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Ready to explore a new way to build apps and agents? 

 

Join us October 20 for True to the Core Deep Dive: Builder Central. Salesforce Product Managers @Tiaan Kruger and @Daivat Dholakia will give us a closer look at how admins can use natural language to turn business needs into solutions while staying in control. 

 

Here’s what to expect: 

✨ A look at Builder Central in action 

💡 Insights from the product team 

💬 An extended live Q&A to get your questions answered 

 

📅 October 20 | 9–10 a.m. PT 

➡️ RSVP at the link here. ⬅️ 

Ready to explore a new way to build apps and agents? Join us October 20 for True to the Core Deep Dive: Builder Central. #True To The Core @IdeaExchange #AwesomeAdmins

 

@Salesforce Admins Live Sessions, @* Release Readiness Trailblazers *, @* Salesforce Platform *, @* Trailhead Official *, @Trailblazer Community Cove, @Admin Addicts,  @Dreamforce for Admins, @Architect Trailblazers

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🎉 Another step forward in my Salesforce learning journey!

I completed the Migrate Users with User Access Policies badge on Salesforce Trailhead.

One thing I learned along the way: hands-on exercises don't always go as expected!

I encountered an issue where I couldn't select Group twice when defining user criteria. Instead of giving up, I investigated the issue, explored the Salesforce setup, and found a workaround by disabling the Enhanced Interface for User Access Policies setting.

This experience reminded me that learning Salesforce isn't just about following instructions. It's also about troubleshooting, being resourceful, and understanding how the platform works.

I'm continuing to build my Salesforce skills, one challenge at a time, and looking forward to applying what I learn to real-world business problems.

#Salesforce #Trailhead #SalesforceLearning #CareerGrowth

  

#AwesomeAdmins

 

 

 

🎉 Another step forward in my Salesforce learning journey!I completed the Migrate Users with User Access Policies badge on Salesforce Trailhead.

 

 

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Garvit Pant ha fatto una domanda in #TrailblazerCommunity

Hi Tableau Community, I have a 3 node High Availability Tableau Server Production Environment which has almost more than 1TB of data and 4000+ users are working on it with Core Based Licensing. 

Yesterday I initiated maintenance and restart activity of the server to bring back the backgrounder service, VizQL Service and the Application Server Service of my 2nd node to working from Degraded. But after restart, the error still persisted and Data Server also went into error state in 2nd node.  

Since it is a production server and I can't get downtime again, kindly let me know how can I bring back my Tableau Server from Degraded to running again. 

Thank you in advance  

 

#TrailblazerCommunity  #Tableau Server  #AwesomeAdmins  #Trailhead Challenges

2 risposte
  1. 23 set, 22:33

    This sounds like a tricky issue, especially with a production environment and that much data and traffic. I’d first check the Tableau Server logs for the VizQL, Application Server, and Data Server services to see what changed after the restart. Hopefully someone can point you to the exact service or log entry causing the degraded state. 

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We’re officially in the home stretch: Trailblazer Bootcamp is just 3 days away! ⏱️ Experience vs. slides: which one is your frontrunner?

 

We’re officially in the home stretch: #DF26 Trailblazer Bootcamp is just 3 days away! ⏱️ 

 

Experience vs. slides: which one is your frontrunner? 🥇 Join instructor Christian Zapla for the Administrator bootcamp on September 12-14 and learn fundamental Salesforce admin skills that are bound to make the podium. 

 

Place your bets: 

https://sfdc.co/DF26TrailblazerBootcamp

  

#TrailblazerTrackMeets

 

@* Trailhead Official * @* Trailhead Academy * @Trailblazer Community Cove @* Salesforce Administrators * #Salesforce #Certifications #Trailhead #TrailblazerCommunity #Salesforce Admin #AwesomeAdmins

1 commento
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I am new to salesforce with an insurance software background (BA).. 

I am looking to connect with like minds

#TrailblazerCommunity #Trailblazers #AwesomeAdmins #DiscussSalesforceQueries #Jobs

3 risposte
  1. 14 gen, 13:05

    Hi Nwala, 

    Yes, there are quite a few people who’ve implemented Salesforce for insurance companies 😊 You’re definitely not alone. 

    Salesforce is widely used in insurance for things like: 

    • Lead and opportunity management for agents and brokers 
    • Policy lifecycle tracking (new business, renewals, endorsements) 
    • Claims intake and case management 
    • Customer 360 views using Service Cloud 
    • Integrations with core insurance systems (policy admin, billing, claims) 

    Coming from an insurance software background as a BA is actually a big advantage. Many successful Salesforce insurance implementations need strong domain knowledge to translate business processes (underwriting, renewals, commissions, compliance) into Salesforce workflows and automations. 

