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#Trailblazer Community Questions3.334 discutindo

Hi guys,  

How can I enable the AgentForce Studio because has a lock icon?   

 

How can I enable Agent Force Studio?

 

 

 

#Trailhead Challenges

4 respostas
  1. Hoje, 07:36

    If you have created the org from the correct source, you must enable Einstein from Einstein Setup and Agentforce Agents first in order to unlock the Agentforce Studio.  

    In Setup, search Einstein Setup in Quick Find box and toggle it to turn it on. 

    Similarly, search Agentforce Agents in Setup Quick Find box and turn it on.

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いつもお世話になっております。 

 

現在、Salesforce Connectを利用して、Snowflakeへ接続して外部オブジェクトの利用を考えています。 

その際、Snowflakeのセキュリティ強化のため、 標準マニュアル通りのOAuth 2.0接続では90日ごとに手動認証が必要となってしまい、運用的に厳しい面があります。 

その為、 「JWT」および「キーペア認証」による設定を試みました。 Apexからの接続テストでは接続成功したものの、外部データソースの「検証して同期」実行時に下記エラーが発生し、データベースを選択できません。 

【現象】 

 External Data Source(Type: Salesforce Connect: SQL Adapter for Snowflake)の「検証して同期」を実行すると、常に添付画像のエラーが発生する。  

Salesforce Connectを利用した、Snowflake接続について【その他 接続時の情報】

  • API直接呼び出し:
    • 同じ指定種別(Named Credential)を使い、ApexのHttpクラスから直接 /api/v2/databases および /api/v2/statements を呼び出すと、いずれも STATUS CODE: 200 で正常なJSONレスポンスが返る
  • 検証した認証方式:
    • JWT + Snowflake External OAuth(scopeクレームでロール指定)
    • Snowflakeネイティブのキーペア認証 ※いずれの方式でも同様の現象が再現。
  • 検証した対処事項:
    • 外部データソースの新規作成
    • ページング設定の変更検討
    • Debug Logsでの追跡(標準機能はApexコールアウトを経由しないため記録されず)

【質問事項】 上記エラーの解消法、または運用上で定期的な再認証が発生しない接続方法について、ご教示いただけますでしょうか。

2 respostas
  1. Hoje, 07:36

    90日の制限ですが Snowflake の制限のような気がします。今回はCustom clientに相当するのであれば90日となっています。 

     

    https://community.snowflake.com/s/article/FAQs-Snowflake-OAuth

     

     

    ただ、延長申請はできそうなことが書かれています 

     

     

    Could the Refresh Tokens' validity be increased beyond the Maximum limit in special circumstances?

    Yes, the maximum limit for Refresh Tokens' validity could be increased up to a year. If you have a business need to raise the maximum value, please ask your account administrator to send a request to Snowflake Support with the below consent.

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Ran into packaging gotcha worth flagging to this group: if Permission Set includes standard object permissions or user permissions, 2nd-generation package builds clean — no error, no warning at build time, none at install time either. But those permission entries get silently stripped during install. Permission set deploys "successfully" and ends up empty of the very perms you configured.

No compile error. No validation warning. Just quiet divergence between metadata you packaged and metadata that lands in subscriber org — typically surfaces only when integration user hits FLS/object-access failure in production, and someone burns hours tracing it back to packaging, not code.

For anyone architecting managed/2GP packages with permission sets: worth auditing what's actually landing post-install, not just trusting deploy success.

Idea open on Salesforce Ideas asking for standard object perms + user perms to be packageable. Even short of full support, ask includes smaller ask that'd solve most of the pain: raise build-time error when permission set contains unsupported permission types, instead of silent drop.

Upvotes appreciated if you've hit this too: 

https://ideas.salesforce.com/s/idea/a0B8W00000GdxqTUAR/permission-sets-allow-standard-object-permissions-to-be-packaged

Curious if others in this group have workarounds beyond post-install Apex/Flow to re-grant these perms.

2 respostas
  1. Hoje, 07:36

    @Sai T

     

    Currently I don't see any viable script for the post-install automation. 

    Apex deployment mechanism (MetadataOperations class) doesn't support Permission Set, only Layout and CustomMetadata are supported, so this is not an option. 

    Other options like leveraging Metadata API or Tooling API require session token. Previously we could use UserInfo.getSessionId() but now it is forbidded by AppExchange Security Review policies. Anyway, in post install context Session Id was blank. 

    I am considering to open view more ideas for this: 

    - to get a clear error when something is supposed to be packaged and included in the package but it is not; 

    - to get an option to deploy unpackaged PermissionSet so that integration flow could be established

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Hello everyone, 

 

we have a lot of invalid accounts in our system. 

Naturally, our sales team isn't exactly thrilled that when they use the global search to look for a customer, they also get all the invalid accounts suggested to them. 

