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Patrik Melichercik asked in #Tableau Desktop & Web Authoring
Aug 21, 9:56 AM
unvisible layer after filtering the map

I have map with 2 layers, one for supplier at the top and for country . the issue is when user selects land in the dashboard everythings got filtered as desired. I use calculation that supplier point are visible only in case a land or other fileds from other sheets get selected. In the Dashboard the suppliers for the selected country are hidden cause the Tableau selection highlighting. 

 

you can see that if user select something on other sheet the daufalt map will get filtered and suppliers (blue icons) are visible. 

 

my cocnlusion is the highlighting feature doesn't allow me to see the supplier points when map is clicked. on the particular map sheet everything is visible. 

 

is there any option? 

 

 

#Tableau Desktop & Web Authoring

default map if user select data in other viz.png
in the sheet suppliers are visible.png
Germany selected without supplier.png
default map.png
9 answers
  1. Hideaki Shiihara (Tableau Ambassador (KYOCERA Communication Systems Co., Ltd.))
    Today, 1:07 AM

    Hi,@Patrik Melichercik

    It may or may not be what you’re looking for, but please take a look.  

     

    It’s not a complete solution, yet I’m sharing it as a workaround. I display a colored background map on a separate sheet in the back, and then overlay a map without a background on the front. 

     

    Because of this setup, manual map interactions are disabled. For now, the positions of the two maps are generally synchronized.  

    Please check whether this aligns with what you want. 

     

    <sample>Hi,It may or may not be what you’re looking for, but please take a look. It’s not a complete solution, yet I’m sharing it as a workaround.image.png

     

    image.pngimage.png

    <notes> 

    As an additional note, when selecting a U.S. or Canadian state, the country becomes selected as well, and I haven’t yet implemented a mechanism to clear that selection.  

      

    By the way, 

    since unverified AI‑generated answers are increasingly being posted, please be cautious with responses that do not include concrete samples. 

    Book1 (c260822).twbx
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Mathieu Hubbard (Director of Software Development at Lane Four) asked in #Salesforce Developer
Oct 2, 2024, 3:45 PM
Has anyone successfully written and deployed an Apex trigger for a Data Cloud Data Action (DataObjectDataChgEvent)?

I'm using Data Cloud, I've created a Calculated Insight and am trying to fire that off to the SF instance to update the contact record with a piece of information. So I'm using Data Actions with a Target of a SF Platform Event. The documentation on this is very light, but I've gathered you need Apex to subscribe to the event via a trigger on DataObjectDataChgEvent. I have the code that does this and updates the contact as needed.

 

My issue is I can't write a test class for this trigger, when I try to publish the event in the test class using 

EventBus.publish(new List<DataObjectDataChgEvent> { ev1, ev2 });

I get the following error at this line: System.TypeException: DML operation INSERT not allowed on DataObjectDataChgEvent

 

Makes sense since the docs for this object doesn't have create() as a supported call. However I then wonder how we can ever deploy an apex trigger on this object to prod to subscribe to the Data Action? 

 

#Salesforce Developer

2 answers
  1. Daniel Ballinger (Salesforce)
    Aug 21, 11:37 PM

    Trying this in 2026 it is possible to publish DataObjectDataChgEvent events in a test context. 

     

    Test method.

    @IsTest
        public static void testEventDataCloud() {
            Test.enableChangeDataCapture();
        	// Insert one or more test records
            DataObjectDataChgEvent de = new DataObjectDataChgEvent();
            de.ActionDeveloperName = 'Foo';
            //Database.SaveResult sr = EventBus.publish(de);
            Database.SaveResult sr = EventBus.publishWithAccessLevel(de, AccessLevel.SYSTEM_MODE);
            System.assert(sr.isSuccess());
        	// Deliver test change events
        	Test.getEventBus().deliver();
            List<Account> accs = [Select Id, Name from Account];
            Assert.areEqual(1, accs.size());
            Assert.areEqual(de.ActionDeveloperName, accs[0].Name);
        }

     

    Trigger

    trigger DataObjectDataTrigger on DataObjectDataChgEvent (after insert) {
        System.debug(Trigger.new);
        List<Account> accs = new List<Account>();
        for (DataObjectDataChgEvent event : Trigger.new) {
            // Read properties from the Data Cloud event payload
            String actionName = event.ActionDeveloperName;
            String currentValues = event.PayloadCurrentValue;
            // Fields populated by event publishing
            Assert.isNotNull(event.EventUuid);
            Assert.isNotNull(event.ReplayId);
            Account a = new Account(Name = event.ActionDeveloperName);
            accs.add(a);
        }
        insert accs;
    }

     

    I realise this usage to insert an Account based on the ActionDeveloperName is not how this event type would be used at all in reality, but it does show that the trigger is able to be exercised from an Apex test.

