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Nwala Okechukwu kemuakolam (Salesforce Admin presso MYLLC) ha fatto una domanda in #TrailblazerCommunity
19 ago 2021, 13:34
Has anyone implemented for an Insurance company?

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

I am looking to connect with like minds

#TrailblazerCommunity #Trailblazers #AwesomeAdmins #DiscussSalesforceQueries #Jobs

4 risposte
  1. John Paul
    Ieri, 23:12

     Yes, this is actually standard Salesforce behavior, not a bug. When converting a Lead into an existing Opportunity, the Lead's currency does override the Opportunity's currency by default regardless of field mapping settings, since currency isn't handled through the normal Map Lead Fields mechanism. The common workaround is using a before update trigger or flow on Opportunity to preserve the original currency when conversion happens, since declarative field mapping alone won't stop this override. 

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Alexis Ardito (Product Marketing Sr. Analyst presso Salesforce) ha postato in * Customer Success *
10 set, 15:24

It’s going be a photo finish for ! 📸 This is your last call to join us for Trailblazer Bootcamp on September 12-14. Six tracks, one finish line. 🏁 Put your best foot forward: https://sfdc.

 

It’s going be a photo finish for #TrailblazerTrackMeets! 📸

 

This is your last call to join us for #DF26 Trailblazer Bootcamp on September 12-14. Six tracks, one finish line. 🏁

 

Put your best foot forward: https://sfdc.co/DF26TrailblazerBootcamp

 

@* Trailhead Official * @* Trailhead Academy * @Trailblazer Community Cove @* Salesforce Developers * @* Salesforce Administrators * @Agentblazer Community Group @* Data 360 * #Trailhead #TrailblazerCommunity #Salesforce Developer #Salesforce Admin #Agentforce

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Mohanraj S (Solution Consultant presso Softsquare Solutions India) ha fatto una domanda in * Salesforce Administrators *
9 set, 14:29
During Lead conversion, Is Lead's currency is by default mapped into Converted Opportunity's Currency?

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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Alexis Ardito (Product Marketing Sr. Analyst presso Salesforce) ha postato in * Customer Success *
9 set, 16:45

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

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Alexis Ardito (Product Marketing Sr. Analyst presso Salesforce) ha postato in * Customer Success *
3 set, 16:16

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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Alexis Ardito (Product Marketing Sr. Analyst presso Salesforce) ha postato in * Customer Success *
8 set, 15:37

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. Maulik Shah (CRMJetty)
    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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Subhan Paul (Salesforce Business Analyst presso 108 ideaspace Inc) ha fatto una domanda in #Salesforce Developer
1 set, 18:39
Unable to Delete Unused Reports – Dashboard Dependency Error

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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Alexis Ardito (Product Marketing Sr. Analyst presso Salesforce) ha postato in * Customer Success *
1 set, 15:52

Encountering a hurdle? 🚧 Pass the baton to an instructor like Teo Marcelo! “I recently learned how to migrate flows between orgs using Command-Line Interface (CLI) because a customer asked,” he said.

 

Encountering a hurdle? 🚧 Pass the baton to an instructor like Teo Marcelo!

 

“I recently learned how to migrate flows between orgs using Command-Line Interface (CLI) because a customer asked,” he said. “I'd never used CLI before then, but with a few tries, we were able to migrate everything we did in class to their development org in about 20 minutes. It was awesome!”

 

Join Teo for the Admin Flow Builder bootcamp on September 12-14 and learn how to design automated no-code solutions with Salesforce Flow.

 

Make the jump: https://sfdc.co/DF26TrailblazerBootcamp

 

#TrailblazerTrackMeets

 

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Cheryl Feldman (Senior Director, Product Management presso Salesforce) ha postato in Setup With Agentforce
28 mag, 17:00

Hey #AwesomeAdmins - Setup with Agentforce is GA!   

 

 

On April 15 at True to the Core,

@Zachary Banks

asked a simple but important question about Setup with Agentforce. 

 

Yesterday, May 26, just 41 days later, we announced General Availability and provided an answer to his question - we will not consume Agentforce Credits. 🚀 

 

That timeline matters because it reflects something I’m incredibly proud of: we’re listening. 

 

Huge thank you to everyone who shared feedback, asked hard questions, and helped shape the product along the way. The community input genuinely influenced the direction of what we built. 

 

 

Read more about the GA announcement here:

https://admin.salesforce.com/blog/2026/setup-with-agentforce-is-generally-available

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Alexis Ardito (Product Marketing Sr. Analyst presso Salesforce) ha postato in * Customer Success *
25 ago, 18:54

As we race toward Dreamforce Trailblazer Bootcamp on September 12-14, lace up every Tuesday, Wednesday, and Thursday for , where we’re sharing details about each of our bootcamp tracks and the instruc

 

As we race toward Dreamforce Trailblazer Bootcamp on September 12-14, lace up every Tuesday, Wednesday, and Thursday for #TrailblazerTrackMeets, where we’re sharing details about each of our bootcamp tracks and the instructors teaching them! 👟

 

We’re off to a running start with the Agentforce Service Specialist track, where instructor Alok Agarwal will guide students through building, customizing, and deploying AI-powered service agents from scratch. Don’t get left in the dust! 💨

 

On your marks, get set… register: https://sfdc.co/DF26TrailblazerBootcamp

 

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

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