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#Salesforce Admin425 utenti parlano di questo argomento

Hi everyone,

I'm working on the Trailhead module Protect Your Data → Create Sharing Rules and am stuck on the validation step.

The challenge instructions say to create the Applicant sharing rule as follows:

  • Label: Share Applicants Between Recruiters
  • Rule Type: Based on record owner
  • Applicant owned by members of: Role: Recruiter
  • Share with: Role: Recruiter
  • Access Level: Read Only

When I run Check Challenge, I get the error:Create Sharing Rules Trailhead Challenge Failing on

 

 

 

I then changed the access level to Read/Write and saved the rule. However, when I checked the challenge again, I received:Screenshot 2026-10-30 120355.png

 

 

I've already:

  • Saved and recreated the rule
  • Clicked Recalculate in Sharing Settings
  • Verified the role is Recruiter
  • Confirmed the rule label is Share Applicants Between Recruiters

Has anyone recently completed this module and encountered the same issue? 

 

Any guidance would be greatly appreciated. Thanks! 

 

#Trailhead Challenges

 

 

#Salesforce Admin

1 risposta
4 commenti
Ellen Oakes ha fatto una domanda in #Tableau Public

My team has created a dashboard for a state agency that we are contracted with. They want to host it on their website, but still have us update and maintain the dashboard. I currently have it published to Tableau Public for the sake of sharing it with them internally/updating how it looks, but I'm confused about how we can put it on their website, given they have specific security permissions due to being a government entity.  

 

I've looked into Tableau Embedded Analytics as a way to have them host the dashboard and have a domain lock. Has anyone tried this before?  

 

#Tableau Public  #Tableau Server  #Salesforce Admin

It used to work before and now when I open the salesforce gmail pane for gmail integration I am facing the following issue as shown in the image. 

 

Error on salesforce gmail integration pane

 

 

 

#Gmail Integration  #Salesforce Developer  #Salesforce Admin

6 risposte
  1. Ieri, 13:36

    FYI - according to Salesforce support a fix on the Chrome Extension was published. 

     

    "As per the latest internal updates associated with Known Issue W-24713357, Chrome extension version 2.264.1 was published to the Chrome Web Store on 30 October 2026, at approximately 01:46 UTC."

Context

We recently experienced an Email-to-Case outage where a mailbox forwarding configuration was updated for a Sandbox request, but the forwarding rule was actually tied to the active Production Email-to-Case process. This unintentionally disrupted Production email routing and prevented incoming emails from being automatically converted into Salesforce Cases until the routing configuration was restored.

As part of our ongoing Email-to-Case enhancement and Hyperforce migration efforts, we would like to understand what contingency options are available to ensure business continuity if email routing or forwarding configurations fail in the future.

Ask

Looking for recommendations and best practices from the community on:

  • What backup or failover mechanisms can be implemented for Email-to-Case?
  • How can we ensure inbound emails continue to flow into Salesforce if mailbox forwarding fails or is misconfigured?
  • Are there monitoring, alerting, or health-check approaches that can proactively identify Email-to-Case routing issues before business users are impacted?
  • Has anyone implemented secondary routing addresses, backup mailboxes, middleware, or other resilient architectures for Email-to-Case?
  • Any lessons learned or best practices for Hyperforce migrations and Email-to-Case resilience?

We would appreciate insights from teams that have implemented a robust Email-to-Case recovery or failover strategy to minimize service disruption. 

 

#Salesforce Admin  #Systems Administrator  #Salesforce Developer  #Salesforce_developer  #Email-to-case  #Trailhead    #Sales Cloud  #Service Cloud 

2 risposte
  1. Ieri, 10:16

    Hi @Forent Thomas

    , 

    So the scheduled mail, how did you implemented for every day to be sent, as this can't be done as manual.

Hi everyone,

I’d like to understand whether Zoom Phone, RingCentral, and Agentforce (including Prompt Builder) can be integrated with or used within Salesforce Experience Cloud.