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Aishvary Kushvanshi (Aspiring Salesforce Administrator at NA) asked in * Salesforce Administrators *
Aug 11, 7:00 PM
I come from a non-IT background with a career gap, and I’m now actively building my career in the Salesforce ecosystem. I’m a Salesforce Certified Administrator, a Double Star Ranger on Trailhead, have completed 12 Superbadges and Copado certifications.

I come from a non-IT background with a career gap, and I’m now actively building my career in the Salesforce ecosystem.

I’m a Salesforce Certified Administrator, a Double Star Ranger on Trailhead, have completed 12 Superbadges and Copado certifications, and have worked on hands-on Salesforce projects. I was also selected among the Top 50 global winners of the Salesforce Agentforce in Action Challenge for my project.

I’m currently preparing for the Platform Developer I (PD1) certification and strengthening my skills in Apex, SOQL, and LWC.

I’m determined to transition into the Salesforce ecosystem and would really appreciate guidance from the community on the roles, certifications, and strategies I should focus on to secure my first opportunity.

Any advice or guidance would mean a lot. 🙏

6 answers
  1. Henri Fournet (Synapses.club)
    Aug 21, 10:00 PM

    Hello Aishvary,

    Very impressive, congratulations for all your work and achievements!

    I'm studying for the admin certification myself.

    Take good care and see you around I hope

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Serhii Stasiuk (Salesforce Implementor at Synebo) asked in * Salesforce Revenue Cloud *
Aug 21, 9:52 PM
Is AssetProduct supported as a condition in BRE Product Configuration Rules?

Hello everyone,

We are using Salesforce Revenue Cloud Advanced Product Configurator with Set Up Configuration Rules with Business Rules Engine enabled.

Our requirement is:

If the account associated with a quote already has an Asset for INTERNET HOME 50/5MBPS, the Product Configurator must require the user to add INTERNET HOME ONLINE OFFER.

I created the following Product Configuration Rule:

  • Rule Scope: Transaction
  • Condition field: AssetProduct
  • Operator: Equals
  • Value: INTERNET HOME 50/5MBPS
  • Action: Require
  • Required product: INTERNET HOME ONLINE OFFER

AssetProduct is available for selection in the rule designer. However, when I validate the rule, I receive this error:

“We couldn’t find a Context Tag corresponding to a Line Item. Specify a valid Line Item Context Tag and try again.”

As a diagnostic test, I duplicated the rule and changed only the condition field:

AssetProduct → Product

The rule then validated successfully. Therefore, the validation failure appears to be specifically related to AssetProduct or its context configuration.

Could someone please confirm:

  1. Is AssetProduct officially supported as a condition field in Product Configuration Rules executed by the Business Rules Engine?
  2. Or is asset-based evaluation supported only through Constraint Models and the Constraint Rules Engine?
  3. If AssetProduct is supported with BRE, what exact configuration is required?
    • Must we extend AssetContext__stdctx?
    • Must the extended Asset Context be selected under Revenue Settings → Set Up Asset Context for Product Configurator?
    • Which attribute, context tag and object-field mapping must be configured for AssetProduct?
  4. Does AssetProduct evaluate all relevant Assets belonging to the quote’s Account, or only an Asset explicitly selected or included in the current transaction?

 

I have attached a screenshot of the rule configuration. Any confirmation from someone who has successfully used AssetProduct in a BRE configuration rule would be greatly appreciated.

Thank you. 

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Jenette Bennett asked in #Salesforce Admin
Aug 21, 5:47 PM
Unable to connect Salesforce to Outlook via web browser

I am able to connect via Outlook desktop and Salesforce just fine. When I am logged via the Outlook online, salesforce prompts me to connect my salesforce to my outlook - same email address. What is different and what do I need to change? 

 

#Salesforce Admin

4 answers
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Eran Dromy asked in #Trailhead Challenges
Aug 19, 8:56 PM
How to fix issues with "Enable Digital Experiences and Set Up Messaging"?

Following the instructions in "Enable Digital Experiences and Set Up Messaging" I keep getting this message when clicking the "Verify step to earn 100 points": 

"Step not yet complete in MIAW Org

Make sure you created and connected to the Developer Edition org with Messaging." 

 

Since I'm new to Salesforce and the Digital Experiences I'm not sure what went wrong and how to fix it. 

I tried to delete and start over - but when trying to delete the routing configurations it says I don't have permission to do that action - so I'm kind of stuck at this point. 

 

#Trailhead Challenges  #Trailhead  #Digital Experience  #Messaging

3 answers
  1. Eran Dromy
    Aug 21, 8:36 PM

    If helpful I can attach screenshots of the: 

    Messaging Settings, Service Channel, Queue, Routing Configuration and Presence Configuration. 

    🤷‍♂️

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Bailey Sutton asked in #Salesforce Health Cloud
Aug 21, 2:47 PM
Max Date from Another Object Formula

I have two objects in our Salesforce Health Cloud - one for patient accounts and one for voice calls that links to our calling software. There is a patient unique identifier that links calls to accounts as a related object, but not a child object.  

