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Hi ,
Salesforce Trailhead, you do not actually "earn" a physical Trail badge on your profile; instead, you earn individual badges and points by completing the modules inside a trail.
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Hi Tableau Community! I am looking to create a License Matrix for my org. We are currently going through a merger and acquisition, and we want to do an inventory of both environments.
I have data prepped through Tableau Prep. Attached Excel file is the dummy data of the Output.
I have also attached the Tableau .twbx of a WIP file.
Below is the License Matrix we want to create (numbers are not accurate. This is just a mock of what we want to recreate).
Much appreciate the help! Any tips would be great. Please note I can use Tableau Prep to massage the data if required.
#Tableau Desktop & Web Authoring #Flow #Reports & Dashboards
2 risposte
Hi @David Wong. You can create two Level of Detail expressions that check the east and west access for each user. The access count field in your data seems redundant with the access level.
East Privileges
{ FIXED [User]: MAX(IF [Environment]="East" THEN [Environment] + " " + [Access] END) }West Privileges
{ FIXED [User]: MAX (IF [Environment]="West" THEN [Environment] + " " + [Access] END) }Then you can create the matrix, first showing the user names for debugging, then counting them for your final output. TWBX attached.
debugging
final output
Unable to get course marked completed.
I keep receiving this message:
We see you're using the Agentforce org from the quick start. But it's not prepared for agent deployment into Slack. Complete the steps from the quick start to ensure you can set up the agent.
Einstein is turned ON
Einstein Bots are turned ON
Agentforce Agents are turned ON
Product Management Agent is connected to SLACK
Org is Connected to Slack
Connected Apps OAuth has been installed.
Agent is live and running in my test environment.
PHOTOS ATTACHED!!!
In Slack, my Agent is viewable and accessible. Org shows connected in Slack.
#Trailhead Challenges #Trailhead #Salesforce Developer #Help
2 risposte
I tried deactivating and reactivating multiple times. Create an enhanced bot. Still getting the same error.
We see you're using the Agentforce org from the quick start. But it's not prepared for agent deployment into Slack. Complete the steps from the quick start to ensure you can set up the agent.Open a case for this.
I have split records into respective Service Territories: I want to be able to see a count per Service Territory using the same criteria, excluding two filter conditions: is this possible? Record count required illustrated by red below and criteria I need removing highlighted:
#Reports & Dashboards #Reporting #Reports #Salesforce Admin
11 risposte
Unfortunately, I don;t think this is going to be possible with a Report Summary Formula, and you only get 1 Row-Level Formula per Report.
I thnk you're gonna need to create an "array" of custom Formula Fields on the Object
Working with the Trailhead badge: Discover Agentforce Grid
https://trailhead.salesforce.com/content/learn/modules/agentforce-grid/discover-agentforce-grid?trail_id=become-an-agentblazer-innovator-2026
And after following module instructions, I'm having the next error message:
Challenge not yet complete in Agentforce Grid Org
We can't find the special settings preinstalled in this org. Make sure to use the special org made for this badge and linked in this unit's scenario.
However, I've followed the instructions and loaded the provided development org for this specific module.
Can someone provide a tip or solution?
Thx in advance..!!
#Trailhead Challenges
3 risposte
I complete all the steps, and my end result is working as expected (screenshot below), but it still doesn't pass me: "The 'Translate Survey Input' action is either missing, named incorrectly, or not positioned after the existing Get elements in the 'Translate Fitness Survey Input' flow. Review the 'Work with the Prompt Template in a Flow' scenario and related Help article for element configuration."
I've started from scratch a few times and used a new org, but no luck. Can anyone help? Am I missing something?
Screenshots from my setup:
#Trailhead Challenges #AgentblazerInnovator #Trailhead Superbadges #Prompt Builder #Flow
I am trying to proof out an idea around "Twinning" a value from the Catalog object or Category object to the Quote Line Item in Revenue Cloud.
Context:
Looking at using Catalogs to represent a store branch. On the Catalog we would have a custom field for that branch id. I need to travel/twin this value from the catalog to the quote line item for pricing.
Use Case:
A user would browse catalog, representing a specific branch where they would select a product and add it to the quote lines. On that quote line I want to be able to move the value of branch id from that catalog the product was selected from to the quote line for pricing.
A different branch might not carry the product or have different pricing coming from SAP.
I've reviewed concepts around context definition for product2 to quote line item that works without problem. How do we do something similar with this object or the category under the catalog?
Any help here around setting up the context definitions to make this work would be appreciated.
Hi everyone! We currently have a "Lead Submission Form" used by our customer service reps (CSRs). When they receive inbound calls, the CSRs fill out the Lead Submission Form and choose a sales rep (custom field). I have completion items that assign the user based on what is chosen in the sales rep custom field. I also notify the sales rep chosen. I'm currently at my limit of completion items, but I have one more sales rep to add. Am I missing a better way to do this? I have tried to go the engagement studio route, but it's required to add a recipient list, and I'm not sure what to put there... Any suggestions are welcome! Thank you!!
2 risposte
An external action might suit you best here.
Pass into the External Action the CRM ID (implies you've synced this Prospect to Salesforce) and the field that stores the desired sales rep. The Autolaunched Flow that powers your External Action can then make the assignment with no issue. For the form, you could have a completion action of assigning to a temporary queue until the Flow runs (typically 45s later)
I'm unsure as to why I am unable to verify this step even after I've confirmed that it is completed.
#Trailhead Challenges
Hello all,
I migrated to the next-generation DevOps Center. I can't find the Lifecycle Center in my Production org in the App Launcher
4 risposte
. I've opened a case and received this answer:
"I reviewed this in my local org and could also observe the same behavior — I see the Next-Gen DevOps Center app, but not Lifecycle Center. When I checked further, I found that this is among the new changes introduced around this year's Dreamforce.
The rebranding is still in progress, so you'll only be able to see the Lifecycle Center app once it's fully shipped to production orgs, which could happen across the next release cycle. Currently, we don't have a specific date for general availability. In the meantime, customers would have to continue using the DevOps Center Next Gen app."