Featured group

* Sales Cloud - Best Practices *

Welcome! This group is dedicated to your continued success with Sales Cloud products. Join the conversation here to ask questions, get answers, learn best practices, and share experiences as you continue your journey. --------------------------------------- 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

Oct 30, 3:43 PM

Why is my Service Resource not showing up in the Field Service Dispatcher Console?

Hi everyone,

I'm having an issue with Salesforce Field Service in a sandbox environment.

I created a new Service Resource and assigned it to an active Salesforce user, but it's not showing up in the Classic Dispatcher Console Gantt or as a candidate when scheduling a Service Appointment.

I've already checked that the resource is active, has a Primary Service Territory Membership, and has Operating Hours assigned.

I also compared it with two other technicians who appear correctly, and their configurations seem to be the same.

I've checked the permissions, scheduling policy, and Gantt filters, but still can't figure out what's missing.

I also tried the new Field Service Scheduling Console, and I'm having the same issue. Only two resources appear instead of three.

Additionally, I'm getting this error in the Scheduling Console:

"We couldn't load the availability. Refresh the page, or ask your Salesforce admin for help."

I'm not sure if both issues are related.

Has anyone experienced something similar or knows what else I should check? Is there a way to identify why the resource isn't being displayed?

Thanks in advance!

Why is my Service Resource not showing up in the Field Service Dispatcher Console?

Oct 3, 2025, 8:56 PM

I'm looking for recommendations on apps to scan Salesforce file uploads for viruses or malware

3 answers

Andrew Russo (BACA Systems) Forum Ambassador
Oct 5, 2025, 11:52 AM
Salesforce is adding that for experience cloud as a native feature in an upcoming release (safe harbor)

Oct 20, 2:25 PM

How to show a simple message on screen

Hello Everyone,

Does Salesforce have this functionality or not? I am trying to do a very simple task that when an opportunity stage is moved to closed won from the path status. A pop up / message should show for a user to check the revenue. It is not an error message just a normal message that does not hinder Save process. All the solutions directing me to toast or pop up app exchange tools. I think using a flag for a flow and worrying about turning on and off for just a simple task is too much.

Is there any other way?

@* Salesforce Administrators * @* Sales Cloud - Best Practices *

9 answers

Daryl Moon (CertifyCRM.com)
Oct 25, 9:45 AM
Get the free Lightning Messaging Utility from the AppExchange. Use conditional visibility to display a toast message when the stage ischanged to closed won. This way it only displays once on the change.
https://certifycrm.com/lightning-messaging-utility/

Jul 8, 2024, 10:25 PM

Pipeline inspection Owner filter does not show User's name who is below in the role hierarchy

Hi All

I have created a Pipeline Inspection list view. However when I am trying to search users in Owner filter, I can see their teams name and not them individually. For example, if I search Tony's name, I just see "Tony's team" in the filter and not Tony. When I read the help document, it says that Owner filter follows the Role hierarchy.

I have System Admin role assigned to me and the user is below in the role hierarchy. What could be the reason? Please help. Thanks in advance.

@* Sales Cloud - Best Practices *

2 answers

Sue Chucholowski (Sue Chucholowski)
Oct 21, 9:46 AM
Hi @Renu Mudhalwadkar
,
did you ever find out the reason for the described behavior?
I noticed the same behavior. When we search for a user in "Owner" filter we only see "XXX 's Team" as result coming up, even though this user doesn't have a role below him/her in role hierarchy (and doesn't have a team) and I don't know why.
I still shows the correct data, but it is irritating for the users/managers.
Thanks, Sue

Oct 14, 2:39 PM

*** Important Update on: Salesforce Connected App & External Client App Security ***

Welcome to the Salesforce Connected App & External Client App Security Requirement Update: a consolidated view of upcoming changes impacting your connected apps and external client apps and related security settings. You received this email because you’re listed as an admin or security contact for a Salesforce org.

The list of the changes mentioned in the email can be found here: Connected App & External Client App Security Requirement Updates. Each change also includes a link to a release note or knowledge article detailing the change and timelines.

To prevent authentication failures and service disruptions, Salesforce strongly recommends that you test these changes in a sandbox and deploy necessary updates to production before the enforcement dates.

Please coordinate with your Salesforce Admin, App Developers, or App Owners to prepare for these changes. If you have questions about the retirements listed, refer to

Salesforce Help or contact your Salesforce account team.

6 comments

Dhiraj Khedkar
Oct 18, 7:23 AM
Thanks Bhavin for sharing this update!!

Jul 14, 2025, 8:32 PM

Contact Owner Change Toast Message

I have a user who changes the Contact Owner on the Contact Record and gets this message below. Contacts are wide open for all of our users. Once the user changes the owner then they can no longer see it and lose access to it. I haven't seen this message before and curious on whats triggering it?

