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#Salesforce Admin토론 중인 항목 357개

 

Comment lancer les campagnes messages whatsapp ?

Je n'arrive pas à ajouter mon numéro whatsapp donc notre prospection whatsapp ne se lance pas .....Pourriez-vous nous aider ? 

 

 

#Salesforce Admin

답변 1개
  1. 오늘 오전 5:02

    Bonjour, pourriez-vous copier le message d'erreur et le coller ici ? Ainsi, je pourrai le traduire et vous proposer une solution.

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After many years relying on DLRS for rollups that NPSP can't accomplish, some changes in our biz process is now allowing me to move most DLRS rollups to NPSP Customizable Rollups. 

 

I thought this would be an obvious choice since Customizable Rollups have a more user friendly UI (for a future day when I'm not around to maintain them), and are provided by SF itself. 

 

But ...after hitting a Customizable Rollup issue from long ago, realizing that I don't know if Customizable Rollups are no longer actively maintained by anyone, and seeing recent DLRS posts that indicate DLRS *is* actively maintained by the community... 

 

...I'm wondering if DLRS is the safer choice for future-proofing my rollups. 

 

DLRS vs Customizable Rollups - any thoughts? 

 

#Salesforce Admin  #NPSP  #Declarative Lookup Rollup Summaries

답변 3개
  1. 오늘 오전 2:56

    Hi @John Fine

    Both are reasonable. Which tool you should use will depend on what you are rolling up: 

    • Customizable Rollups understand NPSP concepts (soft credits, household and contact rollups, time-bound rollups, GAU allocations). They are configured in the NPSP settings UI, run as batch jobs, and stay inside the managed package.
    • DLRS works on any object (including custom ones and outside NPSP), can update quickly by trigger, and is actively maintained by its community. It requires deploying Apex, and someone has to own it when you leave.

     

    Use Customizable Rollups for standard NPSP giving metrics, and DLRS only for rollups NPSP cannot do. Do not run both on the same target field. Whichever you pick, document it, and check batch times on your data volume. 

     

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Does anyone have a solution for integration? Or would we need a third party like Zapier to handle transactions? I assume we'll need to have a Square account first too? Apple Pay seems to be only available if we have Stripe as a payment processor. 

 

#Salesforce Admin  #NPSP  #Nonprofit Success Pack  #Nonprofits

답변 2개
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When in my dev hub am trying to link the namespace, then getting the error below. The connected app is disabled by Salesforce; that's why I cannot uncheck the PKCE validation. Tried with tooling api also, did not able to do it. 

 

How to link the namespace? Is there any alternate way? 

 

#Salesforce Developer  #Salesforce Admin

답변 5개
  1. 8월 18일 오후 4:23

    Thanks for testing those, Souvik - since browser, My Domain, and admin are all ruled out, that error is almost certainly coming from one specific org-wide setting: 'Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows' in Setup > OAuth and OpenID Connect Settings. 

     

    Here's the trap: you mentioned enabling PKCE there. When that org-wide toggle is on, the org forces a code_challenge on every supported authorization flow - but the internal namespace-linking flow doesn't send one, so it fails with exactly 'missing required code_challenge'. So that setting being enabled is what's breaking the link, not something you're missing. 

     

    The fix: turn that setting off (Setup > OAuth and OpenID Connect Settings) in the org that owns the namespace - and in the Dev Hub too if it's enabled there - then retry the namespace link. Once it's linked, you can switch it back on if you want PKCE enforced for your own apps. Note this org-wide toggle is separate from the greyed-out PKCE box on the Salesforce-managed connected app you can't edit - this one you do control. 

     

    If it's already off and still fails, then it's on Salesforce's side (the managed linking app), and the right path is a Partner Support case referencing the error - it's a managed flow you can't patch yourself. But I'd bet on the org-wide setting; toggle it off and the link should go through. 

     

    Hope that finally clears it! 

     

    And if this resolves it, please mark it as the Best Answer so it helps the next person who hits this - thanks! 🙂

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This is specifically an NPSP question. We are a nonprofit organization, and I am on the Fundraising/"Development" team.

No matter how many times I look into this, I have not been able to solve it. 

We process donations via NPSP Data Import batches.

Our donors often donate via Donor-Advised Funds or Family Foundations, and so we need to "soft credit" them which we can do easily enough with the "Soft Credits" Field Bundle in the Form Fields section of Batch Templates which creates a contact role for them on the opportunity.

