摘要

what should I do 

Hello, 

I am trying to determine if it's possible to create a joined report for leads and orders.  the leads reporting would need to be unique by email (we don't want to count duplicates using email as the unique key).  We would need a count of leads created by month/year.  then we want to see sold orders month/year.  And finally a closing (sold orders) percent based on number of leads entered monthly. 

I think the 'removing duplicates' by email is the part that would make this not possible? 

I am new to salesforce with an insurance software background (BA).. 

I am looking to connect with like minds

#TrailblazerCommunity #Trailblazers #AwesomeAdmins #DiscussSalesforceQueries #Jobs

I was recently given admin permissions in Tableau Cloud. After this happened, my Tableau MFA codes in Salesforce Authenticator stopped working. We were able to fix this by changing my authorization to Salesforce Credentials. However, when using Salesforce Credentials, Tableau Desktop does not allow me to publish a workbook to Cloud. I need my Tableau MFA to start working again. Another user has tried resetting my MFA but that hasn't worked. I've tried to contact support but the AI agent literally won't let me talk to a real person. Incredibly frustrating. Anyone have a solution? 

#Salesforce Admin

Aloha everyone! 

We're evaluating Salesforce's native Document Processing feature (under the Automations tab) as a replacement for MuleSoft IDP, which is a significant recurring cost for us and which we're barely using relative to what we're paying for it.  

1. To use Document Processing, we had to activate Agentforce Agents. Does Document Processing usage draw from Agentforce/Data Cloud credit consumption, or is it billed/metered separately?
2. Where can we actually see this consumption in our org? We can't find a clear place to monitor usage tied to Document Processing specifically.

Much mahaloz, 

Reno Redaja 

In the last few months we've noticed that users have been running into issues with flows that reassign record ownership or share record access. For example, we have a record-triggered flow that assigns certain types of cases to a queue. However the flow fails to run because when the case is assigned to the queue the users looses access to it, which is expected. My understanding is that because the flow runs in system context it should be able to update ownership to the queue and save it, and the creator would loose edit access to the case afterwards. We have not made any changes to this process, but this is not working as expected anymore. The only way I have found to resolve this is by granting the user modify all access to cases. We've experienced similar things in other orgs where we have automations that are updating record owners or are triggered when the record owner changes. It's possible I am missing something, but it seems like record-triggered flows are no longer running in system context. Has anyone else noticed this behavior recently? 

I launched the Developer Edition and tried to execute this module but the data under Orders doesn't show up.  

Yes I clicked All Orders. 

Yes I've disconnected and reconnected the sandbox several times.  

Yes I clicked Launch from within the Trailhead unit. 

The data does show up in another org that I found in Manage Orgs, but that one is not available to launch in this unit. I'm stuck