Hi, I would like to ask if there is any way to view the emails sent by Einstein Activity Capture in a custom object.
This is possible in recent update, Please go through the article below:
https://help.salesforce.com/s/articleView?id=005134931&type=1
Hope it'll help.
How can I trouble shoot a autolaunched flow which works on debug mode but not in the normal process? I'm working on my sandbox environment btw
Important point: I'm using custom settings to update some fields in the Account, Lead and Oppt objects
#Flow #Automation #Custom ObjectsHello @Anna Clara Leal
There could be several possible reasons. Its a bit of hard to figure out without some details about how your flows are built.
Could you please some screenshots of your flows and specifically your entry criteria ?
Thanks
Hi all -
In my company we created a custom object - Meeting Notes. As part of meeting notes, users capture action points arising.
I want the users to be forced to create new Tasks to ensure they assign and schedule these action points at the point they are making the Meeting Note. This is not an automation in that the task is not necessarily cookie-cutter and will need user input to the task and dates; I simply want a dialogue/entry screen to open when the meeting note is first created (not when when edited) to nudge them to capture action(s) Task(s) straight away.
The task needs to include related object information from the custom object ideally:
All of the Trailhead flow instructions I have found seem to entail generating new tasks automatically in a standard way in the background which is not what I want to do.
My research around other fora has turned up a blank.
Can anyone assist?
Forum Ambassador
You could navigate this functionality by writing a screen Flow for Task creation. On the Meeting Notes record detail page, the Flow would be conditionally visible only until the Flow itself has been run (you would use a checkbox on the Meeting Notes object to tell if a user has created tasks with your Flow or not).
If you really want this as "in the user's face" as possible, you could also opt to launch the Flow in a modal which will force them to take action to either complete a task log of eliminate the window (meaning the next opening will re-prompt the Flow). Here is an app exchange listing for launch Flow in Modal: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMYinUAH
Build a Data Model for a Recruiting App
This module has an unmanaged package that is to be installed but when I am trying to install it then it shows
an error that says "Package Not Found".
Forum Ambassador
Hello Neeraj,
It seems like there is an issue with this package. I just tried installing it, its the same issue. Please try to raise a case with Salesforce and they would update the link!
Hi!
We have a custom object, Forecasting, created from the Opportunity object.
There are 4 fields from the Opportunity that are also on the Forecasting we need to copy over.
I've mapped those to copy over via Flows, but when we create a Forecast from an Opportunity, the fields don't populate. They only populate if we then go back to the Opportunity and Edit/Save.
The flow runs from Opp to Forecast because we need the Opp fields to carry to Forecast, but I can't figure out how to have the fields populate from Forecast creation. Any thoughts?
#CRM Configuration #Flow #Custom Fields #Custom Objects #Opportunities
Forum Ambassador
Hello @Samantha Miller, record triggered flows are launched on record creation/update
If you want the forecast fields to be filled in after forecast creation, based on linked opportunity, your flow will need to be based on forecast object creation/update, getting data from linked opportunity, and update the forecast in fast update mode.
Based on the 1st part of your post, I assume your flow is triggered on opportunity creation/update, and not on forecast creation/update.
Eric
Is there a feature or object inside salesforce which can be effectively used to document internal processes within my organization.
Forum Ambassador
Were the tasks related to something in particular? like other. object or how was working?
Are you planning to have a project team for this? you'll also have to thin on migration
Hi all,
my form handler triggers a new task. The important information in the form handler is the free text field (salesforce comment field). In the triggered notification e-mail this field is not included. And since you cant costumise the task notification e-mail, this is no an option at all.
So i want to configure the task layout that it shows the free text field from the form. Right now, there is no way to include that field. I also cant assign that field to task layout template trough object manager. For whatever reason i also cant create new fields under "task", yet i can under "leads" for example.
So right now, the important free text field from the form is just invisible in both the notification email and the task layout.
#Sales Cloud #New Task #Custom Objects #Salesforce Field Service
I did understand that. But the fields created in the activity object do not show up in pardot/webtolead as a custom field for my form handler (only fields created under lead show up in pardot/webtolead). So the field in activity is pointless if i cant fill it through a form or webtolead.
So how do i create a field in a pardot form that connects to a field created under activity object that can be used for task layout?
Hello everyone, I'm stuck on some code logic regarding an insert of a new Case, but also inserting a new Item__c (custom object) record which is associated with the case.
The logic looks something like this: A Case record has it's status changed, this triggers a new Case record to be created. The initial Case record has an Item__c related/associated with it. The new case record that gets created also has an Item__c record associated to it and this records field/s should contain the same data as the previous Item__c associated to the the initial Case. How do I get this association between the records when querying and also when inserting into the database, how do I make sure the record of Item__c type is associated with the newly inserted Case record?
#Apex #Apex Class #SOQL Queries #Custom Objects #Salesforce Developer
You can create a lookup relationship field on Item__c to Case and then configure the trigger accordingly to your needs.
For example, to make it fire upon Case object updates and subsequently create an Item object.
Sincerely,
Mykhailo Vdovychenko
Bringing Cloud Excellence with IBVCLOUD OÜ
Is it possible to track the history of relationship object after adding them to another object? Basically, I am trying to track when user add or make any changes in relationship.
#Custom ObjectsI'm studying in Trailhead and am on the objects project.
I created the new object successfully (named "Property" and was able to enter a new field (Price).
I'm now at the part where I'm trying to create a new record, but to do that I have to go to Sales in the AppLauncher (did it) and then Property is supposed to pop up in the navigation.
The problem is, it's not there. I looked under the More dropdown and it wasn't listed there, either.
I can't create a new one, as it already exists (and is findable). I even redid the create object project by deleting the first one and creating it again and it still won't show up.
What am I do doing wrong?
Can you please confirm if you're still seeing an issue? If yes, please mention the Name or URL of the Trailhead Module and Unit that you’re attempting.
Also, if you were able to resolve the issue, can you please mark the appropriate response as "Best Answer” or post the resolution that helped you resolve this issue so that it can help the other Trailblazers?
Happy Trails,
Aishwarya Richharia
Trailhead Help
++CreateTrailheadCase
