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#Data Management88 personnes en discutent

Misty Grennell a posé une question dans #Flow

How are others handling Video Calls that fail to related to an Account due to prospects joining from their car or a conference room full of people?  We have more records unassigned than assigned and getting the Sales Users to related records back to the proper accounts after the fact is proving to be difficult.  I thought creating a flow that reviews names that DID log as joined against Contact and Lead records, as well as Video Call subject line would be helpful to at least populate another 10-20% of those blanks.  However upon reading more documentation, it looks like SF doesn't support additional flows to match unless we turn off org wide matching.   

How have others addressed this issue, or is it truly an Enablement/Sales issue?  Perhaps an addon tool like

Otter.ai

- or will that also conflict with existing matching?  

 

#Flow  #Agentforce  #Salesforce Developer  #Data Management

2 réponses
  1. Hier, à 15:56

    Hey Misty, 

     

    Your read is accurate: per Salesforce's own docs, Related Record Matching is an org-wide, all-or-nothing setting, when it's on, ECI runs its own algorithm (participant email/domain matching against Contact, Lead, Account) and populates the Related Record field automatically. If you want to run your own Flow-based matching logic instead (your name-against-Contact/Lead + subject line idea), you have to turn Related Record Matching OFF entirely, then a Flow becomes the only thing setting that field. You can't layer a supplemental Flow on top of the native matching to "catch the extra 10-20%", it's one or the other, not additive. 

     

    Given that, your options really are: 

    1. Turn off native matching, build your own Flow to replicate ECI's built-in logic PLUS your extra fallback rules (name-against-Contact/Lead, subject line parsing). This means you inherit responsibility for the baseline matching ECI already does well, not just the edge cases, that's a bigger lift than it initially sounds. 

    2. Keep native matching on, and instead build a separate Flow/batch job that runs afterward on unmatched records only, checking if Related Record is null, then applying your own supplemental logic to update it. This avoids fighting the native system since you're only touching records ECI already gave up on, not replacing its matching entirely. 

    3. Turn on Einstein Activity Capture integration alongside ECI, per Salesforce's own guidance, this specifically enhances guest participant matching quality, which sounds directly relevant to your "joining from a car/conference room" problem, worth testing before building custom logic at all. 

     

    On

    Otter.ai

    or similar tools: since ECI's matching is a Salesforce-side process, not tied to which video/transcription vendor recorded the call, a third-party transcription add-on wouldn't conflict with ECI's matching logic, but it also wouldn't replace or feed into it automatically. It solves a different problem (better transcript quality) than record-matching itself. 

     

    Given the scale you're describing, option 2 (supplement only nulls, don't disable native matching) is usually the least disruptive path, worth prototyping that before considering a full matching rebuild. 

     

    Reference:

    https://help.salesforce.com/s/articleView?language=en_US&id=sales.call_coaching.htm&type=5

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Migrating your help desk to Service Cloud — whether from Zendesk, Freshdesk, Jira Service Management, or another platform — means bringing years of ticket history into an environment where Agentforce is either already running or about to be enabled.

 

Most admins treat that as a data transfer problem. Get the tickets across, map the fields, validate the counts, go live. Agentforce gets enabled after cutover and learns from historical data over time.

 

That expectation is the problem.

 

Agentforce trains on specific signals — and if those signals arrive in the wrong order, the accuracy baseline you establish on day one is the one you're remediating for weeks. The platform you're migrating from doesn't matter. The order and quality of what you bring across does.

 

Do you need an AI-ready migration or a Full Migration?

 

Go AI-ready first if:

  • Agentforce is being enabled at or shortly after go-live
  • You're migrating years of unresolved, mixed-quality, or inconsistently tagged ticket history
  • Your KB articles reference outdated product or pricing information

 

Migrate everything at once if:

  • Agentforce isn't being activated until months post-migration
  • Your historical data is clean, consistently tagged, and recent
  • You're under 10k records with solid CSAT coverage

 

If you're in the first group, a bulk migration before AI setup is the fastest way to establish a low-accuracy baseline that's hard to recover from. The AI trains on what arrives first — unresolved tickets, legacy pricing references, and low-rated interactions — and confidently learns the wrong patterns.

 

The sequencing that works:

 

KB articles first. Agentforce reads your Knowledge Base before it reads your tickets. KB content determines what the AI actually says in response — ticket history informs intent detection, but the KB drives response quality. Migrate every article, every language version, before a single ticket moves.

 

Before importing anything, disable all automations, triggers, outbound notifications, and surveys on the target org. Vendors claim this happens automatically during import. Verify it yourself.

 

Filtered tickets second. Not all tickets are equal training data. Three filters matter:

  • Status: Resolved and Closed only. Open tickets have no confirmed resolution outcome — they add noise, not signal.
  • Date range: Last 12–18 months. Older tickets reference product states and policies that no longer exist. Tighten to 6–9 months if you had a major product change recently.
  • CSAT: 4 stars and above. High-rated interactions represent your team's best resolutions. Skip this filter if your CSAT data is sparse — a solid resolved-ticket dataset beats a thin filtered one.

