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摘要

与其他 Trailblazer 联系。

How do i remove the ability to edit the Product Item record from Inventory in FSL mobile app? Alternatively is there a way of preventing users from editing the "quantity on hand" field? I was hoping to simply remove the "Edit Product Item" action, but doesn't seem possible, unless i'm missing something?

 

@* Salesforce Field Service * 

6 个回答
  1. 2022年1月28日 19:50

    So if you chose to uncheck the box in Field Service Mobile Settings for full Edit Access on records the only place the Technician could potentially go to actually attempt to update the Quantity on Hand would be through the Inventory Tab > Edit Inventory Action.

     

    To your point, making the quantity on hand field read only isn't possible as far as I know, just based on past experience and what I see in the org.  You would have to go the route of making the entire Product Item Object Read Only, which could get complicated in my opinion.

     

    You'd most likely have to make it Private in OWD Settings, then open it up from there using Sharing Rules, which depending on how many Items you have, could get difficult to manage.  You'd have to determine who is going to get Edit Access, who would remain read only, etc... and then confirm that there are no implications into your current processes based on the Items being just read only for certain folks.  To be honest, that does not sound like a fun path to go down.

     

    You could investigate using a Validation Rule on the Product Item, using something like an ISCHANGED() on the Quantity on Hand Field as well validate the profile.  So in essence if the quantity on hand is changed and the user doing it is a technician profile, then show the validation error.

     

    Again, if you went that route you would want to test throughly to confirm that doesn't have an impact in the product consumption process, which you might be ok on as long as the running user to create the product item transactions is the system and not the technician.

     

    Also keep in mind that if you go this route, the user would still be able to attempt the editing of their inventory through the inventory tab, but when that change tried to sync to the database, it would throw an error.  That error would be visible in the profile tab.

     

    You would need to be mindful to of when the stock transactions you mentioned occur in the other app, do those come through into SF tagged to an integration user or directly to the technician salesforce user, as that could trigger the validation as well.

     

    Hope this helps!

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初歩的な質問で申し訳ございません。 

Coral Cloud Resorts 組織を開こうとすると、期限切れのため開けず、新しいプレイグランドを開きました。 

その際に、新しくCoral Cloudをインストールしたのですが、セットアップのQuick検索に

Einstein Setup

を入力しても出てきません。 

どのような手順が必要でしょうか。 

 

 

#Trailhead Challenges  #Trailhead  #Agentforce  #Trailhead Support

22 个回答
  1. 昨天,20:47

    @Takumi Hiruta さん 

     

    正しい環境のプレイグランドなのかを確認してみてください。 

    似たようなプレイグランドも多いです。どのモジュールでしょうか? 

    URLを教えてください。

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Hi, 

@Sanjeev Shah 

I intend to use the Salesforce Data Loader version 66.0.0 via the command line, and I think I have set everything up correctly to bypass username and password, since my jobs should run in the background without any human interaction. 

 

What have I configured? 

1. Created a new External Client Apps for Salesforce Data Loader

Data Loader via Command Line OAuth and Username Password issue

2. Copied the Consumer Key and pasted it into the Data Loader settings 

 

image.png

 

3. Configured the process-conf file 

 

image.png

Comments to the process-conf.xml file 

A: Executed for my testing in Partial Sandbox 

B: Intended for Production 

C: According to the documentation Password and Key is not needed when using the OAuth (

https://developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/command_line_create_config_file.htm

 

4: Created at batch to run start the process-conf 

 

image.png

 

What I would expect based on my settings is that my batch "RunExportDKContactAll" would login to Salesforce automatically based on the OAuth and consumer key, without the need for any human interaction. 

What actually happens is that I am asked to enter my Username and Password the first time I am running the batch job 

 

image.png

 

image.png

 

hereafter the job is executed as expected. If I afterwards (without first closing the browser) run the job or another job again it will automatically open the browser and say Authorization Sucessfully, but as soon as I close all browser tabs I have to fill in username and password again. 

I have tested also tried the same testing removing A, B, and C from the process-conf file, and the result is still the same. 

