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Hi Trailblazers,

I am looking for best practices or automated workarounds to migrate Translation Workbench data specifically for Reports and Dashboards

from a Sandbox to target environments. 

 

Standard metadata deployment via VS Code / Salesforce CLI does not seem to easily retrieve or deploy these specific component translations, which often leads to time-consuming manual recreation in the target environment.

Since manual copy-pasting is not scalable for larger releases, what are the recommended practical solutions for deploying Report and Dashboard translations?

  • Are there specific Metadata API types or configurations required to fetch these translations?
  • Is there a known SFDX plugin, script, or AppExchange solution that handles this successfully?

Thank you for your advice! 

 

@Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @APAC Architects

  

 

#Trailhead Challenges  #Trailhead  #Salesforce Developer  #Reports & Dashboards

1 answer
  1. Sep 13, 1:06 PM

    Unfortunately Report and Dashboard translations aren’t handled cleanly by the usual Metadata API deployment, so CLI alone won’t really solve this. For larger releases I’d script the translation export/import instead of copying them manually. I haven’t found an SFDX plugin that handles these translations reliably end to end.

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6 answers
  1. Yesterday, 9:50 PM

    Boa noite @Usman Khan. A ideia de estudar os simulados em pararelo com os estudos do trailhead parece bem interessante e reforça o conhecimento até, obrigado pela ajuda!

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Data 360 Document AI Resources

 

Product Documentation

 

 | Official Salesforce help documentation for Document AI 

https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai.htm&type=5

 

Developer Documentation (APIs)

 

 | Technical API reference for developers implementing Document AI 

 

Agentic Enterprise Solutions Documentation

 

 | Documentation hub for Salesforce solutions 

 

Data Cloud - 256 (Summer '25) Technical Release Enablement - May 2025 

 

Start at 2:12:40 for Document AI content 

 | 

https://datacloud.hubs.vidyard.com/watch/8SWKymzCaKtdVYnjAAnywf

 

 

 

Start at 1:56:19 for Document AI content 

 |  

 

Document AI API - "Hello, World" GitHub Project

 

 | Sample code and API test application for hands-on experimentation 

 

Process Unstructured Data with Document AI 

 

 | Salesforce Developer blog on practical applications 

 

Rise of Intelligent Document Processing

 

 | LinkedIn article on industry trends and Document AI's role 

 

 Video / Demo

 

Documentation

 

 GitHub Repos

TDX Session 

 

@Ananth Anto

 

#Salesforce Developer  #Agentforce  #Data Cloud  #Trailhead  #Trailhead Challenges  #Salesforce

2 comments
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I have been working on automating SMS delivery using the Digital Engagement Channel. Both the Channel and the Messaging Component are defined and active. I am using the "Send Conversation Message" action in a Flow to send the SMS.

The Flow executes successfully, and the ConvMessageSendReq returns a success report. I checked the Conversation and MessagingSession records, and they are populating correctly. I also verified that the running user has the required Messaging User license. Furthermore, I checked for a MessageDeliveryError, and no errors are being logged.

Despite all of this, the message is not being sent to the MessagingEndUser. The MessagingEndUser phone number is properly formatted in E.164 format with the country code. 

No ConversationEntry Record is being created.

Where am I going wrong? Did I miss a configuration step, or is there something else I need to check? 

 

#Digital Engagement  #Salesforce Developer

1 answer
  1. Sep 12, 3:58 AM

    @Prasanna Achar

     

    Yes, it does work differently in sandbox. Your Flow, licenses, and config are all fine, which is exactly why you get a success report with no errors. The message just never physically leaves the platform.  

    The actual SMS carrier provisioning, the phone number, and the live connection to the messaging provider behind Digital Engagement are tied to your production org.  Sandboxes get the config metadata copied over, so the Channel, number, and Messaging Component all look active and valid, but the live carrier binding doesn't exist in the sandbox.  

    Confirm with Salesforce whether SMS is actually provisioned for your specific sandbox. Usually it isn't by default, and real outbound SMS only sends from production. Some orgs can request a sandbox be provisioned for messaging testing, but it's not automatic and often not available. Thanks! 

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Hi Everyone,

I have a question regarding sending dynamic emails from a Flow using Email Templates.

In my current Flow, I have configured dynamic emails using an Email Template for Leads, and it is working as expected. However, after Lead conversion, I need to send an email either to the Opportunity Owner or to an email address stored in a custom field on the Opportunity.

Is it possible to send dynamic emails using an Email Template for the Opportunity object directly from Flow, without using Apex?

If anyone has implemented this solution or knows the best approach, please share your insights.

Thanks in advance! 😊 

 

#Salesforce Developer  #Trailhead Challenges  #Trailhead  #Sales Cloud  #Flow  #Apex

1 answer
  1. Sep 11, 6:24 PM

    @durgam santhosh

     

     

    Yes - the native no-Apex route is an Email Alert (the core 'Send Email' Flow action won't render a template's merge fields). Create an Email Alert on Opportunity (Setup > Email Alerts) that uses your Opportunity Lightning template, then call it from your record-triggered Flow as an Action - the alert sets the triggering Opportunity as the Related To, so all your Opportunity merge fields resolve. 

     

    For recipients you can pick Opportunity Owner directly; to send to that custom email field it has to be an Email-type field, then it shows up under Recipient Type 'Email Field'. 

     

    If this helps, please mark it as the Best Answer so it helps the next person - thanks!

