPQ, that actually settles the design. Keep the Commercial (operating) account as the transactional account CPQ points its Quotes, Contracts and Orders to, and use the Legal Entity as a bill-to / contract-party lookup rather than moving the transactions onto it. 

     

    The reason: CPQ hangs Contracts, Subscriptions and Assets off the account, and renewals, amendments and asset combination ('Combine Asset Quantities' is an Account field) all key off that same account. So for existing customers, if you migrate them onto a new Legal Entity account you risk breaking the renewal and contracted-price lineage. Safest pattern: apply the two record types from day one for net-new, and for existing accounts keep CPQ pointed at the Commercial account and just add the Legal Entity link. 

     

    If this helps, please mark it as the Best Answer - thanks :)

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Within work queue, it used to be possible to delete/mark as read individual items from "my feed". Now, our agents have to open each notification individually to "read" it and remove the notification. 

 

They get so many per day that it's not possible to go in to each one each time. It seems this changed recently but i see nothing about this anywhere.  

 

#Salesforce Admin  #Work Queue  #Salesforce  #TrailblazerCommunity

6 réponses
  1. Hier, à 19:08

    @Curtis Hale and @Kundan Kumar Jha  

     

    I had a case in for this issue. Here is the response from Salesforce Support: 

      

     "Based on our investigation, the current behavior appears to be working as designed following a recent product update. We confirmed that this is not related to user permissions, profiles, or configuration changes in your Salesforce org. 

     

    The update introduced changes to the My Feed experience, including: 

     

    The red “X” previously used to dismiss individual feed items is no longer displayed. 

    The Open Count is also no longer shown. 

     

    Users can continue to view and filter their My Feed notifications; however, the option to manually dismiss individual items is no longer available in the updated experience. 

     

    This behavior is consistent across users and has also been observed in other Salesforce orgs following the update. Based on the information currently available, it does not appear to be an org-specific issue or product defect. 

     

    Additional information about the related product changes is available in the Salesforce Release Notes: 

     

    https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_sales_engagement_on_core.htm&release=262&type=5

     

    We understand that the removal of the dismiss option affects how your users manage their daily notifications, and we appreciate you bringing this change to our attention." 

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Hello Everyone, 

 

I’ve been working as an End User for Salesforce for more than a year and recently  completed by training in Salesforce Admin, Apex and LWC concepts. I've also successfully completed Admin and PD1 certifications. 

 

I've been on a job trail for about 3 months and don't see any open positions for Freshers or juniors in the market. 

 

Would it be possible for anyone of you to refer me for any open roles in your esteemed  

organizations ? 

 

I'm happy to work in start-ups if given an opportunity. 

 

Thank you for your help in advance. 

 

#Salesforce Admin  #Salesforce Developer  #End Users  #Other Salesforce Applications

 

 

#Apex  #LWC

2 réponses
  1. 18 août, 05:24

    Great work on completing your Salesforce Admin and PD1 certifications, @Avinash Tellakula. Your hands-on End User experience combined with Apex and LWC training is a good foundation for starting a Salesforce career.

    The entry-level market can definitely be challenging, but don’t lose momentum. I’d be happy to take a look at your profile/resume and see if I come across any suitable opportunities within my network. Best of luck with your job search!

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Unable to Reset Password After Changing Email – Lightning Login Trailhead Challenge

Hi Trailblazers 👋

I’m currently working on the Trailhead challenge “Enable Lightning Login and Test Using the Salesforce Authenticator App”, and I’m stuck while trying to log in as Brochan Pane.

Here’s the issue I’m facing:

  1. I changed the email address for Brochan Pane successfully.
  2. I received the email verification link on the new email address.
  3. I clicked the verification link and verified the new email successfully.
  4. However, when I try to reset Brochan Pane’s password, the password reset email is still being sent to the old email address.
  5. Because I don’t have access to the old email address, I’m unable to reset the password and continue with the Lightning Login challenge.

I have tried changing the email again and verifying it, but the password reset email still goes to the previous email address.

Has anyone faced this issue in a Trailhead Playground?

 

Is there any additional setting or step required to make Salesforce send the password reset email to the newly verified email address?

Any guidance would be greatly appreciated. 

Thanks in advance!

 

 

#Trailhead Challenges  #Salesforce Admin  #Trailhead

16 réponses
  1. 19 août, 23:26

    @Sahil Gupta

     is cancel option showing besides Lightning Login in Brochan's user record? 

     

    If this is also the same, then I think the setup is correct. Not sure why the challenge is failing. 

     

    Last option would be to sign up for a new org from the 

    link -> Change Brochan's email to your email and also set the password -> Enable the Lightning Login option from setup -> Create the two PS as asked in the module: Lightning Login User 

    MFA Authorization for Break Glass Admin 

    -> Assign both the PS to Brochan -> Enroll Brochan to Lightning Login and login as passwordless 

     

    Try to validate the challenge again. Just validate the specific module where you are stuck, no need to validate the previous steps which are passed already. These are the steps I followed yesterday and it passed the challenge. Good luck. 

     

    Thanks. 

    Abhishek

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Comunidad buenas tardes, 

Quien ha rendido el examen de Administrador de Salesforce Certificado en español? Quisiera saber la complejidad del mismo, y si tienen algun curso efectivo de preparación en español por favor.. Gracias 

 

#Salesforce Admin  #TrailblazerCommunity  #Certifications

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