That's all just the background, the issue is in our review process for batches and soft credits: 

We had a report created that lets us review all open batches instead of having to open each item in each batch for review. 

The problem is that the fields for contact roles that are used in the batch do not populate on the report even when they are populated in the batch.

This is probably very niche and so I don't know if anyone has ever encountered or solved for this problem, but it's very annoying to review batches in the otherwise clean report and not be able to validate whether the gift processor has added the soft credit to a gift without having to open up the full batch and view each gift to verify, especially during times of high volume. 

Below are screenshots of how the field looks in the batch, versus the report, which doesn't show this information. NPSP Data Import Report does not show Contact roles/Soft Credits in reports even when present in the batch

 

image.png

 

#Salesforce Admin

 

 

#Salesforce Developer

답변 2개
  1. 6월 12일 오전 5:34

     Good point—staging objects can definitely make reporting confusing. It might help to confirm whether the issue is happening during the import step or only when querying the final dataset. Also worth checking if the staging table schema is changing between runs or if any transformations are applied before reporting. 

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I a master detail relationship on 2 objects Department and Employee. 

 

On the Employee object I have a field called - Length of Service 

 

Round((Today()-Job_Start_Date__c )/365,2) 

 

On the Department object I want to create a Rollup field Average length of Service, but I do not get the option to select this field 

 

#Salesforce Admin

답변 1개
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    어제 오후 5:05

    Hey @Angela Mullen-Smith, Rollup summaries can't reference non-deterministic formula fields. 

    You have to either automate this using schedule/record triggered flow/apex trigger or use tools like DLRS to automate it

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Hi, we recently identified two challenges related to email attachments sent from Salesforce and would like to understand how others are handling similar situations.

 

     When an employee sends an email to a customer with an attachment, the file is also automatically uploaded to our Experience Cloud site. However, attachments larger than 35 MB are processed through Content Delivery, which generates a

public link to the file. This creates a security concern, as anyone with access to the link can potentially view and download the document.

 

     We also face email delivery issues with large attachments. Many email providers, including Outlook, enforce attachment size limits of around 25 MB. As a result, emails containing attachments between 25 MB and 35 MB may

fail to be delivered to the recipient, even though they appear to have been sent successfully from Salesforce. In many cases, employees are unaware that the customer never received the email.

 

How do you manage large file sharing with customers while maintaining security and ensuring reliable delivery?

  • Do you use alternative file-sharing solutions?
  • How do you prevent users from sending attachments that may exceed recipient limits?
  • Do you have mechanisms to notify users when an email fails due to attachment size?

We'd be interested to hear about your best practices and any Salesforce-native or third-party solutions you've implemented. 

 

#Email Deliverbility  #Email Attachment  #Salesforce Admin

답변 1개
  1. 어제 오후 3:37

    @Vincent Laplanche This is a common challenge for businesses working with large files, especially when those files need to be shared through a public-facing Experience Cloud site. 

     

    One approach is to offload the files to a system built specifically for document storage and security. Instead of storing and delivering the files through Salesforce, you can keep them in SharePoint while Salesforce continues to manage the customer and business data. 

     

    Customers can log in to Experience Cloud and access the appropriate SharePoint files through secure links and controlled permissions. These links can be locked down, so only the required permissions are given to those who need it, instead of the public links you are experiencing currently. 

     

    sFiles connects Salesforce and SharePoint for exactly this type of use case. It supports file uploads, links, and access directly within Experience Cloud, so the files remain available to both your internal Salesforce users and external customers without being stored in Salesforce. 

     

    An additional benefit is reduced Salesforce file-storage usage, which can become very expensive when large files are uploaded regularly. 

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Hello everyone,

I'm having trouble with the Salesforce AI Capture app. It should convert voice to text, but every time I try to start the microphone, I immediately receive an error message.

We've already tested multiple browsers with the same outcome. As far as we can tell, all microphone permissions and settings are configured correctly. I'm starting to think there may be an internal company restriction or security setting causing the issue.

Has anyone run into something similar before? I'd be grateful for any ideas or recommendations on what else I could try.

Thanks a lot!

 

Problems with Microphone API on AI Capture

 

 

 

#Salesforce Admin

답변 3개
  1. 어제 오후 2:12

    I just found this post because I had the same problem. As we now found the solution I would also like to share here, in case you still have the problem or someone else finds it. 

