Can I change the Chatter email notifications layout?
Hi,
I was wondering if I can change the layout of an email notification recieved once a user taggs me on a chatter post?
the current email doesn't include the case subject and asset, only the case number and the user who have mentioned me on the post.
Please advise
Thanks.
Kanishka
#Email #Case Feeds #Salesforce Admin
Hi everyone,
Has anyone configured Google Workspace SSO with Salesforce to support Phishing-Resistant MFA without prompting users to register a passkey in Salesforce after SSO login?
Google Workspace sends an unspecified in the SAML AuthnContextClassRef (ACR), so Salesforce does not recognize the authentication method used.
Is there a way to address this through SAML ACR/AMR attributes or Salesforce identity verification settings?
Thanks!
#Salesforce Admin #Salesforce Developer #Salesforce #TrailblazerCommunity
The expectation is when I open the Salesforce Pane in Outlook, search for a certain Account, go to the related list and hit "New Opportunity" button, I can customize the Opportunity Creation page. What is the layout I have to update? Apparently none of the Lightning Layouts and classic Page Layouts on Opportunity object reflect the desired changes
#Salesforce Admin #Outlook Integration #Outlook #Salesforce Outlook Integration
Forum Ambassador
For the layout I think you would need to go to Setup>Global Actions and look for New Opportunity and click on the Layout Link to configure the layout. Then you will have to go to Email Application Publisher Layouts. Go to Setup → Outlook Integration and Lightning Sync → Email Application Publisher Layouts and add the action there.
If you don’t see an Email Application Publisher Layout, create one and make sure the modified New Opportunity global action is included in the Publisher Actions section. If it’s not there, drag it into the section and save the layout.
I’ve added a few screenshots below for reference. I configured this some time ago and haven’t tested it recently. Also, I don’t have the side panel available in my Trailhead Playground to verify the steps. So please try and hope this helps!
Hi everyone,
I'm currently preparing for the Salesforce Certified Platform Administrator exam and am looking for any available discount codes or free certification vouchers.
If anyone has an unused voucher or knows of any ongoing Trailhead Quests or community events offering discounts, please let me know.
Thanks in advance for your help!
Email id
I've been a user for many many years with DemandTools. They have gotten expensive. Been looking at DataGroomr. Anyone here have any experience switching?
#Salesforce Admin
Hello, community. I need some help with the intermediate administrator track. In the "Data Security - Control Access to Fields" badge, I’m encountering an error in my challenge, even though I’ve completed all the steps correctly. Could anyone help me out? The first image shows the configuration I set up, and the second shows the error that appears.
#Salesforce Admin
Hello @Eduardo T. Vanin
The validation script was looking for a Stage field on the Job Application object that didn't exist in my environment. See the attached screenshot for more details.
By adding this custom Stage field, I was able to complete the challenge. With that, I could reach 100% in my Associate Trailmix :-)
#Salesforce Admin #Validation RulesHow would you create a Validation Rule to prevent users from saving an Opportunity when the Close Date is missing or the Amount is less than zero?
Cue the confetti, Trailblazers! Together, you’ve officially earned 1.5 million Salesforce certifications across the ecosystem! 🎉
Congratulations to each and every one of you on investing in yourselves to achieve such an incredible milestone! 🥳 We’re honored you chose to learn, earn, and grow with us.
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@* Trailhead Official * @* Trailhead Academy * @Salesforce Certified Professionals @Trailblazer Community Cove @* Salesforce Administrators * @* Salesforce Developers * @Architect Trailblazers @Salesforce Business Analysts @Consultant Trailblazers #Salesforce #Certifications #Trailhead #TrailblazerCommunity #Agentforce #Salesforce Admin #Salesforce Developer
Hi,
I started in the ecosystem a few years back in a pretty similar scenario. This is what worked for me back in the day:
1. Get a Developer Sandbox from your Org. Usually there are many licenses available cause Salesforce includes lots of them. This will give you a place to play and practice with the workflows and automations that you already use and know from your Sales Lead role.
2. Use your expertise and background as Sales Lead to practice, try to build what you want to have as a Sales Lead. Of course you can use Trailhead, AI, Salesforce Ben and other Forums to find how-to... What is important here is that you can use your current expertise to leverage your Salesforce skills, and who knows, you may get your first deployed solution from there!
3. Get practice exams. I've been using Focus on Force for all my certifications and they usually worked pretty well. Here, it is important that you get the type of questions that Salesforce asks, how they are phrased and identify the tricky ones... because yes, some questions are tricky, so that will get you better prepared for the exam.
Trailhead works, especially if you are starting, but I think is important to understand how to apply that knowledge in your day-to-day.
Hello all! Has anyone managed to set up the Salesforce MCP with Claude so that it can read documents, such as PDFs and Word docs, stored in Salesforce?
Example usecase - I have docs stored in opportunties (notes & attachments) I'd like to query in Claude.
I don't believe this is available out of the box, so any tips / workarounds are appreciated!
Many thanks.
#AI #Salesforce Admin