 

I'm trying to build a report that pulls the most recent call date for a patient along with other information from the patient account object. I created an "Account with Voice Calls" report, but am having trouble creating this max date column since 1. The formula field options are limited to only Number, Percent, or Currency outputs, and 2. I'm not grouping by the patient unique identifier in the report (we have 3 other grouping columns, so this is maxed out).  

 

What is the best way to handle this? Is there a way to use the formula feature within the report? Is this something I'm going to have to build a field for on either the account or voice calls object? Is that even possible since it's two different objects (and voice calls is not a child object)? Any suggestions would be appreciated! 

 

#Salesforce Health Cloud

7 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Aug 21, 8:27 PM

    However, I do kinda like the idea of having a dedicated Lookup(Call) field on the Account/Patient record that is updated with the ID of the most recent Call.   

     

    This would give you the advatage be being to access nearly any detail of the most recent Call in a Report if you ever need it

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Christopher Readeaux asked in #Trailhead Challenges
Aug 18, 10:52 PM
We could not find Apex class named 'AccountController'.

Im having problems verifying my salesforce challenge. It says the challenge cant be approved to not being able to find my Account Controller file. Ive noticed that when i got to enter SFDX:Execute SOQL Query with Currently Selected Text i get errors in the QUERY section.Its also showing this command has errors. public with sharing class AccountController { 

  public static List<Account> getAllActiveAccounts() { 

    return [SELECT Id, Name, Active__c FROM Account WHERE Active__c = 'Yes' WITH SECURITY_ENFORCED]; 

  } 

}

 

 

 

 

 

#Trailhead Challenges

7 answers
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    Aug 18, 11:30 PM

    Hvae you saved the apex class to the org you are testing? 

    Have you created the custom field and assigned correct field elvel security?

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Garrett Johnson (Senior CRM Platform Manager at iRobot) asked in Salesforce Knowledge User Group
Jan 26, 10:07 PM
Does anyone have a demo of Knowledge Maps?

Looking at the feature Knowledge Map. Has anyone seen a demo or why I would want to use the feature? I'm not sure if it would be useful and the documentation is rather sparse.  Unfortunately because Knowledge does not easily come from Production to non full sandbox orgs we have broken articles where we got the kav but not the KA in the org.  Also if you accidentally turn it off and back on again it is very easy to make duplicate Knowledge Article Relationships.

8 answers
  1. David Wagner (Volkswagen Group of America)
    Aug 21, 7:58 PM

    I'm testing this now in a sandbox environment. 

    • It feels very clunky, some aspects are not intuitive, and Salesforce documentation is minimally helpful.
    • Our first use case is tying together "FAQs" under a master topic -- it seems to have potential value on that front. We're highly certain we will not be undertaking a massive map of the full knowledge base. Seems like that is redundant to Data Categories (even though the visual map is nice and Data Categories have limited usefulness in the agent UI).

    I'm wondering if anyone has explored the ARTICLE TITLE field on the relationship record.

    • It is a manually updated text field.
    • Depending on what route you take to create the relationship, it either stays blank and requires a value to be typed, or it pulls in the title of one of the two articles being related.
    • Although not labeled as such, it seems like it was intended to be a label for the relationship (e.g., "Widget FAQs") rather than an article title. As such, it can help clarify why a set of articles is related, and also help when reviewing in a List View. However, re-purposing the field this way gets ugly with reporting since you are stuck with the "Article Title" label and that is not the data being entered.
    • Maybe the field can be re-named; I have not yet asked with our developers.
    • For the moment, we're testing by inputing the Article Number of the Parent Article in this field as a compromise. At least it conceptually aligns with Article Title label without becoming outdated with new article versions. However, it is not as useful as labeling the set of articles being related.

    Any insights regarding use of the ARTICLE TITLE field on the relationship record is much appreciated!

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Paulina Perera Bastarrachea (UADY) asked in #Revenue Cloud
Aug 12, 2:35 PM
Disqualification rules - Is creating Product Disqualification records strictly necessary to disqualify products?

Does anyone know if to disqualify a product, we strictly need to create a Product disqualification record?

The use case I have is that we want to replace entitlement policies with disqualification rules, and basically we have a custom field on the product2 object, we want to disqualify (and hide in our storefront) all products that don’t have an specific value on that picklist field (value != goodValue). 

All examples I could find involved creating records for the disqualification standard object, and I want to know if that is the only way. Category disqualification is not applicable as we still want to see those specific categories on the storefront, only products hidden.

If there is no way to do that then I would need to create a disqualification record for each product I want to disqualify, which would be a lot of tech debt.    @* Salesforce Revenue Cloud * 

4 answers
  1. Kate Shelton (Salesforce)
    Aug 21, 7:21 PM

    Agreed with the responses above.  

    One thing I’d add is that having the custom Product2 field in the Context Definition makes the field available to the qualification/disqualification process, but it doesn’t by itself dynamically disqualify products based on that field. 

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