Skip to main content

#Salesforce Admin389 discutindo

I have a requirement to build a Flow that will send out a series of emails to Lead prospects based on the Lead Source. Each Lead Source has it's own unique set of emails that will be sent out on a timeline. There are 4 total Lead Sources that will have a series of emails sent out. Each Lead Source will get the following schedule of emails: 

Immediately after creation of Lead, 2 Days after, 4 Days after, 7 Days after, 10 Days after, 30 Days after, 60 Days after, 90 Days after, 120 Days after, 150 Days after, 180 Days after, 210 Days after, 240 Days after, 270 Days after, 300 Days after, 330 Days after, and 360 Days after Lead creation. 

So that would be 17 different scheduled paths and there are 4 Lead Sources so that would make a total of 68 email possibilities. 

What would make the most since in a design for this Flow structure. I could use Decision elements after each Scheduled Path and have email alerts. Doing so would make a large Flow. What would be a better solution is designing this type of Flow? 

 

#Flow  #Trailhead  #Salesforce Admin

3 respostas
  1. Hoje, 09:20

    @Justin Thompson

     

     

    I wouldn’t build 68 scheduled paths here. I’d make the cadence data-driven.

    Store Lead Source + Day Offset + Email Template/Alert in Custom Metadata (or a custom object), then have a scheduled process pick up the next due email. That keeps the Flow small and makes changing the sequence a configuration change instead of a Flow redesign.

0/9000

I have "Standard Profile - No Acct Delete"

created in the Profile section, but im not able to select it on this screen, can someone help.  

 

#Trailhead Challenges #Trailhead #Salesforce Admin #Salesforce Developer #Help #Profiles #SetupWithAgentforceIm not able to see

3 respostas
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Hoje, 09:08

    Hello @Rohan Bhavsar

    you had probably used this playground for other modules, and created users while taking them. Deactivate this (these) useless active user(s) linked to former modules (setup > users > select a user and deactivate it) to free some licenses and be able then to create a new user. Create a brand new playground and take the challenge again if you are still stuck / unsure about the users to deactivate. 

    Eric

0/9000

Our Org has a single Agentforce for Sales license. I have checking the digital wallet today and under License Utilization, it says I still have 1 permission set license to assign as the Unmetered User. What am i missing?  

 

#Trailhead Challenges  #Trailhead  #Salesforce Developer  #Salesforce Admin  #Agentforce  #Salesforce  #Sales Cloud

2 respostas
  1. Hoje, 08:19

    @Scott Holmes

     

     

    Photorealistic interior photograph of a premium high-rise fitness club in Dubai at sunrise. A row of modern treadmills runs along a full-height glass wall on the left, with golden sunlight flaring through and the Dubai skyline and Burj Khalifa silhouetted outside. On the right, black power racks, benches, neatly racked dumbbells and kettlebells. Warm slatted timber ceiling and timber wall panels, polished dark stone floor, potted olive trees bringing in greenery. A few people training naturally: running on treadmills, doing pull-downs, lifting dumbbells. Fresh, energetic, warm palette of golden light, timber, black steel and green. Long perspective with clean open space at ceiling level. Eye-level camera, 24mm lens, f/5.6, natural light, editorial lifestyle photography. Landscape 3:2. No light trails, no glowing lines, no text, no logos, no screens with readable content.

0/9000

One of my users has the Agentforce for Sales permission set and when using reports, it says that Einstein is crunching the numbers and then the user gets this error? Why? 

 

 

#Salesforce Developer  #Salesforce Admin  #Agentforce  #Sales Cloud

5 respostas
  1. Hoje, 08:09

    @Scott Holmes

     

     

    I’d first isolate whether this is a report access issue or an Agentforce Report Analyst issue.

    If the user can run the report normally but Analyst fails while “crunching the numbers,” I’d look at the Agentforce/Data Cloud context and the specific report structure rather than just report permissions.

    A simple Accounts report vs. the failing report should quickly tell you which side the problem is on.

0/9000

I'm confused and honestly pretty frustrated. I've finished 7 trails, earned 31 badges, and put in countless hours doing hands-on tasks, exploring the system, and studying. I even had Claude build six practice exams to test my knowledge, and I scored in the 90s on the last three. I genuinely feel like I know this platform well.

