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It used to work before and now when I open the salesforce gmail pane for gmail integration I am facing the following issue as shown in the image. 

 

Error on salesforce gmail integration pane

 

 

 

#Gmail Integration  #Salesforce Developer  #Salesforce Admin

5 answers
  1. Today, 2:55 AM

    If you're in Chrome, this may fix it. For some reason there seem to be some cookies or other storage saved for Salesforce today that's causing this issue, at least as far as I can tell trying to troubleshoot it. When I cleared all data saved for Salesforce per below, that worked. Please note - I don't know what content/data you may have saved for Salesforce, that may affect you; I didn't have anything meaningful. The only impact for me aside from this fix is I had to log back into Salesforce sessions that had been open. 

     

     

    • Go to the following link in Chrome: chrome://settings/content/all
    • On that page, search for “force” and then clear everything saved for both Salesforce.com and Force.com, using the trash can icon
    • Once that’s finished, close Chrome, and re-launch it
    • Now, click the Salesforce chrome extension again to launch it, and log into Salesforce again.
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全くSFを知らないが、資格を取るようにと命を受けました。 合格者さまで初心者が受かるまでに具体的な手順や期間を教えてください。頑張ります!

2 answers
  1. Takaaki Motohashi (PERSOL CROSS TECHNOLOGY CO., LTD.) Forum Ambassador
    Today, 2:39 AM

    @TAKAUMI KIYAMA

    さん 

     

    追加情報です 

     

     

    2026年12月15日(火)13:00-18:00 

    認定Platformアドミニストレーターの無料ウェビナーがございます 

    またSalesforce 認定資格試験: 受験料 50%オフキャンペーン(Certification Days) も開催中ですのでご共有します 

    https://help.salesforce.com/s/articleView?id=005465466&type=1

     

     

    https://www.salesforce.com/jp/tandc/certification-days/#schedule

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Org/Context

  • Org: Trailhead Playground tied to “Cunning Moose Playground” challenge.
  • Goal: Pass challenge requiring a PSG “Sales User” and muting set “Sales User Muted,” and specific Account permissions.

What I did

  • Created/confirmed Permission Set Group:
    • Label: Sales User; API Name: Sales_User; Status: Updated.
  • Muting Permission Set attached to PSG:
    • Label: Sales User Muted; API Name: Sales_User_Muted; appears in PSG related list; New button for muting sets is disabled (greyed out).
    • Muted Permissions section shows no entries.
  • Effective Permissions in PSG (View Summary) for Account show: Create, Read, Edit, Delete, View All, Modify All checked.
  • Verified I’m logged in as System Administrator.
  • Confirmed permission sets included in PSG grant the Account permissions (not relying only on Profile).

Issue

  • Trailhead checker still returns: “We can’t find the correct object permissions for account in the ‘Sales User’ permission set group,” despite effective permissions showing the required boxes and the muting set existing with the exact names.

Requested help

  • Confirm why the Trailhead verification fails despite correct PSG effective permissions and muting set presence.
  • Investigate why the “New” button for Muting Permission Sets is disabled on this PSG.

#Trailhead

3 answers
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2 answers
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Hi there! We have a big annual event coming up and we track attendance for it in Salesforce which is easy enough. I want to see if the individuals who RSVPed to the event are attending for the first time. Is there an easy way to do that in Salesforce reports? 

 

One thought was pulling an attendance report and seeing which contact records were created recently which would indicate that they're new to our organization and haven't attended our event in the past. This doesn't account for the individuals who were already in our database but either never attended our annual event or attended other events in the past, just not this one. 

 

Are there certain report filters I can utilize to achieve this data or is this something I would need to edit after export? 

 

Thanks! 

 

#Reports & Dashboards  #Data Management

1 answer
  1. Today, 2:18 AM

    Hi @Troy Runge

     

     

    You can do this right in reports with cross filters, no export needed. This assumes you track the event with Campaigns: 

    1. Create a Contacts report.
    2. Add a cross filter: Contacts WITH Campaign Members, with a sub-filter for this year’s event campaign and the RSVP status.
    3. Add a second cross filter: Contacts WITHOUT Campaign Members, with a sub-filter for past years’ event campaigns and Status = Attended.

    What’s left is everyone who RSVPed this year and never attended before, whether they’re new or have been in your database for years. 

      

    Tip: if each year is a separate campaign, put them under a parent campaign or give them a common Campaign Type. That makes the “past events” filter easy to maintain. 

      

    For something longer term, add a rollup field on Contact like “Annual Event Attendance Count” (NPSP Customizable Rollups or a Flow). Then it’s just a filter of count = 0.

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I have an LWR Build Your Own template and am trying to use the Record List component on the Case object List Page.

The Case List View has already been created and shared with Customer Portal users. I have also configured a Sharing Set, which allows the component to retrieve the Case records. Additionally, Read access has been granted to the Case object, and Field-Level Security (FLS) has been configured for the associated fields.

However, the Record List component does not display the Case record details for users with a Customer Community profile.