 

Validate before cutover. Run a 50-ticket spot check on tickets you excluded from the filtered migration. You're checking two things: intent detection accuracy at ≥ 85% and zero KB hallucinations. If Agentforce references content that doesn't exist in your articles, your KB is incomplete or hasn't finished indexing. Don't cut over until you hit both thresholds.

 

After Agentforce is stable:

 

Run the full historical migration — remaining tickets, contacts, companies, and attachments. This isn't AI training data. It's agent context for when a customer references a conversation from two years ago, compliance records if GDPR or HIPAA apply to your org, and reporting completeness so your analytics aren't built on a partial dataset.

 

Watch your accuracy baseline as historical chunks come in. If it drops more than 5 percentage points from your validated benchmark after any batch, pause and audit that chunk before continuing. Old or low-quality tickets are usually the cause.

 

If you've hit Agentforce accuracy issues post-cutover, curious what you found during your root cause audit.

 

#Data Management

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We have Professional Edition.

 

I am adding a lookup field to Cases and want to be able to pick a user rather than a contact. I'd like to limit the selections to System Admins only but when I try to add the filter I don't have a profile name option, just profile ID. I can't figure out what this is or how it works. 

 

Any assistance is appreciated.
11 réponses
  1. 25 août, 12:18

    am adding a lookup field to Cases and want to be able to pick a user rather than a contact. I'd like to limit the selections to System Admins only but when I try to add the filter I don't have a profile name option, just profile ID. I can't figure out what this is or how it works. 

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Have you ever had to reconstruct a Salesforce Setup Data Export after it was already downloaded?

 

I’m looking at a very specific post-export problem:

 

You already have the Salesforce Data Export ZIPs on disk — sometimes dozens of them — with Attachments / Documents / ContentVersion files named by IDs and split across multiple folders.

 

At that point, have you ever had to manually:

 

merge or search through multiple ZIPs,

 

rename ID-based files,

 

match them back to CSV rows,

 

deal with duplicate filenames,

 

identify missing/orphaned files,

 

or reconstruct a usable archive for a migration or handoff?

 

 

If yes, I’d love to know:

 

1. What did you actually do to solve it?

2. Roughly how long did it take?

3. Would you pay around US$69 once for a local tool that accepts the untouched export ZIPs, processes them together, reconstructs what can be safely reconstructed, and gives you readable files plus an audit report — without Salesforce login or API access?

 

I’m specifically interested in people who have already dealt with this problem, not general opinions about the idea.

 

 

 

#Data Management

2 réponses
  1. 23 août, 03:12

    @Shura Elizabeth 

    Yeah, It's always the same headache. The export names everything by ID, and the only place the real mapping lives is the CSVs. So the whole job is really just joining those ID-named files back to their metadata.  

    Another solution is, rather than reassembling ZIPs you already have, to re-extract using a tool that queries ContentVersion joined to ContentDocumentLink and downloads the VersionData with names applied on the way out. Data Loader can pull the CSVs, a Bulk API script or a tool like Salesforce Inspector Advanced can pull the binaries already mapped. This solution is only viable if the org is still accessible, which it often isn't in an offboarding scenario.

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When a new user is added manually, you have the option to check the box that says "Generate new password and notify user immediately".  If you don't want to do that initally and then later, say the next day, you want to notify the user of their login and password how do you do that?  Besides choosing password reset for the user.

 

Its confusing for a user if their first email is a password reset email vs the welcome message notifiying them of new account and login information.

 

Can anyone assist with this...Theres got to be a way
13 réponses
  1. 24 août, 19:15

    More than 10 years later is there a workaround for this? We regularly enter users and then delay sending the reset password emails before a user training day and it would be nice to have the welcome email for user adoption.

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For my org, I have the Weekly Data Export scheduled for every Sunday so I can download the backup data on Monday at work. However, I noticed there isn't a "download all" button, but a "download" button near each folder. So far the export has only been 22 zip files, but I'm worried for the future when the amount gets bigger.

 

Right now, I'm using Google Chrome and hitting "download" for each file, but I have to wait for one file to reach a certain download amount before I can start the next file download. For example, I start download zip file #3, but have to wait for it to be 315 of 512MB before I can start zip file #4. If I try to save/download #4, I get the error message, "There are no more files."

 

Has anyone been able to download all the files at once? Is it a web browser issue, is there an app, or an idea to vote on?
10 réponses
  1. 27 janv. 2020, 16:56
    Hi Tamlyn,

     

    Unfortunately, there's no way to mass download all the zip files for data export.

     

    Please see below posts from other developers and customers on how to do this.

     

    Automate the downloading of Data Export zip files

     

    http://salesforce.stackexchange.com/questions/295/automate-the-downloading-of-data-export-zip-files

     

    Auto download Data Export zip file

     

    https://developer.salesforce.com/forums/?id=906F00000008ykxIAA

     

    Automated Backup Downloader

     

    https://success.salesforce.com/answers?id=90630000000h2yNAAQ

     

    You can also upvote this idea:

     

    https://success.salesforce.com/ideaView?id=08730000000Dr9qAAC

     

    Hope that helps.

