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#Trailhead토론 중인 항목 577개

Greetings, 

 

Does anyone know if this standard Log a Call action can be configured and if so, where is this action located? 

 

It's not following the Log a Call action on the account which has many Subject options already. 

 

Thanks, 

Steve 

 

#Salesforce Maps #SF Maps #Maps Support

 

 

 

Log a Call in Map (more subject choices)

 

 

답변 3개
  1. 9월 2일 오전 4:19

    @Steve Peck - since you are working with Salesforce Maps and not standard objects like Account, Opportunity etc, here is some documentation I found to customize Log a Call. 

    https://help.salesforce.com/s/articleView?id=000389815&type=1

     

    Also, in case you have issues, refer to the following community thread: 

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000C3gnESAR

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Hello I created a Schedule Triggered Flow.  And it does not run or if it did run it did not make the changes. Below are screen shots of my flow.  I am not sure where it is breaking down or how I can get it to work.  When I click on DEBUG it updated the selected or triggering record.  But the job did not run this morning as scheduled.  Can I manually run it?  

Hello I created

 

 

image.png

 

 

 

 

#Salesforce Admin  #Trailhead

답변 8개
  1. 9월 2일 오후 7:46

    Thank you for your reply but it does not show any failure or errors or paused.... 

     

    Yes "Pending Outcome" is the value.... 

    If I try to enter the conditions in the start it only allow me to use the operator Less Than for a value for the record triggering the flow, which could be several records

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The Total Price Change % (Total_Price_Change__c) field is configured as a Percent field and its Edit Access is disabled in the Profile/Permission Set, and it is also set as Read-Only on the Lightning Record Page. However, the field is still appearing as editable in the Quote Line Item record. What could be causing this behavior, and is there any other configuration (such as Page Layout, Dynamic Forms, custom component, Flow, Quick Action, or managed package) that could be overriding the field-level read-only setting? 

 

#Salesforce Admin  #Salesforce Developer  #Trailhead  #TrailblazerCommunity

답변 1개
  1. 9월 2일 오후 3:13

    Hi Arjun, the usual cause is that field-level security is additive: read-only on one profile or permission set gets overridden by Edit access the user has somewhere else. 

     

    1. Effective FLS = the MOST permissive across the user's profile + EVERY assigned permission set and permission set group. Disabling Edit on just one of them means nothing if another still grants it. Open the field's View Field Accessibility for that user (or check each assigned permission set and group) and confirm none still grants Edit. This is by far the most common reason a field you set to read-only stays editable. 

     

    2. Paths that bypass the read-only page setting entirely: 

    - Flows and custom Apex or LWC run in system mode and ignore FLS and layout read-only unless they explicitly enforce it. If Total Price Change is edited via a screen flow, a flow-based quick action, or a custom component, that path will not honor your read-only. 

    - If you are editing inside the CPQ Quote Line Editor (managed package), it renders fields from its own field set, not the Lightning Record Page, so the record-page read-only does not apply there. 

     

    So first confirm FLS is read-only across ALL the user's permission sets and groups, then check whether the edit is happening in a flow, custom component, or the CPQ line editor rather than the standard record page. 

     

    if this helps, please mark it as the Best Answer so it helps the next person, thanks 🙂

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Need a #TrailblazerTrackMeets rest day? 😮‍💨 Us too, and what better way to spend it than playing a game of ping-pong? 🏓

 

Instructor Stuart Werner is ready to serve up some knowledge at the Agentforce Service Specialist bootcamp on September 12-14. Join him and learn how to build, customize, and deploy AI-powered service agents from scratch, all while bouncing ideas off your fellow Trailblazers as you go. 

 

Let’s rally: https://sfdc.co/DF26TrailblazerBootcamp

 

@* Trailhead Official * @* Trailhead Academy * @Trailblazer Community Cove @* Salesforce Developers * @Agentblazer Community Group #Salesforce #Certifications #Trailhead #TrailblazerCommunity #Agentforce #Salesforce Developer

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Hi All, 

 

Has anyone done integrating Marketo with Salesforce using the API Only Integration user profile?  

We have a lot of our integrations using this special integration user profile/license and we make a permission set which requires all the objects/fields/system permissions and assign to this integration user.  I am wondering if anyone has tried this integration user for Marketo.  

 

Appreciate your thoughts, 

Thanks! 

 

#Salesforce Developer  #Salesforce Admin  #Integration  #TrailblazerCommunity  #Trailhead  #Salesforce

답변 3개
  1. 9월 2일 오후 1:08

    Good question, and the key distinction is that it is a license-level limit, not a permission one. A permission set can only grant access to objects your license already includes, it cannot add objects the license leaves out. 

