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#Salesforce Developer387 人がディスカッション中

Hi All, 

 

I’m currently preparing for the Platform Developer I certification. I’m relatively new to the Salesforce ecosystem with limited coding experience, and I have cleared the

Salesforce Administrator and Platform App Builder certifications.

I’m using Trailhead and Focus on Force for PD1 preparation, but I can see that FoF covers the UI section in much more depth.

I would really appreciate it if anyone who has appeared for the PD1 exam recently could guide me on how much I need to cover for LWC, Visualforce, Aura, their testing, and other UI-related topics for the exam.

I’m trying to understand the right depth needed for PD1 without going too deep into every topic.

Thanks in Advance! 

 

#Salesforce Developer  #PD1 Exam

1 件の回答
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    9月26日 20:58

    Hello @Madhumita Dasgupta please see the topic coverage ratio in the certification exam guide : https://help.salesforce.com/s/articleView?id=005298965&type=1

     

     

    Developer Fundamentals: 27%

    • Understand multi-tenant concepts and design frameworks, such as MVC architecture and Lightning Component Framework.
    • Given a scenario, identify common use cases and best practices for declarative versus programmatic customizations, including governor limits, formula fields, and roll-up summaries.
    • Given a scenario, determine, create, and access the appropriate data model including objects, fields, relationships, and external IDs.
    • Understand use cases and limitations of using Agentforce for Developers.

    Process Automation and Logic: 28%

    • Identify the capabilities of the declarative process automation features.
    • Understand how to declare variables, constants, methods, modifiers, Apex interfaces, and the appropriate use cases for each.
    • Given a scenario, assess how Apex control flow statements will execute and when to apply different control flow statements.
    • Given a scenario, write SOSL, SOQL, and DML statements in Apex, and assess what they will return.
    • Given a scenario, follow best practices to write Apex classes and triggers.
    • Given a scenario, understand governor limits and their implications on Apex transactions.
    • Describe the relationship between Apex transactions, the save order of execution, and the potential for recursion and/or cascading.
    • Implement exception handling in Apex, including custom exceptions as needed.
    • Given a scenario, use declarative functionality and Apex together to automate business logic.

    User Interface: 25%

    • Given a scenario, prevent user interface and data access security vulnerabilities.
    • Given a scenario, display and use custom user interface components, including Lightning components, Flow, and Visualforce.
    • Describe the use cases and best practices for Lightning Web Components, including the framework, benefits, and events.
    • Given a scenario, implement Apex to work with various types of page components, including Lightning components, Flow, and Agentforce.

    Testing, Debugging, and Deployment: 20%

      • Write and execute tests for triggers, controllers, classes, and flows using various sources of test data.
      • Given a scenario, know how and when to use the Salesforce Developer tools such as Salesforce DX, Salesforce CLI, and Developer Console.
      • Describe how to approach debugging system issues and monitoring flows, performance, asynchronous, and batch jobs.
      • Describe the environments, requirements, and process for deploying code and associated configurations.

     Eric

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Hi everyone,

I need an architectural sanity check on a security requirement. I want to avoid hitting platform limits down the road and would appreciate some feedback on whether this can be safely achieved using Schedule-Triggered Flows or whether Scheduled Batch Apex would be required.

Context

  • We are changing the Organization-Wide Defaults (OWD) of the standard Quote object from Controlled by Parent to Private.
  • We receive an integration feed from an external system that creates or updates up to approximately 80 Quotes per Account per day. Quotes can also be created manually in Salesforce.
  • Quotes contain two custom Account lookups: Sold-To and Bill-To.
  • We have both Quotes with and without Opportunities.

Requirement

  • The Account Owner of the Sold-To Account and the Account Owner of the Bill-To Account must have Read-Only access to the related Quote.
  • When the Account Owner changes, access to the related Quotes must be updated accordingly, including removing the previous owner's access and granting access to the new owner.
  • The required access is managed through QuoteShare records with RowCause = Manual.

Architectural Question

Given the expected Quote volume and the need to automate the insertion and cleanup of QuoteShare records following Account ownership changes:

  • Is this approach feasible using a standard Schedule-Triggered Flow, or would Scheduled Batch Apex be required to ensure scalability and avoid governor limits?
  • What would be the cleanest architectural pattern for handling the cleanup and creation of Manual QuoteShare records when Account ownership changes?

