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Welcome! This group is your home base for all Customer Success questions about Salesforce features, and services like Success Plans. --------------------------------------- This group is maintained and moderated by Salesforce employees. The content received in this group falls under the official Forward-Looking Statement: http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx

I've submitted a Idea to bring "Formula Evaluates to True" to Scheduled Flows, helping bring them in line with Record-Triggered Flows.  If this would make your life easier too, I'd really appreciate an upvote! 🙌 

 

https://ideas.salesforce.com/s/idea/a0BHp000017Jl5jMAC/bring-formula-evaluates-to-true-to-scheduled-flow-start-conditions

 

#Salesforce #SalesforceMVP #TrailblazerCommunity #Flow #AwesomeAdmins

 

@* Salesforce Developers * @* Salesforce Platform * @* Customer Success * @Architect Trailblazers @Consultant Trailblazers @Trailblazer Community Cove 

6 comments
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TIA!  We just installed Salesforce payments so that our field techs can take credit card payments from the customer. In the payments app, it says everything is ok.  We have had a case open since Jan 27 and it has not been solved yet. 

Any ideas? 

When are in the work order and hit Take a Payment, we get this error message: 

 test 1. "amount":119,"currencyIsoCode":"USD","paymentMethod":"TAP_TO_PAY","merchantName":"Gulf Coast Window Cleaning of Sarasota, LLC - Stripe","merchantAccountId":"8zbR700000000ODIAY","payerAccountId":"001R7000008wuzhIAA","sourceObjectIds":["0WOR70000065pb7OAA"]}handleTakePayment: Failed to fetch PaymentGatewayId for the provided MerchantAccountId. The operation couldn’t be completed. (SalesforceSDKCore.RestClientError error 0.)

2 answers
  1. Jul 28, 8:19 AM

    Hi @Frank Sweeney

     

    We've seen a few payment implementations where the Merchant Account configuration looked correct, but the gateway mapping or environment specific setup caused similar behavior. 

     

    Which payment gateway are you using? It would help narrow down whether this is a configuration issue or a platform limitation.

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Happening on August 11: How Trane Technologies Built a Future-Ready Salesforce Center of Excellence

 

Happening on August 11: How Trane Technologies Built a Future-Ready Salesforce Center of Excellence How do you build a CoE that actually scales?

 

 

How do you build a CoE that actually scales? Trane Technologies shares how they started small, governed smart, and drove adoption across the org. 

Register today. 

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Received an security notification from Salesforce regarding Phishing-Resistant MFA for Privileged users. We use Entra SSO SAML, the SAML tracer shows weak, is there any configuration changes that needs to be done on Single sign on page in salesforce? I do Know there are some changes to be done on the IDP side but I'm not sure what changes to be made at Salesoforce end to meet ACR/AMR requirement. @* MFA - Getting Started *@* Salesforce Administrators *@* Customer Success *@* Salesforce Developers *

7 answers
  1. Jul 22, 8:36 PM

    As of July 16 Salesforce is no longer accepting the 'multipleauthn' as a valid MFA claim.  We have an EntraID/DUO SSO setup as well and our users are now being prompted for additional MFA in the Salesforce UI.  Has anyone figured out a way to get an approved claim passed back to Salesforce?

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Happening on August 4: How to Align Business and Tech Teams for Implementation Success Webinar!

 

A successful implementation starts with more than great technology - it starts with clear priorities and the right people working toward a shared vision.

 

Join our upcoming free webinar, "How to Align Business and Tech Teams for Implementation Success," and learn how to:

  • Shift from feature requests to measurable business outcomes.
  • Reframe the ask, co-create a definition of success, and measure what matters most.
  • Use AI to improve stakeholder decision-making with real-world examples.

 

Register to secure your slot. See you there!  Happening on August 4: How to Align Business and Tech Teams for Implementation Success Webinar! A successful implementation starts with more than great technology - it starts with clear priorities and

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New Resource: Find the Right Agentforce Implementation Partner

 

Every Agentforce journey starts with unique obstacles — data that was never structured for agent-ready use, AI governance gaps that can stall deployment before it starts, or the lack of a strong feedback loop to optimize agent performance after launch.

 

A standard implementation approach doesn't close those gaps. It takes a partner with expertise that directly connects to your vertical, your tech stack, and the business outcomes you're on the hook to deliver.

 

That's why we launched the Salesforce Consulting Partner page — a single destination to help you move from Agentforce interest to Agentforce impact. It includes, 

 

  • Real-world proof — Success stories from organizations like OpenTable, PepsiCo, and Pandora that have deployed Agentforce at scale.
  • Practical guidance — Best practices and deployment tips drawn from real Agentforce implementations, tailored to where you are in your journey — not one-size-fits-all frameworks.
  • An easy way to find the right partner — A searchable network of partners filterable by product expertise, industry, location, and partner type via the Partner Finder on AppExchange — or browse the FDE Partner Network for elite, production-grade engineering support to scale their Agentic Enterprise.

 

Explore the Consulting Partner page and find the expertise you need to drive Agentforce success.If you need additional guidance, reach out to your Account Executive — they can help connect you with the right partner.

 

Have you worked with a Consulting Partner on your Agentforce implementation? We'd love to hear from you — share your tips, lessons learned, and best practices in the comments below. 

 

@Agentblazer Community Group @* Customer Success *  

2 comments
  1. Jul 8, 11:10 PM

    Several points to be made to the original and to Robert's response: 

     

    1. yes, definitely define use cases vs saying "We should have Agentforce" 

    2. Getting Agentforce to fire up wasn't the hard part for us and my perception is that it's getting easier at each release, getting the connections robust and well-managed was the challenge, getting good data was a component for sure but overblown in my opinion. Choose your partner depending on all of these factors and how they balance out for you 

    3. add 50% buffer to your project timeline 

    4. new Analytics that just came out for Agentforce are the solve for the metrics component, I would consider this a non-issue at this time

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Permite el acceso a secretos de consumidor de la aplicación cliente externa a través de la API de metadatos

 

 

Utilice aplicaciones conectadas para integrar aplicaciones externas con Salesforce a través de las API y protocolos estándar, como SAML, OAuth y OpenID.

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26 comments
  1. Jul 7, 7:21 AM

    good 

     

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