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Hi everyone, wanted to see if others are having issues with editing/saving Lightning Email templates after the Winter 27 release in Sandbox?  I'm getting the following error (Red banner):  We couldn't save your work. Please refresh the page and try again. 

 

I have a case with support.  This doesn't seem to be documented as a Known Issue yet, though the support team says it's being looked at.  I wanted to get a sense of how many others are having similar experiences.  I have been actively working on templates in the sandbox related to a project for the last 6 weeks with no issues until after the weekend release, so it's definitely not a permission issue.   

 

#New Releases  #Salesforce Admin

8 个回答
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UPDATE: I spoke to support, and apparently the list view was for backend purposes and was not supposed to be visible. It was not reflecting any actual scan of the files, and we seem to be fine in that regard. I was told that if I can't see the Malicious Files list in the Files app from the App Launcher directly, then there are no files flagging as malicious. 

 

Good morning! 

 

Yesterday I noticed that Salesforce had rolled out this 'Malicious Files' list view, but it seems to be listing most, if not all, of our files as malicious (for context, they are largely just regular PDFs uploaded by me to attach to opportunities for backup & documentation). Does anyone know what is causing these to be in this list view? Is there a different way to upload files that I should be using?  

 

Thank you for your help. 

 

#Salesforce Admin  #Security

3 个回答
  1. 今天,04:47

    The update clarifies that the Malicious Files list view was a backend/internal view and was not actually indicating that those PDFs had failed a malware scan

    If the Malicious Files list isn't visible in the Files app from the App Launcher, Salesforce Support indicated that there are no files currently flagged as malicious. 

    So this appears to be a Salesforce UI/list-view issue rather than an issue with how the PDFs were uploaded

    .  

     

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Hi everyone,

For a Salesforce org-to-org migration, what approach do you recommend for handling metadata dependencies and data relationships?

For example, if we migrate Accounts → Contacts → Opportunities, how do you efficiently maintain the relationships when Salesforce generates new Record IDs in the target org?

Would you recommend using External IDs, Data Loader, Salesforce CLI, or another approach?

I’d be interested in hearing how others handle this in real-world migrations, especially for large data volumes. 

 

#Case Migration  #Lightning Migrations  #Migration To SalesforceDX  #Salesforce Admin

2 个回答
  1. 今天,06:14

    Hi @Rohit .

     

    Great question. For an org-to-org migration, I would approach it in three layers: metadata dependencies, data dependencies, and relationship mapping. 

    1. Identify dependencies first 

     Before moving data, I would create a dependency matrix for objects, fields, Record Types, Profiles/Permission Sets, Flows, Apex, and other metadata. Metadata should be deployed to the target org first so that the required schema and automation are available before loading data. 

    2. Use External IDs for data relationships 

     I would add a dedicated External ID (Text) field to the required objects and populate it with the source-org record ID or another stable business key. For example: 

    Account.External_ID__c → Contact.Account_External_ID__c 

    This avoids relying on Salesforce Record IDs because the target org generates completely new IDs. 

    3. Load data in dependency order 

     Typically, I would follow: 

    Account → Contact → Opportunity → Opportunity Product → other dependent records 

    While loading child records, the relationship should be resolved using the parent's External ID rather than the old Salesforce ID. 

    4. Choose the migration tool based on volume and complexity 

     For smaller or controlled migrations, Data Loader is often sufficient. For large-volume migrations, I would consider Bulk API 2.0 or a migration utility such as SFDX Data Move Utility (SFDMU). The important part is not just the tool, but having a repeatable and restartable migration process. 

    5. Handle circular/self-referencing relationships separately 

     For relationships such as Account hierarchies or other circular dependencies, I would use a two-step approach: load the records first, then update the relationship fields after the required parent records exist in the target org. 

    6. Validate after migration 

     I would reconcile source vs. target record counts, validate key relationships, check failed records, and run business-level validation before considering the migration complete. 

