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John Fine (Hood River County Education Foundation)
Sep 18, 2023, 4:28 PM
No Contact Role with dynamic related list?

I just enabled dynamic related lists in my Opportunity lightning record pages, removed the Related Lists (plural) component, and tried to use the Dynamic Related List - Single component to expose Opportunity Contact Roles.

 

I could not find Opportunity Contact Role as a choice in the Related List field of the Dynamic Related List - Single component.

 

How can I make Contact Roles visible after turning on dynamic related lists?

 

Or is that not possible (yet), and must use the Related Lists component just to expose Contact Roles via the old page layout?

 

@Salesforce.org System Administrators

2 answers
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    Sep 18, 2023, 9:23 PM

    Dynamic related lists are supported for key objects (Contact, Account, Opportunity, Lead, Case), custom objects, and hundreds of other standard objects in Salesforce. However, some objects are not yet supported. Salesforce will continue to make additional objects available to use with dynamic related lists over time.

     

    https://admin.salesforce.com/blog/2023/view-all-for-dynamic-related-lists-learn-moar-spring-23

     

    I couldn't find a specific list anywhere, but I guess this is just not a supported standard object at this time.

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Manjula Rajaram asked in * Release Readiness Trailblazers *
Feb 7, 2024, 2:47 PM
How to mass export files or attachments related to specific salesforce objects

Hi Experts,

I want to do a mass exporting files or attachments specifically related to Salesforce objects such as Accounts, Contacts, Opportunities, etc. 

 

Could you please provide guidance and suggestions on the potential methods to accomplish this?

@Nonprofit Hub @Nonprofit User Group, Atlanta, US @Salesforce.org System Administrators @Salesforce Administrators & Developers 

8 answers
  1. SAIKUMAR M (Utilitarian Labs)
    Feb 11, 2024, 2:56 PM

    Hi Manjula Rajaram, 

     

    Recently I worked on the Data Migration- Attachements Of Contacts (Export:10,000 and Import:7,000 Attachments) by using Data loader  and also I used third party tool both were working fine. 

     

    Please fallow the below steps for Export:   

    1.Prepare the Soql and apply the export operation.

     

    Select  FieldsALL()  FROM Attachment where Parent.Type = 'Contact' order by createddate limit 1000

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Bhavin Patel (Community Experience Manager at Salesforce) posted in Communications & Readiness Connect
Jul 24, 3:11 PM

⛰️ 🔐 New Hands-on Workshop for Premier & Signature Admins: Secure the Org: Find and Fix Vulnerabilities (ADX012)

 

 Misconfigured security settings are one of the leading causes of data breaches. In this 90-minute instructor-led workshop, you'll step into the role of an internal security auditor to identify and fix real Salesforce vulnerabilities across the most common misconfiguration areas. 

 

This workshop was adapted from a fan-favorite capture-the-flag game that has been a hit at live Salesforce events — now available virtually so more admins can play! This practical workshop is for:

  • Newer admins — you'll find the challenges approachable and manageable. The hands-on format makes security feel less daunting and more actionable
  • Seasoned practitioners — you'll likely discover security settings you haven't previously been aware of
  • All learners — challenges are independent of each other, so you can move at your own pace, skip ahead, and circle back with no pressure

Sessions are live and available!

  • Fri Jul 31 — 9:00am ET [AMER]
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  • Tue Aug 11 — 10:00am CET [EMEA]
  • Check the session listings for more workshops across regions 

➡️ Premier and Signature customers — Register today on Trailhead Academy — Course code: ADX012

 

#Security

12 comments
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Cesar Restrepo
Aug 4, 6:10 PM
Any Advice on how to tackle the "Enable State and Country/Territory Picklists"
3 answers
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Kristina Winters (Consultant at Kristina Winters Consulting) asked in #Nonprofit Success Pack
Oct 7, 2020, 6:51 PM
Gift Entry configure Matching Rules for Contacts & Accounts?

If a contact/account isn't found in the lookup of the gift entry screen, but is actually existing in Salesforce already, where do I configure the matching rules so that this match occurs when the dry run/processing happens.

