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Hello.  

We had activated the Salesforce native account plan however, the lack of some customization does not make it useful for us.  

Is anyone using  

https://www.demandfarm.com/blog/best-quip-alternative-for-account-planning/?

 

 

What is your general feedback on this? For example we would like the ability to customize org charts.  

Likes? 

Dislikes? 

 

Thank you, 

Nancy 

 

 

 

 

#Salesforce Admin  #TrailblazerCommunity  #Account Planning  #Salesforce  #Salesforceadmins  #Salesforcecommunity  #Salesforceadministrator  #Other Salesforce Applications

1 件の回答
  1. 10月6日 10:03

    Hi Nancy, 

     

    Based on current market reviews (Gartner, G2, Capterra) rather than personal use, here's an honest picture on DemandFarm specifically for org chart customization: 

     

    Strengths reported: DemandFarm's Org Chart module is consistently rated among the strongest on AppExchange (5/5 rating cited across review sites) — it auto-builds org charts from Salesforce contacts, supports drag-and-drop editing, auto-syncs when contacts/titles/account team assignments change in Salesforce, and lets you set rules for which fields display to reduce clutter. It's also genuinely native — plans, org charts, and whitespace data live as Salesforce objects tied to your Accounts/Contacts/Opportunities, not an external tool bolted on. 

     

    Things worth knowing before committing: 

    - Licensing is modular. Org Chart, Account Planner, and Opportunity Planner are often licensed separately, so pin down exactly which modules your quote includes — people frequently report higher-than-expected total cost from assuming one module included the others. 

    - It's built for large/strategic key accounts. Reviews note it can feel like overkill if you're managing a broad, lighter book of business rather than a focused set of strategic accounts — worth confirming it matches your actual account portfolio size/complexity. 

    - On G2, head-to-head against

    Prolifiq.ai

    CRUSH, reviewers rated Prolifiq somewhat higher overall (4.7 vs 4.4) and preferred its feature roadmap direction, though DemandFarm's org chart specifically remains well-regarded in isolation. 

     

    Other org-chart-capable alternatives worth comparing against, since you're evaluating options: 

    - Prolifiq CRUSH / Prolifiq Relationship Map — fully native to Salesforce (not just integrated), straightforward drag-and-drop org chart builder directly on the account page. 

    - ARPEDIO — similar strategic account planning focus to DemandFarm, also Salesforce-native. 

    - Squivr — specifically for org chart/hierarchy visualization if that's your primary need rather than full account planning. 

     

    Given your stated need is specifically org chart customization (not necessarily the full KAM suite), it may be worth demoing Prolifiq's org chart module alongside DemandFarm's — several reviewers rate it as a simpler, fully-native alternative if you don't need DemandFarm's broader account-planning/whitespace features.

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Hi Trailblazer Community,

I attended Dreamforce 2026 live on Salesforce+ and watched the live sessions during the event. I also used the same email address associated with my Trailblazer account for the Dreamforce/Salesforce+ registration and attendance.

However, the Dreamforce 2026 stamp is still not showing on my Trailblazer profile.

Has anyone else experienced the same issue? Is there any additional step I need to complete to receive the stamp, or should I wait for the attendance verification to be processed?

Any guidance from the community or Salesforce team would be greatly appreciated.

Thank you! 🙌

#Dreamforce2026 #SalesforcePlus #Salesforce #TrailblazerCommunity #Trailblazer #SalesforceCommunity #Dreamforce #Trailhead

1 件のコメント
  1. 10月3日 23:47

    Hi @Sahil Gupta

     

    If you watched at least one Dreamforce 2026 live session on Salesforce+ using the same email linked to your Trailblazer account, the stamp should normally be added automatically. 

     

    Core things to check:

    • Make sure you were logged in to Salesforce+ while watching.
    • Confirm the email matches your Trailblazer account.
    • No separate claim step is usually required.
    • Give Salesforce some time to process the attendance.
    • If the stamp still doesn’t appear after a couple of weeks, raise a Trailhead/Trailblazer Support case with your profile URL and registration email.

    Most likely, this is just an attendance verification delay. 

     

    Thank you, 

    Venkat Yadav.

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This is a weird one. 

 

The Country/Territory Picklist setup shows "Brasil" 

 

Discrepancy between country setup and what shows up on address field

 

When I edit the billing address on the account, the country picklist value shows "Brazil" 

 

image.png

 

This is not a custom field, it's the standard account billing address field. 

