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Like others who have come before me, I'm trying to send a survey from a flow, and include Case fields in the survey Email template. I see some older posts in this group, but wondered if anyone has come up with a workaround in the recent past? We need to send from a flow (not case auto-response rules), and we will not be setting up an experience site. Thanks.

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Oct 28, 11:12 PM

    Hello @Jennifer Dewey you may add a Get Record element to get the concerned record, and then leverage the retrieved fields of this retrieved record, to use them either in some variables resources or directly from within your flow. Eric

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How i can check all open cases for my org. I am org admin and i want to check all cases we have open as a team for my SFMC org 

 

#Salesforce Admin

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Oct 28, 11:09 PM

    Hello @Sameer Wanwey please have a look at https://help.salesforce.com/s/cases

    Select your org, and the more adapted list view for you. Eric

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 Hi All,

 

I'm trying to install the Org Check app in our UAT sandbox as an administrator, and it should be available only to admin users.

During the installation, I receive the following error:

Badge1: dlrs_ContentDocumentLinkTrigger: execution of AfterInsert

caused by: System.QueryException:

No such column 'File_Count__c' on entity 'TDL__c'

We do have a custom field named File_Count__c in our org. We also have Declarative Lookup Rollup Summaries (DLRS) installed, and this field is being used in one of our rollup summaries.

I found a knowledge article that suggested selecting the "Compile only the Apex in the package" option when installing Org Check. However, I do not see that option during the installation process.

Do you have any suggestions on how to resolve this issue?

3 answers
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Oct 28, 11:06 PM

    Hello @Linda Berente you said you have this field, but did not mention if it was present on the TDL__c object, accordingly to the error message you have got ? Please tell us the detail of this field, and how the DLRS rule concerning this field is configured. Eric

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Hello Team, I'm working on 'Prepare Your Org To Access The Models API' and completed the steps with VS Studio. I can hit 'Launch' and it loads my DEV so I expected the challenge to complete but instead I get the error "Challenge not yet complete in Agentforce Models API

Our trailbots are having a problem accessing your hands-on org. Please try again and if this issue persists refer to this article

to fix the problem." 

 

I waited overnight and tried again today but still getting the same errors. I don't see a way to disconnect to just do it all over again. Not sure what next steps should be taken, trying to finish AI Legend. Thanks! 

 

#Trailhead Support

3 answers
  1. Oct 28, 10:00 PM

     

     

     

    Try disconnecting from your hands-on orgs. 

    Try disconnecting from your hands-on orgs.

     

     

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I am attempting to complete this topic: Add a Flow to Your Prompt Template https://trailhead.salesforce.com/content/learn/projects/quick-start-create-prompt-builder-flex-template/add-a-flow-to-your-prompt-template?trail_id=become-an-agentblazer-innovator-2026

. i have completed all the required steps and i am getting the error message below. Please help 

 

Error:Step not yet complete in Einstein AI

In the New Guest Newsletter prompt template, we can’t find the expected text. 

 

#Trailhead Support  #Trailhead Challenges

2 answers
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3 answers
  1. Andrew Russo (BACA Systems) Forum Ambassador
    Oct 5, 2025, 11:52 AM
    Salesforce is adding that for experience cloud as a native feature in an upcoming release (safe harbor)
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Hi everyone. 

I was viewing our Consumption Cards and noticed we have exceeded our Einstein Requests. I am now down a rabbit hole of trying to find an easy way to view what was specifically done and by whom. It seems very easy to purchase the credits but very difficult to report on how they are being used. Salesforce Support is suggesting we have to report of this from Data cloud. But not everyone owns Data cloud. Surely there is an easier way to report on this? And is there some way to create notifications on usage if I'm nearing my limit to I am not caught off guard? Also I have waded through dozens of articles on the SF site and feel overwhelmed. Is there any sort of consolidated cheatsheet anywhere that spells out what Einstein requests are used for and how they are calculated? Salesforce help has a tendency to have you keep clicking down to a dozen related articles with no way to easily summarize the issue as a whole. Hope that makes sense. 