    If you’re looking to connect with like-minded folks, you might want to: 

    • Join Salesforce Trailblazer Community Groups (especially Financial Services Cloud groups) 
    • Look for Salesforce + Insurance discussions on LinkedIn and Reddit 
    • Explore Financial Services Cloud (FSC), as it’s commonly used in insurance transformations 
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Hi All, 

 

I have a Salesforce org with Multi currency feature enabled. I have facing an issue on Lead conversion process as during Lead conversion in one scenario (Existing Opportunity choose) Lead currency is mapped into Opportunity Currency. So it's literally override the existing Opportunity currency (which selected during lead conversion process) and it's cause to lot of issues. 

 

So May I know, Is this standard behavior in Salesforce, As When a Lead converted into existing Opportunity, Lead's Currency is updated into Mapped Existing Opportunity Currency by default from Salesforce end?

Example :

Lead: X

Lead Currency: USD

Existing Opportunity: OPP-0000001

Opportunity Currency: INR

Amount: 2,00,000

After Lead converted by choosing the existing Opportunity as "OPP-0000001":

Existing Opportunity: OPP-0000001

Opportunity Currency: USD

Amount: 2,00,000

Note: I have confirmed, Currently no mapping in "Map Lead Fields" settings in Lead object and no code level (Apex logic) mapping for this in our org.

 

Any helps appreciated!! 

 

#Salesforce #Lead Conversion #Salesforce Admin #Sales Cloud #AwesomeAdmins

 

 

Thanks, 

Mohanraj S 

 

2 risposte
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    9 set, 15:09

    @Mohanraj S

    This is a standard behavior.. unless.. the existing Opportunity already has a product linked to it and Opportunity currency is different. 

     

    Otherwise.. when you convert a Lead to an existing Opportunity (with no product associated).. then Lead Currency will override Opportunity currency. hence, help check your Opportunity situation. 

     

    also refer below link for details 

     

    https://help.salesforce.com/s/articleView?id=000382564&type=1

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We’re really hitting our stride! 👟 Join instructor Jake Emrich for the Advanced Administrator bootcamp on September 12-14 and power through complex configurations, security models, and process automa

 

We’re really hitting our #TrailblazerTrackMeets stride! 👟

 

Join instructor Jake Emrich for the Advanced Administrator bootcamp on September 12-14 and power through complex configurations, security models, and process automation to maintain your momentum.

 

Lock in: https://sfdc.co/DF26TrailblazerBootcamp

 

@* Trailhead Official * @* Trailhead Academy * @Trailblazer Community Cove @* Salesforce Administrators * #Salesforce #Certifications #Trailhead #TrailblazerCommunity #Flow #Salesforce Admin #AwesomeAdmins 

2 commenti
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In terms, three days is a marathon, not a sprint! 💨 But as Administrator bootcamp instructor Darren Hendrick knows all too well, those three days can be nothing short of transformational.

 

In #DF26 terms, three days is a marathon, not a sprint! 💨

 

But as Administrator bootcamp instructor Darren Hendrick knows all too well, those three days can be nothing short of transformational. Join him on September 12-14 and learn fundamental Salesforce admin skills so you can hit the ground running. 🏃

 

Set the pace: https://sfdc.co/DF26TrailblazerBootcamp 

 

#TrailblazerTrackMeets

 

@* Trailhead Official * @* Trailhead Academy * @Trailblazer Community Cove @* Salesforce Administrators * #Salesforce #Certifications #Trailhead #TrailblazerCommunity #Salesforce Admin #AwesomeAdmins

1 commento
  1. 9 set, 05:31

     Three days can definitely be a marathon, but the impact can last much longer! 🚀 Administrator bootcamps are a great way to build strong Salesforce fundamentals through focused, hands-on learning. Excited to see the transformations this session brings! 

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I have a few Salesforce reports that are no longer being used and have never been run. I tried to bulk delete them using Sales Inspector. Some of the reports were deleted successfully, but a few failed with the following error:

DELETE_FAILED: cannot delete a report referenced by one or more dashboard components.

 

What is the recommended way to resolve this issue and delete these unused reports?

Also, is there a way to identify all dashboard components that reference a particular report before attempting to delete it? 

 

#Salesforce Developer  #Salesforce Admin  #Trailhead  #TrailblazerCommunity  #Reports & Dashboards  #AwesomeAdmins  #Agentblazer

3 risposte
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    1 set, 22:55

    Build this custom report type is the easiest way.  

    Find Old Or Inactive Reports And Dashboards To Delete | Salesforce Help

     

     

    Then add a filter on report name and you can easily find which dashboard(s) are referencing the report you want to delete.  

     

    If you are still getting the error, then the report is likely stored in a private folder, so follow this guide: 

    Locate Reports and Dashboards Stored within Personal or Private Folders in Salesforce | Salesforce Help

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