Thanks for your guidance!

 

 

@Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @APAC Architects, @Data Quality & Management

 

 

#Trailhead Challenges  #Salesforce Developer  #Salesforce Admin  #Salesforce  #Flow  #Apex

3 件の回答
  1. 9月26日 20:40

    @sakshi nagpal

    , would you still recommend using APEX instead flow if the volume of quotes is of up to 80 per day approx. in general and not per account?. 

    @Debarshi Bagchi, sorry if I ask you, I would appreciate any guidance in this sense,

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Hi everyone,  

I gave my first Salesforce Certified Administrator on 9th march 2026,  but i was unable to clear it at that time now i want to retake the exam but now I do not have 100 $ to spend on the retake how can i get full waiver or how can I get 100 $ voucher/ 200 $ voucher (If i can give a new attempt) 

 

#Free Vouchers  #Trailhead Challenges  #Trailhead  #Salesforce Admin  #Salesforce Developer  #Agentforce  #TrailblazerCommunity

1 件の回答
  1. 9月26日 16:16

    i see an email from salesforce did you get the same for similar topic?

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Account Engagement User Management Page Continuously Loading (Spinner) - Unable to Assign Administrator Access

 

Customer is unable to access

Account Engagement Settings → User Management → Users. The page remains stuck on a loading spinner and never loads, preventing user management and assignment of additional Administrator access.

Impact: Unable to view/manage users.

Request:

Please help on the continuous loading issue on the Users page and advise on any permission, configuration, or backend errors causing the behavior. Screenshot attached for reference. 

 

#Salesforce Developer  #Salesforce Admin  #Systems Administrator  #Advanced-Administrator  #Marketing Cloud  #Pardot B2b Marketing Automation

1 件の回答
  1. 9月26日 15:22

    Hi @Akhilesh Prajapati

    This is Account Engagement (Pardot) territory. The infinite spinner on 

    Account Engagement Settings → User Management → Users is a known symptom pattern, almost always tracing back to the Salesforce↔Pardot connector/session layer rather than an actual "Users" bug. I checked the linked community thread it has 0 replies, so no prior resolution to build on there.

    Here's the diagnostic order I'd work through, most-likely-cause first:

    1. Check Connector authentication statusGo to Account Engagement Settings → Connectors and check the Salesforce connector's status. If it shows an auth error (commonly surfaces as Pardot API Error 184 authentication failure), that alone is enough to hang User Management, since that page pulls live data through the connector session. Reauthenticate the connector user if it's broken.
    2. Confirm the connector user still has correct accessThe user account the Salesforce Pardot connector runs as needs an active Salesforce license, System Administrator (or equivalent) profile, and the Account Engagement Administrator role in Pardot. If that user was deactivated, had their profile changed, or lost the Pardot role assignment, the connector silently fails and pages like this spin forever instead of erroring cleanly.
    3. Rule out browser-side blocking (very common cause)Account Engagement Settings loads inside a Salesforce Canvas app (an iframe calling out to Pardot's API). Third party cookie blocking (Safari/Chrome privacy settings), ad blockers, or browser extensions frequently break this silently. Test in an incognito/private window with extensions disabled, and try a different browser entirely before assuming it's a config issue.
    4. Check Session Settings for Clickjack Protection / IP restrictionsIn Salesforce Setup → Session Settings, aggressive Clickjack Protection settings or 'Lock sessions to the IP address from which they originated' can block the Canvas iframe from completing its callout. Also check Login IP Ranges on the connector user's profile if Pardot's servers aren't whitelisted, the callout can hang rather than fail visibly.
    5. Check for multiple Business UnitsIf this org has more than one Account Engagement Business Unit, User Management can hang if the specific Business Unit context is ambiguous or misconfigured for the logged-in user. Confirm which Business Unit the affected admin is scoped to, and that their Salesforce profile maps correctly to it under Business Unit Setup.
    6. Escalate to Salesforce Support with the network traceIf all of the above check out, open a case with Salesforce Support (this is a Pardot/Account Engagement product issue, not something fixable via Apex/Flow/config alone). Capture a browser dev-tools Network tab trace of the failed page load first the failing XHR call to Pardot's API will usually show the real error code even though the UI just shows a spinner.

    Quickest first move: step 1 (Connectors auth status) and step 3 (incognito/different browser) these two catch the majority of real-world cases of this exact symptom. If the connector shows green/authenticated and it still hangs in a clean browser, jump to step 4 (Session Settings) before assuming it needs a Support case.

