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8D: EDU Architecture Excursion

The Architecture Cohort will strive to ensure your program and associated projects are well architected and are designed to follow your technical best practices, enabling you to deliver business objectives and meet compliance requirements.

If you have Education Cloud, did you know that you can't merge Person Accounts if they both have a Contact Profile?  It will error out.  It's a known issue, so if this affects you please add yourself to the doc so Salesforce can be made aware and prioritize fixing it.  Thanks!

 

https://issues.salesforce.com/issue/a028c00000zI7JCAA0/education-cloud-edc-unable-to-merge-personaccounts-with-contactprofile

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I have one formula field text type on a case object for some condition. I want to show one icon and 'unclaimed' text with it.

The condition is that if the case origin is a phone, then in the formula field I want to show this icon (below screenshot) and text unclaimed with it, but I'm not able to do that as this icon is not loaded.

I can put other icons, but for this particular icon, I'm facing one issue.

 

Can someone please help me with this?

 

Thanks

 

@* Salesforce Administrators * @* Salesforce Platform * @APAC Architects @8D: EDU Architecture Excursion @Ashish Agarwal @MANOJ LAL @Christoph Claassen

4 answers
  1. Feb 23, 2024, 12:31 PM

    @kapil kawrani

    i believe formula fields are limited in their ability to display images from external URLs or specific icons from the Salesforce Lightning Design System (SLDS). They can only display images that are stored as documents or static resources within your Salesforce org.

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The batch class runs in the context of the user who scheduled it.

Now, in the global query of the batch, it's fetching 5000 user records one by one. In the execute method, I want to run 9 queries on different object in the context of the same user who is being fetched one by one from the global query. Or, I want those 9 queries to fetch only records that are accessible(read access) to that user, like the record the user has in the current execute method."

@* Salesforce Administrators * @* Salesforce Platform * @APAC Architects @Astro TrailBlazer #Trailhead Challenges #Sales Cloud #Apex @ASHISH AGARWAL @8D: EDU Architecture Excursion
12 answers
  1. Oct 23, 2023, 8:10 AM

    I am tempting to agree with @Alan McQueen here, questioning the approach 

     

    5000 users with records from 9 objects emailing out 

    5000 emails with 90 records in there, sounds like a bad idea.

     

    If we would have a bit more details we might be able to help more efficiently.

     

    My initial idea here was , why not create a Dashboard out of 9 reports (  the objects)

    and put that dashboard on the home page for each user? so they see it on Monday morning as soon they login.

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In the entitlement standard object of Salesforce, there is one standard field that is lookup to the service agreement line item. Now why am I not able to see this field name when I try to add a column of this field to the related list of entitlements in the service agreement standard object?

For more clarification please refer attached screenshots.

Thanks

@* Salesforce Administrators *@* Salesforce Platform *@APAC Architects@App Development @ASHISH AGARWAL@8D: EDU Architecture Excursion

2 answers
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I'm curious what other schools so regarding creating Decision Letters from within Salesforce.  Did you build something custom?  Leveraging a vendor solution, and if so which one?

Currently we are looking at Conga and Nintex as possible solutions.

Thanks!

8 answers
  1. Apr 14, 2023, 1:31 AM

    I think it also depends a bit on what platform you have built your system on. What I mean is that if you are using Education Cloud licenses or planning on moving to an Education Cloud org you will have options available directly on the platform. Document Generation moving on platform I think is going to be a game changer in a lot of scenarios within the edu space.  src: https://www.salesforce.org/wp-content/uploads/2023/03/edu-cloud-datasheet-March-2023.pdf

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I want to change label of tab with different field right now it shows member number i want to display member name whenever user open new record of subscriber object.

Regarding Tab Label of Record in App page

 

Can anyone help me with this..

@* Salesforce Administrators *@* Salesforce Platform * @8D: EDU Architecture Excursion@Divakar Pro-Developer

1 answer
  1. Bradley Weller (Fast Slow Motion) Forum Ambassador
    Mar 28, 2023, 9:18 PM

    This cannot be accomplished through any simple configuration. You would have to develop custom code that overwrites the standard UI for the whole app.

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Another question... does anyone have any plans or Use Cases for Chat GPT at their schools?  Curious what other folks are thinking about it in this space.

1 answer
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As we weigh the pros/cons, it occurs to me that we don't have an external backup/recovery system in place for all our other SaaS applications, like ServiceNow, Sharepoint, Office 365... not that everything's the same, but it made me pause.

For those who purchased external backup/recovery solutions, how did you decide that the business benefit outweighed the cost, especially as compared to perhaps not investing in external recovery options for other SaaS applications?

Thanks!

1 answer
  1. Oct 10, 2022, 11:30 AM

    Ours was only a Salesforce decision with Ownbackup being the clear option. It is a policy that you have to backup your enterprise systems.  Not sure how the other systems here do it.

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I'd love everyone's opinions on tools they use/recommend.  Below are the areas we need some extra tooling around, and any recommendations we've heard thus far.  I'd love your opinions/feedback on anything below please!!

 

  1. DocGen (automate document generation/delivery from data stored in Salesforce) - Nintex, Conga
  2. Events Management - Blackthorn, Fonteva
  3. Forms tool - Has OmniStudio been enough for you with Admissions Connect?  Or have you needed to augment with more, like FormAssembly or FormTitan?
  4. Duplicate Detection/Management - Demand Tools, Cloudingo
  5. Dialer that natively logs inbound/outbound calls -- Lightning Dialer (SF)?
  6. Text Messaging (just transactional, not bulk.  We would use SFMC for bulk) - Mogli, Salesforce Live Message, Blackthorn Messaging
  7. Address Verification - Cloudingo, AddressTools
  8. Backup/Recovery - OwnBackup

 

Thank you!!

1 answer
  1. Sep 13, 2022, 9:09 PM
    1. DocGen - We don't do anything really in this space.  We have a Docusign integration but that isn't really creating documents.  We have a couple custom builds like one that creates an accommodation letter but in reality that is just a Salesforce record and an email that acts as the official letter.
    2. Events Management - We use native campaigns with a couple small modifications with Form Assembly as the front end sign up.  Very basic event management.
    3. Forms tool - Form Assembly is a huge part of our projects. Here are a couple articles on our usage. https://www.formassembly.com/cases/case-study-university-of-florida-pharmacy/ and https://www.formassembly.com/cases/case-study-ufl-covid-assistance/
    4. Duplicate Detection/Management - Our 1.1 million Contacts all have university ID's.  We use Leads for anyone who does not have an official record in UF systems.
    5. Dialer that natively logs inbound/outbound calls - We use Bucher & Sutter product.  https://www.bucher-suter.com/crm-connectors/salesforce-integration/.  We have Cisco phone systems here and we leaned on our phone group here at UF to help us find a vendor that would fit in with the Cisco system they leverage.
    6. Text MessagingWe use Mogli to send advising surveys and other random use cases that come up.
    7. Address Verification - Not an issue for us as we rely on UF systems for our data and no one mails or seems to care about addresses.
    8. Backup/Recovery - We use Ownback and are very happy with it.

      9. Devops - We us Gearset and are very happy with it.

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