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#Custom Profiles2 discutindo

Trailblazer Profile editing is currently not working for me.

When I open Edit Profile, the required fields Role and Relationship to Salesforce already contain valid selected values, but both fields are highlighted in red and Salesforce displays “This field is required.”

Re-selecting the existing values or choosing different values does not resolve the validation error. Because of this, I cannot save any changes to my profile, including my title and Short Bio.

The profile editor has also become unstable: while entering or changing text, characters sometimes behave unexpectedly and the edit window can close or reset.

Expected behavior: existing or newly selected values should be accepted and profile changes should save normally.

Actual behavior: the two required dropdown fields are treated as empty even though values are visibly selected, preventing all profile updates.

I have screenshots showing the validation errors. Is this a known Trailblazer Profile issue, and is there a workaround or a way to have the profile data corrected? 

 

#Trailhead  #Trailblazer  #Forums Community  #Community  #Profiles  #User Group Profile Settings  #Custom Profiles  #Certifications  #Certification

3 respostas
  1. 26 de ago., 05:04

    There can be a random compatibility issue as the maintenance goes on the backend. So please give it a try.

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I have cloned the Minimum Access - Salesforce profile and added the required permissions (flow user, run flows) and the data appears correctly but I do not see the flow action button.  Can someone tell me what could be the issue here?

#Custom Profiles #User Management #Object Permissions

When using minimum access profile Quick Actions button does not appear

8 respostas
  1. 4 de mar. de 2025, 14:59

    If your Quick action is driven by Flows then in addition to  checking  the above things also remember to set the user as Flow User. 

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Hello,

 

I think this is possible, but can't remember how it's done.  I have one 'sales console app' and want to utilize it for multiple profiles.  The hurdle is, I want the home page of this one console app to display different data for each unique profile.  is this possible?

We have an internal sales team, and a commercial sales team.  would like to display a different dashboard for each.

 

#Custom Profiles

1 resposta
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I've created a custom profile center in Marketing Cloud, on the cloud page the profile information is prepopulated using lookup function in Ampscript. the information is checked will be updated using a triggered send which will be sent to the account admin,, who will then update the info for the subscriber. need help with checking the profile information from CRM using the RetrieveSalesforceObjects function and then send a triggered email to the admin with only the fields the subscriber wants to update.  Can someone help on this? #Marketing Cloud #AMPscript #Cloud Page Landing Pages #Custom Profiles

1 resposta
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Dear Community,

We're looking for advice on how to configure a Salesforce Admin user with specific restrictions. Our goal is to create a Salesforce Admin user who possesses all the generic Salesforce Admin setup permissions but is restricted from adding or removing Salesforce users.

Any insights or recommendations on the best way to set up such a permission set would be greatly appreciated.

Thank you in advance for your assistance!

Zoltan

#Permissionset #System Administrator Profile #Custom Profiles #Profiles #User Management #Trailhead Challenges
1 resposta
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    21 de jan. de 2024, 01:42
    You might just need to remove create permission from User object. Maybe also edit on isActive field.
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I want customers to have a profile picture, I've seen code to how upload images but I can't figure it out how to link it per customer.  custom object -->customer (?).

#B2C Commerce #Custom Profiles

4 respostas
  1. 22 de dez. de 2022, 02:08

    In my experience, you should not use Commerce Cloud to permanently store profile pictures. SFCC has a retention period for storing files in WebDAV (maximum 30 days saved), let take a look this article for more detail: https://help.salesforce.com/s/articleView?id=000393660&type=1

     

    As suggestion from Salesforce, you should export and save the profile pictures on a third party system.

     

    Hope this helps.

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Hi, I have been setting up new NPSP orgs for years now, and today is the first time I have come across this; the NPSP Profiles ('Fundraising & Development') are missing? It's just the OOTB Salesforce ones. This instance was setup by a client with an existing SF contract who needed a new org for another arm of the business.  

 

I saw something from 2017 that suggested this happens when the org hasn't started as 'trial' org. How else does a client set up an NPSP instance if they haven't gone through the form > trial set up process? 

 

Can someone clarify what's going on for me? I have found the last few new NPSP instances I have set up for clients have acted quite differently than expected...

 

Thanks!

 

#Custom Profiles

#NPSP

25 respostas
  1. 31 de out. de 2022, 21:26

    @James BrowneJames I appreciate you are the messenger and truly appreciate your help.  I just used security zen and there are over 1100 differences out of 1400 profile settings when comparing fundraising and dev pre summer 22 vs standard user post summer 22.  Really would appreciate  any help getting in contact with someone to try and proactively work this.  I don't even know what I don't know.  We are finding issues every day we try something new.  I fix them as I find them but that isn't acceptable and I have halted 3 production NPSP rollouts.  This is much more than just a note/knowledge doc.

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I'm working on the Security Superbadge so that I can get the security settings straight in my head. Does anyone else have trouble finding things when you have the Enhanced Profile User Interface on (or off)?

 

For IP ranges, I could not find that setting at all with the Enhanced Profile User Interface disabled.

 

Conversely, when the Enhanced Profile User Interface was enabled, I could not figure out how to enable the mobile settings.

 

Some of this seems like it's designed to confuse! Settings seem to disappear depending on what setting this is on. 

5 comentários
  1. 16 de out. de 2022, 19:16

    Hi Eileen.. Can you please tell me how to enable Enhanced Profile User Interface?

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Hi again community, does unlocked packages not support custom profiles ?

The metadata api coverage suggests profile deployment is available in Unlocked packaging  - https://developer.salesforce.com/docs/metadata-coverage/49

however

We are getting an error upon installation of a package contain a profile.

The errors something along the lines of "An object <profile name> of type Profile was named in package.xml, but was not found in zipped directory"

this happens during installation.

 

The package creation seems to go through fine.

Any insights on how to overcome this be very much appreciated.

1 comentário
  1. 9 de set. de 2020, 13:07
    in our packaging, we have roles, profiles and other things that won't play well with unlocked packages inside a seperate Metadata API repo and keep that as a GIt submodule that's referenced in build scripts. We found it better to keep these items seperate from each package.
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I am working on switching to sfdx and scratch orgs for our organization. I have written a python script to create a scratch org and deploy some of our custom code. One problem I am running into is that some of the dependencies I need to deploy to the scratch org require enabling enhanced sharing for reports and dashboards has anyone found a way to do this via code? either through the scratch org config, or through pushing certain files, etc? Any help would be greatly appreciated.

 

Thank you

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