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I published a workbook and connected it to a refreshed version of a data source; now it treats every calculated field like something that should be in the data source and throws up an error that it isn't present. How can I keep this from happening so I don't have to recreate the entire workbook just to update the data connection? 

 

#Tableau Desktop & Web Authoring

1 answer
  1. May 13, 11:58 PM

    This issue is likely to arise when the name or structure of the original fields that your calculated field depends on has changed in the updated version of the data source, or if there was a problem with how the data source was replaced.

    Solutions

    First, checking for changes in the data source structure is the most crucial step.

    • Verify if there are any changes between the new and old data sources in the name, data type, and the table name (if multiple tables are joined) of the underlying fields that your calculated field references.
    • If field names have changed, it is highly likely that this is the root cause of the problem.

    Correctly Use "Replace Data Source" in Tableau Desktop

    The most common way to update the connection without recreating the entire workbook is to use the "Replace Data Source" feature. 

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No desafio da aula 20, para Ajustar os Campos na Página, segui o caminho: 

Sales - Accounts - All Accounts - Edge Communications - Setup. 

Não encontro EDIT na lista Setup.

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    May 13, 10:42 PM

    Hello @José Armando de Sousa Aguiar are you looking inside the setup menu displayed when you click on the cog icon (Edit page and Edit object, according on the page on which you were, when clicking) ? See below :Hello are you looking inside the setup menu displayed when you click on the cog icon (Edit page and Edit object, according on the page on which you were, when clicking) ?Eric

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After Saving and setting the agent user, I cannot commit the agent, I always get the error: 

We couldn’t commit a version of this agent

 

I have no error in the script. I tried to remove topics and actions from the script and still cannot commit. 

  

FY27 CKO Recap: Skill up with the Agentic Enterprise

Hybrid Reasoning with Agentforce

Review an Agent Without Hybrid Reasoning

 

#Trailhead Challenges  #Agentforce

43 answers
  1. May 13, 11:41 PM

    We couldn't commit a version of this agent. Try again or contact your Salesforce admin for help.

    Something went wrong. Please try again, and if the issue persists, contact Salesforce Customer Support for help with error -1314125923.

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I am currently in the final stages of completing the Agentblazer Championship 2026 and am encountering an issue in the Trailhead module: "Use Employee Agents to Get Work Done" → "Help a Guest Out of a Soggy Situation."

When I launch the Agentforce Employee panel within the Coral Cloud environment, the agent fails to respond and displays the following error message:

Error: "Something went wrong. Refresh the conversation and try again."

Despite refreshing the session and retrying multiple times, the issue persists and prevents further progress in the module.    Troubleshooting Done:

  • Refreshed the session multiple times
  • Verified user permissions (Admin + Agentforce Default Admin)
  • Deactivated and reactivated agents in the sandbox
  • Followed the troubleshooting steps in this article for permission sets - Agentforce Employee Agent window displays "Something went wrong. Refresh conversation and try again" in Lightning Experience

 Unable to proceed with or complete the Trailhead module, blocking completion of the Agentblazer Championship.    Please help diagnose the issue and advise on a resolution or workaround so I can proceed with the module.     

7 answers
  1. May 11, 5:38 PM

    I finally found out what happened to me and what worked for me. 

    I was reusing the playground and the free

    Developer Edition org for Agentforce Builder

    from a previous training module. It worked for this training module's first unit "Welcome to Coral Cloud Resorts" and was able to make it complete. But when you get to the next unit "Help a Guest Out of a Soggy Situation", you will actually be missing the necessary agent. 

    The solution is, follow the exact instruction from the unit "Welcome to Coral Cloud Resorts", create a new playground and register a new 

    Coral Cloud Resorts Developer Edition org account which is specifically for this module. It will have the necessary agent. Do NOT reuse your previous playground. It worked for me and should work for you.

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Hi Community 

 

Can actions run automatically?  Current selections are Hover, Select, Menu which requires the user to click to run it.  This vis is loaded into a client portal (there are over 2k clients) so when the client pulls up the report, it filters based on their OrgID.   

 

I’ve attached a watered-down package workbook with dummy data to see if Tableau can do this.  