 

Checking out all the objects I know use address fields, custom or standard, I see the same issue. 

 

Checking out other countries where we renamed the original out of the box value, I do not see a problem. It's just Brazil. 

 

I am not sure where to fix this, since the address setup is, to my knowledge, not customisable.  

 

Edited to add: I have checked to see if by some weird happening, we have some other country set up with the name Brazil. We do not.  

Also Brasil does not show up as an option. 

 

Second Edit: I checked the translation workbench for countries, no translation set up for Brasil (which does show up correctly) 

 

image.png

 

 

 

#Salesforce Admin  #Sales Cloud  #Data Management  #Salesforceadmins  #Salesforcecommunity  #Setup & Configuration

8 件の回答
  1. 10月2日 17:07

    Yes, there. If you update the label for Brazil there, does it show as you update it when you create an address or do you see Brazil? 

     

    I've done this experiment in my personal dev and it showed the new label, so it doesn't seem to be Salesforce-wide

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 I need to automatically create a Chatter post on a Case whenever its pending approval request is reassigned to another user using the standard Reassign action. Since triggers and record-triggered flows aren't supported on ProcessInstanceWorkitem, and the Case itself doesn't change, I'm not sure how to capture this event. Has anyone solved this, whether with scheduled polling, a custom reassign component, or another approach? Any suggestions or sample code would be appreciated.  

 

#Trailhead  #Salesforce Developer  #Salesforce Admin  #Salesforce  #TrailblazerCommunity  #Sales Cloud  #Apex  #Salesforcecommunity  #Salesforce_developer

2 件の回答
  1. 9月25日 8:00

    You’re correct that there isn’t a direct trigger point here. ProcessInstanceWorkitem doesn’t support Apex triggers or record-triggered flows, and reassigning the approval doesn’t update the Case itself. 

     

    If you need to keep the standard Reassign action, I’d handle it with scheduled Apex:

    1.  Run a scheduled job every few minutes. 
    2.  Query new ProcessInstanceStep records where StepStatus = 'Reassigned'. 
    3.  Use ProcessInstance.TargetObjectId to identify the related Case. 
    4.  Query the pending ProcessInstanceWorkitem for that process instance to get the newly assigned ActorId. 
    5.  Insert a FeedItem with the Case ID as ParentId. 
    6.  Store the processed ProcessInstanceStep.Id in a small custom log object with a unique/external-ID field. 
    7.  Skip any step already in that log so rerunning the job can’t create duplicate Chatter posts. 

    I’d also test it by reassigning the same approval twice and then running the job twice. The expected result should be two Chatter posts total, with no additional posts from the second job run. 

     

    If real-time posting is absolutely required, the other option is to replace the standard Reassign experience with a custom Flow/LWC backed by Apex. That custom action would update ProcessInstanceWorkitem.ActorId and create the Case FeedItem in the same transaction. But the existing standard Reassign action can’t be intercepted directly.

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If a user has already been uploaded and added to Spiff, can an admin permanently remove them from the system? 

I’d like to know if there is a way to fully delete a user rather than just deactivate or disable their access. 

 

#Salesforce Admin  #Salesforce Revenue Cloud  #Salesforcecommunity  #Salesforceadministrator  #Salesforce Developer

1 件の回答
  1. 9月16日 12:25

    Hi @Swati Malkar

     

     Yes, Salesforce Spiff provides an Archive User option, but it is different from permanently deleting a user.

    If a user has already been uploaded and added to Spiff, you can archive them by following these steps:

    1. Go to Admin → Users in Salesforce Spiff.
    2. Open the user’s profile.
    3. Click Edit.
    4. Deselect Make this user visible.
    5. Confirm Archive User and save.

    After archiving:

    • The user will no longer appear as an active user in the regular Users page.
    • Data syncing is automatically disabled.
    • Existing statements and historical records are retained.
    • The user cannot be assigned to new teams or plans.

    If the user is synced from Salesforce or another external source, you should also review the source system and syncing settings.

    Important: Archiving hides the user from active management, but it does not permanently delete their historical data. For complete permanent deletion, check your organization's Spiff data-retention policies and available Salesforce support options.

    Reference: Archive and Unarchive User Accounts

     

     

    Hope this helps! 😊  

     

    If you find this response helpful, please mark it as the Accepted Answer, as it may also help other Trailblazers facing a similar issue. 😊  

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Hello.  