And yet this was my second attempt at the exam, and I did worse than the first time. The actual exam questions feel nothing like what I learned in Trailhead. I understand it's all part of assessing comprehension. I'm disappointed in myself, but I'm not giving up.

I'd really appreciate advice on how to finally crack this exam.

Just to be clear, I'm not trying to become a platform administrator — I want to prove I understand the system so I can move into health tech. 

 

#Trailhead Challenges  #Salesforce Admin  #TrailblazerCommunity

3 respostas
  1. Hoje, 07:21

    Hi @Jim Arkenberg

     

    Don’t get discouraged. Trailhead gives you a good foundation, but the certification exam is usually much more scenario-based than the hands-on challenges. 

     

    Since you’re already scoring well on practice exams, I would change the preparation approach instead of just doing more mock tests. 

     

    A few things I would focus on:

    • Review the official Platform Administrator exam outline and prepare topic by topic.
    • Spend more time on scenario-based questions like “Which feature is the best fit?” or “What should the admin do first?”
    • Practice Security & Access, Data Management, Flow/Automation, Reports & Dashboards, and Object configuration in a real org.
    • After every practice question, understand why the other options are wrong, not only why one answer is correct.
    • Be careful with words like BEST, FIRST, MOST APPROPRIATE, and TWO answers.
    • Use Salesforce’s official certification prep Trail because it includes scenario-based preparation and flashcards.

    Since your goal is health tech rather than becoming a full-time Salesforce Admin, I’d focus on understanding how Salesforce solves real business requirements instead of trying to memorize features. 

     

    You already have the learning foundation. Now I would shift the preparation towards exam-style decision making and real-world scenarios. 

     

    All the best for your next attempt. 

     

    Thank you, 

    Venkat Yadav.

0/9000

I have split records into respective Service Territories: I want to be able to see a count per Service Territory using the same criteria, excluding two filter conditions: is this possible? Record count required illustrated by red below and criteria I need removing highlighted: Report record query: is it possible to create a linked record count from a smaller filtered list?

 

 

image.png

 

 

 

#Reports & Dashboards  #Reporting  #Reports  #Salesforce Admin

11 respostas
  1. 2 de out., 20:24

    Unfortunately, I don;t think this is going to be possible with a Report Summary Formula, and you only get 1 Row-Level Formula per Report.  

     

    I thnk you're gonna need to create an "array" of custom Formula Fields on the Object

0/9000

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 respostas
  1. 2 de out., 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

0/9000

Hi Trailhead Community,

I’m facing an issue with the Trailhead challenge “Create a New User and Deactivate It.”

The challenge requires me to:

  •  Create a new user with the Minimum Access - Salesforce profile 
  •  User License: Salesforce
  •  Alias: testuser
  •  Username containing testuser
  •  Deactivate the newly created user 

I have completed these steps multiple times in my Trailhead Playground, including creating the user with a Username such as:

ktv_testuser_20260930@example.com

I also verified that:

  •  The Username contains testuser
  •  Alias is testuser
  •  User License is Salesforce
  •  Profile is Minimum Access - Salesforce
  •  The user is deactivated/inactive
  •  I am checking the challenge against the same Trailhead Playground where I created the user 

However, when I click Check Challenge, I still receive this error:

I have recreated the user multiple times and verified the Username and other required settings, but the challenge still does not recognize the user.

Could someone please help me understand why Trailhead is unable to detect the user or whether there is an issue with the challenge validation?

I can provide screenshots of the user configuration and the challenge if required.

Trailhead Playground: My Trailhead Playground 1

Thank you for your help.

 

Challenge not yet complete in My Trailhead Playground 1 -> We can’t find a user with their Username including ‘testuser’.

 

 

Screenshot 2026-09-30 153222.png

 

 

 

#Trailhead Challenges  #Salesforce Admin  #Salesforce Developer

1 resposta
0/9000

Hello! 

 

I want to create a flow that launches a case, but only on a quarterly basis.  I am not seeing where I can do that in the flow. 

 

BB 

 

#Salesforce Admin  #Salesforce Developer  #Flow

4 respostas
0/9000

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

7 respostas
0/9000