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#Salesforce Admin334 discutindo

I have a fellow System Admin who is able to create Report Subscriptions, but can't modify them, even subscriptions he created himself. He is just trying to modify the day and time that the reports are sent, but gets an error saying, "Subscription Unsuccessful. We couldn't set up your subscription. Try subscribing again. If you still can't subscribe, ask your Salesforce admin for help." He and I both have the same role and profile so I'm unclear why this is happening to him. 

 

#Salesforce Admin  #Reports & Dashboards

4 respostas
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    Hoje, 11:06

    @Erica Lloyd

    couple of things to check.. Assuming the User has the email address verified.. 

     

    1. Is the Report for which subscription should be updated.. created by user or a different user? 

    2. Help check if the Locale of the system admin User as well as Locale of Running user of the Report is same. If different, you might be hit with the error. 

    3. Help check if the Folder access of the Report has the access granted to both of you and Folder Access is set as Read/write 

     

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I'm working on a security fix in our org and have run into a blocker I'm hoping you can help clarify. 

Issue: I'm trying to restrict Read access on standard email  message fields(Specifically to Address and from address) 

Contest: this is blocking a security fix. Users with this profile can currently click through the " To address" field on an email message to view contact records they shouldn't have access to. 

Happy to share screenshots or more detail if helpful. Appreciate any guidance you can offer 

 

#Salesforce Admin

1 resposta
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    Hoje, 08:09

    @Uma Rani Akula what is the org wide default setting for Contact? is it Public Read Only/Read write.. OR Private.. OR Controlled by Parent?

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Hi All, 

 

Have any of you had any reports of the SF Authenticator app sending approval prompts even when a User is not trying to log in? 

 

I have now had two reports of this behaviour and I am unsure what to do. The login and session mgmt logs are not telling me anything. 

 

Is it enough to have them uninstall/reinstall the app and disconnect on their User record? 

 

Any insight would be helpful! Thanks!! 

 

#Security  #TrailblazerCommunity  #Salesforce Admin  #Salesforce

1 resposta
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    28 de ago., 21:22

    Hello @Carolyn O'Connor maybe check your user's LoginHistory records to check if someone is not trying to log in with your credentials.. Eric

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Hello.  

 

Where do I find trailhead courses to help study and prep for the Salesforce Admin Exam? Also, practice tests? 

Thank you, 

Nancy 

 

#Trailhead  #Trailhead Challenges  #Salesforce Admin  #Certifications  #Certification  #Salesforce

1 resposta
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    28 de ago., 21:19
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Dear Fellow Trailblazers,  

 

For the following trailhead unit "Build a Segment and Report" under "Explore Data 360 Core Functionality" Badge,  

 

https://trailhead.salesforce.com/content/learn/projects/explore-data-cloud-core-functionality/build-a-segment-and-report?trail_id=data-cloud-explore-setup-to-activation

 

I'm stuck on step 7 - 9 

Data 360 badge question -

 

When I search "Is US Based", I got the following: 

1. For a starter, I don't see a "Lead Category" on the screen 

 2. I don't see "

Lead.Party > Party.Individual > Unified Individual.Unified Individual Id.

" in container path 

 3. What's "Container Object Name"? It's not specified in the instructions  

image.png

 

What did I do wrong? 

 

#Trailhead Challenges  #Agentforce  #Salesforce Developer  #Trailhead  #Salesforce Admin  #Salesforce  #Certifications

4 respostas
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6 comentários
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Hi 

I'm trying to calculate the average age of all our leads.  

 

For leads that were created through an Event Campaign (Campaign Record Type = Event), the age should only start counting once the Campaign Start Date has passed. In this case, the Campaign Start Date should be used for the calculation.  

For all other Leads the age should be calculated with the lead created date.  

 

Has anyone implemented something similar or does anyone have suggestions on how to measure the average lead age? 

 

Thank you.  

 

 

 

#Salesforce Admin  #Salesforce

1 resposta
  1. 28 de ago., 15:58

    Hey Delio, 

     

    Build this as a formula field on Lead, then average it via a Report, no custom object needed. 

     

    1. Create a Number formula field on Lead, e.g., Lead_Age_Days__c: 

     

    IF( 

      AND(NOT(ISBLANK(CampaignId)), TEXT(

    Campaign.RecordType.Name

    ) = "Event"), 

      IF(Campaign.StartDate > TODAY(), 0, TODAY() - Campaign.StartDate), 

      TODAY() - DATEVALUE(CreatedDate) 

     

    This checks: is the lead tied to a Campaign (via Primary Campaign Source/CampaignId) whose Record Type is "Event"? If yes, use Campaign Start Date once it's passed (0 if it hasn't started yet). Otherwise, use CreatedDate as normal. 

     

    Note: cross-object formula fields via Lead's CampaignId lookup to Campaign fields (StartDate,

    RecordType.Name

    ) do work, since it's a standard lookup relationship. 

     

    2. Build a Lead report, add Lead_Age_Days__c as a column, then use the built-in Average summary function on that column (click the column dropdown > Summarize this Field > Average). This gives you the average across all leads in the report, and you can group by Lead Source, Owner, etc. if you want it broken down further. 

     

    3. If you don't want leads with an unstarted Event campaign (age = 0) skewing your average downward, add a report filter excluding Lead_Age_Days__c = 0, or exclude rows where the campaign hasn't started at all, depending on whether you want them counted as "0 age" or excluded entirely. 

     

    Reference:

    https://help.salesforce.com/s/articleView?id=000394930&language=en_US&type=1

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Wondering if anyone else is experiencing this: 

 

In the Inbox pane > Feed OR Work Queue > My Feed, users are seeing a new error message: "Notifications are disabled in the Feed. To see notifications about engagements and records assigned to you, turn them on." 

 

We're directed to My Feed on the website. I can then select "Show Notifications" (I had to go update my Chrome settings to allow notifications from Salesforce), and after refreshing, I'm seeing the alerts pop up again. 

 

HOWEVER, the notifications in Inbox are still disabled. I've relaunched Inbox and Outlook a few times and the setting doesn't seem to be sync'ing over.  

 

We've never encountered this before so I'm not sure why this message is coming up suddenly. 

Is Inbox just being slow?  

 

 

Inbox Work Queue Feed notifications disabled

 

 

image.png

 

 

image.png

 

 

 

#Work Queue  #Salesforce Inbox  #Salesforce Admin

1 resposta
  1. Ontem 11:23

    Also experiencing this, were you able to find anything more?

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Challenge not yet complete in Agentforce Lead Nurturing is not enabled in your org. Make sure you turn it on in the Agentforce for Sales section of Setup. #Trailhead Challenges #Trailhead #Agentforce #Salesforce Developer #Salesforce Admin 

1 resposta
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Good afternoon everyone, how are you doing?

I'd like some help with a Marketing Cloud Next configuration issue. When we started the initial setup process, we encountered the following error under Basic Settings. 

 

We can't move forward to the rest of the configurations because it says we haven't enabled Marketing Cloud, but as you can see, everything is already enabled. It's been over an hour since we did this and still nothing. Does anyone know what might be causing this? 

 

One quick note: we initially enabled Data Cloud and then moved on to the Basic Settings to continue the process, and that's where we hit this roadblock. 

 

Thanks! 

Setup Marketing Cloud Next

 

 

assistentSetup.png

 

 

#Trailhead  #Salesforce Developer  #Salesforce Admin  #TrailblazerCommunity  #Marketing Cloud  #Data Cloud  #Data360

2 respostas
  1. Ontem 06:38

    Try disabling data cloud and then compete the MC settings first and then data cloud. If that doesn't work then create a new org.

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