 

Thanks 

Xenia 

 

Thanks

2 answers
  1. Oct 21, 10:25 AM

    You're not alone, this is one of the most common complaints since usage-based pricing came in. Here's what has worked for the orgs we support. 

     

    When it happened: the Einstein Requests card in Digital Wallet shows usage by day. Find the day the curve jumped and match it to whatever went live around then, such as a new prompt template, record summaries turned on for a busy object, or a new user group. 

     

    Who and what: the per-user and per-feature detail comes from the Einstein generative AI audit and feedback data, and that data lives in Data Cloud. That's why Support sent you there. In many orgs Data Cloud gets provisioned as part of turning on Einstein generative AI, even if you never bought it separately, so it's worth checking Setup to see whether audit and feedback is already enabled before assuming you can't get the data. 

     

    Why it runs out fast: a request isn't one click. It depends on how much text goes into the prompt and comes back, so one summary of a large record can count as several. Features that run automatically, like summaries on page load, use the most without anyone noticing. 

     

    Alerts: ask your account executive whether usage notifications are available on your contract. Until you know your normal monthly baseline, a weekly calendar reminder to check the Digital Wallet card is the low-tech fix that stops the surprise.

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 I’m having an issue with the hands-on challenge in: [Discover and Configure Products in Revenue Cloud] (https://trailhead.salesforce.com/content/learn/modules/efficient-sales-with-revenue-cloud/discover-and-configure-products

)  

 

I'm stuck on the 

"Select and Configure Products" unit. I get errors when adding the "Laptop Pro Bundle" to a quote:

  • Via Browse Catalogs: "Your quote was not updated. Required fields are missing: [Price Book Entry]"
  • Via Quote Line Items: "A price book entry is not found for product Laptop and product selling model"

I've already confirmed that the product is registered in the Price Book

 (see attached screenshot). 

 

 Does anyone know how to fix this?  

 

 

 

#Trailhead Challenges

5 answers
  1. Oct 28, 8:30 PM

    note that you have to refresh the "price entry v2" from lookup tables after giving the warranty the price book 0 so the bundle can be added from catalog to the qoute successfully

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Hi Team,

I am completing the Explore Data with Agentforce Grid Trailhead unit. The Account and Account.Id columns are working, but the Summary column using the Account Summary Prompt Template returns:

“A temporary system error occurred. Please provide this request ID to customer support.”

“The LLM response is incorrect. Adjust the instructions and try again.”

I already tried Update Column, Save and Run, and Reconnect Agents to Salesforce Services

, but the error continues.  

 

Agentforce Grid Account Summary Prompt Template showing temporary system error

 

 

Badge: 

Agentforce Grid

Unit: Explore Data with Agentforce Grid

Feature: Account Summary Prompt Template

Error: A temporary system error occurred

RunId: 01a17da0-b7d2-7673-98df-6650bd0370c8

 

Could you please suggest how to resolve this issue? 

 

#Trailhead Challenges  #AgentblazerInnovator

1 answer
  1. Oct 28, 8:28 PM

     Hi ,

    instead of creating a column of

     

    Prompt Template type 

    create a column of Text type  

     

     

    Hi ,instead of creating a column of Prompt Template type create a column of Text type

     

     

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Hi!, I'm dealing with the trailhead https://trailhead.salesforce.com/content/learn/modules/agentforce-agent-testing/set-up-testing-criteria?trail_id=become-an-agentblazer-legend-2026

and get stuck with the enable of the agentforce test center. I created the org, linked it and turned einstein and Agentforce (Default) but when i search for the Test Center i'm not able to see it.  

 

 

Im getting errores with the Agentforce Test Center

 

 

 

#Trailhead Challenges  #Trailhead  #Agentforce

1 answer
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