Specifically, I’m looking for information on the following:

  1. Zoom Phone: Can Zoom Phone be integrated with Experience Cloud for making and receiving calls? Are features such as click-to-call, call logging, and CTI supported for community users?
  2. RingCentral: Does RingCentral support integration with Experience Cloud? If so, what calling and telephony features are available to external or community users?
  3. Agentforce and Prompt Builder: Can Agentforce agents be deployed within an Experience Cloud site? Can prompts created using Prompt Builder be used by community users, and what are the available options and limitations?
  4. Licensing requirements: What Salesforce licenses, Experience Cloud licenses, Agentforce licenses, or third-party subscriptions are required to enable these features?
  5. Configuration and limitations: Are there any additional setup requirements, supported integration approaches, permissions, or known limitations to consider?

If anyone has implemented these solutions, I’d appreciate details about the recommended approach, licensing costs or requirements, and any practical experience or documentation you can share.

Thanks in advance! 

 

#Salesforce Developer #Salesforce Admin #Agentforce #Salesforce #TrailblazerCommunity #Sales Cloud    #Experience Cloud #Digital Experience #Lightning Experience

2 risposte
  1. 30 ott, 01:31

    Hi @Ali Azam

     

     

    Here’s what I’d go with based on what I’ve seen or read so far:

    Zoom Phone and RingCentral: both connectors are built on Open CTI, which is designed for internal users in Lightning apps (the softphone in the utility bar). As far as I know, Experience Cloud sites don’t support the Open CTI softphone. So for community users you’re usually looking at: 

    • Simple tel: click-to-call links.
    • The vendor’s web or embed SDK wrapped in an LWC, with call logging done through Apex or the vendor’s API. 

       Either way, confirm with Zoom and RingCentral, since their packages are licensed for internal users.

     

    Agentforce: yes, a service agent can be deployed to an Experience Cloud site through Messaging for In-App and Web (Embedded Service). This is the cleanest supported path. 

      

    Prompt Builder: I wouldn’t expose it to external users directly. Invoke the prompt template from Flow or Apex behind an LWC or an agent action, and control what data goes into the prompt. Watch sharing, FLS and PII for external users. 

      

    Licensing: you’ll need Experience Cloud licenses (Customer or Partner Community), Agentforce consumption (Flex Credits or per-conversation pricing), Data Cloud provisioned for Agentforce, and separate Zoom or RingCentral subscriptions. I suggest connecting with your AE to confirm current pricing, as it changes often.

Hi Team,  

 

Recently we upgraded to the Querystudio 2,however while running the query its erroring out with the error message as "Insufficient privileges". However we were able to run the query in the Querystudio 1 without any issues.  We also verified the permission settings and found out to be the "Update Data Extension" requires for the Query studio 2 to be executed.  Could you please check why this was introduced withe the "Update" permission to be added.  We will not be able to provide the "Update DE" permission what are the other option to execute the queries from Query studio 2?  

 

#Salesforce Admin

1 risposta
  1. 29 ott, 21:34

    Query Studio 2 in Marketing Cloud introduces tighter schema validation and automated target data extension provisioning compared to the legacy version. Under the hood, it evaluates your SQL and automatically manages data extension creation and modifications based on your queries, enforcing stricter write permissions that require update capabilities on target structures. If your security model restricts providing update permissions directly, you can utilize a standard Query Activity in Automation Studio where you can control the target action independently, or adjust your settings to use a temporary scratch data extension method that bypasses ongoing update rights on production tables.

I will only be able to show the Note title, not the body of the Note. That's ok. But only my own, or I guess whoever's looking at the report. We want at least one person to look at the Notes for his team. I made a report and whatever showed up didn't look like Notes titles. I only want Notes, not files. Am I able to do this. 

 

#Salesforce Admin  #Salesforce  #Reports & Dashboards

7 risposte
  1. 29 ott, 17:50

    @Patricia Boyce The related record cannot be viewed in the report. A custom lwc can be built that will use apex to fetch the notes and its related records. using below soql. Here is the idea

    Get Notes

    SELECT Id, title, TextPreview FROM ContentNote

    Get Related Object Id

    SELECT LinkedEntityId FROM ContentDocumentLink WHERE ContentDocumentId='<Id of the ContentNote Record>'