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Zain Abbas (Director Product Engineering at CloudJunction Advisors)
Nov 3, 2023, 11:13 AM
Quote Account Id field

Hi,

I have come across a strange issue. There is a field in Quote (standard object) which get enabled when we allow creation of quote without a related opportunity. The field is a lookup to Account and API name is QuoteAccountId. The problem is, I can access this field in apex triggers, making a describe schema calls in apex classes but the field is not available while doing SOQL, reports and not availble as well in Data Loader. 

I searched a lot but could not find any resource on this. Any help will be highly appreciated.

4 answers
  1. Nihal Gaurav (Infosys)
    Mar 20, 11:24 AM

    Update the API version of the class to the lastest available version. it should resolve the issue. worked for me. 

    Hope this helps.

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Trent Childers (Village MD)
Sep 25, 2018, 2:22 PM
Install health cloud in a scratch org
Hello everyone!

My organization is attempting to transition our code base to SFDX. One of the things I wanted to implement was an automated process that would set up a scratch org. However, I'm not sure that's possible. I am following the instructions laid out in this doc:

https://developer.salesforce.com/docs/atlas.en-us.health_cloud.meta/health_cloud/admin_install_package.htm

So, first question, I have an install link to the health cloud package, is there any way to install that package from the command line using force:package:intall? I have tried to pull the package into my local environment and then push that to a scratch org, but I get errors (field tracking isn't enbled for some objects). I'm trying to find a way to eradicate manual steps in scratch org setup.

Secondly, there is a configuration step that requires going to Account Settings in Setup and enabling 'Allow Users to relate a contact to multiple accounts'. Is it possible to somehow enable this in the SFDX projects configuration file?

Thanks so much!
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PIERO CALCAGNO
Apr 9, 2021, 3:24 PM
Use Genesys Cloud for Salesforce adapter to handle interaction across all channel without using SF Omni-channel. Pls HELP!

Hi Everybody,

I working on the integration between Genesys Pure Cloud and Salesforce. The challenges we are facing are related to the fact that the client's contact centre currently handles all channels via Genesys. In particular, they leverage workforce management, quality assurance and real-time monitoring capabilities provided by Genesys Cloud across all channels.

Normally, the right solution to apply would have been when SF comes into play:

  1. Use the adapter to handle voice interactions
  2. Use SF omnichannel capabilities to handle text-based interactions (chat, email, WhatsApp, SMS, etc...)
  3. The adapter would guarantee the synchronization of the agent status between GC and SF

Unluckily, the option described above won't allow us to preserve WFM, QA and RT monitoring for all the channels that will not pass through Genesys (see point 2). 

This was a digest of the story that is bringing me to consider an option where

  1. All interactions will flow through Genesys as it happens today for the client
  2. The adapter will basically handle the UI integration between the two systems
  3. No omnichannel capabilities in place

My questions are:

  • Does anyone have experience with such a similar scenario?
  • How is the CSR experience with text-based interactions (e.g. with a chat)? The chat should be handled in a Genesys frame. Correct? Is this frame integrated into the console? Or will it be promoted as a separate screen?

I don't have the chance to test this scenario and I didn't receive any useful advice from Genesys. 

Thanks in advance for your support!

Regards,

Piero
1 answer
  1. Ines Garcia (get: Agile) Forum Ambassador
    Aug 15, 2025, 10:52 AM

    @Rahul Mishra

    if you would have read the thread... these are high-street general llms responses also... 

    thanks to chip in the forum, but please refrain to self promote here that is not the purpose of the channel and ultimately has detrimental effect on your brand. If you are a partner you have in the partner portal tons of resources to help you with an actual go to market strategy, also a very knowledgeable and experienced team at hand to help you.

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Nik Milaserdov
Nov 2, 2018, 7:49 AM
Is it possible to find a field on the whole org?
Is it possible to find a field with a specific name on the whole org? For example, I want to find a field called "employee native language". Are there ways I can do this?

 
4 answers
  1. Krishna Kanth Katikam
    Jul 2, 2025, 1:43 PM

    I am also looking for the help on same scenario like finding for one field in my entire org but i don't have any info on where this field is located on which object. 

     

    thanks in advance.

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Natascha Schweiger
Jun 21, 2018, 9:46 AM
Is there a possbility to add a custom field like the subject field in tasks with recommendations?

Hello everybody,

I would like to give our sales the chance to add a text to a quote template, where they can pick a predefined title and optional also change this predefined sentence.

This possiblity is available in tasks, where I can predefine some text for the subject field, but I also can add only a text.

Does anybody know if this would be possible for a custom field, or is this funciontality only available at the subject field of tasks.

Thank you, best

Natascha
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C3C Software (Suporte at C3C Software)
Sep 21, 2023, 4:27 PM
Unable to connect to AWS when setting up Sentiment Insights on Feedback Management
I've configure an AWS account with permission to user amazon comprehend and I've set it up as a named credential in my org.

But whenever I try to use it to setup Sentiment Insights for Feedback Management I get the following error:

"We couldn't save the named credential. Edit the credential or select a different one and try again."

Unable to connect to AWS when setting up Sentiment Insights on Feedback Management

Has anyone faced the same issue?

To create the named credential i followed this doc (https://help.salesforce.com/s/articleView?language=en_US&id=sf.ev_relay_create_named_credential.htm&type=5)

To setup sentiment insights I'm following this doc (https://help.salesforce.com/s/articleView?id=sf.concept_survey_sentiment_insights.htm&type=5)
3 answers
  1. Steven Hiatt (Salesforce)
    Apr 7, 2025, 5:52 PM

    Hey @C3C Software, I am running into a similar issue. I know this was from a long time ago, but I wanted to see if you ever found an answer to what was causing this. Any insights would be appreciated. Thanks!

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Tom Bassett (Senior Solution Architect at Vera Solutions) Forum Ambassador posted in Architect Trailblazers
Jan 18, 2025, 3:32 PM

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Jose Garcia Ponce (Architect at Salesforce) posted in The Blog Group
Dec 22, 2024, 12:14 PM

The Reusability Fallacy

https://medium.com/@josgarca/the-reusability-fallacy-0acc4c22c93a#Enterprise Architecture #Technical Architect #Solution Architects #Architecture & Solution Design #Application Architecture
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Marisa Hambleton (Chief Delivery Officer, Founder at MH2X)
Nov 16, 2024, 8:12 AM

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#Enterprise Architecture

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Marisa Hambleton (Chief Delivery Officer, Founder at MH2X) posted in #Salesforce Developer
Nov 12, 2024, 8:00 AM

📅  Have you registered for Cactusforce 🌵 January is just around the corner! Join us 1/23-24? 

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#Salesforce Developer

 

#Enterprise Architecture

1 comment
  1. Karol Clark (Soilworks)
    Nov 13, 2024, 3:42 PM

    🙋🏼‍♀️Let me know what volunteer support you need this year. I am happy to help. 🌵

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