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Hello everyone,    I am a very beginner to  salesforce. While I am  doing a basic email template in trail head it is asking "Make Program Engagement Records Available to Email Templates". Bu there is nothing named Program Engagement in the object list.  Attached the screenshot and please held me to find this.   

3 answers
  1. Oct 27, 11:53 PM

    As per Knowledge article number 380117 ,

    "For any objects that have been newly created or where "Allow Activities" has been recently enabled, please allow several hours for the change to be reflect in the "Related Entity Type" picklist. "  

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I am trying to create a Devops Data kit in my partial sandbox and trying to deploy it in Uat sandbox using change sets. The Data kit creation was successful and I also deployed it successfully in my Uat but when I try to deploy the Data kit I got the below error.”The salesforce CRM is no longer authenticated. Verify and re authenticate the connection then deploy the Data stream.I did the verify CRM connection multiple times and there are no issues around that but not sure why this is happening. 

 

  

 

#Data360

1 answer
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I am trying to create a Devops Data kit in my partial sandbox and trying to deploy it in Uat sandbox using change sets. The Data kit creation was successful and I also deployed it successfully in my Uat but when I try tk deploy the Data kit I got the below error.”Your organization's data cannot be pasted here. Only 160 characters are allowed.” I did the verify CRM connection multiple times and there are no issues around that but not sure why this is happening 

 

 

 

 

#Data360

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While trying to complete the Using Agentforce to fix the app I wasn't able to create a new task due to my Agentforce vibes panel saying I wasn't connected to a org. Then I went to refresh my Visual Studio Code and the Agentforce vibes wasn't there anymore. 

  

 

#Trailhead Challenges

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I have created a forecast and upper and lower prediction interval for my organization surrounding our count of hospital admissions.  Is there a way to retain the predicted values after the actual admissions have been occurred?  For example, you'll see in my screenshot that 60 admissions are predicted for today, 10/27/26, with a lower prediction interval of 46 and an upper prediction interval of 75.   

 

Tableau Desktop Forecasts for Tableau Server 2025.3

Tomorrow, once 10/27/26 has passed and we have the actual admission numbers, is there a way that the estimated values can be retained for reference? 

I cannot include the workbook because it contains PHI/PII.  Any help is greatly appreciated. 

Liz Bumgarner 

 

 

 

#Tableau Desktop & Web Authoring  #Reports & Dashboards  #Tableau Server

1 answer
  1. Oct 27, 9:45 PM

    @Elizabeth Bumgarner

    the screenshot is very helpful, but can you provide some context as to how things are working in the workbook?  

     

    For example, is there a join of actual data (actual admissions) to the forecast data?  Or how is that being produced/handled?   

     

    Can you provide just the calculations being used for the

    forecast

    for each measure (1) No. of Admissions (2) Upper Prediction (3) Lower Prediction.   

     

    Are there filters or parameters being used here as well? 

     

    If you can provide these answers, that may give others some additional context for a possible solution; especially, for a situation whereby we won't be able to have the actual workbook. 

     

    Not sure that I'll be able to respond with a solution, but the added info. may help.

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Recently, on trails, when I create a new custom field on objects, the new fields don't show up. I set it up correctly, System Admin role, field on the page layout, but even so, they don't appear. 

 

I already have some cases where the field doesn't show up when I create it, but when I try to edit a piece of data, it shows up.   

 

What could be happening? 

 

#Trailhead Challenges  #Salesforce Admin

1 answer
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My nonprofit has Enhanced Notes enabled in NPSP, but we haven't been using it yet. We are exploring using it to capture briefs from our fundraisers after conversations with major donors and prospects.  

 

Is anyone using the Enhanced Notes feature, and what has your experience been like? Do you have a different solution for capturing major donor and major donor prospect notes in Salesforce?  

 

We recognize there is no native reporting solution for Notes, and we are looking at the Enhanced Notes Reports App. Has this been effective for any nonprofit fundraisers? 

 

Thanks for your input! 

 

#NPSP  #Notes & Attachments  #Appexchage Apps  #Reports & Dashboards

1 answer
  1. Oct 27, 9:24 PM

    @Sarah Dunne Enhanced Notes are fine for free-form text but hard to report on. Lots of major-gifts teams log a 'Moves Management' activity or a custom Contact Report object instead, with a few structured fields (stage, next step, ask amount) plus a notes body. Fundraisers get a quick action, and managers get pipeline reports without needing a Notes reporting app.

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9 answers
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I've been a user for many many years with DemandTools.  They have gotten expensive.  Been looking at DataGroomr.  Anyone here have any experience switching?  

 

#Salesforce Admin

2 answers
  1. Oct 27, 8:58 PM

    @Marcel Hobizal Hi Marcel, Danish covered the evaluation steps well. A few things I’d add before you switch:

    1. Find out what’s driving the cost. Check how many seats you’re paying for compared with how many people run jobs. If only one or two admins use it, cutting seats or getting a competing quote may lower your renewal enough that you don’t need to migrate.

    2. Ask where your data gets processed. Find out whether each tool processes records on your machine, in Salesforce, or on the vendor’s servers. Your security and compliance team will want to know that before you sign anything, especially at a company that handles sensitive client data.

    3. Plan for the switch itself. Your scenarios, matching logic and master-record rules won’t carry over automatically. Budget time to rebuild and test them, and run both tools side by side for a cycle before you let DemandTools lapse.

    4. Write down your survivorship rules first. Get agreement on which values should win in a merge (newest, most complete, specific owner, etc.) before you compare tools. Otherwise you’ll be judging each tool’s defaults instead of your own requirements.

    If you do run a trial, I’d love to hear how the duplicate sets compare.

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I'm looking for a tableau custom admin dashboard which can give details based on backgrounder and refresh extract and tasks table. I'm looking for jobs refreshed, failed and successful with workbook, project folder, year, date 

 

#Tableau Server

1 answer
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