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#Trailblazer Community Questions3,477 discussing

Hi 

My sandbox is a Preview Sandbox - so I was expecting to see 

 Enable the Show Original Case Attachments checkbox on the Support Settings

page.  

 

How ever, I don't have that option 

 

When is it due to be available

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2 answers
  1. Sep 19, 7:36 AM

    Hi @Nathalie Dongmo

     

     Please make sure you are using the correct Developer Edition org connected to your Trailhead account.

    You can try the following steps:

    1. Open the hands-on org dropdown in the Trailhead unit.
    2. Select the Developer Edition org where you completed the configuration.
    3. Launch the org and verify that all required steps are completed.
    4. Return to Trailhead and click Check Challenge.

    If the issue continues, try connecting a new Developer Edition org or Trailhead Playground and repeat the configuration.

    You can also check your connected orgs under Manage My Hands-on Orgs.

    Hope this helps!  

     

     If you find this response helpful, please mark it as the Accepted Answer, as it may also help other Trailblazers. 

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Hello,

While reviewing the Winter '27 release features, I noticed that Agentforce Recommendations

is visible in our non-production orgs, as shown below, but the same section is not available in our Production org. 

 

Agentforce Recommendations Visible in Non-Production but Not Production

 

 

In the non-production org, the Knowledge page displays an "Agentforce Recommendations" section, whereas in Production it only shows "Suggested Articles."

 

Screenshot 2026-09-21 163434.png 

 

Could anyone help clarify the following:

  1. Is Agentforce Recommendations a feature introduced as part of the Winter '27 release?
  2. Does this feature require any additional setup, permissions, or enablement steps?
  3. If it is release-related, will it automatically become available in Production once the Winter '27 release is enforced?
  4. Are there any licensing prerequisites or Agentforce-specific configurations required for customers to see this feature?

Any insights or documentation references would be greatly appreciated.

Thank you!

1 answer
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    Today, 11:46 AM

    @Rutvi Bhatt i presume both orgs are in winter'27 release already? if so.. this could be licensing issue at the Org. Help check with your Account executive

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3 answers
  1. Jul 1, 7:27 AM

    @洋郷 佐藤 さん 

     

    よく分からないのですが、経験的にやってみると解決できる方法があります。(なぜ解決できるのかは私には理解できませんでしたが...) 

     

    「Job Applications」オブジェクトに「Stage」フィールドを追加し、編集権限を付与してください。 

    さん よく分からないのですが、経験的にやってみると解決できる方法があります。(なぜ解決できるのかは私には理解できませんでしたが...

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My team is looking for more detailed data on Cloud Page activity. If we send a marketing cloud email with a link to a cloud page, then someone clicks that link to the cloud page, and fills out a form embedded on the cloud page, or doesn't fill out the form, or does something else... essentially they want to see what someone does after they get to a cloud page and build out some triggers based on an action (or lack of action). 

As far as I know, the analytics are limited. How can we get this level of information on a contact? Would GA4 be involved? 

4 answers
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Hi Trailblazers, 

Need help to achieve a requirement where I need to put some custom conversational button on embedded messaging chat for service type of agent. So when I click predefine text button on chat window, it should send as a message so that user should not need to type. 

 

It's a similar like what we have on 'Ask Agentforce' on trailhead. see image below. 

 

Need to place custom conversational button in Embedded messaging chat window welcome screen.

3 answers
  1. Today, 11:34 AM

    @Sachin Jha

    The employee vs service agent split is genuinely annoying here, the docs don't flag it anywhere. 

     

    Quick check before anything else - are you trying to render the buttons on the pre-chat/welcome screen before the conversation starts, or as the first agent message once it opens? Those are two different fixes. If it's the second, sending a predefined choices message as the opening turn from the bot works fine. If it's the first, you're fighting the out-of-the-box welcome screen and we ended up overriding it on the Experience Site side rather than in the messaging config. 

     

    Tell me which one and I'll dig out what we did.

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Hi Community / Salesforce Team,

We need guidance on the best Salesforce architecture to analyze a high volume of emails, activities, and meeting/call transcripts across an Account hierarchy.

The requirement is to analyze interactions recorded against an Account, its Contacts, and related child objects, then roll relevant findings from child Accounts to the Ultimate Parent Account. This includes emails, Tasks, Events, call notes, meeting notes, and available transcripts, along with interactions linked through Contacts, Opportunities, Cases, Contracts, and other related records.

We need both structured analysis—such as activity volume, time since last interaction, unresolved follow-ups, engagement trend, and repeated issues—and text-based analysis of email content, notes, and transcripts for themes such as dissatisfaction, escalation, competitor mentions, cancellation intent, or other customer concerns.

The data volume can reach millions of records and refreshes weekly through incremental loads. An Agentforce agent should be able to investigate a selected Account or Ultimate Parent Account and provide concise evidence and recent themes without reading the full interaction history or exceeding token limits.

Could you please advise on the best approach and why?

Should Data Cloud be used to ingest and aggregate emails, activities, and transcript data across the Account hierarchy?

Can Data Cloud efficiently roll activity and interaction signals from child Accounts to the Ultimate Parent Account?

What is the recommended approach for bulk text analysis: Data Cloud, Einstein/Agentforce, Salesforce/Apex, external processing, or a hybrid model?

Should deterministic signals be calculated in advance, while Agentforce performs targeted analysis only for a selected Account?

How should we store and retrieve concise summaries, themes, and recent supporting evidence so the agent does not need to process raw historical emails and transcripts?

What is the recommended way to proactively detect weekly changes in engagement, sentiment, or customer concerns at scale?

We are looking for a scalable design that supports proactive bulk analysis and focused, evidence-based account investigation.

2 answers
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