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In a record-triggered flow on a custom object, can I use the Custom Error element to stop a record from saving and show an error message to the user, similar to a validation rule?

My scenario: on the Loan object, when a checkbox field changes from false to true, I want the flow to check whether at least one related child record exists (the child has a lookup field to the Loan). If no child record exists, the save should be blocked with an error message.

Please confirm:

  1. Is the Custom Error element available in both before-save (Fast Field Updates) and after-save (Actions and Related Records) record-triggered flows?
  2. Which type is recommended when the flow needs a Get Records element to look up related child records?
  3. Does a Custom Error roll back the entire save, including any other changes the user made to the record?
  4. Can the error be shown on a specific field, or only at the top of the page?
  5. Are there any limitations when the record is saved from a custom Lightning component rather than a standard record page?
1 answer
  1. Oct 19, 11:57 PM

    Yes, you've got the right idea for what the Custom Error element is used for.. Use it to throw a custom exception to the user where the validation logic is not supported in validation rules. Your use-case is a good fit. 

     

    1. Yes, you can now use the Custom Error element in both before-save flows and after-save flows.
    2. You can use a Get Records element in either context. This should not determine your approach.
    3. Yes, transactions are atomic, by default, so the entire transaction (save) is rolled back when an exception is thrown, including any other changes.
    4. Errors can be added to a specific field.
    5. No, there are no inherent limitations to this feature when the process is invoked from a lightning component. The component would need to handle the exception and determine what to do with it, though. To your question #4, displaying a field-level error next to its field would become your responsibility.

    For your particular use-case, one before/after context consideration might be whether or not the first child record can be inserted in the same transaction as the checkbox value is changed. If you have other field changes that would cause your child records to be created via the Loan's after-save automation, you might have an argument to run the validation in an after-save context, too... sequenced after the child records have the potential to be provisioned. If you can safely assume that the child records will already be there before the checkbox is checked, then throwing the Custom Error in a before-save context should save unnecessary processing and throw a bit faster.

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Hi all. I’m a Sales leader with 35 years in sales and sales leadership. I discovered the sales admin role through podcasts and would love to jump into this ecosystem. I’ve started the sales admin trailhead but would love feedback on the best way to get hands on quickly. My org has a need for part time sales admin and they are letting me take on this role with expectations that I’ll progress quickly and work towards an admin certification. I’m super excited about this and would love any feedback on how to get there efficiently. #Newbie #Salesforce Admin #Trailhead #CareerDevelopment
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Good afternoon. 

I need your help, please. 

 

We maintain a standard color scheme for our dashboards. For filters, we use dark blue as the background color of the filter text box (the box that displays the selected value) and white for the font. 

Out of nowhere, our already published workbooks changed the background color of the filter text boxes to white, while the font remains light. I've run several tests: I downloaded the workbooks, confirmed the colors, and republished them, but the background color is still not being kept. 

I also tested in Web Edit: there, the text box background color displays correctly, but when I view the published result online, the text box turns white again. The problem persists. 

Environment: Tableau Cloud (

https://us-east-1.online.tableau.com/

). The issue appears only on the web. 

I've confirmed that my application is up to date. 

There are more than 100 workbooks with multiple sheets, and several users are complaining and opening support tickets because it's hard to read the information in the filters and parameters. 

Desktop/Web Editor:

Filter and parameter text box background colors (Cores de fundo caixa de texto de filtros e parâmetros )Online:Publicado.jpg

 

PT-BR:

Boa tarde. 

Por favor, preciso da ajuda de vocês. 

 

Mantemos um padrão para as cores dos dashboards. No caso dos filtros, usamos Azul Escuro no fundo da caixa de texto e Branco para as fontes. 

Do nada, os projetos já publicados mudaram a cor de fundo da caixa de texto dos filtros para branco, mas mantêm a fonte clara. Fiz vários testes, baixei as pastas de trabalho, confirmei as cores, publiquei novamente, mas não mantém a cor de fundo. 

Testei também no Web Editor: a cor de fundo da caixa de texto aparece correta, mas ao visualizar o resultado online a caixa volta a ficar branca. O problema permanece. 

Ambiente: Tableau Cloud (

https://us-east-1.online.tableau.com/

). O problema aparece somente na web. 

Confirmei que meu aplicativo está atualizado. 

São mais de 100 projetos com diversas abas, e vários usuários estão reclamando e abrindo chamados devido à dificuldade de enxergar as informações dos filtros e parâmetros. 

 

#Tableau Desktop & Web Authoring  #Reports & Dashboards

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I have a dashboard based on multiple published Cloud data sources - 

Primary

= Agent Daily Structure 

Blended to

multiple KPI data sources on staff number and date only 

 

The end user wants to see multiple KPIs on a dashboard page showing the grand total and then splitting the agents into quartiles (just the 4 totals showing).  They then want to be able to use filters to change the month or drill down/by department/manager etc to which the quartiles will re-adjust. 

 

I tried building my initial data source in Prep, as all of the sources are already published to Cloud, with left joins on staff number and date to the primary data source and cleaning up, rather than the 'blends' but the agent-level totals for the KPIs did not reconcile against the data source in isolation, before even trying quartile calculations, hence trying it the 'blended way'.  This is giving correct agent and grand totals. 