 

Any feedback is appriciated - what am I missing ensure the command line execution can run without any issues? 

 

Regards, 

Henrik

8 个回答
  1. 6月15日 23:44

    @Jeremy Westerman

     

    Do you think the team could be persuaded to also add Client Credentials support? Seems like a better idea in terms of principle of least privilege, than setting up Data Loader with a much more powerful JWT certificate. 

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Greetings, I am working on the Create and Send Message portion of the Marketing Cloud Next Email Sending Essentials

badge and am encountering an issue where I created a segment and correctly assigned it to leads and published. 

Marketing Cloud Next Email Sending Essentials - Creating a Segment on a Campaign

 

 

Screenshot 2026-05-28 at 6.50.35 AM.png

 

However, when I submit the badge to pass, I get an error 

The audience segment for your start trigger is not set to Lead.

 

#Trailhead Challenges

11 个回答
0/9000

Hi! I'm working on the first hands-on Coral Cloud Resort challenge, and I've followed the steps of turning on Einstein Setup and Agentforce Agents. But when I try to check for completion, it returns - 

"Challenge not yet complete in Trailhead Playground 1

Our trailbots are having a problem accessing your hands-on org. Please try again and if this issue persists refer to this article

to fix the problem." 

 

I had started working on the Agentblazer badge overall 3 days ago, so maybe it has expired? 

 

Any suggestions? 

 

#Trailhead Challenges

1 个回答
0/9000

Hello.  I am working on this Trailhead Challenge and cannot get the ObjectToSummarize to show a dropdown.  I have cleared cache, checked permissions, changed orgs, tried typing in different formats for 'Account'.  Any suggestions? I've watched videos and followed along but mine just does not show anything to select. 

 

#Trailhead Challenges

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Hi,    I'm setting up an experience site that allows a guest user to upload files through a screen flow. The upload works fine when I'm testing on a laptop as a guest user, but when I'm running the flow through a browser on my iphone, I'm able to select photos or files, and the flow enters the file upload window, but every file fails to upload without further explanation. I have no specific file types or size limits set. Any ideas on why uploading from a mobile device (connected to wifi) would be failing?     

3 个回答
  1. 6月15日 22:48

    @Adam Rycroft

     Try connecting the mobile device to a desktop and using remote browser inspection while performing the upload. This can help capture any client-side or network errors that aren't visible on the mobile device. 

     

    Can you please verify the flow if it has any issues and Try the same steps from Desktop to make sure its working perfectly. Make sure the right version is active. 

      

    Seems like this issue happening more frequently and please go through ticket comments , 

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000jAHKT0A4

    Please reachout to salesforce support and report this issue by creating new case. 

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Working with a client who wants to set the thank you letter on the gift itself, and then dynamically generate the right document when running a document generation batch.  

 

Has anyone worked with the document generation processes on something like this before? Do custom batch jobs require both Apex and OmniStudio? Has anyone been able to create a custom solution in Flow?  

 

#Document Generation #Donation Acknowledgements 

1 个回答
  1. 6月15日 22:44

    @Kai Addae  We have a discussion on this in Education Hub here

    , but if you are not in that group, below are some quotes from the thread: 

     

    Implementing native doc gen is implementing OmniStudio plus Doc Gen. This is something a dev or a very, very advanced admin will need to do, despite Salesforce’s claims that OmniStudio is a declarative tool that is continually easier to use.

    The more complicated the doc - pulling from many objects like for transcripts - the harder it is.

    If you have a very simple doc to generate and can put it into a Word template, there's a free, easy-to-use app you can install from GIT:

    https://github.com/DaveMoudy/SalesforceDocGen

     

     

    We are in the midst of implementing this.  For the use of dynamically pulling from one of multiple templates, we set a "Case Formula" field that has the criteria for which template to use and then the DocGen solution can identify that template from the formula field.

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I am not able to start my Trailhead Playground, there is an error message when I try to launch my previous Trailhead Playground, 

 

#Trailhead

5 个回答
  1. 6月15日 20:58

    Hi , 

     

    Can you please provide the screenshot of the error message ?

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