I am offered matching choices when doing an NPSP Data Import batch from that screen, but the options don't show as part of the Process Batch process for Gift Entry. Which rules is it using? Do I have any control over them?

7 answers
  1. Adam Loesing (Deacon Systems)
    Aug 4, 3:29 PM

    Go to Setup > Custom Settings > "Manage" next to "Data Import Settings" > Edit. In the "Contact Matching Rule" field, you can type your desired matching behavior. The valid values, I. believe, are: 

     

    • Firstname,Lastname,Email
    • Lastname,Email
    • Firstname,Email
    • Firstname,Lastname
    • Email
    • Firstname,Lastname,Phone
    • Contact Duplicate Rules
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Tammy Verticchio (System performance manager at Housing Forward) asked in #Nonprofit Success Pack
Dec 11, 2020, 5:28 PM
Connection to Microsoft Power Automate fails

I am trying to connect Microsoft Power Automate to our Salesforce instance and receive the following:

Test connection failed. Details: Test connection has failed. Please check connector documentation and verify that your Salesforce instance meets connector limitations. clientRequestId: 7bae6fa8-7c6d-8fdc-c21d-afd383c1841a

I am trying to connect using Salesforce API version 47.0, which is the highest version available in the list. I have checked our API version and we are on v50.0 (Winter '21).

Is this version mismatch causing the error? If so, is there a workaround since selecting V50 doesn't appear to be an option?

This is the first time I have tried to connect Salesforce to Microsoft via Power Automate (Flow).

8 answers
  1. Laura Connell
    Jul 7, 2:53 PM

    Hi, I'm facing the same issue. I've disabled the option 'Lock sessions to the IP address from which they originated' in the session settings and I've also granted access to 'Approve Uninstalled Connected Apps' but still no luck. Any idea how I can resolve this error?

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James Peak (Director, IT at Centers for Spiritual Living) asked in Nonprofit Hub
Apr 22, 2:40 PM
Phishing Resistant Login Requirement

Based on the SF announcement that come June, System Administrator users need to adopt Phishing-Resistant MFA for login, we will move to using a Yubikey for me.   We are a relatively small non-profit,  totally virtual/no physical location. Thus, all workers are remote.  We have 20 SF users. I appreciate any guidance. Question is, what is the justification or real world need for use making it required for all our users to use a physical key?

56 answers
  1. Heath Parks (Cincinnati Works)
    Jul 7, 12:56 PM

    I wanted to share with everyone some quick updates on this.  The enhanced MFA requirements have gone live in my Sandbox and just so everyone knows the UI has changed a bit. I am posting a couple of screen shots, as an fyi. 

    I wanted to share with everyone some quick updates on this. The enhanced MFA requirements have gone live in my Sandbox and just so everyone knows the UI has changed a bit.

    Also, if you now hit "Use a Different Verification Method", it takes you to this screen. 

     

    New Verify Identiy Screen 2.png

     

    Not a huge deal, but if you have created any training documents around this, you may need to update them. 

     

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TM SFDC Admin (TRUE Mentors) asked in Nonprofit Success Pack
Feb 22, 2019, 1:54 AM
Add Contact photo / headshot in Lightning?

Can anyone please suggest some better alternatives?

 

1) Picture Uploader really only works in Classic because it uploads to the Notes & Attachments related list, which is deprecated by Salesforce Files in Lightning since Winter '18. Once you use Magic Mover to convert all your Classic legacy notes and attachments to Salesforce files for Lightning, and enable "Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments" (as recommended during Lightning migration), it breaks the link and the image no longer display.

 

2) https://developer.salesforce.com/blogs/developer-relations/2015/11/create-lightning-component-drag-drop-profile-pictures.html (You'll get 2 compile errors regarding the "return null"...more deprecated code -- see https://help.salesforce.com/articleView?id=000269952&language=en_US&type=1 -- I couldn't make enough sense of this to understand how fix the code, so instead I just commented out lines 9 and 23, and then it compiled... However, it's very basic, drag and drop only, not even "Upload", "Edit" or "Delete" buttons so users can easily understand how to use it.)