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I’m trying to figure out how to retrieve Field Audit Trail metadata using the WorkBench, and I’m stumped. I used the WorkBench to deploy a zip file named package-Dev.zip, which contained the following files:

1) A file named Account.object: 

<?xml version="1.0" encoding="UTF-8"?>

<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">

   <historyRetentionPolicy>

       <archiveAfterMonths>14</archiveAfterMonths>

       <archiveRetentionYears>10</archiveRetentionYears>

       <description>Account object field history retention policy -- Dev</description>

       <gracePeriodDays>0</gracePeriodDays>

   </historyRetentionPolicy>

   <fields>

       <fullName>BillingAddress</fullName>

       <fullName>City_Mailing_Address_Group__c</fullName>

   </fields>

</CustomObject>

 

2) A file named package.xml: 

<?xml version="1.0" encoding="UTF-8"?>

<Package xmlns="http://soap.sforce.com/2006/04/metadata">

    <types>

        <members>Account</members>

    </types>

    <version>32.0</version>

</Package>

 

Now I want to use the WorkBench to retrieve the metadata (history retention policy and fields) that I deployed for the account object via package-Dev.zip. What ‘s the XML code that I need to use to retrieve that metadata? I'm not an XML or API programmer, and all of the examples I've found seem to assume that I know more than I do, so I'm lost.

 

Thanks for your help!

 
11 answers
  1. Sep 11, 4:39 PM

    If anyone sees this, then according to the documentation:

    https://developer.salesforce.com/docs/atlas.en-us.field_history_retention.meta/field_history_retention/field_audit_trail.htm

     

    Salesforce doesn’t include the default retention policy when you retrieve the object’s definition through Metadata API.  

    Salesforce retrieves only custom retention policies with the object definition.

     

    You might need to change the retention policies from their default value (18 months, 10 years etc.)

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I've just implemented the Nebula Logger in my Salesforce org and I'm curious if I really need to bring over Log__c, LogEntry__c, and LogEntryEvent__e for full visibility? I'm just logging the exception in APEX. It appears that the LogEntryEvent__e will contain all the details I need and that the other Logging records form a redundancy or duplicate reporting. Doing a cost benefit analysis what would the company lose and gain by this decision and would it just be best to send all the object records through?      Side note is the LogEntryEvent__e really being sent over to Datadog in realtime or is it being queried on a scheduled bases? It appears to be the later one in my observation, but curious to get confirmation. 

@* Salesforce Developers * 

3 answers
  1. Sep 11, 1:49 PM

    Great question, Brandon. From a cost/benefit perspective, I’d avoid sending every Nebula Logger record to Datadog without first confirming which level of detail your monitoring and troubleshooting actually require. 

    If you’re primarily interested in exception visibility, LogEntryEvent__e may provide the event-level information you need, while Log__c and LogEntry__c can be valuable for retaining and correlating the broader logging context within Salesforce. Sending everything could improve traceability but may also increase data volume, storage, and Datadog ingestion costs. 

    For the realtime vs. scheduled question, I’d verify the specific Nebula Logger/Datadog integration implementation and configuration rather than assuming from the object type alone. Platform Events can be delivered asynchronously, but the integration architecture determines whether Datadog receives them immediately or through a polling/scheduled process. 

    Interested to hear what others have observed with this integration as well!  

     

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Hi All, 

 

When sending an email from Salesforce, hovering over a recipient in the To

 field displays only the person's full name and not their email address. 

 

Is there a way to configure Salesforce so that the recipient's email address is also visible when hovering over the name in the To field while composing or sending an email?

Thanks in advance for your help.

 

Please find the image below for a better understanding of my request. 

Salesforce Email

 

Thank you in advance  

 

 

#Trailhead Challenges #Salesforce Developer #Salesforce Admin #Trailhead #Salesforce

3 answers
  1. Sep 11, 9:02 AM

    Hi @Roopa Sharma -  It’s not possible through standard Salesforce configuration because the recipient hover tooltip in the Lightning Email Composer is part of Salesforce’s standard UI. 

    Salesforce doesn’t expose a setting or Email Action field configuration that lets an admin control what appears in that tooltip. You can configure the email fields such as To, CC, BCC, Subject, and Body, but not the content of the recipient hover popup. 

    So: 

    • Standard configuration: Not possible 
    • Flow: Cannot modify it 
    • Email Action settings: Cannot modify it 
    • Custom LWC: Possible, if you need the email address displayed on hover 

     

    The limitation is with the standard Lightning Email Composer UI, not with the Contact/Lead email field itself. 

     

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Hi everyone,

I'm stuck on the "Create an Apex Agent Action" unit of the Agent Customization with Apex badge.

I'm using the special Agentforce Developer Edition. The CheckWeather and WeatherService Apex classes are present, but:

  •  Coral Cloud Agent shows 0 Subagents. 
  •  The New dropdown is empty. 
  •  There are no Agent Actions or Subagents in Setup. 
  •  Preview fails with the error: "Bad Request: Invalid user ID provided on start session." 

I've already tried incognito mode.

Has anyone faced this issue? Is this an org provisioning problem or is there an additional setup step I'm missing?

Thanks! 

 

#Trailhead Challenges  #Salesforce Developer

1 answer
  1. Sep 11, 8:40 AM

    Hi Ritika,

    Based on the symptoms you described—0 Subagents, an empty New dropdown, no Agent Actions/Subagents in Setup, and the “Invalid user ID provided on start session” error—this may be related to the provisioning or configuration of the special Agentforce Developer Edition org rather than the Apex classes themselves. 

     

    Please first confirm that you’re using the special Developer Edition org provided specifically for this badge and that all prerequisite setup steps have been completed. You can also try refreshing the org and logging out/in again. 

     

    If the Subagents and Agent Actions are still unavailable after verifying the setup, please provide more details about the steps completed and any relevant screenshots. If the issue persists, it would be best to create a Salesforce Support case for further investigation. 

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