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#AppExchange7 discutindo

I'm working on the Trailhead project "Build a Data Model for a Recruiting App." 

 

I completed the package installation successfully, but I can't continue because the Recruiting app is not available. 

 

I've checked: 

- App Launcher 

- App Manager 

- Installed Packages 

 

The package appears to be installed, but there is no Recruiting app, Candidate object, or other Recruiting components required by the project. 

 

Has anyone experienced this? Is there an additional step required after installing the package, or is the package missing components? 

 

Any help would be appreciated. 

 

Any help would be appreciated. 

 

#Trailhead Challenges  #Trailhead Playground  #Recruiting  #AppExchange

1 resposta
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 New in 360 InstantDocs: Excel File Generation for Salesforce

 

 

We're excited to share a new enhancement in

360 InstantDocs

on Salesforce AppExchange! 

 

With our latest release, you can now generate Excel (.xlsx) files directly from Salesforce—making it easier to automate spreadsheet creation without leaving your Salesforce environment. 

 

You can now generate formatted Excel (.xlsx) files directly from Salesforce and automate the process using Flow or Apex, making it easier to create reports, invoices, and other business documents.

 

We'd love to hear how you would use Excel generation in your Salesforce workflows. Feedback and suggestions are always welcome. 

 

#AppExchange  #Document Generation  #Automation

1 comentário
  1. 7 de ago., 09:48

    Great update! Excel is still a common format for many business teams, so having this capability directly in Salesforce will be valuable for a lot of use cases. 

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Hi, 

 

I have installed the

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMiVQUA1&tab=s

  

Consent Capture - Flow Template

By Salesforce Labs 

 

it is working fine for the salesforce admin but for non admin it is not working the content on the screen is not renderding, i assigned the permission set too and package was installed for all the users.  

 

Anyone faced the same issue? 

 

Thanks 

 

#Appexchage Apps  #Salesforce Labs  #TrailblazerCommunity  #AppExchange

3 respostas
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5 respostas
  1. 16 de jul., 11:49

    If you're already using Amazon Connect with Salesforce, the IVR is typically configured on the Amazon Connect side, while Salesforce is used for screen pops, call routing, and record association. The setup usually involves configuring contact flows, routing profiles, queues, and then mapping the relevant data into Salesforce. 

    If you're exploring different ways to handle IVR and telephony within Salesforce, you could also take a look at 360 CTI. It supports Salesforce telephony features like IVR, automatic call logging, click-to-dial, and screen pops. Sharing the AppExchange listing in case it's useful while you're evaluating different options: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000HEVm1UAH 

    Are you planning to keep Amazon Connect as your telephony provider, or are you evaluating other CTI solutions as well? 

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Hi everyone,

We are reaching out for guidance on a namespace conflict issue we are facing in our SharinPix managed package. 

 

In our managed package, we have a custom object named Job__c. One of our customer orgs also has an unmanaged custom object with the same API name: Job__c. 

 

In Apex, we derive the object name from the customer’s record Id:

recordId.getSObjectType().getDescribe().getName()

This returns Job__c, and the record Id belongs to the customer’s unmanaged object. 

 

However, when we execute dynamic SOQL from within our managed package, FROM Job__c resolves to the SharinPix managed package object. We understand this is the default Salesforce namespace resolution behavior in a managed package context. 

 

Has anyone found a reliable workaround for this? Is there any supported way to explicitly query the subscriber/default-namespace object from managed package Apex when both objects have the same API name? 

 

Thanks a lot  

 

cc:

@Kevan Moothien

 

 

#AppExchange

2 respostas
  1. 13 de jul., 07:01

    This is a known limitation of namespace resolution in managed packages. Within managed package Apex, unqualified object names resolve to the package namespace first, so dynamic SOQL against Job__c will target the packaged object when both exist.

    Unfortunately, there's no supported way to force dynamic SOQL to resolve to the subscriber's unmanaged object in this scenario. A common workaround is to avoid API name collisions altogether or use another identifier (such as the object's namespace or describe metadata) to differentiate the objects where possible. If this is a blocker, Salesforce Support may be able to confirm whether there are any newer platform capabilities or known workarounds.

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Hi All,

 

This appexchange app helps in viewing the hierarchy view of any standard/custom object. It is free and very easy to use. You can view the hierarchy of more than 300 levels. 

