#Salesforce Admin366 人がディスカッション中

Hi @Praswanth Pamireddy,  

Since the Task is being assigned by an internal user to a community user and there are no entries in the Email Log Files, I'd first verify whether the recipient user has task assignment notifications enabled.

Check the following:

• Setup → Notification Delivery Settings → Activities → Task Assignments and ensure Desktop notifications are enabled.
• On the community user's record, verify the "Email me when someone assigns me a task" preference is enabled under Reminder & Alerts.

According to Salesforce documentation, task assignment notifications depend on these notification settings. If these preferences are disabled, the assignment notification may not be generated at all, which could explain why no corresponding entries appear in the Email Log Files.

Hi @Ankur Sharma

 You can check the official Trailhead Certification and Salesforce Certification pages for upcoming Certification Days, promotions, and voucher/discount opportunities. Salesforce occasionally offers exam discounts through certification events and programs, so it’s worth checking regularly.

Also, be cautious with unofficial voucher offers and verify any promotion through official Salesforce channels.

All the best with your Salesforce Administrator certification! 👍 

Hope This Helps!!

Hello @Sushma Y not by attending virtually, sorry.. Besides, you will not find shared vouchers in this Community. However, there are several possible ways for you to try to get vouchers : 

• take monthly trailhead quests to try to win gifts/swags and even vouchers : https://trailhead.salesforce.com/quests
• attend Salesforce related events, or user community events, in your area ; there could be vouchers to win too : https://trailhead.salesforce.com/community/conferences/ & https://trailblazercommunitygroups.com/?&utm_source=trailhead&utm_medium=web-banner&utm_campaign=community_groups
• if your company is Salesforce partner, you may have free vouchers (or discounted ones) according to your partnership level. See with your Salesforce's Partner Account Manager, or the person in charge in your company.

Good luck for your certification exam preparation !

Eric

Hi @Scott Holmes -  Create a Scheduled-Triggered Flow that runs once a day.

 Get Task records where: 

• IsClosed = False
• ActivityDate < TODAY()

 Use the Custom Notification action.  

 Send the notification to the Task Owner.  

 The notification will appear in the Salesforce notification bell.  

 If you also want the 7-day and 2-day reminders, those can remain as scheduled paths in your existing record-triggered flow. 

Hi Aramaki-san, 

To cover all three cases, I’d recommend including the year in the calculation instead of using only MONTH(). 

You can use: 

IF(
    ISBLANK(課金解約日__c),
    (YEAR(TODAY()) - YEAR(課金開始日__c)) * 12
        + MONTH(TODAY()) - MONTH(課金開始日__c) + 1,
    (YEAR(MIN(課金解約日__c, TODAY())) - YEAR(課金開始日__c)) * 12
        + MONTH(MIN(課金解約日__c, TODAY())) - MONTH(課金開始日__c) + 1
)

For example: 

•  Start: Jan 1, 2026 / Today: Apr 1, 2026 → 4 months
•  Cancellation: Oct 31, 2026 / Today: Apr 1, 2026 → 4 months
•  Cancellation: Jan 31, 2027 / Today: Apr 1, 2026 → 4 months

The key point is using YEAR() together with MONTH() so the calculation also works correctly when the dates cross into another year. 

Hi Sabeer, 

Both of your ideas are solving this the hard way — the actual fix is a data model change, not a concurrency workaround. 

Best approach: create a child object (e.g., "Financial Analysis") related to the Financial record via a Lookup (or Master-Detail if you want rollups/cascade delete). Each analyst creates their own Financial Analysis record against the same parent Financial record — one record per analyst, not one shared record. 

Why this solves everything you listed: 

1. No concurrency/locking issue at all — each analyst is editing their own distinct record, never the same row, so there's no "someone else is editing this" conflict. 

2. Everyone still sees everyone else's work on the same screen — add a related list (or better, a Lightning page component/Dynamic Related List) showing all Financial Analysis child records on the parent Financial record page. All analysts land on the same parent record and see every analysis in that related list in real time (or on refresh). 

3. One place for the Reviewer — the Reviewer opens the single parent Financial record and sees all analyses in that one related list, rather than hunting across multiple separate records like your second idea would require. You can even add a Reviewer-only "Review Status" or "Approved" field directly on each child Analysis record so they can mark each one off in the same place. 

Optional enhancements once the base model is in place: 

- Use Record-Triggered Flow or a validation rule to prevent duplicate Analysis records per analyst per Financial record (one analyst, one analysis, enforced by a formula/validation on a unique key like Analyst + Financial Record). 

- If you want a roll-up summary (e.g., "X of Y analysts submitted"), a Master-Detail relationship gives you native Roll-Up Summary fields for that. 

- If the Reviewer needs a consolidated read-only view rather than scrolling a related list, a simple Lightning Web Component pulling all child records into a table/grid on the parent page works well too. 

This pattern (one child record per contributor, rolled up to a shared parent) is the standard Salesforce way to handle "many people annotate the same thing" without ever touching record locking.

Hi Fabian, 

Two separate reasons, per official Winter '27 release notes: 

1. "Compare Values Between Fields in SOQL" (FORMULA() in WHERE clauses): requires API version 68.0+, and is scoped to sandboxes/Developer Editions/scratch orgs only. If your sandbox's API version isn't bumped to 68.0+ yet, it won't show even on Winter '27. 

2. "Preview Records from Lightning Reports Without Losing Context": ships as Beta with Salesforce's standard disclaimer that beta features aren't guaranteed to roll out simultaneously with GA features, even within orgs already on the release. Some Winter '27 betas explicitly require Salesforce Support to switch on (e.g., "Show Only Matching Records Across Blocks in Joined Reports" says exactly that), so it may need manual enablement rather than a Setup toggle you're missing. 

Reference:

Next step: confirm your sandbox's API version for #1, and if #2 still doesn't appear, open a case with Support to check if it needs manual enablement on their side.