 

I have tried various ChatGPT suggestions but none of them work (sometimes its a great AI tool, but in this case no!).  I've not been able to find anything in forum posts/guides that seems to suit my scenario.   Can you help?  

 

This one 90% works using a DATETRUNC to 'month-date' blend on each data source, rather than individual date - QA score

 

Fixed LOD Calc 1

=  

{ FIXED [Agent ID] , [DateTrunc - Month]: (AVG([Evaluation Score])/100) } 

 

Creating the Quartile groups

=  

IF [Fixed LOD - QA] <= { PERCENTILE([Fixed LOD - QA], 0.25) } THEN "Q4 - Bottom Performers" 

    ELSEIF [Fixed LOD - QA] <= { PERCENTILE([Fixed LOD - QA], 0.50) } THEN "Q3 - Coaching Needs" 

    ELSEIF [Fixed LOD - QA] <= { PERCENTILE([Fixed LOD - QA], 0.75) } THEN "Q2 - Good Performers" 

    ELSEIF [Fixed LOD - QA] > { PERCENTILE([Fixed LOD - QA], 0.75) } THEN "Q1 - Top Performers" 

    END  

 

Quartile groups on rows, QA score on column and the text mark to display in columns.  This works 90% for QA score (the totals for each Q at least look reasonable and adjust when filtering) - the odd agent appears under the wrong quartile when adding agents to the view to check the quartile calc/sorting highest to lowest.  But if I try the same calc on another Quality metric in the same data source it doesn't work at all - its grouped everyone under the bottom 2 quartiles. 

 

I've tried multiple ChatGPT suggestions using Windows_Percentile and Rank_Percentile and using the staff number or staff number and date on the 'detail mark' and keeping the first row, but none of these work. 

 

I need a reliable way to split agent performance on a KPI into quartiles using this blended data source, that can be filtered.  Surely something like it exists/its not an impossible ask!!  TIA 

 

#Tableau Desktop & Web Authoring  #Tableau Cloud  #LOD

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Failure during GSSAPI security context exchange 

 

GSSException: 

Mechanism level: Checksum failed 

 

Caused by: 

KrbException: Checksum failed 

 

Aes256CtsHmacSha1EType.decrypt 

 

#Tableau Server

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Certification Exam Due to Technical Issue 

 

Dear Salesforce Certification Support Team, 

 

I am writing to report a technical issue that occurred while I was preparing to take my Salesforce certification examination today. 

I had received the examination email and successfully completed the system check the previous day. I was informed that I needed to perform the system check again before starting the actual examination. 

Today, at around 2:30 PM, I logged in and started the system check as instructed. However, at the end of the system check, my screen suddenly went black due to an unexpected technical issue. I had not yet started my actual examination. I also checked my internet connection, and it was working properly. 

I had completed all the necessary preparations in advance and was ready to take the examination. Unfortunately, this unexpected issue prevented me from proceeding as planned. 

I kindly request you to investigate this issue and provide me with an opportunity to reschedule my examination. I would be grateful if you could consider my request, as the issue occurred before I even started the actual examination and was beyond my control. 

Please let me know if any additional information or documentation is required from my side. 

Thank you for your time and understanding. I look forward to your response. 

Best regards, 

Pallavi Hatti 

Salesforce Certification Candidate 

pallavihatti2003

#Create A Case

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Oct 19, 10:21 PM

    Hello @Pallavi Hatti

    I would recommend that you open a case to PearsonVue support, as the issue happened during your checkin. This way you will get someone that may be able to investigate and help : 

    https://www.pearsonvue.com/us/en/salesforce.html

     

    Eric

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Has anyone else had this issue or been able to resolve it?  Thank you in advance!         "Step not yet complete in Data 360 and Agentforce

It looks like the Unified Link 1 Flow element does not have the correct Data Source selected, or does not have Unified Link Individual ccid selected for the object."

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Oct 19, 10:18 PM

    Hello @Brendan Walsh have you well declared the relationsip among the objects in the DMO detail page > Relationships ? Make sure also to select the correct field each time. The fields labels look the same, but there are small differences between them. Eric

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Using variable 'ids' to pass the record id's of contact in Screen flow to update the contact records.  

 

ScreenFlow -using list view to update contact records

 

 

image.png

 

image.png

 

 

 

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Oct 19, 10:14 PM

    Hello @Sangeetha Koppalu have you declared it as an input collection variable (toolbox > New Resource) ? Eric

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5 answers
  1. Oct 19, 10:08 PM

    Hi , 

     

    I encourage you to get help from the Trailhead support team.

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Any recommendations for a large file sharing service that is not too pricey but still functional? 

 

#Sharing Files

4 answers
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    Oct 19, 9:43 PM

    Typically I reccomend that companies levarage the platform they already have (Google Drive or Sharepoint typically). 

     

    If you have either of those, there is a nifty feature called Files Connect you can enable. 

     

    And usually, where appropriate, I suggest automating the creation of folders. 

     

    For example - a folder for every Account - and a folder for every opportunity nested under the Account folder. 

     

    Then Files Connect with automation can be used to move a file attached to a Salesforce Record directly to it's designated file folder and streamed back to Salesforce for visibility. 

     

    There are more expensive options, but this is a functional and affordable approach.

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