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L K asked in #Salesforce Developer
Yesterday, 7:46 AM
ContentDocumentLink creation issue

Hi,

I am facing an issue while creating a ContentDocumentLink record from a Flow.

internal users are currently not able to add documents/files.

The Flow successfully creates the Case record, but fails when trying to link the uploaded file to the Case with the below error:

INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY

In the Flow:

• ContentDocumentId starts with 069

• ShareType = V

• Visibility = AllUsers

I would like to understand:

1. What permissions are required for users to create ContentDocumentLink records?

2. Does the user need additional access to Files/Content objects?

3. Could Visibility = AllUsers be causing this issue.

Any guidance would be greatly appreciated.

Thank you!

#Salesforce Developer #Trailhead #Flow #Analytics #New Releases #Automation #Service Cloud
1 answer
  1. Usman Khan (Volgsol Technologies)
    Yesterday, 9:24 AM

    Can you show the Create Record element that inserts the ContentDocumentLink?

    • Make sure that the user has Read/Write access to both the entityId (e.g., Account, Case) and the ContentDocument.
    • Check the user's profile or permission set for access to the ContentDocumentLink object.
    • If the entityId(Case) is private due to Organization-Wide Defaults (OWD), create a Sharing Rule to grant access to the user.
    • Confirm that the user owns the entityId or has access through Role Hierarchy or Manual Sharing.
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Vipin Bhatt asked in #Service Cloud
Feb 22, 2024, 6:12 AM
Hello team. I have to setup IVR system in my service cloud. Can any help to set it up in my org. We have amazon connect as well integrated with our org. Waiting for your help Thanks in advance.
#Service Cloud #Sales Cloud #Trailhead #Automation #AppExchange #Integration
4 answers
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Prakhar Tripathi asked in #Trailhead
May 20, 11:54 AM
Want to learn how to create an agent in salesforce, also which learning course should I go for?

Hello, 

 

Please suggest which Salesforce course I should take to learn how to create an agent and what agentic AI is? 

 

#Trailhead  #Agentforce  #Flow  #Automation

3 answers
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Ajit Rajendran (Sr Business Analyst at ESRI) posted in The Blog Group
May 20, 6:44 AM

Sharing a new update to the Salesforce Metadata Navigator plugin. 

 

The plugin now supports:

  • comparing Profiles and Permission Sets together
  • reviewing differences side by side
  • updating both Profiles and Permission Sets directly from the plugin

This helps reduce the time spent navigating across different setup pages when reviewing or adjusting access. It is especially useful when validating security differences, troubleshooting user access, or cleaning up permission models. 

 

A few key improvements:

  • compare Profiles vs Permission Sets in one place
  • review changes before saving
  • update access directly through the plugin
  • streamline admin and architect workflows

 

Sharing a new update to the Salesforce Metadata Navigator plugin.

 

 

Built this to make permission analysis and maintenance much more practical inside day-to-day Salesforce work. Would love feedback from the community. 

 

#Salesforce @* Release Readiness Trailblazers *@* Salesforce Administrators *@Admin Tricks #RRTreasureHunts #New Releases #Automation

1 comment
  1. Ajit Rajendran (ESRI)
    May 20, 6:46 AM

    @Jon Chen You can now compare profiles and permission sets,  also you can update them togther using the plugin.

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Ajit Rajendran (Sr Business Analyst at ESRI) posted in The Blog Group
May 11, 4:03 PM

One small Salesforce debugging pain point I wanted to solve: 

 

You see a validation rule error in the debug logs, but you have no idea where it’s coming from.

In large orgs, manually checking objects and validation rules can take forever. 

 

So I added a feature in my Salesforce Metadata Navigator

plugin that lets you search validation rules using: 

 

🔍 Error message 

🔍 Validation rule name 

🔍 Object name 

 

The plugin searches across your metadata and helps you instantly find the exact validation rule causing the issue. 

 

This has already been a big time saver during debugging and support work.

Sharing a quick demo GIF below. 

 

One small Salesforce debugging pain point I wanted to solve: You see a validation rule error in the debug logs, but you have no idea where it’s coming from.

 

 

 

Would love any feedback, suggestions, or ideas for improvement from the Salesforce community! 