     

    For us it was under Setup -> Session Settings -> Browser Feature Permissions -> Allow Microphone Always (or trusted side only, then you need to add your instance url under trusted sites) 

     

    And "Lightning Web Security" needs to be activated. 

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Lena Wong 님이 #Trailhead에 질문했습니다

Hi everyone,

I’m experiencing a persistent WebAuthn loop during MFA setup in one specific Salesforce organization, and I’d really appreciate the community’s technical insight into what could be causing the discrepancy.

 

I have two independent Salesforce environments running on the same Windows 11 laptop and using the same browsers (Chrome/Edge). 

 

Org A 

Everything works as expected:

  • When I go to Advanced User Details → Built-In Authenticators → Add, Windows Security displays the native “Sign in with a passkey” prompt.
  • It correctly recognizes the credential for my Salesforce user.
  • The credential is associated with the expected Salesforce domain 
  • I can authenticate immediately using my local Windows Hello PIN.

Org B 

The behavior is completely different:

  • Under Advanced User Details → Built-In Authenticators → Add, Windows Security does not offer the local “This Device” / Windows Hello platform authenticator.
  • Instead, it immediately launches the roaming/cross-platform authenticator flow and displays the Mobile Phone / QR-code prompt.
  • Selecting “Choose a different passkey” or “Save another way” does not expose Windows Hello; it simply returns me to the same QR-code flow.
  • As a result, I am effectively stuck in an unskippable WebAuthn registration loop.

Settings already verified in Org B

I have checked the relevant Salesforce configuration and cannot identify an obvious organizational restriction:

  1. Identity Verification Settings 

    “Let users verify their identity with a built-in authenticator (passkey) such as Touch ID or Windows Hello” is explicitly enabled.
  2. Session Security Level Policies 

    Administrative operations, including Profile and Permission Set management, are configured with

    None for High Assurance session step-up requirements.
  3. Browser extensions 

    The Microsoft Authenticator extension is enabled in both environments, so extension differences do not appear to explain the behavior.

I would appreciate any suggestion as I am running in loops and have always to use my iphone to scan a QR Code because Salesforce is asking me for a passkey. I can not use my PIN in Windows Hello. 

 

@Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @APAC Architects

 

 

#Trailhead  #Salesforce Developer  #Salesforce Admin  #TrailblazerCommunity

답변 3개
  1. 9월 16일 오후 3:58

    Hi Lena, since both orgs are on the same laptop/browser and your Salesforce config in Org B genuinely looks correct, this is very likely a browser/Windows-side caching issue tied to the different origin (domain), not a Salesforce policy difference. A few things worth checking: 

     

    1. Check Windows' own Passkey manager for a stale entry. Go to Windows Settings → Accounts → Passkeys (or Sign-in options → Passkeys). Look for any existing entry tied to Org B's domain — even a partial/failed registration attempt from earlier can cause Windows to skip the "create new" platform flow and jump straight to the cross-device/roaming flow instead. Delete any entry there for Org B's domain, then retry from Salesforce. 

     

    2. Clear the browser's per-site permissions for Org B's domain. Chrome/Edge cache a "last used transport" preference per relying-party origin. In Chrome: Settings → Privacy and security → Site settings → search for Org B's domain → Clear data/reset permissions. This forces the browser to re-evaluate available authenticators instead of defaulting to whatever you (or a prior session) picked before. 

     

    3. Confirm Org B's My Domain is fully deployed, not just the default login URL. WebAuthn ties credentials to the Relying Party ID (essentially your domain). If Org B is still on a default/undeployed domain or recently changed its My Domain, the RP ID Salesforce sends can differ from what you'd expect, which changes how the browser matches existing/available authenticators. 

     

    4. Try a fully fresh browser profile/incognito window against Org B only, to rule out any extension (you mentioned Microsoft Authenticator extension is on in both — try disabling it just for this test) or cached state interfering specifically with that origin. 

     

    5. As a last resort, use "Disconnect a passkey that isn't working" from your Salesforce personal settings (Advanced User Details → Built-In Authenticators → Del on any existing/broken entry for Org B), then try Add again from a clean state. 

     

    If none of that breaks the loop, this is worth escalating to Salesforce Support directly with both orgs' IDs — a same-device, same-browser, config-identical discrepancy between two orgs isn't something Setup-level settings can explain, and Support can check server-side registration options (like exclude-credential lists) that aren't visible from the UI. 

     

    Reference:

    https://help.salesforce.com/s/articleView?id=005390721&language=en_US&type=1

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