Hi I have tried this a few times now. I can't see why I am getting the error below:
Thanks in advance.
#Trailhead Challenges
12 answers
@Rosie Lewis try to SAVE your Apex class and after them run code, which I provided in previous message.
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Hi.
Could you guide me to an help article or any Trailhead that helps to built Agent via Agentforce that refers the PDF and PPTs data source and answer the end users question
2 answers
Hi Sakshi
This topic will help you in implementing the solution. No need of PDF to text conversion you can directly upload your PDF(I'm not sure on PPT)
https://help.salesforce.com/s/articleView?id=ai.data_library_parent.htm&type=5
5 answers
For an easy way to upload information from Excel to Salesforce, you can also look into using external tools. I've been using one called Coefficient and one of their features allows you to export live data. It's been great because this tool is quite simple to set up.
Hi all!
When I am trying to export the data into Excel from a Compare Table or a Pivot Table, if I have a grouping (e.g. Account Name), the grouping goes away after exporting the Data into Excel (in the sheet, the Account name shows up once per row as if the Grouping never existed on that table, this is different to what the table shows you) using the "Download in Excel format" button from the Widget.
This is something that works fine for Salesforce standard reports, you can export the data as a "Formatted Report" and the Grouping is kept.
Does anyone know if there is a way to accomplish this in CRM Analytics? To be able to maintain that grouping, even if it involves any sort of customization?
Thank you very much in advance!
6 answers
Prabhat Mishra (Salesforce) 
Forum Ambassador
Hi @Nacho PB,
You can try doing a callout to Query Resource and passing the Tables underlying SAQL in the payload.
The response will be the output of your query in JSON format. You can parse and group the JSON programmatically before sending or downloading the result as CSV or XLSX.
How can I use the lookup component in a screenflow to show all the active users I have on the organization?
What shuld be the Field API Name?
1 answer
It's the standard User object so API is "User" is that not working for you?
It have been 2 days and my last status run for External Reservations and External Guest are still Pending. Contact Home just changed start today (48 hours later). How can I expedite this process to finish my Trail? I have already tried the 'Refresh Now' option several times with no luck.
#Trailhead Challenges
Hi
I would activate the Update Report Fields Inline only for some profiles.
How it's possible please ?
The other users can update fields in their records, but i don't want they update using the report.
Thanks.
3 answers
To restrict inline editing of report fields by profile:
- Enable Inline Editing on the desired profiles:
- Go to Setup → Profiles → Select the profile → Object Settings → Field-Level Security → Allow inline editing for specific fields.
- Disable Inline Editing for other profiles:
- Go to Setup → Profiles → Select the profile → Field-Level Security → Uncheck "Read-Write" for fields to prevent inline editing.
- Optionally, use Permission Sets to give specific users the ability to edit inline.
This will allow you to control who can update fields inline in reports.
- Enable Inline Editing on the desired profiles:
Hello...I'm going through the Trailhead for Reports/Dashboards
https://trailhead.salesforce.com/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_filter_your_report
I double-checked my filters and made sure my Public folders was available to all internal users but I keep getting this error message : We can't find the most recently modified report named 'Cases by Status' in the Public Reports folder
Any troubleshooting suggestions. I'm getting a similar error for the second module when creating "Lead Source Report"
#Trailhead Challenges
We've done lots of Experience Cloud implementations in NPSP where parents are the logged-in user and need to have access to their kids' information. We just use account-level sharing for these use cases, and it works great.
This is not going to work with a person account model. We are aware that we may need to use Flow to do some automated "manual" sharing, but wanted to see if anyone has had success with a more streamlined option here.
For our current use case, when parents log in they'll need to be able to see their household, their kids' person account records, and program enrollment records for both themselves and their kids. They'll be the record owners on some, but probably not all, of those records.
1 answer
Hi Kristi - In some instances we've decided to add a household lookup to the PersonAccount page and then added flows to keep the lookup in sync with the Account Contact Relationships (and visa versa). Then you can use a sharing set based on household lookup.
I’ve completed all the requirements for the User Experience Optimization Superbadge - Challenge 1 (Fan Engagement), but the challenge check still fails. All required fields and layouts match exactly with the instructions and ERD.
#Trailhead Challenges