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#Salesforce Admin300 discussing

Hi Team, 

 

I Tried to Complet below challenge But getting Issue like

We can’t find the ‘Sales User’ permission set group assigned to the ‘testuser’ user. Plz Help on this

 

 

  • Create a permission set:
    • Label: Account Access
    • API Name: Account_Access
    • Add a description (We won’t check for this.)
    • License: -None-
    • Enable Account Object Permissions: Read, Create, Edit, Delete, View All Records, and Modify All Records
    • Enable Account Field Permissions: Read Access and Edit Access for all fields
  • Create a permission set group and assign it to the user you created:
    • Label: Sales User
    • API Name: Sales_User
    • Include the Account Access permission set that you created
    • Create a muting permission set in the permission set group and name it Sales User Muted (API Name: Sales_User_Muted)
    • Mute Account Object Permissions: Delete, View All Records, and Modify All Records
    • Mute Account Field Permissions: Edit Access for the Annual Revenue and Customer Priority fields
    • Assign the permission set group to the user you created in the previous unit
  • Configure organization-wide defaults:
    • Account and Contract: Visible but not editable for all users.
    • Opportunity: Visible only to record owners and users higher in the role hierarchy.

 

 

 

Screenshot 2025-02-23 122230.png

 

Thanks, 

Ch Appireddy. 

 

 

#Trailhead Challenges  #Salesforce Admin

4 answers
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I want to write an apex class which can help me find in which components a particular object is used. Components like apex classes, LWCs, Triggers, Flows etc.  

 

#Salesforce Developer  #Salesforce Admin  #Salesforce  #Flow  #Apex

2 answers
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There's a Opportunities field I have that does not appear as part of the listing in the Opportunity Field History List inside Fields and Relationships to allow me to select whether I would want that field to be tracked as Opportunity History. Are there fields that would not appear on the list that just cannot be tracked? The field I am referring to is a formula type field- not sure if that makes a difference. 

 

#Systems Administrator  #Salesforce Admin  #Sales Cloud  #Saleforce Administrator

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Hello folks, 

Read 8 Ways to Use Dynamic Forms in Salesforce here:

https://salesforcebreak.com/2025/02/21/dynamic-forms-salesforce/

 

Now there is a comprehensive YouTube video that goes with the blog post on the new Orchestration-Based Flow Approval Process (Spring 25). Watch here:

https://youtu.be/2YVQaecPBFE

 

 

#Flow  #New Releases  #Salesforce Admin

I try to call an omniscript with a button from a page but when I save the page I get the following error The 'OmniScript' component's 'Sub Type' property has an invalid value and it comes out with all the omniscripts up to the standards I need help, I put images 

 

Captura de Pantalla 2025-02-20 a la(s) 10.57.10 p.m..png

 

 

Captura de Pantalla 2025-02-20 a la(s) 10.59.22 p.m..png

 

 

Captura de Pantalla 2025-02-20 a la(s) 10.58.28 p.m..png

 

 

 

#Trailhead Challenges  #Salesforce Developer  #Salesforce Admin  #Omnistudio

1 answer
  1. Feb 22, 8:19 PM

    Hi @Jesús D Sosa Miranda

     

     

    I am from the Trailhead help team. Could you please let me know if the issue is related to any specific Trailhead module? If yes, can you please share the Trailhead module/badge URL so that we can go ahead and create a case on behalf of you and can assist accordingly. 

     

    Thanks!

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Hi all! 

 

I'm looking to do a custom screen flow for merging cases as I would not want agents to select more than 1. 

I've read that there is a Quick Merge action for flows, but I don't see it listed. Was this by chance removed? 

 

#Automation  #Salesforce Admin

2 answers
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I have a group of 19 non-profits using NPSP and three that I have checked (so far) have had their "Don't immediately expire links in forgot password emails" checkbox un-checked in the profile that most users use, under Password Policies. 

 

I could not find anything in the Setup Audit Trail, but something has done this in the background. 

 

Thank you! 

 

#Salesforce Admin  #NPSP

1 answer
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Hi everyone,

  

What's a good way to validate multiple fields that should be linked together?

 

My use case is on Affiliations (we use NPSP). I want an end date to be added if the status is "former", and the end date to be left blank if the status is "current". I also want to prevent the end date from being before the Start Date, and vice versa (start date can't be after the end date). In my screen, checking the checkbox "has this person stopped working at this org" makes the End Date appear. I know the picklist doesn't take validations, so I imagine it would involve using a status value along with the dates and maybe the checkbox…

 

I can add validation rules on the record itself, but I figure I'd leverage the validation of the screen flow before enforcing more stringent measures on the records themselves. 

 

Here is my screen flow.

 

Thank you, 

 

@Admin Trailblazers @Nonprofit Hub @Nonprofit Success Pack @Salesforce.org System Administrators @Salesforce Flow Automation @*Experience Cloud Developers*

 

 

#Flow  #Salesforce Developer  #Data Management  #Salesforce Admin

2 answers
  1. Feb 22, 11:56 AM

    You should use the 'Validate Input' section on the field in the flow to use a formula and validate the input:download (64).pngThe formula for the 'End Date' field would look like this (just change out the merge fields with the correct values):

    IF(

    OR(

    AND(ISPICKVAL({!Affiliation_Status_Screen_Componet.Value},'Former'),

    ISBLANK({!End_Date_Screen_Componet.Value})),

    AND(ISPICKVAL({!Affiliation_Status_Screen_Componet.Value},'Current'),

    NOT(ISBLANK({!End_Date_Screen_Componet.Value})))

    ),

    FALSE,

    TRUE)

     Then for the end/start date, you would use the same formula to validate the input:

    IF(

    {!End_Date_Screen_Componet.Value}<{!Start_Date_Screen_Componet.Value},

    FALSE,

    TRUE)

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Hi Trailblazers,

 

How and where in Salesforce do you create an e-mail template when you want to create a confirmation email to your Lead/contact with the details of the event. 

  

 

Here is my challenge;

I create an event with date and time on my lead/contact

After creationof this event, I want to send an email confirmation containing date and time from the event Object.

But the merge fields (date and time) are not available. 

Salesforce Support told me that Salesforce email templates have a limitation. They primarily support merge fields from the primary object (such as Lead or Contact) and its related lookup fields. 

 Direct access to merge fields from Activities (Events & Tasks) is not currently supported within the standard Email Template functionality.

 

It is important that my template remains dynamic, i.e. I should be able to add extra text beyond what is in the template. 

 

I hope you can give me some good advice.

 

Best regards

Pia 

 

#TrailblazerCommunity  #Salesforce Admin

1 answer
  1. Feb 22, 10:20 AM

    Hi @Pia Knudsen

     

     Since Salesforce's standard email templates don’t support merge fields from 

    Events, a great solution is to use Salesforce Flow to dynamically pull event details and send a confirmation email. Here’s a step-by-step guide: 

    • Create a Record-Triggered Flow (because we want it to trigger when an Event is created).
    • Click Object and select Event.
    • Set the trigger to run "When a record is created or updated".
    • Click Done.
    • In Flow, click + and select Action.
    • Choose Send Email as the Action Type.
    • Under Body, click New Resource → Text Template
    • Here's a sample text template: 
    Hello {!$Record.Who.Name},This is a confirmation for your scheduled event: Date: {!TEXT($Record.StartDateTime)}  Time: {!TEXT($Record.EndDateTime)}   Looking forward to seeing you!  
    • Click Done 
    • In the Send Email Action, set Recipient to {!$Record.WhoId} (this will automatically be the Lead or Contact).

    This is a tried and tested solution that works for me. I hope this helps!

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