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#Salesforce Admin325 utenti parlano di questo argomento

I am able to connect via Outlook desktop and Salesforce just fine. When I am logged via the Outlook online, salesforce prompts me to connect my salesforce to my outlook - same email address. What is different and what do I need to change? 

 

#Salesforce Admin

8 risposte
  1. Oggi, alle 14:21

    But what actually happens when you click the "Confirm" button in the side panel?   

     

    An error?  

     

    Nothing?  

     

    What does your User Login History show?

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Morning 

 

I haven't updated these aspects of a Field before - Data owner, Field Usage, Data sensitivity , Compliance Categorization fields but with the advent of AI Agents etc I am thinking it might be a good idea. 

 

My question is - Can I mass update all these as I don't see them being available on any Exports 

Classification Data on Fields

 

 

 

#Salesforce Admin  #Salesforce Developer  #Salesforce

5 risposte
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Hi everyone,

I have a $200 Salesforce exam voucher with an expiration date of December 17, 2026. I originally purchased two vouchers, but I only need one now.

If anyone is interested in purchasing the extra voucher, please feel free to message me so we can discuss the details.

#Trailhead Challenges #Voucher Coupon #Free Voucher #Free Vouchers #Voucher Code #Discount Voucher #Discount Vouchers #Voucher Purchase
71 commenti
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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

1 risposta
  1. Ieri, 16:46

    Hola Juan, 

     

    El examen en sí (preguntas del examen) sí está disponible en español (LATAM), así que podés rendirlo directamente en ese idioma sin problema, la traducción del examen la hace Salesforce oficialmente. 

     

    Para preparación, el trailmix oficial de Salesforce es este, y también tiene versión en español (LATAM): 

    https://trailhead.salesforce.com/es-MX/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential

     

     

    Un detalle importante: aunque el trailmix esté en español, los desafíos prácticos (hands-on challenges) por ahora solo están traducidos en un grupo limitado de módulos prioritarios (japonés, español LATAM y portugués BR), el resto sigue solo en inglés. Si al hacer un challenge en español te falla la validación, probá cambiando el idioma/región de tu Trailhead Playground a inglés (US) y repetilo con las instrucciones en inglés, a veces la traducción del challenge queda desactualizada respecto al inglés original. 

     

    Sobre la complejidad, la Guía Oficial del Examen (Exam Guide) en Trailhead es el recurso más confiable para saber exactamente qué porcentaje de preguntas corresponde a cada tema (seguridad, automatización, datos, etc.), vale la pena revisarla antes de armar tu plan de estudio. 

     

    Referencia:

    https://trailhead.salesforce.com/content/learn/modules/trailhead-in-your-language/use-translation-resources-in-your-learning-journey

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Tracy Flieder ha fatto una domanda in #Salesforce Developer

I have an excel sheet of 5000 email recipients (no names, just emails) and a form template for the body of an email.  What would be considered the best way to send out these emails via Salesforce? I know there's a limit of ~5k emails, but we can send in batches.  Would an api script via DevConsole be best? Thanks for your advice.   

 

Tracy 

certified since '09 

 

#Salesforce Developer  #Salesforce Admin

3 risposte
  1. Ieri, 04:13

    Hi Tracy - yes, Apex Messaging.sendEmail with SingleEmailMessage.setToAddresses() is the right native fit for RAW emails (no records needed, and with no names a static body needs no merge). Two refinements: 

     

    1. Don't run it from Dev Console Execute Anonymous - that's a single synchronous shot with no restartability and it can hit governor limits. Use Batch Apex (or Queueable) and chunk it: up to 100 addresses per SingleEmailMessage, so ~50 emails total. 

     

    2. Mind the cap - it's 5,000 EXTERNAL addresses/day per org for Apex single email (the error is SINGLE EMAIL LIMIT EXCEEDED). 5,000 fits in one day but leaves zero headroom, so if anything else in the org sends email that day you'll blow it. Safer to split across two days or run it first thing. 