 

#Salesforce @* Release Readiness Trailblazers *@* Salesforce Administrators *@Admin Tricks #RRTreasureHunts #New Releases #Automation

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Alastair Sherren (Engineer at Network Rail)
Feb 9, 8:56 PM
Problem setting up criteria based sharing rule

I am trying to test set up of a criteria sharing rule in sandbox ; I have set this to be where the object record was last modified by me.  I have created a custom public group and put one user in it.    However, there doesn't appear to be any change to the record visibility when logging in as that user; banner alerting to background processing appearing but operation completed.  Have refreshed. I have checked OWD for the object and Internal access is set to Private.  Not sure what else to check, please can someone advise what else?    Thank you in advance!   

 

#Automation

Question base sharing rule_NR UAT.png
23 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    May 18, 12:23 PM

     Is this restricted Object the Child of another Object?   

     

    And if so, does Ramesh Putta have access to the Parent record?

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Jeff Illingworth (Systems Administrator at El Dorado County Office of Education) asked in #Service Cloud
Nov 14, 2023, 7:10 PM
DKIM and Sandbox Recommendations

We recently implemented DKIM and all that for our e-mails in Production. Since doing that, no e-mails from any sandbox of any type are being delivered. I'm reading around and it looks like a unique DKIM and DNS, etc. need to be set up for each Sandbox. 

 

Does anyone have any recommended best practices, suggestions, etc. on how to make this less labor intentsive, especially when refreshing sandboxes.

 

Thanks,

 

Jeff.

 

#Service Cloud  #Automation

10 answers
  1. Sakthivel M (SHIHA PTY LTD)
    Nov 14, 2023, 8:34 PM

    Since DKIM keys can no longer be imported from one organization to another, if DKIM is implemented in a sandbox, the keys would have to be recreated following a sandbox refresh and the resulting CNAME record would have to be published to the DNS again. this as you need to follow as process every time sandbox refresh (prepare as the document and publish, so you can do every time as part of sandbox post refresh process)

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Ajit Rajendran (Sr Business Analyst at ESRI) posted in The Blog Group
Apr 22, 11:31 PM

 Hey Trailblazers! Quick Permission Set Magic is now available in  Salesforce Metadata Navigator

 

I built a Salesforce metadata plugin that helps with things like: 

 

  •  Comparing and editing permission sets
  •  Navigating to objects, fields, flows, and validation rules faster

 

Permission set manager features: 

 

  •  Pick 1 or 2+ permission sets to compare/EDIT side-by-side.
  •  See exactly where they differ (object, field, system, Apex classes, VF).
  •  Edit permissions directly and save changes back to Salesforce.
  •  Export csv with the permissions.

 

I’d love to get your thoughts or any feedback on it.  

Hey Trailblazers! Quick Permission Set Magic is now available in Salesforce Metadata Navigator I built a Salesforce metadata plugin that helps with things like: Comparing and editing permission sets N

 

#Salesforce @* Release Readiness Trailblazers *@* Salesforce Administrators *@Admin Tricks #RRTreasureHunts #New Releases #Automation

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Nikita Sahi (Technical Consultant at Diabsolut) asked in #Sales Cloud
Aug 9, 2021, 8:27 PM
Emails with long threads generate an error message when trying to send them

The emails in the Activity Timeline generate error message because of long email threads. Can anyone please let me know how to avoid the same. Many Thanks!

 

#Sales Cloud  #Service Cloud  #Analytics  #Automation

2 answers
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Sue Curtis (Regular Giving Executive at Breast Cancer Care WA)
Feb 2, 2022, 4:45 AM
Lightning Email Builder issue

I have tried to send a list email using a template that I created in Lightning email builder but none were delivered, the failed recipient report error message is 'This person has opted out of commercial email' Does anyone know why?

When I send the template from an individual contact record I don't have this problem. Also have not had this problem with other templates that I have created, just the one created in the email builder function. Thanks in advance

 

#Automation  #Nonprofit  #New Releases

1 answer
  1. Ankit Vashishth (Growth Natives)
    May 14, 11:31 AM

     Hey @Keiji Otsubo, 

     

    This usually happens because Lightning Email Builder templates are treated as commercial emails, so Salesforce automatically checks the Email Opt Out field on contacts/leads before sending list emails. When sending from an individual record, Salesforce may allow it as a one-to-one email, which is why it works there. 

     

     The solution is to review the recipients’ Email Opt Out status, confirm the template type and compliance settings, and if appropriate, remove the opt-out flag for contacts who have consented to receive marketing emails. Also verify that the template is not marked or categorized as promotional/commercial unnecessarily. 

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