    So, in my experience, the safest approach is External IDs + dependency-based sequencing + appropriate migration tooling + post-migration reconciliation, rather than relying on a manually maintained Salesforce ID mapping sheet. 

    This approach is especially useful when dealing with large data volumes and repeatable migration runs.  

     

    Hope This Helps!!

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Hello Everyone,  

  

I’ve been working as an End User for Salesforce for more than a year and recently  completed by training in Salesforce Admin, Apex and LWC concepts.  

I've also successfully completed PD1 certifications. 

Good Score at trailhead.  

I've been on a job trail for about 8 months and don't see any open positions for Freshers or juniors in the market.  

  

Would it be possible for anyone of you to refer me for any open roles in your   

organizations ?  

  

I'm happy to work in start-ups if given an opportunity.  

  

  

#Salesforce Admin  #Salesforce Developer  #End Users  #Other Salesforce Applications

1 个回答
  1. 今天,07:00

     Hi @Rohit .

     

     Congratulations on completing your PD1 certification and Salesforce training! Your 1+ year of Salesforce End User experience is a good foundation for transitioning into an entry-level Salesforce role. 

     

    I’d suggest targeting Junior Salesforce Admin, Associate/Junior Salesforce Developer, Salesforce Support, and CRM roles, including opportunities with startups and consulting companies.  

     

    Please feel free to share your updated resume/LinkedIn profile. I’ll be happy to review it and keep you in mind if I come across any suitable opportunities.  

     

    All the best for your job search! 👍 

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Salesforce Flow Assignment: Insurance Claim Processing

Business Requirement

An insurance company wants to automate its claim review process using Salesforce Flow.

When a new Claim is submitted, the system should first execute a Fraud Detection Subflow. The subflow returns the following values:

  • Fraud Score
  • Risk Level
  • Recommendation

After receiving the results, determine whether an investigation is required.

An investigation must be created if any of the following conditions are true:

  • Fraud Score is greater than 50
  • Claim Type = Fire
  • Claim Type = Medical Fraud

If an investigation is required:

  1. Create an Investigation record related to the claim.
  2. Automatically assign an available Investigator.
  3. Create a follow-up task for the investigator.

Next, verify that all required claim documents have been uploaded. The required documents are:

  • Claim Document
  • Photo
  • Police Report
  • Medical Report
  • Invoice

Use a Loop to evaluate each related document.

If any required document is missing:

  • Create a task named Upload Missing Documents.
  • Assign the task to the claim owner.

If the Claim Amount is greater than $100,000, update the claim priority to Critical.

Update the claim's Approval Status according to the approval stage:

  • Pending Manager Approval
  • Pending Director Approval
  • Pending VP Approval

Create a Scheduled Path that runs 48 hours after the claim enters the approval process.

If the claim is still pending approval after 48 hours:

  • Create an Escalation Task.
  • Notify the Manager.

Configure email notifications for the following events:

  • Customer receives a "Claim Received" email.
  • Manager receives an "Approval Required" email.
  • Investigator receives an "Investigation Assigned" email.
  • Finance receives a "Payment Approved" email.

Implement proper Fault Connectors throughout the flow.

If creating a task fails:

  • Create an Error Log record containing:
    • Flow Name
    • Record ID
    • Running User
    • Error Message
    • Date and Time
  • Notify the System Administrator.

#Salesforce Admin  #Salesforce Developer  #Flow

2 个回答
  1. 今天,04:20

    Hi @Rohit .

     

     This is a great real-time Salesforce Flow scenario. It covers key concepts such as 

    Subflows, Decisions, Loops, Scheduled Paths, Fault Connectors, Tasks, and Email Notifications. A very good assignment for practicing end-to-end Flow automation.  

