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I have a formula field that assigns a code based on a picklist selection. This then populates a text field on a record created in a flow. 

 

I added a new code that starts with a zero (07). What I noticed though is when it populates the text field during record creation, it leaves the zero off the code.

How can I ensure that the zero remains? 

TEXT(IF( 

 

ISPICKVAL(Type_of_Grant__c, "Rent") 

|| 

ISPICKVAL(Type_of_Grant__c, "Utility") 

|| 

ISPICKVAL(Type_of_Grant__c, "Pharmacy") 

|| 

ISPICKVAL(Type_of_Grant__c, "Move-in") 

|| 

ISPICKVAL(Type_of_Grant__c, "Aging in Place") 

 

23, IF(ISPICKVAL(Type_of_Grant__c, "Other") && Funding_Source__c = "Marc Berman", 23, 

IF(ISPICKVAL(Type_of_Grant__c, "PHP-Security Deposit (Non-Subsidized)"), 20, 

IF(ISPICKVAL(Type_of_Grant__c, "PHP-Security Deposit (Subsidized Housing)"), 20, 

IF(ISPICKVAL(Type_of_Grant__c, "PHP-First Month's Rent (Non-Subsidized)"), 20, 

IF(ISPICKVAL(Type_of_Grant__c, "PHP-First Month's Rent (Subsidized Housing)"), 20, 

IF(ISPICKVAL(Type_of_Grant__c, "PHP-Utility (Non-Subsidized)"), 20, 

IF(ISPICKVAL(Type_of_Grant__c, "PHP-Utility (Subsidized Housing)"), 20, 

IF(ISPICKVAL(Type_of_Grant__c, "STRMU-Rent"), 20, 

IF(ISPICKVAL(Type_of_Grant__c, "STRMU-Mortgage"), 20, 

IF(ISPICKVAL(Type_of_Grant__c, "STRMU-Utilities"), 20, 

IF(ISPICKVAL(Type_of_Grant__c, "C19R-Rent"), 20, 

IF(ISPICKVAL(Type_of_Grant__c, "C19R-Mortgage"), 20, 

IF(ISPICKVAL(Type_of_Grant__c, "C19R-Utilities"), 20, 

IF(ISPICKVAL(Type_of_Grant__c, "Measure A"), 07, 

IF(ISPICKVAL(Type_of_Grant__c, "DHSP Emergency Financial Assistance"), 20,

NULL)))))))))))))))))

#Formulas  #Flow

2 answers
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    Today, 12:24 AM

    Two things: 

    1) your formula structure is quite strange. You are saying "if this condition, then return a number, but hten convert that number back to text" 

    If you want text, just return text immediately e.g.

    IF(ISPICKVAL(Type_of_Grant__c, "Other") && Funding_Source__c = "Marc Berman", 23,

    IF(ISPICKVAL(Type_of_Grant__c, "PHP-Security Deposit (Non-Subsidized)"), 20,

    can simply become:

    IF(ISPICKVAL(Type_of_Grant__c, "Other") && Funding_Source__c = "Marc Berman", "23",

    IF(ISPICKVAL(Type_of_Grant__c, "PHP-Security Deposit (Non-Subsidized)"), "20",

    Then you no longer need to wrap everything in a TEXT() function. 

     

    2) You should avoid multiple IF statements on picklist functions. It will massively increase your compile size. CASE() is far more efficient and easier to read. 

    CASE(

    Type_of_Grant__c,

    "Rent", "23",

    "Utility", "23",

    "Pharmacy", "23",

    "Move-in", "23",

    "Aging in Place", "23",

    "PHP-Security Deposit (Non-Subsidized)", "20",

    "PHP-Security Deposit (Subsidized Housing)", "20",

    "PHP-First Month's Rent (Non-Subsidized)", "20",

    "PHP-First Month's Rent (Subsidized Housing)", "20",

    "PHP-Utility (Non-Subsidized)", "20",

    "PHP-Utility (Subsidized Housing)", "20",

    "STRMU-Rent", "20",

    "STRMU-Mortgage", "20",

    "STRMU-Utilities", "20",

    "C19R-Rent", "20",

    "C19R-Mortgage", "20",

    "C19R-Utilities", "20",

    "Measure A", "07",

    "DHSP Emergency Financial Assistance", "20",

    "Other",

    IF(

    Funding_Source__c = "Marc Berman",

    "23",

    NULL

    ),

    NULL

    )

0/9000
2 answers
  1. Nov 1, 2025, 5:39 AM

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0/9000
1 answer
  1. Today, 12:12 AM

    Hi , 

     

    I had the same problem before. Usually it happens when the CC service agent was created but not fully activated or saved properly. What worked for me was to delete the stuck agent, then log out and log back into the org. After that, I created a new CC service agent, made sure to save and activate it, and it showed up correctly when verifying. The key is refreshing the session after removing the old one. 

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000mjg5Q0AQ

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Hola Grupo! Uds me iràn hacer Bulling y lo acepto jajajaj pueden creer que tengo 3 dias en esto y no logro hacer la tarea? me da un mensaje que yo no tengo los permisos  para "on" ni acivar el play ground supongo,,,, he buscado por todo slados y a la AI que me asiste la tengo loca y no lo logro, Si a alguien mas le sucediò y logrò salir de este bucle le agradezco me de el dato, es lo que me falta parta concluir una certificacion, de 8 modulos... pero no se, si es agotamiento mental pero ya en esta ultima que dice hacerse en 10 minutos yo llevo mas de 72horas... jajajaj ya se rieroon conmigo??? ahorta ayudenme,,, sean buenitos , estoy en Trialhead ... C 

 

#Trailhead Challenges  #Trailhead

4 answers
  1. Jul 19, 9:28 AM

    Hola, es normal quedarse atascado con estos problemas y aprecio que estés aprendiendo y enfrentando dificultades. ¿Podrías compartir una captura de pantalla del mensaje que indica que no tienes permiso para acceder o activar el área de juegos? 

