#Advanced Administrator0 discussing

@Saurabh Kashyap

• Lookup auto-completion doesn’t work for user lookups with other dropdown lists. Auto-completion is primarily for organizations that have set up either a partner portal or customer portal.

Please check the below article:

• https://help.salesforce.com/s/articleView?id=sf.fields_lookup_limitations.htm&type=5
• https://salesforce.stackexchange.com/questions/246104/lookup-filter-is-not-showing-object-fields-to-create-a-filter
• https://help.salesforce.com/s/articleView?id=sf.fields_lookup_filters_notes.htm&type=5

Steps taken so far:

1. Converted .pfx certificate into JKS keystore file using openssl as pfx file format is not compatible with salesforce

2. Uploaded the certificate into the client and key management setup

3. Created an external credential with authentication protocol type as Client credentials with JWT assertion.

4. Configured the JWT claims.

5. Created a named credential and linked it with the external credential.

6. Apex code snippet to test the connection.

7. The response received was status code = 403 which indicates the credentials we are sending are wrong.

Microsoft requires the following information in request body to authenticate.

1. Client_assertion_type : available

2. Grant_type - available

3. Client_assertion - NOT AVAILABLE

4. Scope - available

5. Tenant - available

6. Client_id - available

The main questions are:

1. does Salesforce generate the client_assertion and send it in the request or do we need to generate it?

2. If we need to generate, what is the way to do this in Salesforce or Apex?

#Integration #Salesforce Developer #Identity & Access Management #Named Credentials #Advanced Administrator #TrailblazerCommunity

Hi,

You would need a record triggered flow on Leads that triggers on conversion.

Add an Update record element to update the Form Submission record where Lead__c equals $Record.Id. You can now update the Accoutn and Contact lookups with 

$Record.ConvertedAccountId and $Record.ConvertedContactId

https://salesforce-flowsome.com/flow-how-to-handle-converted-leads-related-records/

Hi @Abby M,

I'm Ravindra from Trailblazer Help team. Is this part of any Trailhead Challenge? If yes, please share the URL of the Trailhead Challenge so that I can check and assist further.

Best Regards,

Ravindra

Trailblazer Help

You can create a new field using new field creation wizard.Once new URL field is created, you can create a formula field refering to URL field api name as shown below-

Image(URL_Field_API_Name__c , "" , 64, 64)

Hi @Saurabh Kashyap

Check the example below which worked for me. 

I wanted to create button under Opportunity related list.