     

    I hope you find the above information helpful. If it does, Please mark it as Best Answer to help others too.

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Swathi Jetti が「#Agentforce」で質問

Hi everyone 👋

I’m testing Agentforce Voice in Enhanced Chat v2 and facing an issue with actions that use a Custom Lightning Type (CLT) output.

Here’s what I observed:

  • 🎙️ Voice conversation and basic responses work correctly.
  • ✅ An Apex action with String input + String output works correctly through voice.
  • ❌ When I use String input + CLT output, the voice interaction fails with messages like “I’m having trouble hearing you” or “I had some audio issues.”
  • 💬 The same action works correctly when tested through text.
  • ❌ I also tested CLT input + CLT output, and the same voice issue occurs.
  • 🌐 The issue happens in both Test Enhanced Web Chat and the deployed Experience Cloud site.
  • 🛠️ I simplified the sub-agent instructions and confirmed that the action works when CLTs are removed.

Has anyone experienced Agentforce Voice failing when an Apex action returns a Custom Lightning Type output in Enhanced Chat v2? 🤔

Is there any specific configuration or limitation for using Output CLTs with Agentforce Voice, or anything specific I should check in the CLT schema, renderer, or LWC?

Any suggestions or guidance would be really helpful. 🙏

Thank you! 😊 

#Agentforce

 

#Salesforce Developer 

2 件の回答
  1. 9月26日 8:01

    The behavior points more toward a voice-channel serialization or rendering issue with the Custom Lightning Type rather than the Apex action itself. Since the same action works through text and succeeds when the CLT is removed, I’d isolate the CLT schema and test a simple structured output first, then add fields back one at a time. I’d also check the voice action payload and supported output types in Enhanced Chat v2. 

    For related troubleshooting discussions, community resources and practical solutions, these types of developer communities can also be useful references.

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Hi everyone,

I would appreciate some architectural guidance on a Salesforce security requirement.

We need to restrict Sales users from exporting or extracting company-wide financial/reporting data, while they must continue using Salesforce normally, including the Salesforce Mobile App.

Our initial approach was to remove the API Enabled

permission from their corresponding Permission Set Group to prevent API-based extraction tools such as Data Loader or spreadsheet connectors. 

Howeever, I would like to confirm with you, if API Enabled is also required for the Salesforce Mobile App, which Sales users need to use.

Therefore, my questions are:

  1. Is removing API Enabled an appropriate approach for preventing data extraction in this scenario, or would this have unintended consequences beyond the intended restriction?
  2. What would be the recommended Salesforce architecture to restrict API-based data extraction for Inside Sales while keeping access to the Salesforce Mobile App?
  3. Would API Access Control / Connected App allowlisting be a better approach, for example allowing Salesforce Mobile while restricting other API clients?
  4. Are there other Salesforce permissions or security controls that should be considered specifically for preventing report/data export without disabling API access entirely?

The business requirement is specifically to restrict data extraction

, not to prevent Sales users from using Salesforce Mobile or other approved Salesforce functionality. 

 

The focus is on:

  • Reports: No creating, editing, cloning, or exporting.
  • Dashboards: No access to restricted Turnover dashboards.
  • Subscriptions: Prevent receiving Reports/Dashboards via email.
  • List Views: Prevent export/print as an extraction method.
  • Folder Sharing: Prevent indirect access to restricted Reports/Dashboards.

Any guidance or documentation from Salesforce would be greatly appreciated. 

 

@Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @APAC Architects, @Data Quality & Management

 

 

#Trailhead Challenges  #Trailhead  #Salesforce Developer  #Salesforce Admin  #Reports & Dashboards

1 件の回答
  1. 昨日、17:08

    Hi Lena, 

    Yes, removing API Enabled would impact the Salesforce Mobile App, since the mobile app requires API access. So I wouldn’t use that permission alone as the control for this requirement.  

     

    A better approach is to keep API access for the users who need Salesforce Mobile and use API Access Control to restrict API access to only approved/allowlisted connected apps. Salesforce supports this model specifically for limiting API access while allowing approved apps.  

     

    For report extraction, also control the Export Reports permission separately. Removing that permission prevents users from exporting report data, while folder sharing and report/dashboard permissions can be used to restrict access to sensitive content. 

