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How can I get the API connection details to retrieve my organization's files, attachments, PDFs and other files stored in SalesForce? 

 

#Trailhead  #Salesforce Developer  #Salesforce Admin

4 respostas
  1. Hoje, 17:11

    Hey Regine, 

     

    To retrieve files (ContentVersion, ContentDocument, Attachment) via API, here's the actual path: 

     

    1. Set up a Connected App (Setup > App Manager > New Connected App), enable OAuth Settings, note the Consumer Key/Secret, this is what your external tool authenticates with. 

     

    2. Authenticate using OAuth 2.0 (Web Server Flow for a server-side app, or Username-Password Flow for quick testing, though that's being phased out). This gives you an access token and instance URL. 

     

    3. Query file metadata via REST API: 

    - For files uploaded through Lightning (Files feature): query ContentVersion (has the actual file body in VersionData) and ContentDocumentLink (to find which records a file is attached to) 

    - For older Attachments (Classic-style, still exist on many orgs): query the Attachment object directly, it has a Body field with the binary content 

     

    4. To actually download the binary content, hit the REST API endpoint: 

    `GET /services/data/vXX.0/sobjects/ContentVersion/{Id}/VersionData` (for Files) 

    `GET /services/data/vXX.0/sobjects/Attachment/{Id}/Body` (for classic Attachments) 

    with your Bearer access token in the header. 

     

    If you're just testing/exploring rather than building an integration, Workbench (

    workbench.developerforce.com

    ) lets you browse and download files directly through a UI without writing code, useful for a quick one-off pull. 

     

    Reference:

    https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_sobject_get_attachment_body.htm

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While creating the permission set I am not getting the object in my org on which I have to give access in that permission set. I am using my playground org do I have to create an object first ? 

 

#Trailhead Challenges  #Salesforce Admin

4 respostas
  1. Hoje, 17:08

    Hey Samir, 

     

    Yes, that's correct, permission sets only list objects that already exist in your org. If it's a custom object the challenge expects you to work with, you need to create the object (and its fields) first, then go back to the permission set, it'll appear in Object Settings once it exists. 

     

    If the object should already exist (a standard object, or a custom object from an earlier step in the same module), and it's still not showing up, double check: 

    - You're in the correct Playground/org this challenge is checking against 

    - If it's custom, confirm the exact API name matches what the instructions specify, small naming mismatches are a common cause of confusion here too 

     

    Standard objects (Account, Contact, etc.) should always be available by default, if one of those is missing from the list, that'd be unusual and worth double-checking you're not filtering/searching incorrectly in the object picker.

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I am trying to create a new page in my Salesforce Experience Site, but I am getting the following error:

“An error has occurred while processing your request. The salesforce.com support team has been notified of the problem.”

Because of this error, I am unable to create the new Experience Site page.

I have attached a screenshot of the error for reference.

Please help me understand why this error is occurring and how I can resolve it. 

 

#Salesforce Developer  #Salesforce Admin  #Experience Cloud  #Experience Site  #Ask An Expert  #Digital Experience

1 resposta
  1. Hoje, 16:57

    Hey Vishal, 

     

    This matches a documented Salesforce Known Issue: Internal Server Error in Experience Builder when creating/accessing page variations. It's a recognized platform bug tied to how the builder handles new page creation for certain page types, not something wrong with your API name or setup. 

     

    Workaround from Salesforce's own known issue documentation: 

    1. Open Experience Builder, open the Pages menu 

    2. Locate the affected page, click the three dots next to it, go to Page Properties 

    3. From there, try creating the page fresh as a page variation with a basic/blank layout rather than through the standard "New Page" flow 

     

    If this workaround doesn't resolve it for you, per the same known issue, the recommended next step is opening a case with Salesforce Support directly, referencing this as matching the known "Internal Server Error in Experience Builder when accessing page variations" issue and providing your specific Error ID (628191604-286554) so they can trace it against the root cause already on file. 

     

    Reference:

    https://trailblazer.salesforce.com/issues_view?id=a1p3A00000031dFQAQ&title=internal-server-error-in-community-builder-when-accessing-page-variations-for-salesforce-object-pages

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Cannot complete Trailhead Create and Configure an External Client App because Require Proof Key for Coke Exchange (PKCE) extension for Support Authorization Flows is selected by default and cannot be deselected 

 

 

Cannot complete Trailhead Create and Configure an External Client App because Require Proof Key for Coke Exchange (PKCE) extension for Support Authorization Flows is selected by default and cannot be deselected

 

 

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Note: I cannot deselect this, so I can't complete this trailhead.  Can someone from Support help me?  My Org ID is: 00Daj00000rQGdh 

 

#Trailhead Challenges  #Trailhead  #Salesforce Admin

3 respostas
  1. Hoje, 16:56

    Error: We couldn't find the correct PKCE setting in your OAuth settings. Configure the OAuth settings as described in Enable OAuth Settings for API Integration. 

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Hi everyone,

I’m facing an issue with Account record visibility in a Salesforce Developer Sandbox and would appreciate some guidance.

  • Account OWD is set to Private.
  • I have refreshed the Developer Sandbox from Production.
  • I manually loaded Account records into the Sandbox.
  • The Account records are owned by me.
  • I and the other users have the Company CEO role.
  • My Account object Read permission is enabled.
  • I can see the Account records in the Sandbox, but the other Company CEO users cannot.
  • In Production, these same users can see Account records owned by me.
  • There are no Account Sharing Rules configured in the Sandbox.

What could be causing the difference in record visibility between Production and the Developer Sandbox? Is there any additional sharing/access setting I should check?

Thanks in advance! 

 

#Salesforce Admin  #Security  #Sandbox  #Salesforce

3 respostas
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I'm baffled because I have both Windows Hello and a 1pasword passkey set up on my computer.  I am able to log into Salesforce with either.  I can export reports using these passkeys, but when I (as an Admin) try to generate a temporary verification code for another user, my computer suddenly doesn't recognize any of my passkeys.   

 

If I click on "Verify Your Identity", nothing happens.  If I click it enough times, it logs me out and I have to log in again with my passkey. 

 

I don't understand why I can use my passkey for other logins/verifications, but this step doesn't seem to recognize it.  Can anyone help? 

 

Thank you!  

 

I can log into SF with my passkey, but when I try to generate a temporary verification code, it cannot verify me

 

 

 

#Salesforce Admin  #Security  #Nonprofit

2 respostas
  1. Ontem 19:26

    While troubleshooting the same issue for our org, I came across some other threads that recommended trying to generate the verification code on Salesforce Classic instead of lightning, and that worked for me. Seems like lightning is bugged after the passkey change. Wanted to pass it along since I found your post first while searching 🫡

0/9000
3 respostas
  1. Ontem 19:48

    Hi, If I understand correctly the greyed field means the field is already placed on the layout.

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I have been a SFDC since 1999 and have successfully completed multiple Org Swaps for clients that were backed into corners due to poor implementations or layers of Scar Tissue.    

 

In 27 years I have never had an AE forced the client to purchase more than 1 license (of equal level (EE, UE) to provision the new Org.    I have a situation now where a Non Profit Client (On UE NPSP) is being told by AE and his VP that the only way they will support an Org Swap is for the client to purchase 10 additional UE Sales Cloud Licenses in order for Ops to Provision the New Org.   

 

Is this the new Policy at SFDC?    In June, I just completed an Org Swap for another Non Profit and they had no similar requirement.    

 

Looking for other consultants, Partners, or SFDC folks to weigh in here.   Thanks 

 

#Nonprofit   

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