6 answers

JOHN PRABHU (Aintiram Web Tech)
Oct 7, 4:31 AM
First thing to verify is Contact OWD:

Go to Setup --> Sharing Settings --> Organization-Wide Defaults and check the Contact setting.
Public Read/Write --> users should generally retain access to Contacts.
Public Read Only --> users should still be able to view the Contact.
Private --> access depends on ownership, role hierarchy, sharing rules, teams, etc.
Controlled by Parent --> Contact access is determined by access to the related Account
Additionally, other things to verify:
Check Contact Sharing Rules, especially owner-based rules
Check Account Sharing Rules if Contacts are Controlled by Parent
Check Role Hierarchy of the old and new Contact Owner
Check Manual Sharing
The toast itself is essentially the symptom: Salesforce changed/recalculated access, determined that the current user no longer has access, and closed the record tab.

Oct 5, 6:04 PM

🎉 Big shoutout to our incredible Forum Ambassador @Bradley Weller for an awesome deep dive on "Send Opportunity Product Tables in an Email Supporting Multi-Language"!📘 Check out the article here >> https://help.salesforce.com/s/articleView?id=005460943&type=1

🔍 Found it helpful? Have thoughts to share?

Let us know by clicking the "Yes" or "No" button at the bottom of the article—your feedback helps us improve! 🎉 Big shoutout to our incredible Forum Ambassador for an awesome deep dive on > 🔍 Found it help" style="display: block;" /> #Flow

1 comment

Bhavin Patel (Salesforce)
Oct 5, 6:04 PM
@* Salesforce Administrators *@* Salesforce Platform *@* Service Cloud *@* Sales Cloud - Getting Started *@* Sales Cloud - Best Practices *@Salesforce Flow Automation

Oct 4, 8:54 AM

🚀 Apex Log MCP 2.0.1 for Salesforce — AI-Powered Debug Log Analysis!

Debugging Salesforce Apex logs can be time-consuming, especially when you're dealing with large and complex logs.

With Apex Log MCP 2.0.1, you can bring MCP and AI into your Salesforce debugging workflow. 🤖

In my latest video, I cover:

✅ What is Apex Log MCP?

✅ How to set it up and configure it

✅ Connect it with an AI assistant using MCP

✅ Analyze Salesforce Apex debug logs with AI

✅ Identify errors and performance issues faster

✅ Practical demo and real-world usage

This is a great example of how MCP + AI can improve the Salesforce developer experience.

🎥 Watch the full video:

https://www.youtube.com/watch?v=QUdbooXcqgs

📺 Subscribe to Salesforce Hunt:

https://www.youtube.com/@SalesforceHunt

@Agentblazer Community Group @* Sales Cloud - Getting Started *@* Release Readiness Trailblazers *@* Sales Cloud - Best Practices *@* Salesforce Administrators *@* Service Cloud * @* Salesforce Administrators *@* Salesforce Platform *@* Service Cloud *@* Sales Cloud - Getting Started *@* Sales Cloud - Best Practices *@Salesforce Flow Automation

🚀 Apex Log MCP 2.0.1 for Salesforce — AI-Powered Debug Log Analysis!Debugging Salesforce Apex logs can be time-consuming, especially when you're dealing with large and complex logs.

1 comment

Suleiman Bashir (Centerville Office Support Limited)
Oct 4, 9:58 AM
Thank you for sharing.

Oct 1, 2:40 PM

🎉 Big shoutout to our incredible Forum Ambassador & Salesforce MVP @Ajaypreet Singh Saini for an awesome deep dive on "Display Record URL as a hyperlink in Chatter post using flow"!📘 Check out the article here >> https://help.salesforce.com/s/articleView?id=005460491&type=1

🔍 Found it helpful? Have thoughts to share?

Let us know by clicking the "Yes" or "No" button at the bottom of the article—your feedback helps us improve! 🎉 Big shoutout to our incredible Forum Ambassador & Salesforce MVP for an awesome deep dive on > 🔍 Found" style="display: block;" /> #Flow

2 comments

Dhiraj Khedkar
Oct 4, 7:47 AM
👍

Jul 11, 2023, 6:23 PM

Setting up Task reminder and getting email notification

Hello Everyone,

I want to set reminders using tasks and be notified of those tasks via email. But it is not happening.

I disabled " Enable User Control Over Task Assignment Notification" under Activity setting and then under task page layout, clicked page layout properties and enabled email notification checkbox but still do not see anything. What am I missing? I will greatly appreciate your help. Thanks

@* Sales Cloud - Best Practices *

5 answers

Max Fisher (MZF Consultants)
Oct 4, 2:22 AM
You’re very close — the key is that Salesforce distinguishes between task assignment emails and task reminders.
If you’re using Lightning Experience, disabling Enable User Control Over Task Assignment Notifications and enabling the Email Notification Checkbox on the Task page layout won’t give you the behavior you’re expecting. Salesforce documents that the Send Notification Email checkbox is effectively a Salesforce Classic feature; it isn’t displayed on the Lightning New Task experience. Salesforce
If your goal is “Create a task for myself and email me when it becomes due”, standard task assignment notifications aren’t really designed for that. They primarily notify someone when a task is assigned to them, and Salesforce specifically notes that notification emails generally aren’t sent when users assign tasks to themselves under the user-controlled notification model.

* Sales Cloud - Best Practices *

Group Information

Group Leaders