We have turned on Account Plans in our Sandbox environment. For the Relationship Map we would like to somehow show a parallel org chart. For example. The CEO of Google and the CEO of our company Syska Hennessy Group. Is this possible?  

 

It seems that the native Salesforce Account plans is limited regarding customization.  

Please let me know if further information is needed.  

 

Is there another account plans tool that is recommended that offers more flexibility to make customizations? 

 

Thank you,  

Nancy 

 

 

 

#Account Planning  #Salesforce Admin  #Systems Administrator  #Salesforce  #Salesforce Developer  #Salesforce Field Service  #Salesforcecommunity  #Salesforceadmins

5 件の回答
  1. 9月8日 12:10

    @Nancy MagalhaesOne limitation I’d consider is the underlying data model: the native Relationship Map is primarily account/contact relationship-focused, so a true side-by-side “customer org + our internal org” hierarchy is difficult to maintain dynamically.

    If this is a recurring sales use case, I’d model the internal stakeholders and customer contacts as related records with an explicit relationship type (Decision Maker, Executive Sponsor, Account Owner, etc.), then surface those relationships through a custom LWC. That would keep the visualization data-driven instead of relying on manually added cards, while still keeping everything inside Salesforce.

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Hello.  

 

Are there any trailhead recommendations that I can take for Einstein Activity Capture.  

I am looking to get this turned on for our firm.  

 

 We use Outlook.  

 

Thank you, 

Nancy 

 

 

 

#Systems Administrator  #Salesforce Admin  #Salesforce  #Salesforce Field Service  #Salesforcecommunity  #Salesforceadmins  #Einstein For Service

1 件の回答
  1. Smitha Thomas (CIBC) Forum Ambassador
    9月4日 20:01
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Welcome to the #TrailblazerCommunity! 👋 Take a moment to introduce yourself below. 💙 

 

Tell us all about YOU:

What are you passionate about? 

What are you looking to learn? 

Where are you located? 

 

Feel free to connect with others in the thread! 👇 

 

UPDATE: To mute this post, click on the arrow on the top right then "Mute."

2,014 件のコメント
  1. 8月31日 3:10

    Why have I been auto subscribed, please remove me

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2 件の回答
  1. 8月19日 16:56

    Hey Bhagyavan, 

     

    This is an internal server error on Salesforce's own infrastructure (the message itself confirms "

    salesforce.com

    support team has been notified"), not something wrong with your account setup or browser. 

     

    Since this happened right after login on a specific home page, try: 

    - Wait a few minutes and refresh, transient internal errors often clear on retry 

    - Try navigating directly to Setup or a different tab (like an object list view) instead of the Home page, if that works, the issue may be specific to a component on your Home page (like a broken dashboard or custom Lightning component) 

    - Clear browser cache or try incognito, rules out a stale cached page state 

    - If it persists across all pages/browsers, log a case with Salesforce Support and include the Error ID: 605878076-277435 (-652286695), that ID lets their support team pull the exact server-side log for your issue 

     

    Since the org is on a Developer Edition-style domain (

    speed-speed-1379.lightning.force.com

    ), if this is a Trailhead Playground, spinning up a fresh one may be faster than waiting on a support case. 

     

    Reference:

    https://help.salesforce.com/s/articleView?id=000384631&language=en_US&type=1

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Looking for a Remote Salesforce Internship Opportunity (Paid or Unpaid)  

 

Hi Trailblazers! 👋 

 

I'm Peer Abbas Ali Shah, a Computer Science (AI) graduate from Pakistan with 1 year of hands-on experience as a Salesforce Admin & Developer Intern at Cyber Tech Infinity. I've worked across Object Manager, Flow Builder, Validation Rules, Reports & Dashboards, Profiles/Roles/Permission Sets, and have practical exposure to Apex, LWC, and SOQL. I'm also actively progressing through Trailhead's Admin and Developer pathways while preparing for my Salesforce Certified Administrator exam. 

 

I'm looking to connect with startups, nonprofits, consulting partners, or growing teams who could use an extra pair of hands on their Salesforce org — whether that's configuration, automation, data cleanup, or reporting. I bring reliability, a fast learning curve, and genuine enthusiasm for the platform. 

 

If you know of any openings, referrals, or teams looking for motivated Salesforce talent, I'd really appreciate a connection. Happy to share my resume directly too! 

 

#TrailblazerCommunity #Salesforce Developer #Salesforceadmins  #Ohana #Trailhead Challenges  #Salesforcecommunity #Agentforce  #Remote Internship

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