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Robert Szerencses asked in #Salesforce Admin
Yesterday, 2:55 PM
Salesforce Pane Layout change in Outlook

The expectation is when I open the Salesforce Pane in Outlook, search for a certain Account, go to the related list and hit "New Opportunity" button, I can customize the Opportunity Creation page. What is the layout I have to update? Apparently none of the Lightning Layouts and classic Page Layouts on Opportunity object reflect the desired changes 

 

Salesforce Pane Layout change in Outlook

 

 

image.png

 

 

 

#Salesforce Admin  #Outlook Integration  #Outlook  #Salesforce Outlook Integration

1 answer
  1. Smitha Thomas (CIBC) Forum Ambassador
    Today, 12:22 AM

    Hi @Robert Szerencses

     

    For the layout I think you would need to go to Setup>Global Actions and look for New Opportunity and click on the Layout Link to configure the layout. Then you will have to go to Email Application Publisher Layouts. Go to Setup → Outlook Integration and Lightning Sync → Email Application Publisher Layouts and add the action there.

    If you don’t see an Email Application Publisher Layout, create one and make sure the modified New Opportunity global action is included in the Publisher Actions section. If it’s not there, drag it into the section and save the layout.

    I’ve added a few screenshots below for reference. I configured this some time ago and haven’t tested it recently. Also, I don’t have the side panel available in my Trailhead Playground to verify the steps. So please try and hope this helps! Hi For the layout I think you would need to go to Setup>Global Actions and look for New Opportunity and click on the Layout Link to configure the layout.image.png

     

     

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Brian Atkinson (CIO at Idaho College of Osteopathic Medicine) asked in #Trailhead Challenges
Oct 17, 4:39 PM
Create a Learning Course Trail Issue

Has anyone else had an issue with the Developer Education Cloud demo org on the 'Create a Learning Course' trailhead. I have followed the instructions but get stuck on step 7b. When I type anything in the search bar, no results populate. I tried searching for 'Computer Science' but nothing shows. 

Create a Learning Course Trail Issue

 

 

 

#Trailhead Challenges  #Trailhead  #Education Team

6 answers
  1. Ak Pandey (MaquishTechVenture)
    Today, 12:12 AM

    Hi Brian,

    This sounds like a potential issue with the demo org’s sample data, search indexing, or the configuration of the Learning Course component rather than necessarily an error in your steps.

    I’d recommend verifying that the Developer Education Cloud org has finished provisioning, refreshing the page, and testing with another browser or a fresh session. If the search still returns no results, check whether the expected Learning Course records are available in the org and whether the component is configured to retrieve them.

    Since you’ve already followed the documented instructions, it may also be worth reporting the issue through Trailhead Support if the problem persists.

    Thanks for bringing this to the Trailblazer Community’s attention. Sharing the exact step and search term is helpful for identifying whether others are experiencing the same issue.

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James Johnson (Data Analyst at Electronic Arts) asked in #Trailhead
Jun 20, 2017, 9:28 PM
Visibility of 'Convert' button for Leads when accessing full Salesforce website via mobile
While completing the 'Convert and Assign Leads' unit of the 'Leads & Opportunities' trail, I accessed My Trailhead Playground and attempted to follow the steps to convert a lead.

I noticed some very interesting behaviour, whihc I think might be a bug/defect (but I'm happy to be advised otherwise, as I'm likely missing something obvious):

- When looking at a Lead via a mobile device (iPhone 6, Safari browser) the 'Convert' button doesn't appear.

- When going through the same process via a laptop (Chrome browser, Windows 10), the 'Convert' button appears.

Until I checked the Lead tab via my laptop, I spent some time checking permissions but ruled that out as a likely cause.  For reference, I was accessing the Lead as a System Administrator with default permissions to create/edit Leads, Accounts Contacts, and Opportunities. In addition, the 'Convert Leads' permission was also enabled.

Is anyone aware of any configuration that changes the display of buttons on tabs based on the method of access (i.e. mobile browser vs. desktop browser)? 

Thanks,

James
3 answers
  1. Rajamohan Vakati (Amazon)
    Jun 20, 2017, 10:04 PM

    Hi James ,

    Please check "Enable Conversions on the Salesforce1 App" on Lead Settings .

    Thanks ,

    Raj

     
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Shunmuga Vicknesh I (TCS) asked in #TrailblazerCommunity
Oct 21, 5:58 PM
Certification Exam Cancelled Due to Proctor Video Visibility Issue

Hi Trailblazer Community, 

 

I faced an issue during my Salesforce Certification Exam on 21 Oct 2026. The proctor informed me that my face was not visible on their screen, even though my webcam and internet connection were working properly on my side.

Due to this issue, my exam was cancelled. I was ready to take the exam, and I did not notice any problems with my camera or network connection.

Has anyone experienced a similar issue? Could you please guide me on how to resolve this problem and reschedule or retake my exam? 

 

I would appreciate any suggestions or guidance from the community.

Thank you for your help!

Regards,  

Shunmuga Vicknesh I 

 

#TrailblazerCommunity  #Trailhead Support  #Salesforce Developer  #Salesforcecommunity

1 answer
  1. Smitha Thomas (CIBC) Forum Ambassador
    Today, 12:03 AM

    Hi @Shunmuga Vicknesh I

     

    Please create a case with support  -

    https://help.salesforce.com/s/cases

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CRISTIAN ELIAS (Student at +) asked in #Trailhead Challenges
Oct 21, 11:36 PM
Validation Error: Can't find merge field {!$Input:Contact.FirstName} in Craft an Effective Prompt Template challenge

Hi everyone,

I am currently blocked on the Craft an Effective Prompt Template challenge from the Become an Agentblazer Legend 2026 (Service Agent Customization with Prompt Builder) module.