Aifly Hierarchy View

1 comentário
  1. 11 de jun., 17:54

    How come I cannot display date time fields, but seems fine with Date fields.

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1 resposta
  1. 10 de jun., 18:04

    Sushanta, to list an app on AppExchange, you can’t rely on just a normal SFDX project deploy. You need to create a proper managed package first. 

     

    Make sure you are working with a Dev Hub org, then create a package, add your components, and generate a package version using the standard SFDX package commands. Most of the time the issue comes from missing dependencies or unsupported metadata in the package. 

     

    Once the package version is created and installed in a test org successfully, then you can move towards AppExchange listing.

    Helping Docs: 

    https://developer.salesforce.com/docs/atlas.enus.sfdx_dev.meta/sfdx_dev/sfdx_dev_dev2gp.htm

     

    Hope this helps!

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I have been trying to setup trail tracker on my dev org, but I am not able to sync all the previous badges I've already gotten as a trailblazer. I have passed through the setup in which I had used my security token and etc, with no errors.

 

Is it even possible to sync my trailblazer profile badges with trail tracker?

 

If anyone could guide me through any documentation link for that, I's really appreciate.

 

On debug log I've got the following errors:

TrailheadAPIHelper | totalUserCount | Search failed to retrieve results. Please change query and try again.  

------------------------------

Badge | loadUserBadges | 0 user badges loaded. Attempt to de-reference a null object, line 123. Cause: null

 

Thanks a lot

 

Syncing trailblazer badges on trail tracker app

 

#Trailhead  #Integration  #AppExchange

2 respostas
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We added Agentforce support to Power BI Connector for Salesforce

 

Dear Trailblazers, 

 

We just shipped Agentforce integration for our Power BI Connector for Salesforce, and wanted to share it here in case it's useful for anyone building Salesforce reporting workflows with Power BI. 

 

Power BI Connector for Salesforce is an AppExchange app that lets you define datasets inside Salesforce, selecting objects, fields, and filters, and then load them into Power BI via Power Query. No row limits, incremental refresh, standard Salesforce permissions respected. 

 

The value of adding Agentforce here is that you no longer need to know the Salesforce data model upfront to build a useful dataset. You describe what you want to report on and the agent handles the schema decisions. 

 

The integration adds an Agentforce subagent that works in two modes:

  • Advisory — Ask it things like "What Salesforce objects and fields should I use to build a sales pipeline report?" and it recommends objects and fields with reasoning, without creating anything.
  • Creation — Ask it to "Build me a Power BI dataset for lead conversion by source this quarter" and it walks through object selection, field preselection, optional SOQL filters, asks for confirmation, then creates the data source and hands you the Power Query formula to paste into Power BI Desktop.

 

Setup is currently manual: three Actions, a Subagent, and an Agent configured in Salesforce Setup. A dedicated AppExchange extension is in the works that will replace the manual flow. 

We added Agentforce support to Power BI Connector for Salesforce Dear Trailblazers, We just shipped Agentforce integration for our Power BI Connector for Salesforce, and wanted to share it here in cas

 

Power BI Connector for Salesforce on AppExchange: 

https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

 

Full setup guide: 

https://metricasoftware.com/docs/salesforce/agentforce-integration/

 

Happy to answer any questions. 

 

Anna Odrynska 

 

#Agentforce  #AgentforceBuilder  #Appexchage Apps  #AppExchange

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Hello everyone,

I was wondering how can I create report to analysis the field usage please? The purpose is: 

  • Find out how often fields are being used
  • Run Reports on fields
  • Analyze all or a subset of your records

I checked and theres AppExchange, however my company does not have it, is it possible to run by any salesforce reporting please? Its pretty new for me, thank you so much in advance for any recommendations/best practices.

 

#Sales Cloud  #Service Cloud  #Marketing Cloud  #Analytics  #Nonprofit  #Trailhead  #Automation  #New Releases  #Integration  #AppExchange

2 respostas
  1. 20 de abr., 06:54

    Salesforce doesn’t provide a direct way to report on field usage or how often fields are populated using standard reporting. For this requirement, you’ll need an approach that can analyze field-level usage across records in bulk. 

     

    You can refer to this blog which explains how to export and review field usability data efficiently: https://bofc.io/export-field-usability-for-multiple-objects-in-salesforce/

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