The workbook was originally set up using the first dB (red color) called Comparison and when the developers embedded the code, they had to set a filter for OrgID in the embed code to work in the portal.  After it went live, the client asked for changes but I was not allowed to touch the Comparison dB so we are using that as an instruction landing page with a button having them click to go to the Comparison Metrics dashboard.   

 

When the vis moves to the Comparsion dB, the line chart on the left filters to their org and plots their dots.  The bar chart on the right is not active until they click their name in the line chart.  Then the bars sorts and puts their org at the top.  It works great but I’m hoping to make that bar chart work automatically so when they click the landing page button, the line and bar chart should update to their org.  On the bar chart we can’t put OrgID there because it filters to just that org.  Our goal is to show their org at the top and then sort all others below.  I’m using a set for that.   

For testing, you can change the OrgID at the top you will see what I mean that the bars don’t automatically update until they click the name in the line chart. 

Thank you! 

 

 

#Tableau Desktop & Web Authoring

6 answers
  1. May 13, 11:14 PM

    Hi @Hideaki Shiihara

    I think we are going to try the parameter.  Talked with those today and we are loading up a test embed code to give it a shot.  Appreciate your response and I did mark it as helpful. 

    Thanks again 

    T

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I get an error message stating that the agent name does not exist in the Org.   It does exist and it spelled correctly.   I had previously mis-named, so I had to recreate and remove the old version.   How do I ensure all references to the old name are removed? 

 

#Trailhead Challenges  #AgentblazerInnovator  #Trailhead Challenge

2 answers
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I have tried to complete the Use the Data Import Wizard module multiple times and continue to get the same error code. I have different CVS formats, changing the source to web verse open, and I have tried different upload types. Any suggestion would be helpful, thanks.  

Lead Failed DUPLICATE_EXTERNAL_ID:Email: more than one record found for external id field

 

 

 

#Trailhead Challenges

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    May 13, 11:05 PM

    Hello @Adrian Mendoza

    you are probably trying to import again, in Creation mode, the data that you have already imported. As the external ID is set up to be unique, it will only allow you, once imported, to update the records, based on the record's external id., but you will not be allowed to create them again with the same external id values. 

    Ps : if you have deleted the records before tryong importing them again, check the recycle bin app (in the App Launcher menu), and empty your recycle bin.

     

    Eric

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I want a report to be emailed yearly to someone...however, a scheduled flow only has the options to run Once, Daily, or Weekly. How would you get a flow to run yearly at a set date? 

 

#Flow  #Automation

2 answers
  1. May 13, 11:05 PM

    @Sienna Grimm

     

    You're right that scheduled flows only give you Once, Daily, or Weekly. There's no native yearly option. But there are two ways to work around this, and both are pretty clean.

    Option 1: Run it daily with a date condition 

    Schedule the flow to run daily, but add a condition at the start that checks whether today is the specific date you want. The flow runs every day but only does anything on that one day each year.

    The condition to add is a formula check like this:

     

    DAY(TODAY()) = 1 && MONTH(TODAY()) = 4

    That example fires on April 1st. Change the day and month values to whatever date you need. Every other day of the year the flow finds no matching records and exits immediately, so there's no real overhead.

    Option 2: Formula field on a record to gate entry (cleaner for record-based flows)

    Create a checkbox formula field on whichever object the flow runs against, with the same date logic as above. Then set that field as the entry condition for your scheduled flow. The flow runs daily but only picks up records on the one day that formula returns true.

    For your specific case (emailing a report)

    Since you're sending an email rather than processing records, Option 1 is the better fit. Set up a daily scheduled flow with no object filter, put the date formula condition as the first decision element, and route the email send action only down the "true" path. Takes about 10 minutes to build.

    One thing to keep in mind: DAYOFYEAR(TODAY()) = 1 is an alternative formula if you want January 1st specifically, but the DAY() && MONTH() approach is easier to read and works for any date.

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1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    May 13, 11:01 PM

    Hello @Shivaniben Patel, please use this page to find communities near your place. 

    https://trailblazercommunitygroups.com/

    Then contact these groups, see their online agenda. Good luck ! 

    Eric

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