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Gopal Rathi (Tech Mahindra)
17 de ago., 10:49

I have created 1 Orchestration Flow. It is breaking for 1 one of the Activity on the Connect Portal. 

If I am running the Orchestration Flow outside of the Connect Portal then it is working fine and giving me the respected output. 

I am working in 3-4 sandboxes but only on 1 sandbox it is giving me the following error.  

 

An Error Occurred with Your "Project Approval Flow" Orchestration

 

 

You’ve received this email because an error occurred while your "Project Approval Flow" orchestration was running. 

View debugging information for this orchestration in Flow Builder.

 

 

Error element Submit_for_Approval5 (FlowOrchestratedStage). 

An error occurred. Try again, or contact Salesforce Customer Support and provide this error ID: 53194206-372493 (1440708959)  

 

Can anyone help me with this. 

Is any permission or something is missing for the connect portal because of that it is not working. 

Need to find the solution asap. 

 

#Customer Service  #Flow-Orchestration

 

#Flows #Salesforce Developer #Architects

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Dan Thomas (IT Technician na TorFX)
13 de jan. de 2020, 11:50
Call Center randomly makes multiple outgoing calls to same number
Hi all, I was hoping someone could help me pinpoint an issue that has been haunting our Salesforce users for sometime now.

 

I am not savvy in the design and intricancies of Salesforce as I am an IT technician and not a developer, so please keep answers in laymens terms as much as possible and I will pass anything onto our developer department if required.

 

We use a Shoretel phone system (Shoretel Connect) and we use a CTI call center to give users the ability to make calls using click-to-dial.  Everyone runs Salesforce from Chrome, but this issue was happening from Internet Explorer in the past.  The issue seems to be very random, but mostly the problem will happen when the user has made an outbound call using click-to-dial and all of sudden the call center will start calling the same number over and over again, which puts the client on hold until all calls are hung up.  There are also cases where a user has been sat at their PC with a Salesforce page open and it just starts calling someone on the open account page randomly!

 

I am certain something in Salesforce (mixture of Classic and Lightning at the moment) is causing the call center to somehow initiate these calls without an user interaction but I am failing to understand what.  We handle the underlying phone system and there are no other issues like this from users who DON'T use Salesforce or click to dial.

 

Any help with this problem is much appreciated.
1 resposta
  1. Dan Thomas (TorFX)
    14 de jan. de 2020, 08:34
    Has no one honestly never come across this issue before?  We can't be the only one's in the Salesforce world...
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Stacy O'Leary (Senior Manager, Salesforce Administration na Dataminr)
12 de out. de 2018, 16:38
How to hide "Public" checkbox on Case Comments in the Community only?
Internally, we use the "Public" checkbox frequently for Case Comments, to decide if a customer should/should not see a Case Comment. However, when the customer makes a case comment, those by default are always "Public" so we'd like to just remove this checkbox (but only in the Community view, Napili template.)

 

How to hide
7 respostas
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Molly Geiger (Membership Manager na MiTA)
22 de nov. de 2019, 19:15
How do I add an Upload Files button to the Attachments Related section on Tasks in Lightning? This exists in Classic. Also, I tried adjusting the Task Page Layout, but the Upload Files button doesn't appear to be an option there.
3 respostas
  1. Kervin Fernandez
    22 de nov. de 2019, 19:22
    Hello Molly, 

     

    Try to add the "Files" related list on the page layout. If you are in lightning, go to Setup > Object Manager > Task > Page Layouts > Click on the page layout you are using, select the related lists on the gray panel, look for Files and drag it down to the related list, quick save and open a task record to confirm the Upload File button is existing.

     

    Hope this helps. 

     

    Regards, 

     

    Kervin
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Dave Nelson (Salesforce Administrator na EMC Publishing)
26 de jan. de 2018, 20:25
Can users clear recent selections from Change Case Owner search box (or any object owner)
We have Customer Service agents that need to change Case ownership periodically.  When they click change next to the owner and get to the Change Case Owner screen, and click in the box, past selections drop down from the box. They want a way to wipe the slate clean and get those past selections to go away.  I haven't been able to find a way to do this.  I thought I solved the problem for myself by clearing my history, but when I followed the same steps for other users, the values still appear for them.   Is there something in Salesforce I can do to clear out those past selected values?? 
5 respostas
  1. Eric Crane
    19 de jun., 00:16

    The linked cases in this question lead to this being an issue since 2015. Why is there no resolution?  The (i) under the field shows to delete or backspace to remove names from the list, yet it does not work.  I have to re-type my own name each time I move a case into my name. Big time waster. Can someone provide a fix? Thank you.   