Nevertheless, these accounts should still be visible in the global search for system administrators and internal staff responsible for data maintenance and history. Is there a (simple) way to do this? Deleting them is not an option. Thank you in advance. 

 

#Data Management  #Salesforce Admin  #Salesforce

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1 resposta
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11 respostas
  1. Hoje, 07:09

    Hello,  

     

    I'm having the same issue! User is definitely created, license & profile are correct.  

    I've launched again from the Challenge and so I'm sure I'm in the correct playground. 

     

    If I continue to next module will this affect any later challenges?

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Badge: dataloader+data wizard  

module: Use

Dataloader.io

to Export Data  

 

I got 715 successes instead of 11. 

 

Did anyone come across same problem? 

 

#Dataloader.io

3 respostas
  1. Hoje, 07:07

     Log out of all Salesforce orgs except your Trailhead playground (use avatar → Log Out).

    Close all dataloader.io tabs, then open a fresh browser window.

    Go to https://dataloader.io and log in only with your Trailhead playground credentials.

    Verify the org name shown in dataloader.io matches your playground org.

    Create a new Export task: Object = Account, fields = only those required (e.g., Id, Name).

    Save & Run; you should now see 11 successes, 0 errors.

    If you still see 715, delete the dataloader.io connection and re‑login from the playground.

    As a last resort, launch a new Trailhead playground and retry. 

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Hello. We have Cases created from emails, and when we export a Case report, the Description field only contains the body of the first email that created the Case. Later customer replies are not included, even though they can be viewed as related email records within the Case.

 

Is there a standard way to include the latest email body or all EmailMessage records related to each Case Number in a report? We need the updated conversation because delivery date changes, rescheduling requests, and urgency information may appear after the initial email. The user can manually view these email records but does not have administrator permissions.

2 respostas
  1. Hoje, 06:52

    If you use a report on the EmailMessages Object, filter it on Incoming is true, and group by Parent Case: Case Number, you can include the body, message date, message status etc in that report.  

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In our Salesforce org, we are seeing the following notification: 

 

 

"Your org stops syncing with Microsoft when Exchange Web Services (EWS) retires starting October 1, 2026."Is Microsoft Graph API authentication required when Google G Suite is connected in EAC?image.png

We checked our Einstein Activity Capture (EAC) settings and noticed that Google G Suite

is currently connected. We do not have a Microsoft Outlook account connected to EAC. 

 

Based on this configuration, we have a couple of questions:

  1. Since our EAC configuration is using Google G Suite, do we still need to upgrade the authentication method from Exchange Web Services (EWS) to Microsoft Graph API?image.png
  2. Since Outlook Integration & Sync is enabled, does this require us to migrate from EWS to Microsoft Graph API even though Google G Suite is the connected account in EAC?image.png
  3. If the Microsoft Graph API upgrade is still required, what is the recommended authentication level/permission level that should be configured for the Salesforce app in Azure?image.pnghttps://help.salesforce.com/s/articleView?id=sales.activity_capture_graph_api.htm&type=5#:~:text=App%20ID%20for%20Microsoft%20Graph%20Authentication 
  4. Is there any impact on our current EAC functionality if we continue using Google G Suite and do not have Microsoft Outlook connected?

I have attached screenshots of our current configuration for reference. 

 

Any guidance from someone who has already handled this EWS retirement transition would be greatly appreciated.

 

#Einstein Activity #Einstein Activities Capture #EAC #Salesforce Admin #Salesforce Developer 

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I'm a Salesforce consultant. Every project I've worked on started the same way: a Figma or grey-box wireframe that the client signs off, then a build that surprises them, because a picture of a Lightning page is not a Lightning page. Hover cards, path chevrons, related lists, the way a quick action opens: none of it is in the mock-up, and the review meeting turns into "is this what Salesforce looks like?" instead of "is this the requirement?". 

 

What I've been doing instead is building the page itself in the real Lightning Design System from the user story, in both the SLDS 1 and SLDS 2 looks, then clicking through it with the client and reading the acceptance criteria back off the page. It has changed our review meetings, but I'd like to know what others in this group use: 

 

Do you prototype in the SLDS Figma kit, or straight in App Builder in a sandbox? 

How do you show interaction (quick actions, screen flows, popups) without building it for real? 

How do you handle the SLDS 2 transition when the client's org still shows the classic look? 

Full disclosure: I built the tool I use for this (

sfproto.com, free to try, nothing connects to an org). That's not the point of the question, but I'd rather say so than not.

3 respostas
  1. Hoje, 06:25

    Not a Figma expert but they did showcase the look, feel and functions, not the actual integration behaviour, map layer data, features, workflows etc. The actual functionality was left to the build. I think that is one of the reasons why designs sometimes had last minute rework because by the time developers started building, something changed.

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