Hello,
Is there a tutorial where i can create from scratch in my Dev org an agent where it would gather pre meeting notes?
#Answers #Trailhead Challenges #Trailhead
hey , first u can make notes what u want to configure in your agent and then configure it accordingly . If u don't lnow how to make agent , i suggest you there are lot of salesforce developers who demonstrate timely how to configure .
Here is one that makes no sense. I have a dashboard with lots of widgets based on opportunity reports. I have dashboard filter for opportunity owner. However, when I drill down, the dashboard is actually filtering on Created by and not Opportunity Owner.
Thoughts?
#Answers #Reports & Dashboards
Love the "extremist" group.
So turns out to be a complete rookie mistake, I guess. I had standard and custom opportunity reports in the dashboard. Apparently that isn't allowed. I updated all my reports to standard and the filters are working. Like anyone needs to lose hair over that one. :)
Hello,
I have a formula which currently calculates the difference between the Last Modified Date and the Date field (a custom Date field). Formula is:
DATEVALUE(LastModifiedDate) - Date__c
Formula is correct, so for the below record field "Gap Days" is calculated as follows:
Gap Days= LastModifiedDate - Date__c= 8/5/26 - 28/5/26 = -20
The "issue" is i am scratching my head whether it should be negative or just indicate the number "20".
Question: Should i change it to "Date__c - LastModifiedDate" , so that it isn't negative? The Date field is a the date a salesperson has has a meeting so i'm guessing the LastModified will always be after the Meeting Date - Am i missing anything?
#Answers #Formulas
In any case, everything will depend on what you need the value of the 'Gap' to reflect. In case you need to determine how many days have gone after the meeting, then your formula is fine, only the returned result should be positive, otherwise you can simply move the dates in your formula around. In case you need just a positive value irrespective of what date is earlier, you can simply put an ABS function around your formula:
ABS(DATEVALUE(LastModifiedDate) - Date__c)
Now you won't need to change anything if someday a meeting date changes position!
Hey, newbie is here.
Absolute trivial situation, but didn't manage to handle it so far.
So, there are tables:
"users" (id, name, etc)
"questions" (id, answered_user_id, date)
"comments" (id, question_id, user_id, date)
What i need is to get ⌗answers and ⌗comments for particular user at particular time. I've create separated dimension "date" and made following joins:
users-questions (inner,by user_id)
questions-date (inner,by date)
date-comments (inner by date and user_id)
Looks right to me, but figures doesn't make any sense. Thank you in advance, any help is appreciated
Hi Oraz,
If you're comfortable with joins, you may want to prepare a Logical Table as follows:
1) UNION the questions and comments tables (right in Tableau)
2) 'ALIGN' the 'same entity' columns using the Tableau-generated [Table Name] as the anchor:
// aligned_question_id
CASE [Table Name]
WHEN 'questions' THEN [id]
WHEN 'comments' THEN [question_id]
END
// aligned_user_id
CASE [Table Name]
WHEN 'questions' THEN [answered_user_id]
WHEN 'comments' THEN [user_id]
END
// aligned_date
[date]
3) JOIN the users table with the Unioned one by the [aligned_user_id] Join Calculation on the left
Step 3 has to be prepend the step 2, I just show the calcs first to explain the Join to be made.
Yours,
Yuri
Hi @Shivam Purohit ,
please try below.
@[{!Look_for_Matching_Account.OwnerId}]https://trailhead.salesforce.com/trailblazer-community/feed/0D54V000076BjfDSAS
Hi,
I have some static field values created as custom metadata. Now i want to change the generic values, but not able to locate where its been maintained.
I went to setting > Custom metadata type> manage records.
Although i can see the field value name, i can't locate where the values are maintained , which need to be updated. Any suggestions ? #Sales Cloud
HI @Sourav P
- Once you select the meta data you will find the page layout option from there you can add the field which you need . Once you added to the layout you will have option to edit them
I have a permission set that allows only assigned users to perform an "Unlock" action on a locked Order. So there is a custom button on the Order page that says "Unlock Order". That button executes a FLOW to unlock the order.
However, I only want certain users to be able to unlock Orders.
Currently unauthorized users sometimes click on the button, and then they get an error and we admins get an error email. Waste of all of our time.
So only users that have the permission set assigned should be able to see that button.
Is there any way to make the button only visible on the Lightning page layout to users with the permission set assigned?
All help greatly appreciated!
Hi @Chris Uttley,
You can do that by upgrading your highlight panel on Lightning record page to Dynamic and then set conditional visibility on the button based on the permission set.
Check the attached screenshots.
Please mark as the best answer if this resolves your issue.
Thanks,
Milos
Making a text field dependent on a picklist
I am trying to make a new text field dependent on the Stage field. Quite simply, when a user selects the stage "Closed Lost" I want it to make it mandatory to enter the reason in free text.
I can't seem to find a way to do this. Is it possilbe?
Hi ,
Recently, even if I receive a notification of the best answer, when I open the link, I encounter a screen like the one below.
If you are satisfied with the answer please close this thread by marking accepted answers.
Hi everyone! LWR allows us to add CSS class names to components, which is great for adding some custom styling. We have a client who is on the B2B Aura Template, and we are about to start on a small design refresh of their site. We want to use as many standard Experience Builder components as possible, however the styling options for Aura sites is a bit limited.
So I wanted to check if anyone knows of any App Exchange products that give you the ability to add CSS classes to components for Aura sites? I do have a way of targeting specific elements for styling, but it's a really roundabout way that is messy. So if there was a way to add CSS classes, or something like that it would be helpful.
Thanks!
#Experience Site #Appexchage Apps #Experience Builder #Answers
Unfortunately, something like this would have to be introduced at a platform level to apply to all / any component. Otherwise it would have to be done at a component level (to take in a custom CSS Class name as a property input and apply it to the parent wrapper of the component). So it's unlikely that there's anything on the appexchange that would address this.
Maybe create an idea to extend similar functionality from LWR to Aura?
FYI @Alicia Teo