     

    En la comunidad de Trailhead, estamos aquí para ayudarnos y coordinarnos entre nosotros para aprender y crecer juntos.

0/9000

Bolt アプリケーションを構築してリリースするに関して、何から手をつければいいのか何回説明を読んでもわかりません・・・ 

 

どなたか対応ご教示ください・・・よろしくお願いいたします。 

 

#Trailhead Challenges

5 answers
  1. Today, 12:06 AM

    Slackアプリの開発手法は大きく分けると、次の4つがあると思います。 

    今回はBoltを使った方法ですよね? 

     

    ・ Slack CLI + Deno SDK(Slackの新しい推奨方式) 

    ・ Bolt(JavaScript/Python/Java) 

    ・ Slack APIを直接利用 

    ・ ノーコード/ローコード(Workflow Builder等) 

     

    デプロイ方法もそれぞれ、以下のようになっているみたいです 

     

    Slackアプリの開発手法は大きく分けると、次の4つがあると思います。 今回はBoltを使った方法ですよね? ・ Slack CLI + Deno SDK(Slackの新しい推奨方式) ・ Bolt(JavaScript/Python/Java) ・ Slack APIを直接利用 ・ ノーコード/ローコード(Workflow Builder等) デプロイ方法もそれぞれ、以下のようになっているみたい

     

     Bolt自体はライブラリなので、実行環境は自分で用意する必要があって、実行環境によって具体的な方法が違うみたいです。 

     

     

0/9000

I am stuck at Trailhead challenge: Turn On your  Lead Nurturing Agent. Where I stuck in this step Assign and Verify Users for Meeting Scheduling because this step is not mentioned in Trailhead Documentation. I can see  Assign and Verify Users for Meeting Scheduling step in Org After Manage the Agent’s User Record and Email  Step but its is not mentioned in Trailhead Challenge. Hence , I am unable to proceed .Check Screenshot for your reference. 

Could'nt find step Assign and Verify Users for Meeting Scheduling

 

 

 

#Trailhead Challenges

1 answer
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Dear all,

 

We have a scenario where we have approximately 20 websites, each with a dedicated Google Adwords account associated to it.

 

I have been struggling to find shelfware solutions that enables linking of multiple google adwords accounts to Salesforce in order to enrich our incoming leads with data from Google adwords.

 

Anyone with experience from similar cases? Is is possible to build a manual integration via the Google Adwords API?

 

Any advice is appreciated!
1 answer
  1. Jul 21, 11:55 PM

    20 accounts is a lot to wrangle through the API directly. It's technically doable (the Google Ads API will give you campaign, ad group, and keyword data tied to a GCLID), but you'd be maintaining a fairly hefty integration across 20 accounts that likely all have different naming conventions and campaign structures. That's a real ongoing project, not a one-off build. 

     

    Before committing to that, it's worth asking what you actually need in Salesforce. If the goal is just knowing which campaign, ad group, or keyword produced a given lead, you don't need to query the API at all. You can just out UTM parameters behind your ads that contain the campaign, ad group and keyword. Then when the visitor lands on your site, the data is sitting right there in the URL. 

     

    You can then use tools like Attributer to capture that data when someone lands on any of your sites, store it in a cookie, and write it into hidden fields on whatever forms feed into Salesforce (it works with Web to Lead Forms plus 50+ other form builders, schedulign widgets, etc). It doesn't care how many ad accounts you're running since it's not tied to the account, just whatever's in the URL. 

     

    Worth being clear though, it won't pull cost or conversion stats back into Salesforce. For that you'd still need the API. But if it's lead enrichment you're after, this is a lot less to build and maintain than a custom integration across 20 accounts. 

     

0/9000

Hi all,

 

I need to add a custom field (text-based formula) to the multi-line layout for Quote Line Items so that when colleagues are adding line items to quotes, they know which section of the quote to add items to.

 

However, when I click Edit Multi-Line Layout on the Page Layout, the field isn't listed as an available field.

 

Is there a way around this?

 

Appreciate any advice!

 

@Formulas - Help, Tips and Tricks 

10 answers
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    Mar 31, 2022, 10:08 AM

    There's a padlock as it's a read-only field (formula).

    Now, it looks like formula fields are not available, so what you coudl do is to create a Text field that gets populated by a record-triggered flow with your formula.

    You can then show this text field in your multi-line layout

0/9000

I am completing the Trailhead project "Build a Travel Approval App". 

 

The "Create a Roll-Up Summary Field" step does not verify. 

 

I have confirmed: 

- Expense Item → Travel Approval is a Master-Detail relationship. 

- Total Expenses is a Roll-Up Summary field. 

- Summary Type = SUM. 

- Field to Aggregate = Amount. 

- Filter Criteria = All records. 

- The field is on the page layout. 

 

The verifier still returns: 

"Whoops, looks like there was a problem. Please try again." 

 

Has anyone encountered this verifier issue? 

Build a Travel Approval App – Roll-Up Summary Field verification fails although configuration is correct

 

Screenshot 2026-07-18 133556.png

 

Screenshot 2026-07-18 134157.png

 

Screenshot 2026-07-18 135326.png

 

 

#Trailhead Challenges

1 answer
0/9000
2 answers
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