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* Customer Success *

Welcome! This group is your home base for all Customer Success questions about Salesforce features, and services like Success Plans. --------------------------------------- This group is maintained and moderated by Salesforce employees. The content received in this group falls under the official Forward-Looking Statement: http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx
더 빠른 답변과 실시간 도움을 받으려면 Slack에서 논의하세요.

Heads up, Customer Success: the Trailblazer Community is moving to Slack! 📣

 

What does this mean for you? Starting tomorrow, October 30, all Trailblazer Community groups will be set to read-only, with posting and replying no longer available. Historical conversations from this group won’t be migrated to Slack, but never fear: you’ll still be able to browse the website and revisit past threads.

 

We can’t wait to keep the conversations going when the Trailblazer Community in Slack goes live in open beta in November. Once you’re in, make sure to join our shiny new channel: #customer-success! 🤩

 

Questions? Check out this FAQ. Otherwise, we’ll see you soon! 👋

Has anyone come across an efficient/automated way to add country and state picklist values as workaround to the Metadata API's limitation of not allowing the creation of these entries? I have several hundred countries/states to configure and the Setup pages are mind numbingly slow and tedious. Thanks!

Question - Setting Up Country and State Picklists

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Cue the confetti, Trailblazers! Together, you’ve officially earned 1.

 

Cue the confetti, Trailblazers! Together, you’ve officially earned 1.5 million Salesforce certifications across the ecosystem! 🎉

 

Congratulations to each and every one of you on investing in yourselves to achieve such an incredible milestone! 🥳 We’re honored you chose to learn, earn, and grow with us.

 

Ready for what’s next? Explore certifications today: https://sfdc.co/salesforce-certifications 

 

@* Trailhead Official * @* Trailhead Academy * @Salesforce Certified Professionals @Trailblazer Community Cove @* Salesforce Administrators * @* Salesforce Developers * @Architect Trailblazers @Salesforce Business Analysts @Consultant Trailblazers #Salesforce #Certifications #Trailhead #TrailblazerCommunity #Agentforce #Salesforce Admin #Salesforce Developer

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  1. 10월 25일 오전 9:31

    Hi Mam , congrats , kindly share info related to Any Agentforce certification - coupons this season of festivals.

Meet the 2026 Customer Success Award winners: Tottenham Hotspur, The Grout Guy, and Sammons Financial Group.Meet the 2026 Customer Success Award winners: Tottenham Hotspur, The Grout Guy, and Sammons Financial Group.

 

They tackled very different challenges, but their transformations followed the same blueprint:

✅ Start with the right problem

✅ Build the right foundation

✅ Bring the right people together

 

The results? Faster fan support, work orders in minutes instead of days, and 13,000+ policy calls handled in just six months.

 

Read the Newsroom article to see what they learned — and how you can apply the same approach to your own AI transformation. 

Permite el acceso a secretos de consumidor de la aplicación cliente externa a través de la API de metadatos

 

 

Utilice aplicaciones conectadas para integrar aplicaciones externas con Salesforce a través de las API y protocolos estándar, como SAML, OAuth y OpenID.

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  1. 9월 28일 오전 8:21

    Hola Erick,

    Si estás intentando configurar una API para realizar búsquedas externas en Salesforce, esos dos puntos corresponden a configuraciones de Connected Apps y acceso a credenciales/secrets. 

     

    Para una integración externa, primero define el tipo de autenticación que necesitas (OAuth, JWT, etc.) y crea/configura una Connected App con los scopes necesarios. La opción de permitir el acceso a los secretos del consumidor mediante Metadata API solo es necesaria si realmente vas a administrar esos secretos mediante Metadata API. 

     

    Si compartes qué API externa quieres consultar y desde dónde se hará la llamada (Apex, Postman, middleware, etc.), podemos indicar exactamente qué configuración necesitas.

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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Mainly we would like to understand if we can use one of our sandboxes for that are we have to use some special trial sandbox for this. Main purpose is to do some early tests what functionality is supported and what are potential problems so we can estimate the amount of work more precisely and plan in the next year's budget. Would be thankful for any information on this topic =) 

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  1. 9월 17일 오후 2:11

    Hi Krisjanis,

    For a Vlocity/Communications Cloud migration POC, I would first confirm the specific Salesforce product/version and migration path applicable to your org, since the available migration tooling and supported approach can vary. 

     

    For the POC, a sandbox can be useful for testing, but I would avoid assuming that an existing sandbox can simply be converted to the target Communications Cloud setup. Check with your Salesforce Account Executive/Architect or Salesforce Support about the supported sandbox/trial provisioning options for your org.

    For early assessment, I'd focus on:

    • Which Vlocity/Industries packages and features you currently use.
    • Data model and customizations that depend on Vlocity objects.
    • OmniStudio components, integrations, and custom Apex/LWC.
    • Product Catalog/CPQ configuration and pricing rules.
    • Data migration and integration dependencies.
    • Features that have a direct supported migration path versus those requiring redesign.
    • Performance and regression testing in a representative lower environment.

    I'd also recommend doing an inventory of your current Vlocity metadata and integrations before starting the POC. That will give you a much better estimate of the migration effort and potential gaps. 

     

    If you can share which Vlocity clouds/modules you're currently using (for example, Communications, CPQ, Order Management, etc.), I can suggest a more targeted POC checklist.

Hi! We have several crawling issues on the staging environment. We tried to crawl with the software Screaming Frog in text mode and javascript mode but in both cases we can't crawl products and several subcategories. If We disable javascript we don't get the product grid, is generated on client side, and We saw that a grid with several products is hidden by CSS display none. We don't have links to pagination URLs, it's infinite scroll, then the crawler can't reach all the products. Is all of this a default conditions in Salesforce or may be our staging environment has been modified?

Thanks.

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  1. 9월 14일 오후 4:47

    Hi Carlos! Could you please provide more details about the staging environment, including the Salesforce product/platform and the site or storefront configuration being used? It would also be helpful to know whether the product grid and infinite scroll behave the same way in the production environment. If possible, please share the relevant URLs and any crawler errors or screenshots. This information will help determine whether the behavior is expected or caused by a customization. If the issue persists after reviewing the configuration, please create a case with Salesforce Support. 

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 

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