     

    Possible Flow approach: 

     

    Record-Triggered Flow (Claim – After Save) → Call Fraud Detection SubflowDecision for Fraud Score/Claim Type → Create Investigation and assign Investigator → Create follow-up Task → Get Related Documents + Loop to identify missing documents → Create “Upload Missing Documents” Task → Update Priority to Critical if Claim Amount > $100K → Update Approval Status based on Approval Stage → Scheduled Path (48 hours) for escalation → Configure required Email Alerts → Add Fault Connectors for Task creation and log errors in an Error Log

     record, with an admin notification. 

     

    This approach keeps the automation modular, scalable, and easier to maintain.  

     

    Hope this Helps!!

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I'm working on a security fix in our org and have run into a blocker I'm hoping you can help clarify. 

Issue: I'm trying to restrict Read access on standard email  message fields(Specifically to Address and from address) 

Contest: this is blocking a security fix. Users with this profile can currently click through the " To address" field on an email message to view contact records they shouldn't have access to. 

Happy to share screenshots or more detail if helpful. Appreciate any guidance you can offer 

 

#Salesforce Admin

10 个回答
  1. 今天,03:39

    Hi Manoj

    My manager wants to me to create separate page layout and Lightning records with two fields on the Contact object and assigned to the counselors

    Uma

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Hello Trailblazer Community,

I have set IP range in network access and in System admin profile for test automation demo. Somehow it is locked the password reset from my location. Would you please help to resolve this? I need to reset my password and use the developer edition for demo. Please help me to reset password as I am the only admin in my developer org. 

 

Username: ramya@mstsolutions.com

 

 

Email stated reset password is not allowed from the location 

 

ramya@mstsolutions.com

For security reasons, your Salesforce administrator hasn’t approved logging in or resetting your password from the network location you used. Try logging in again by connecting to an approved network location and logging in with your existing password. If you still have issues, reset your password from that approved location.

If you didn't ask for your password to be reset, contact your Salesforce administrator. 

 

#Salesforce Developer  #Salesforce Admin  #Password Reset Email

5 个回答
  1. 今天,02:05

    Thank you trailblazers for the responses. I know my existing password and tried to login from the specified network. Even that login doesn't work for me. 

    I have created a support case and they deleted the Login IP ranges set in System Admin profile. Now I am able to login into my developer org.  

     

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商談オブジェクトに紐づく活動が何件あるのかレポートで抽出したい。どの様にしたらいいか。 

 

#Salesforce Admin  #Salesforce Developer  #Sales Cloud

1 个回答
  1. 今天,00:31

    @Maiko Tsuchida さん 

     

    こんなレポートでいいですか? 

    さん こんなレポートでいいですか? 商談が関連する活動 レポートを選択してみてください

    商談が関連する活動 レポートを選択してみてください 

     

     

    image.png

     

     

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Hello Trailblazers, 

 

Navigating the Data 360 credit consumption model can be challenging when trying to map overall credit usage back to specific transforms, refreshes, or pipeline resources.

To help address this gap, I recently authored an article for the Salesforce Architects blog outlining a practical credit feedback loop designed to help you:

  • Test Build Logic: Validate transforms against filtered data before running full-scale datasets.
  • Pinpoint Usage: Trace consumption back to specific architecture components rather than relying on aggregate totals.
  • Right-Size Cadence: Align refresh schedules directly with business requirements to avoid unnecessary credit burn.
  • Architect Visibility: Embed credit monitoring directly into your system design from day one.

📖 Read the full article: https://sforce.co/4A0Ae46

How is your team currently tracking and optimizing Data 360 credit usage in your architecture? I’d love to connect and hear your approaches in the comments!  

#Data360  #Salesforce Admin #Salesforce #Data Management #Data Cloud 

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🤖 Build real expertise for the Agentic AI era. 

 

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Newly added journeys:

 

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🤖 Build real expertise for the Agentic AI era.

 

 

9 条评论
  1. 9月3日 17:41
    @Sara Halvorson, it's really helpful, thank you very much for sharing with us, just wanted to know do you recommend me something for agentforce education resources as well. It would be really helpful for me to strengthen my knowledge.
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