24 个回答
Hi Chris,
The issue is with how you have grouped it. You need to remove your grouping based on Type and then group the Columns by Rating.
Ensure the Row Counts, Grand Total and Stacked Summaries options are enabled
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I am looking to do a daily bulk update of activity at the contact level. I havebeen able to map to account, contact, but can't find the mapping to create the activity
#Trailhead Challenges
I'm trying to get my unstructured data from Salesforce Files in the form of PDF into Data Cloud to then be able to use them with an Agentforce Agent.
I am referring to files stored as ContentDocument/ContentVersion.
However I am only able to connect external data sources like Amazon S3, not CRM. Also the CRM connector won't allow me to do this. I do not have Mulesoft available.
Can anybody point me into the right direction?
Thanks!
9 个回答
Salesforce doesn't currently support directly importing Salesforce Files (ContentDocument/ContentVersion) into Data Cloud as a DLO. Data Cloud mainly connects to:
- CRM Connector (for structured Salesforce records, but not files)
- External Storage (e.g., Amazon S3, Snowflake, Google Cloud, Azure)
Since files are unstructured data, you'll need an extra step to bring them into Data Cloud. Here's how:
Steps to Get Salesforce Files into Data Cloud
- Extract Salesforce Files (ContentDocument/ContentVersion)
- Store the files in an external source (e.g., Amazon S3, Snowflake, Google Cloud, Azure)
- Ingest the file data into Data Cloud to create a DLO
- Convert the DLO into a DMO by mapping key attributes (e.g., file name, content, owner, associated record). If needed, use Einstein AI or Agentforce to process the file content
Hope you find this information helpful
#Trailhead Challenges #Help-datacloud-enablement #Data Cloud #Import Data Challenge #Salesforce Developer
Thank you
Working on this module "Import and Export with Data Management Tools" and encounter such error message " Step not yet complete in Trailhead Playground,
The 'Lead' records from the CSV were not found. Please check the instructions."
I've checked Today Created Lead list view, only 36 records available but on the csv file we have 44 records, 8 are missing, may I know how to fix this?
THANKS!
30 个回答
Thanks Adityan and Biren! I've found the solution - I added extra column on the csv file with the title "Lead" (Not ''Lead Source" because it will not let you passed) and insert "Web" for the 44 records, upsert the data then map the "Lead" with ''Lead Source" in Data Import Wizard - it works!
Challenge Not yet complete... here's what's wrong:
We can't find the expected login history for the Integration User.
I facing this error
i have successfully inserted records into salesforce org using postman
Lead Data Onboarding with Bulk API
Import all of the records from the conference via Bulk API 2.0 as the Integration User. Tip: You must check this challenge within 7 days of job completion.
#Trailhead Challenges
Hey,
I had a trailhead account from 2024 and was able to login and use it again. However, when I wanted to use the trailhead playground it seems that my sandbox environment had expired. I tried to create a new one, without success.
When I try to do the test case in the trailhead, I get following message :
"Step not yet complete in My Trailhead PlaygroundThere was an unhandled exception. Please reference ID: VJDQZKXW"
6 个回答
try to create new Playground and retake this Challenge on it.
To do this:
1. Login Trailhead Site
2. Open "Hands-On Orgs"
3. Click "Create Playground"
After waiting a few minutes, a new Playground will be created.
!!! Also too, make sure that all Challenges from this topic are completed in the same Playground. Each subsequent Challenge builds on the previous one.
Sincerely,
Mykhailo Vdovychenko
Bringing Cloud Excellence with IBVCLOUD OÜ
(Business Administration Specialist Superbadge)
I've been stuck on this question all day, and here are the steps I followed:
1.) Installed package ID from provided scenario
2.) Modified changes in .csv file into 11 rows by deleting duplicate records & only capitalizing initials of first & last name. Also changed billing state into 2 letter abbreviations (ex: Colorado - CO, Nevada - NV, etc)
3.) Added Residential value into Type picklist under Accounts object & activated it.
4.) Went into Import Wizard to upload .csv file as "new record." Even tried re-mapping as well
However I still keep getting the error. So I would appreciate tips provided to me. #Trailhead Challenges
Thanks,
Hamza Mallick
6 个回答
That's great @Hamza Mallick . I'm glad I was able to help.
Could you please mark this question resolved after selecting the best answer to close the thread and which can be helpful for many other Trailblazers in similar situations.
Wish you a happy weekend, Thanks
I followed the steps and tried to change the data format to YYYY/MM/DD but I'm battling to complete the challenge. Can anyone please assist.
The error message I got is:
We couldn't find the imported Travel Approval records. Make sure the records were imported and that there are at least 300 records.
Please check the screen shot below of the response file after importing
I have also attached the original import file, please check and let me know what it missing.
Original file to be imported
no matter how much I try to repeat the steps in this practical, i just cant seem to find the email opt out. Can someone help me pls? Thanks
#Trailhead Challenges
4 个回答
Hi, @Muhammad Aleem Mohamed Alli
- On the NPSP Data Import record in the Object Manager, click Fields & Relationships.
- Click New.
- Select Picklist, and then click Next.
- Enter these values:
- Field Label: Contact1 Email Opt Out
- Values: select Enter values, with each value separated by a new line and in the box, enter these values:
TrueFalse
Field Name should automatically populate with Contact1_Email_Opt_Out
Click Next.
Click Next on the next screen, then Save & New.
Repeat the same steps to create a field for Contact2 Email Opt Out, then click Save
at the end of the process.
Sincerely,
Mykhailo Vdovychenko
Bringing Cloud Excellence with IBVCLOUD OÜ