Even though my prompt template is saved, successfully activated, and the "Deactivate" button is visible and enabled, the Trailhead assessment keeps failing with the following error:

"We can’t find the merge field {!$Input:Contact.FirstName} in the prompt template."

I have already verified that Einstein is fully enabled and active in my Org, and I am using the correct special Developer Edition Org requested for this module. I also tried deleting the text and inserting the resource strictly using the "Insert Resource" picker tool (which properly turns into the visual blue token button in the UI).

Has anyone faced this specific validation sync issue or found a workaround regarding the selected LLM model or hidden spaces when Einstein is active? Any guidance would be highly appreciated!

Thank you! 

 

#Trailhead Challenges  #Agentblazer_Legend

2 answers
  1. Ak Pandey (MaquishTechVenture)
    Today, 12:03 AM

    Hi Cristian,

    Since your prompt template is saved and activated, and you have already inserted the merge field using Salesforce’s Resource Picker, the next step is to verify that the template’s input resource and API name match the challenge requirements exactly.

    I recommend reopening the template, confirming that Contact.FirstName is configured as the correct input resource, saving the template, and ensuring the latest version is activated before rerunning the Trailhead assessment. Also, verify that the challenge is being checked against the same Developer Edition org in which you created the template.

    If the issue persists despite these checks, it may require further investigation into the challenge validation process rather than additional changes to Einstein settings or the LLM model. 

     

    Thank you for documenting the troubleshooting steps so clearly. Your findings could help other Trailblazers facing the same issue. Best of luck completing the Agentblazer Legend 2026 challenge! 

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Rodrigo Humberto asked in #Trailhead Challenges
Jun 24, 7:42 PM
Por que al realizar el reto de Crear un grupo de conjuntos de permisos, hago los pasos como corresponde y me sale este error igual "Reto aún no se ha completado en Nueva Tarea rodrigo We can’t find a permission set group named ‘Sales_Processing’ with the

#Trailhead Challenges

5 answers
  1. Alex Jame
    Oct 21, 10:53 PM

    I’d recommend checking the permission set group name and the steps completed in the challenge once again. Sometimes a small mismatch in the setup can cause this error. Hopefully, someone can share the exact fix for this issue.

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Tushar Aswal (PwC) asked in #Trailhead Challenges
Oct 21, 12:29 PM
Stuck in "In the New Guest Newsletter prompt template, we can’t find the expected text"

I am stuck  in Add a Flow to Your Prompt Template. 

 

Seeing below message: 

Step not yet complete in Einstein AI

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

 

Also I have already completed these, so I am pretty sure its some formatting issue.

  1. Build a Flex Prompt Template
  2. Also tested the flow, using preview it gives proper text.

Attaching few images too.

 

#Trailhead Challenges

Screenshot 2026-10-21 at 5.18.59 PM (2).png
Screenshot 2026-10-21 at 5.19.09 PM (2).png
Screenshot 2026-10-21 at 5.19.16 PM (2).png
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Uphar Dewangan (Business Analyst at Infosys) asked in #Trailhead Challenges
Oct 13, 12:37 AM
Unable to see the products in the Trailhead- Build a Simple product trail

Hello Team, I ma trying to complete my Revenue cloud trail. I am currently at Build a Simple Product trail step . I have followed all the instructions, on this step, I wam tryig to build a quote and trying to add products. However, I am unable to see any products in the catalog list of products.  Screenshot 1-named Trailhead shows the expected behaviours. 

 

Unable to see the products in the Trailhead- Build a Simple product trail

However, In my screen, I don't see any products. Trailhead Actual as the file name(screenshots below).I ahv followed same steps that has been  advised in the trail. Can someone help advsie what could be the problem. I have synced pricing data and rebuild partial index. No Changes there.  

Trailhead Actual.jpg

 

  

 

Following is the SF URL-

https://trailhead.salesforce.com/content/learn/modules/product-catalog-management-with-revenue-cloud/build-a-simple-product?trail_id=prepare-for-your-salesforce-revenue-cloud-consultant-exam

 

 

 

 

#Trailhead Challenges

7 answers
  1. Fulya Pehlivan (NA)
    Oct 21, 10:10 PM

    Were you able to complete the first parts of the trail I am facing so many issues on them too .. There is Tablet Display Size, which is not included in the definition part. 

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Laura Hyde asked in * MFA - Getting Started *
Oct 21, 10:07 PM
MFA and Contracted Users

Hello all! 

 

My team and I are in the process of trying to figure out how to approach the new MFA requirement for our contracted users. Our normal employees utilize active directory/DUO SSO to meet the new MFA requirements which works well. However, our issue now lies with our contracted employees; we do not put these users into Active Directory nor do we create company emails for them. We would like to avoid setting up salesforce passkeys to keep everything internal. What are my options? 

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Maria Sabiniewicz (Salesforce Consultant, Business Owner at SimCorp) asked in #Certifications
Oct 21, 3:19 PM
Does anyone have a spare exam pass?

Dear Trailblazers,  

Does anyone have a spare exam pass? Those of you who attended Dreamforce you may have received some free passes for the exam. I will appreciate if you share with me. 

Thanks in advance, 

Maria  

 

 

#Certifications

1 answer
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