Has anyone encountered this issue?

Are there any additional configurations, permissions, or Experience Cloud settings required to make the Record List component work correctly for Customer Community users in an LWR site?

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I am unable to drag and drop Service appointments in the dispatcher console even though I have System Admin profile. I have FSL Resource License and Permission, and I do have FSL Dispatcher License and Permissions. Also I can see the service appointment and the service territory. I could use the "Candidates" option which shows resources to whom I can schedule. Also in the Dispatcher console, when I select the service appointment and click on "Schedule" button it schedules to a technician. No error there, but I could not drag and drop the service appointment for scheduling. 

 

Note: If it helps, we have custom statuses that maps to the out of box statuses "Scheduled" and "Dispatched". 

 

#Salesforce Field Service

2 answers
  1. Oct 29, 10:07 PM

    When custom service appointment statuses are mapped to standard states like "Scheduled" or "Dispatched", the Gantt chart and dispatcher console rely on specific status category assignments under the hood to determine which items are eligible for drag and drop scheduling. If the custom status metadata or status transition mapping is missing the proper category alignment, the console treats the appointment as locked or unschedulable via direct drag and drop, even though explicit button actions like clicking "Schedule" execute standard backend logic that bypasses UI drag constraints. To resolve this, verify your custom status mappings in Field Service Settings under Status Mapping to ensure every custom status is correctly tied to its corresponding dispatcher state category. Additionally, check that your dispatcher profile or permission set has the correct service territory and scheduling policy assignments, and ensure that the Gantt chart layer filters aren't actively hiding or locking the specific status category from interactive drag-and-drop manipulation.

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I am restarting my career after a break. looking to do platform admin exam, how to find a learning buddy? how to find the material to prep for the exam? somebody help please. TIA

 

#Salesforce Admin

2 answers
  1. Today, 1:52 AM

    thank you for your reply. groups near me , meaning?

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Hey everyone,

I'm prepping for the Agentforce Specialist certification and I'm stuck on one of the trickier parts, understanding when to use standard actions versus custom actions built with Flow, and how Agentforce decides which action to trigger based on utterances.

I get the basic theory, but the exam questions seem to go deeper into scenario-based decisions, like what happens when multiple topics overlap or when an action fails mid-conversation. The grounding and instructions part for topics also trips me up a bit, especially knowing how specific to make instructions without over-restricting the agent. 

 

For studying, I've been going through the official exam guide (https://trailhead.salesforce.com/credentials/agentforcespecialist), the Trailhead trail for Agentforce Fundamentals (https://trailhead.salesforce.com/content/learn/trails/get-started-with-agentforce), and the Salesforce Help docs on Topics and Actions in Agent Builder (https://help.salesforce.com/s/articleView?id=sf.agentforce_agent_builder.htm), along with the module on building custom actions with Flow (https://trailhead.salesforce.com/content/learn/modules/agentforce-actions

). I also took a practice exam to get a sense of the format and timing before sitting for the real thing. 

 

If anyone has already taken this exam, could you share:

  1. How deep do they go into Flow-based custom actions? Like actual flow-building logic, or just conceptual understanding?
  2. Any tips on how topics and instructions are tested? Is it more about writing them or interpreting given examples?

#Trailhead Challenges

2 answers
  1. Today, 1:42 AM

    Hi @Elina William

     

     

    Matt’s answer is spot on. A few things that helped me reason through those scenario questions: 

    • Routing: the agent picks a topic first, based on the topic’s classification description and scope, and then picks an action based on the action’s instructions and its input and output descriptions. Most “wrong action” scenarios come down to vague descriptions.
    • Overlapping topics: the fix is usually sharper descriptions and scope, not more instructions. If two topics sound alike, the agent will guess.
    • Standard vs custom: use standard actions when they fit. Go custom with Flow for business logic, Apex for complex logic, and Prompt Template for generated content.
    • Failures: build fault paths into your flows and return a clear output message, so the agent can respond gracefully instead of stalling.
    • Instructions: keep them for guardrails and sequencing (“always confirm the order number before cancelling”), not for business logic.
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trying to add an account filter to a list view and I have account names with commas, how do I get to not see the internal comma as a separator? I have tried using quotes but no dice. IE: how do I had Salesforce, Inc. to the filter? 

 

#Reports & Dashboards

2 answers
  1. Today, 1:32 AM

    Hi @Derek Johnson

     

     

    There’s no escape character for commas in list view filters. Quotes won’t work, because the comma is always treated as a separator. 

     

    On top of Matt’s suggestions, a few options I’ve used: 

    • Use “contains” with a unique part of the name, for example “Salesforce, Inc” becomes “Salesforce”. Check it doesn’t pull in similar names.
    • If the list is a fixed set of accounts, add a checkbox or picklist field (for example “Key Account”) and filter on that instead of names. It’s cleaner and easier to maintain.
    • For a formula field, use SUBSTITUTE(Name, “,”, “”) and filter on that.
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