     

    The bigger flag though: Salesforce's transactional email isn't a bulk-marketing engine. 5,000 near-cold sends from raw addresses can dent your org's deliverability/reputation, and you get NO unsubscribe link, bounce handling, or open tracking. If this is marketing/newsletter, a real platform (Account Engagement/Pardot, Marketing Cloud, or even Mailchimp) is the right call - better inbox placement + built-in CAN-SPAM unsubscribe. 

     

    If you'd rather stay native and no-code: import the 5,000 as Leads, build a list view, and use Lightning 'List Email' with your template - same 5,000/day cap, but zero Apex. 

     

    If this helps, please mark it as the Best Answer so it helps the next person 🙂

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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

2 risposte
  1. Ieri, 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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Hello everyone, 

 

I need help recovering access to my Salesforce Developer Edition org. 

 

I forgot the password for my Salesforce account and currently cannot log in to my Developer Edition org. 

 

Org URL: 

https://long204-dev-ed.develop.my.salesforce.com/

 

 

 

I have already tried the "Forgot Your Password?" option, but I still cannot regain access to the org. 

 

Since this is a Developer Edition org, I understand that I cannot create a Support Case through the Help Portal. 

 

I am currently in Vietnam, so I would like to know if there is any official online way to contact Salesforce Technical Support for account recovery without making an international phone call. 

 

Could anyone please advise me on the correct process to recover access to my Developer Edition org? 

 

Thank you for your help. 

 

#Salesforce Developer  #Salesforce Admin  #Security

2 risposte
  1. Ieri, 08:44

    Short version: for a free Developer Edition org there is no Support case or phone channel - Salesforce does not provide login recovery for free orgs, so it is self-service only. A few things to try before giving up on it: 

     

    1. On the login page use Forgot Your Password and enter your username (the email-format string you log in with - it is often not the same as your actual email). The reset link is sent to the email address on your User record, not to the username. 

     

    2. Check that inbox carefully, including Spam/Junk, for a message from

    support@salesforce.com

    , and add it to safe senders. A missing reset mail is almost always deliverability or the wrong inbox. 

     

    3. If anyone else has admin access to that org, they can reset it for you from Setup > Users > Reset Password (or run System.setPassword in the Developer Console). 

     

    If the reset email simply never arrives, it means the email on the account is one you can no longer access - and since Support will not recover a free DE org, the practical move is to spin up a fresh Developer Edition org from the developer signup page (they are free and unlimited). Any data or metadata in the old org is only recoverable if you can log back in. 

     

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

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Deepak Dhamija ha fatto una domanda in #Salesforce Developer

I'm a Salesforce Admin who occasionally needs to make small Apex or Lightning Web Component tweaks, but I don't have a dev background and setting up VS Code + Salesforce CLI + Git every time feels like overkill for a one-line fix. 

 

Is there any way to edit Apex classes, LWC, Aura components, Visualforce pages, or Static Resources directly from within the org itself, without installing anything locally or configuring external auth?

Our dev team uses VS Code for bigger projects, but for quick changes (updating a validation message, tweaking a component's styling, fixing a typo in a controller) it feels like a lot of setup for something that should take two minutes.

Does Salesforce have a native way to do this, or is there a tool that lets you code inside the org itself? Would love to hear what other admins/devs use for quick in-org edits. 

 

#Salesforce Developer  #Salesforce Admin

3 risposte
  1. Ieri, 08:17

    @Deepak Dhamija - You did not mention anything about the DevOps process your team follows. So, first of all, a lot of those components cannot be directly modified in production. Even if you always work on a sandbox, I strongly recommend setting up a local dev environment for yourself even for smallest of changes. It is not a huge lift. Just one-time installation and a few commands that you can always note down somewhere. Bypassing your current process (development, testing, commits etc)  is a sure shot recipe for disaster. 

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Personalizationのアクセス権を付与しても添付のキャプチャー画像の画面が表示されてPersonalization 機能を利用することができません。対処方法を教えてください。 

 

#Salesforce Admin

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Lil A ha fatto una domanda in #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

4 risposte
  1. Ieri, 05:54

    Hi, Make sure Billing record type is assigned to your profile. Setu > Profile > Open Your profile > Object Settings > Cases. 

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