    I’d therefore treat this as multiple layers: API Access Control + Report/Folder permissions + Export Reports + subscription/access controls, rather than disabling API access entirely. 

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Hi everyone,

I need some architectural advice on the best way to handle report and data access for a global team without turning role management into a maintenance nightmare.

 

  • We have report folders separated by countries: Country A Reports, Country B Reports, and Country C Reports.
  • In our Role Hierarchy, we have local roles at the bottom (e.g., Sales Rep Country A, Sales Rep Country B) and a high-level corporate role at the top called Global Management.

The Business Requirement:

 

Product manager users in their Country or Regional Level role complained not being able to access reports with data related to other countries, so we moved them to the

Global Management team for them to be able to see everything

. They require full visibility to access records (Accounts, Opportunities) globally, but they also need to open and view the reports inside the local folders of Country A, Country B, and Country C. 

 

The challenge:

 

We noticed that when we move a user from a local country role up to the

Global Management

role to give them global record visibility, they immediately lose access to some of the regional reports they could see before, or the reports show up completely empty for them. 

 

My Questions:

  1. How can we avoid constantly shifting users from one role to another just so they can see cross-country reports while maintaining access to their respective records? What is the cleanest architecture to decouple record visibility from report folder visibility?
  2. What is the Best Practice in Salesforce to solve this? Should we keep these global users in a specific role and grant them report folder access via a Public Group or a specific Permission Set?
  3. Why do some reports return empty or give errors to a user right after they are moved to a higher role in the hierarchy? Is it because of dynamic filters in the reports (like "My Team's Records" or "My Role" filters) that break when their branch changes?

Thank you so much for your help! 

 

@Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @APAC Architects, @Data Quality & Management

 

 

#Trailhead Challenges  #Salesforce Developer  #Reports & Dashboards  #Solution Architects  #Sales Cloud

2 件の回答
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Need an Solution please help !

 

 

I am currently working on the Agenblazer Innovator status 2026

 

 

 

While working on the

Agentforce Grid -> Explore Data with Agentforce Grid

 

module i am facing this error eventhough the every configurations are right. Is any agentforce expertice people it would be great to help me!  

  

  

[LXM001] A temporary system error occurred. Please provide this request ID to customer support. RunId: 01a0d49a-4f08-77ec-ad16-74a1a4242732  

  

Thanks in Advance!  

 

 

#Agentforce  #Trailhead  #Trailhead Challenges  #Salesforce Developer

1 件の回答
  1. 昨日、13:36

    I've just completed this module and had a similar thing happen first time I tried. If right-click on the column and click run hopefully it will resolve the issue it did for me.

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Check out Advik Gmail to PDF Converter (https://www.adviksoft.com/gmail/pdf.html) for Windows. This software is specially developed for Gmail users as there is no official method is avaialble to batch export Gmail emails to PDF.

Steps to export Gmail emails to PDF in batch are as follows;

  1. Run Advik Gmail to PDF Converter in your system.
  2. Enter your Gmail login credentials
  3. Select PDF as Saving option from list.
  4. Click Convert and anylyse the process.

Done! This is how you can export Gmail email to PDF in bulk.

 
10 件の回答
  1. 昨日、7:01

    Manual and Free Method: Convert MBOX to PDF using Thunderbird

    1. Install Thunderbird: Download and open Mozilla Thunderbird (it’s free and open-source).
    2. Add the Extension:
      • Go to Tools / Settings $\rightarrow$ Add-ons & Themes.
      • Search for ImportExportTools NG and click Add to Thunderbird.
    3. Import MBOX Files:
      • Right-click on Local Folders in the left sidebar.
      • Select ImportExportTools NG $\rightarrow$ Import mbox file.
      • Choose Import directly one or more mbox files and select your files.
    4. Export to PDF:
      • Once imported, right-click the folder containing your emails.
      • Go to ImportExportTools NG $\rightarrow$ Export all messages in the folder $\rightarrow$ PDF format.
      • Select a location on your computer to save the converted PDFs.

    Note: While free, manual methods can be slow for very large batches, and attachments are usually saved alongside or embedded depending on your export settings.

    Also if you want a dedicated automated solution that simplifies bulk processing and ensures all attachments remain intact without needing client setups, you can also check out the Kernel Email to PDF Converter to get the job done.

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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. 昨日、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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