 

Could a developer here modify the Apex code above to build a more user-friendly app with a resizable Lightning component, Upload/Edit/Delete buttons, etc. and post to the AppExchange... Please??

 

@Salesforce.org System Administrators

@Nonprofit Success Pack

@Nonprofit Hub

4 answers
  1. Sergii Romashov (Klepka LLC)
    Jul 7, 11:00 AM

    Hi,

     

    If you're still looking for a native-looking option, we recently launched an AppExchange component for this.

     

    It lets users upload, crop, and display images or logos directly on standard or custom Salesforce record pages, alongside selected record fields so everything stays in one place.

     

    Might save you some time if you don't want to build and maintain a custom LWC just for image upload and display.

     

    Here’s the link:

    https://appexchange.salesforce.com/appxListingDetail?listingId=a0NKX000001VLyT2AW

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Meir Brodsky (The Aleph Institute) asked in #Nonprofit
Aug 1, 2023, 7:43 PM
Any way to make adding GAUs to Opportunities more seemless?

Our org wants to utilize GAU Allocations - but from what I can tell, On the "New Opportunity" form, there's no way to just have a field similar to Primary Campaign Source where you just select which GAU you want to associate the donation with. The only way to do it is after the Opportunity is created, going to related lists in the newly created record and edit the GAU, which takes too long. I imagine this is because GAU has the ability to be split up the amount into multiple Allocations, which is too complex for a simple lookup field, but 99% of the time I just want it to go 100% to one GAU. How can I make this an option directly from the New Opportunity form? I know Campaigns can be tied to a GAU but sometimes we'll have an event where people give to different things, so that's not a solution. Would the easiest thing be to Create a picklist with the GAU options and then a flow that creates a GAU based on the picklist selection? 

5 answers
  1. Terry Cole (Street Youth Ministry of Austin)
    Jul 3, 2:26 PM

    I don't have need for this so I've never solved it. An opportunity has one closed date. A payment has one date. GAU offers zero dates.

    If I truly had a one off for this, I would break it into three opportunities with three closed dates and market so that we don't think people for them multiply and try to live with it. If it were an extremely routine thing, I would probably create 3GAU for the funding in different years and make the allocation that way. Reporting would obviously have to be driven by the GAU grouping and not necessarily the year given. I don't think NPSP or Salesforce has a clean answer for this type of thing.

    Even financial folk don't have a great solution. They typically accrue all of it into one account separate out the future part into a liability and then transfer from the liability to current assets one year at a time. That's another option, I suppose. Inner one opportunity with the full amount and make 1/3 GAU allocation to the fund. Create two activities do a year from now and two years from now to allocate more of the Donation to the GAU. In the end, you have 100% of an allocated to the fund and it reports Properly. In the middle, the donation reports properly as a whole donation, but the GAU only gets credit for the "earned" portion. But it's two manuel tasks for someone.

    --Terry

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Kymberli Feng (Unicorn Whisperer at Sputnik Moment) posted in Nonprofit Hub
Jun 26, 4:46 PM

PSA for anyone using Grants Management (managed package built on Outbound Funds model) AND also actively using the guidestar verification feature in any automated manner.  

 

In case you aren't fatigued enough with all of the security changes coming next week, there was an announcement for anyone using the native guidestar verification included in the Grants Management managed package with changes deploying now > the underlaying certificate will be changed to Candid's Premiere API instead of the current Guidestar Essentials API. 

 

If you automated the guidestar check in any way (including using the out-of-the-box flow that was released in 2022), at some point you will hit a gobbly gook error and not know why (fun fact: there are no plans to fix it).  

 

If you have already manually updated all of your custom code to handle that error based on the change to the new Candid Premiere API OR you already manually run the tax verification OR you don't use the included guidestar API - excellent > ignore me.  

 

If you are still heavily dependent on the included guidestar verification and don't know WTF I'm talking about, and you want to understand what will break for you, holla at me! (< am I showing my age? I know). I'm happy to chat or even have an open office-hours / ask-me-anything for anyone, depending on level of interest. 

 

also copying @Nonprofit and Education MindShare @Salesforce.org System Administrators @Foundations User Group

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