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Hi, 

I have a Date filter, Month and year, i am showing the last month filter ex: showing the July 2026 data in Aug 2026 month , meaning previous month, if i use the relative filter as previous month in the filter, will the filter in the date(MY Month) will automatically change when month is changed ?? using this relative filter previous month automatically change the filter value in the next month, ex: Sep, it will automatically select the aug 2026 data when month starts. Anyone please clarify, Thanks 

Last month default to dashboard and month filter has to be changed automatically

 

 

 

#Tableau Desktop & Web Authoring  #Reports & Dashboards  #Tableau  #Formulas  #Tableau Prep

2 answers
  1. Today, 12:02 AM

    Hi @Don Wise

    , Thanks for sharing your insights, but i want to show the previous month data in the present month and filter should change automatically in next month.  

     

    Ex: In Aug, i am only showing the July data , not august data. 

     

    In sept , i will show only Aug data, the filter should automatically change on 1 st of Sept.  

     

    How can we do this, thanks

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Hi everyone,

I've been learning Salesforce Administration, and I'm currently preparing for the Salesforce Administrator certification exam. Along with my studies, I also practice it.

Now I'm ready to start applying for Salesforce Admin jobs, but I have one concern. Since I don't have professional Salesforce work experience yet, I'm unsure how I can demonstrate my skills to employers.

For those who have been in the same situation, what would you recommend? How can I prove my abilities and make my resume stand out? 

Any advice, guidance, or suggestions would be greatly appreciated. Thank you in advance for your help! 

 

#Salesforce Admin

4 answers
  1. Jul 30, 7:48 AM

    Hi, You may build demo or personel projects. Create a public repository and keep your projects in it. This way you can show the metadata along with demo as well. 

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I'm doing the "Customize a contact record page" hands-on challenge and I'm at the "Create Custom Lightning Record Page" section, step 9. Step 8 is  "In the properties pane, click Upgrade Now

to start the Dynamic Forms migration wizard." So after upgrading you have to select a layout. In the module it's asking to select the Energy Audit Layout, and the hands-on challenge is asking to select the Contact Layout, but everytime I get to the layout selection, Contact Layout is not an option or at least not appearing. Any ideas? I've tried this multiple times, even trying different methods to get Contact Layout to appear.  

 

#Trailhead Challenges

1 answer
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Changing site from Aura to LWR, so no more "/s" in the URL and just found out that our marketing team sends out dynamically generated URLs with query string parameters that include not only click trackers but also unique customer identifiers for tracking purposes. That means instead of my accounting for a few hundred unique click tracker variations, it is in the 10s of thousands because native Exp Cloud Site redirection requires explicit URLs.  

 

Such as something like this would all need to be individually stated in the redirect csv.

 

I found this thread but that is talking about the explicit redirects, which I will do for base URLs but that won't help with URLs that contain unique query strings. 

https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000SWIuD0AX

 

 

I reached out to our DNS (network) team just to see if maybe we could intercept the call before it gets to Salesforce, but that isn't possible. It also doesn't solve non-Prod testing which are SF URLs for the site, not custom domains. 

 

I have a fallback solution where my LWC on my Site Theme will check on connected callback and redirect, but that isn't perfect because on fast connections the customers still see a flash when they hit the error (404) page before stripping the "/s" out and redirecting them. Worse yet on slow connections you see the error page pretty much render before it hits. Considering adding more of a pause and conditional message on the error page letting them know they will be redirected, but that is still not ideal. 

 

Curious if there are other threads in here I am missing or any other suggestions people have for me to look into / try.

4 answers
  1. Aug 7, 9:58 PM

    I am still running through validation testing and making sure there aren't some edge cases I am forgetting about but for any URL that contains query string parameters the Head Markup appears to be the best location for this catch-all. 

     

    I was trying in an LWC but that causes screen flashes, especially on slow connections. However the Head Markup runs before anything renders and even when throttling my network to emulate a slow 4G, you could see that this solution remove the "/s" and proceed without hitting a 404 page or anything showing. On a fast connection, wouldn't even notice the change. 

     

    I am still going to add base page redirects in the native Redirect CSV as that will resolve before even the head markup hits, but this appears to be a solid fallback.  

     

    Note: This is a still considered a "fallback" solution. I believe this generates a 404 technically, not a 301. BUT this should be to solve a temporary fix as the long-term resolution is to have our websites, sms, emails, etc updated with the new URL.

    I am still running through validation testing and making sure there aren't some edge cases I am forgetting about but for any URL that contains query string parameters the Head Markup appears to be the

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We have several reports that users reuse all the time, making edits to the filters to fit their needs. We don't want them saving their edits to the report, but they're finding that after re-authenticating, the report runs with the original filters rather than the edited one. Is there a way around this?

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Aug 7, 9:37 PM

    Hello @Lori Cartwright

    that is a normal behavior for shared / public reports. 

    You can make them personal reports / ask to create them from the existing ones. 

    Eric

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I'm working on the Translate Text with a Prompt Template and Record-Triggered Flow assignment. I'm stuck on the below error. 

 

The 'Translate Survey Input' action is not associated with a Fitness, Account, and Contact record. Review the 'Work with the Prompt Template in a Flow' scenario and related Help article section.

 

I have gone throught the exersise several times I can't get past this error. In the flow I have accounted for the account, Fitness, and contact settings. I'm not sure where else to check

 

#Trailhead Superbadges

3 answers
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Aug 7, 9:35 PM

    Hello @Tony Brizendine

    have you handled the prerequisites on the account/contact part? 

     

    Configure the input values for the action using the following values.

    • Account: Account from Get Account or {!Get_Account}
    • Contact: Contact from Get Contact or {!Get_Contact}
    • Fitness: Triggering Fitness__c or {!$Record}

     Eric

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Is there a way in Salesforce Sales Engagement cadences to require reps to update or personalize an email before it can be sent?  

 

We are looking to prevent users from sending cadence emails without first making an update to the email body or subject line. Ideally, we'd like the email step to require some level of personalization before the email can be sent.

Is there a native setting, validation, customization, or best practice that would:

  • Require edits to the email template before sending
  • Prevent sending if no changes have been made
  • Prompt users to personalize the email
  • Track whether an email was customized prior to sending

If this is not available out of the box, are there any recommended workarounds or custom solutions?

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Hi everyone!! 🙌🙌

I am looking for a way to report on the exact number of messages sent by each specific agent within a single Messaging Session. This is important for our productivity metrics because we often have sessions where multiple agents interact with the customer during the same session (due to transfers or consultations).

The standard AgentMessageCount field doesn't work for this requirement, as it aggregates the messages of all agents involved in the session.  Has anyone found a native workaround to achieve this agent-specific message count? 

Thanks in advance!

1 answer
  1. Aug 7, 8:48 PM

    We have done something similar but it requires a callout now because Salesforce doesn't store Conversation Entries in core storage anymore. You have to get it through REST API - see here

    You can query all conversation entries and loop through how many are tied to each user and we update it on the Agent Work object as ours route through Omni

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7 answers
  1. Aug 7, 8:38 PM

    Thank you. Yeah I went back to my SF developer and said I can't do this in Analytics. He will build the Bug-Case relation for me in SF. 

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1 answer
  1. Aug 7, 8:29 PM

    Hi , 

     

     What is the trailhead that is experiencing this issue? Please provide the URL of the trailhead. 

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