     

    The Salesforce Integration (API-only) license deliberately omits full standard-CRM-object access. In practice, when you build the permission set for that user, the standard objects Marketo needs (Account, Contact, Lead, Account Contact Relationship) are not even available to grant, because the license does not include them. So the permission set looks complete, but the user still cannot query those objects and the sync fails on exactly those (Account Contact Relationship is usually the first casualty). 

     

    Marketo's sync reads the whole standard object model (Leads, Contacts, Accounts, Opportunities, Campaigns, Campaign Members and their relationships), so it needs a license tier that actually includes all of them. That is why Adobe specifies User License Salesforce plus API Enabled, it is the only combination that exposes the full set. The integration license is not a cheaper full license, it is a different tier with those objects gated out. 

     

    if this helps, please mark it as the Best Answer so it helps the next person, thanks 🙂

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Dear Community, 

 

I have one technical question: One of my Marketing cloud client want to dynamically extract DE in a Particular folder to SFTP as a csv or json file. Folder path:  

Data Extensions >Interactive Content. 

 

I have tried Pivoting the DE using SQL activity but for Future DEs I need to keep adding the SQl Activity. So client wants to Dynamically extracts DEs from the Folder to SFTP. 

 

Do you have any suggestions to achieve this or any use case from past experience will help me a lot. 

 

Thank you, 

Guru 

 

#Trailhead Challenges  #Trailhead  #SFMC  #Marketing Cloud  #Marketing Cloud Engagement  #AgentforceMarketing

답변 2개
  1. 9월 2일 오전 9:02

    To achieve this, the script runs in two steps: first, it queries the datafolder object using wsProxy to retrieve the categoryid of the target folder (data extensions > interactive content). 

     Once the folder ID is retrieved, it queries the dataExtension object to fetch the customerKey and Name of every DE located within that specific CategoryID. 

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Dan Rivera 님이 #Trailhead Challenges에 질문했습니다

I'm working through the Explore Agentforce Employee Agents on the Coral Cloud Resort project, on the "Help a Guest Out of a Soggy Situation" unit. Step 2 asks me to open the Employee Agent panel in the Coral Cloud Resorts app and select the Guest Agent, but there's no agent panel or utility bar anywhere in the app.

What I've already confirmed:

  • Agentforce is toggled On (Setup → Agentforce Studio → Agentforce Agents, the master toggle at top shows On).
  • In Agentforce Agents, Guest Agent shows Active (Customer Service Agent and General Agent are also Active; only Coral Cloud Agent is inactive).
  • I'm in the correct Coral Cloud Resorts app (tabs include Reservations, Rooms, Bookings, Cases, Guest Reviews).
  • I've hard-refreshed multiple times and viewed the app full-screen, no utility bar strip appears at the bottom of the window at all.
  • The completed the prior enablement unit and earned its 500 points, so Agentforce enablement graded successfully.

What I've tried without success:

  • Hard refresh (Cmd+Shift+R) and waiting for full load.
  • Ruling out the window being cut off, the bottom edge is fully visible, no strip is there.

My questions:

  1. Is there a permission set or user assignment the logged-in org user needs before the Employee Agent utility panel renders in the app? I'm logged in as the default admin/OrgFarm user.
  2. Is this a known provisioning issue with these Coral Cloud playgrounds, and if so, is there a fix other than getting a new org?

My org expires 9/3, so I'd prefer to fix this one rather than wait for a fresh org if possible.

Environment: Developer Edition custom playground for this badge, Lightning. 

 

#Trailhead Challenges  #Trailhead

답변 2개
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답변 3개
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I have a few Salesforce reports that are no longer being used and have never been run. I tried to bulk delete them using Sales Inspector. Some of the reports were deleted successfully, but a few failed with the following error:

DELETE_FAILED: cannot delete a report referenced by one or more dashboard components.

 

What is the recommended way to resolve this issue and delete these unused reports?

Also, is there a way to identify all dashboard components that reference a particular report before attempting to delete it? 

 

#Salesforce Developer  #Salesforce Admin  #Trailhead  #TrailblazerCommunity  #Reports & Dashboards  #AwesomeAdmins  #Agentblazer

답변 3개
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    어제 오후 10:55

    Build this custom report type is the easiest way.  

    Find Old Or Inactive Reports And Dashboards To Delete | Salesforce Help

     

     

    Then add a filter on report name and you can easily find which dashboard(s) are referencing the report you want to delete.  

     

    If you are still getting the error, then the report is likely stored in a private folder, so follow this guide: 

    Locate Reports and Dashboards Stored within Personal or Private Folders in Salesforce | Salesforce Help

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