    The linked cases in this question lead to this being an issue since 2015. Why is there no resolution?

     

     

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Juliane Santos (VP of Worldwide Sales)
29 de nov. de 2011, 19:16
Is it possible to create a report of cases being followed?
Some support reps are "following" cases they want to keep track of.

 

is it possible to create a report of cases being followed?or create a view of just these cases? 

 

i was thinking I could create a rule where if the case is being followed a checkbox is automatically selected in the case record.  possible? or is there an easier way?
4 respostas
  1. Javier Gonzalez (OpenEnglish)
    29 de nov. de 2011, 19:24
    If you go to Chatter, in the Profile tab, there is a section on the right hand side called "Following" if you click on Show All, you can then drill down into the types of records that you follow. 
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Abhi Lakshay (Sedera Inc)
17 de mar. de 2016, 21:59
Customer portal
We are trying to implement customer portal in our org. Just curious, whether salesforce communities would be the best option or third party applications like magentrix offer same features. ?

 

**We have less than 1000 customers and the funcationality that we are looking is bare sharing of documents with secure login for each customer and obviously integration with salesforce. 
4 respostas
  1. Usman Khan (Volgsol Technologies)
    12 de mai., 07:28

    Experience cloud is built for customer interactions with salesforce. For approx 1000 users it would be costly to purchase licenses. If users need to login to access data then it has cost. If a public site is required without any login then its free.

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Brandon Whittaker (Technical Product Manager na Total Server Solutions)
3 de nov. de 2020, 22:57
Notes not showing up
Hey Community! 

 

I'm having an issue in Lightning where notes are associated with a record, but not showing up on that record. I've enabled notes across the org. I can create new notes and find them in "My Notes" but they do not show up on the opp, contact, account, etc that I have associated with it. I have everything added into the page layout, new notes in global actions, and I can't figure this one out. I've tested it on opps, accounts, and contacts. Screen shots below of an opp with a note associated and not showing up in the opp's notes and attachements.

 

Notes not showing upUser-added image
3 respostas
  1. Maulik Shah (CRMJetty- Biztech IT Consultancy PVT LTD)
    4 de nov. de 2020, 04:34
    Hi Brandon,

     

    You need to drag the Note related list in Opportunity, Contact, Account from the page layout of a specific object.

     

    Hi Brandon, You need to drag the Note related list in Opportunity, Contact, Account from the page layout of a specific object. Thanks.

     

    Thanks.
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Deepchander Minj (Marketing Automation Analyst na Teqfocus)
28 de set. de 2020, 07:11
Upgrade Pardot to HML
Hi,

 

I am looking forward to upgrade my Pardot org to HML, but the upgrade banner for HML is not showing anywhere on the Dashboard.

 

Not able to find out why the upgrade banner is not showing.

 

Please advice.

 

Thank you all
4 respostas
  1. Rolus Tech (Rolustech)
    4 de mai., 13:03

    Hi @Deepchander Minj,  

    This query is related to Pardot, and while my primary expertise is in SFMC, based on standard guidance:

    • The org may already be upgraded to HML, in which case the banner will no longer appear (you can verify using {{Recipient.FirstName}} in templates).
    • Alternatively, the banner may only be visible to users with admin permissions.

    If neither applies, it’s best to raise a case with Salesforce Support to confirm your org’s status. 

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Scott Stevenson
25 de mar. de 2014, 16:11
which is better to take the ADM-201 or the ADM-211 exam?
Hi,

 

I would like some advice on which Salesforce Certification I should register for.

 

I have only been using Salesforce for the last 6 months, however I have attended a Salesforce foundation "college" programme (which is similar to the instructor lead 201 class).

 

Over the last 6 months, I have become very comfortable with Workflows, Analytics, Custom Objects (almost all we use!!), Formulas, Settings and Permissions etc.

 

Any advice on which path I should go would be greatly appreciated.

 

Kind Regards,

 

Scott
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