     

    Regards,

     

    Jayson
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Derek Hidey a posé une question dans #Sales And Marketing
I'm trying to delete an Account record type, but it says that one of my user profile has it selected as the default. The user profile is called "External Who." When I try to click on it from the screen where it notifies me that it's using that record type as a default, Salesforce says I have insufficient privileges to view that user profile. I'm a System Administrator.

 

When I go to the "Profiles" section under "Manage Users," I don't see a user profile called "External Who." It's as if it doesn't exist. I also can't select that profile when editing a user. I can't see who created it or how. The biggest issue is that it is tied to the record type I want to delete.

 

Has anyone run into this before? How do I fix it?
25 réponses
  1. 4 févr. 2016, 18:51
    Here is an update on how to do this if you use the new Enhanced Profile User Interface.

     

    First thing to do is **disable** the Enhanced Profile User Interface checkbox in the User Interface

     

    Setup> Customize> User Interface> Setup Section> Deselect  Enable Enhanced Profile User Interface> Save

     

    Proceed with the following Steps:

     

    1)Follow this click path:

     

    Setup> Manage Users> Profiles> System Administrator> Navigate to Record Types> Click the Edit Link on the Object in question's Section

     

    At this Point you will be at the Edit Record Type Settings Page for the Object.

     

    2)Copy the URL from the address bar on your browser and paste it into note pad:

     

    https://naX.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=xxxxxxxxxxxxxxx&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

     

    3)Now follow this click path

     

    Open the external who profile, (or any others you need to update)

     

    You might get an insufficient privileges, that is fine we just need the ID from the profile.

     

    4)Copy the 15 digit Salesforce Id from the URL in the Address bar of your Browser:

     

    yyyyyyyyyyyyyyy

     

    5)You are now going to replace the id in the Edit Record Type Settings Opportunity Page ( the first id number right after the "jsp?id=" in the URL ) with the Id from the Chatter Free User.

     

    This:

     

    https://naX.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=xxxxxxxxxxxxxxx&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

     

    Should now look like this:

     

    https://na5.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=yyyyyyyyyyyyyyy&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

     

    xxxxxxxxxxxxxxx was replaced with yyyyyyyyyyyyyyy

     

    6)Now copy the modified Url and paste it in the Address bar of your browser and hit enter.

     

    7)You will now be able to remove the value by highlighting it and selecting remove. Switch the Default record type to whatever you like and hit save.

     

    NOTE - If no Record Type is wanted the default will HAVE to be "-Master-"

     

    Once you are finished you can turn Enhanced Profile User Interface back on.
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Emma Bindi a posé une question dans * Data 360 *

We are currently building notification framework to monitor Data Stream errors in Slack.  

 

On the DataStream object we can identify records with the ImportRunStatus field having a value of FAILURE. However, we cannot find where the error message content is stored (likely a related object looking up to this DataStream)   

 

When failures occur, the error message is visible to be previewed while on the Refresh History tab as shown in screenshot. This is the text content we are trying to find within SF schema.  

According to this link: a DLO exists for Problem Records, but in Query Editor or Data Explorer cannot find nor query this DLO, for example PR_DLO_<DataStreamName> - in Query Editor we receive an Insufficient Access error. In data explorer that DLO is not able to be seen in the lookup.  

 

Has anyone else managed to find where this error message is stored?  

Thanks in advance! 

 

How to access Data Stream Refresh History Error Message

 

 

image (4).png

 

image (5).png

 

 

 

7 réponses
  1. 24 août, 15:25

    Hi Emma, did you identify whether it is possible to access the error details message? We have the same use case and need to access the message if possible.

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Hi Experts,

I want to do a mass exporting files or attachments specifically related to Salesforce objects such as Accounts, Contacts, Opportunities, etc. 

 

Could you please provide guidance and suggestions on the potential methods to accomplish this?

@Nonprofit Hub @Nonprofit User Group, Atlanta, US @Salesforce.org System Administrators @Salesforce Administrators & Developers 

8 réponses
  1. 11 févr. 2024, 14:56

    Hi Manjula Rajaram, 

     

    Recently I worked on the Data Migration- Attachements Of Contacts (Export:10,000 and Import:7,000 Attachments) by using Data loader  and also I used third party tool both were working fine. 

     

    Please fallow the below steps for Export:   

    1.Prepare the Soql and apply the export operation.

     

    Select  FieldsALL()  FROM Attachment where Parent.Type = 'Contact' order by createddate limit 1000

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Hi all,

 

I have a requirement to send set of PDF pages to a user as a single pdf.Can anybody help me to get an apex code to combine multiple PDF (Visualforce render as PDF) into one?

 

Pardon please, consider if any apex developers available here. I have added the post in developer community too .

 

Thanks in advance.
5 réponses
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