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I’m experiencing an issue where subscriptions for the same product SKU, listed at the same price but with different start dates (one from the original contract and one from an amendment), are not consolidating into a single quote line or opportunity product on the renewal quote or opportunity. This is happening when the "renewal forecasted" and "renewal quoted" checkboxes are selected.  

 

I  would have expected these subscriptions to consolidate into one quote line/opportunity product, reflecting the total quantity of subscriptions for that product. However, they are being treated separately.

Has anyone encountered this issue before? Any suggestions on what to check or troubleshoot? 

 

#Salesforce CPQ & Billing  #CPQAskAnExpert

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Hi, 

 

I have enabled MIAW in my scratchOrg. Conversations are getting stored and I am able to access MessagingSession Object also. 

 

Now, I need chat history data between agent and end user which I found will be available in MessagingEndUserMessage and MessagingAgentMessage objects which are currently not available in scratchOrg. 

 

I come to know that these objects will not be available unless Dev Hub supports Digital Engagement. Is there any way to get chat history data? 

 

I need case related chat history data for sentiment analysis. 

 

Thanks, 

Brinda 

3 answers
  1. Today, 2:37 PM

    Thank you for the reply. 

     

    I am able to fetch data using REST API, but I am looking for an alternative approach if I get direct object access to get messsages. 

     

    Data Model of messaging says for MIAW, I have to use either REST API or Connect API.

    https://developer.salesforce.com/docs/service/messaging-object-model/guide/messaging_object_model.html

     

     

    Please let me know if salesforce provides any other way specially to get MIAW chat data directly from the objects?

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I'm trying to use the the smart features on my enhanced bot like generative ai knowledge answers. They seem to work but I always get a blank response. Maybe someone has faced the same issue and could share a solution or steps to solve or at least a reason why this could be happening.I can't manage make the generative answers feature work on my Enhanced Einstein botlogs bot.png

 

 

 

 

#Einstein Bots  #EinsteinGPT  #Generative AI

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I have add the action "Initiate Text Extraction" in a flow case. I want to extracted tex from the uploaded docuemnt, so a Add to my flow the actions "Fetch extracted Text" and "Fetch Active OCR Templates" 

When in debu the flow, i have the following  error : 

INITIATE TEXT EXTRACTION:

Inittiate_Text_Extraction 

Inputs:

 

contentDocumentId = {!ContentDocumentID} (069AU00000ApWcqYAF) 

ocrService = AMAZON_TEXTRACT

Error Occurred: We couldn’t process the request. Try again. If the problem continues, ask your Salesforce admin to contact support.

Transaction Rolled Back

 

Because an error occurred, any records that the flow was ready to create, update, or delete weren’t committed to the database. 

 

 

 

#Flow

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Hi - I am trying to define the permission that allows you to do a global search for information within the chat transcript body. 

 

Any guidance would be greatly appreciated! 

 

#Service Cloud

1 answer
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so our dashboard is seen by the manager via lightning page

 

is it possible that the manager can export the table component data via email automatically just by a click or is there any option to do so 

 

the requirement is that 

'the manager will be able to export the data and set up an automatic export email'

remember that 'the dashboard contains all the managers data and the manager clicks his name in the global filter and it gets filtered accordingly then he has to be able to get his report'

 

i have heard that it can be done with TCRM API with a mix of flow or apex 

 

my finding:

 

1. if i click the dropdown in the table component from the 

lightning page

 i can find 'set notification' option but it doesnt satisfy my requirement as it is like a trigger which triggers when a criteria is met and sends the mail timely (but i am not able to add any field in particular it says 'no matches found' idk why) 

 

2. when we go from the 

analytic studio 

and click the same drop-down we see more options, one of which is 'download' where you can download the table as an image, as csv etc (but that access cant be given to a manager, and its too much of navigation and steps to be done) 

 

thanks in advance for the solution 

i hope there is one!

1 answer
  1. Today, 2:28 PM

    With regards to the missing "sharing" or "download" option in a lightning page: when you embed the dashboard using the CRM Analytics Dashboard component, there's an option to display sharing option in the properties panel on the right, where you select the dashboard, the height etc. 

     

    With this, the manager would be able to download the data from the lightning page.

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1 answer
  1. Smitha Thomas (CIBC) Forum Ambassador
    Today, 2:28 PM
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Hi Trailblazers - I'm working on implementing Seller Home. I already know its not customizable however, I know someone is going to ask - how does it know that its "me". In other words, what's behind the widgets on the dashboard? Are there reports - anyone know? I have been looking around at documentation and not found anything - as always any help is much appreciated - thanks!    @Reports & Dashboards 

3 answers
  1. Today, 2:26 PM

    Seller Home is a "prebuilt" home page that Salesforce put out - shows opps, accts, contacts, leads - but will check with Salesforce

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I have a requirement where I have to restrict work plan completion when the user is Partner community user but i should allow other profile for example (crew lead ) to complete the Work plan    So I have a flow to check if the status is complete  Get the profile where profile name is crew lead (But when i add this in the mobile screen the screen is not showing it keeps loading )    is this access issue or any permission issue which i have to give for Partner community user?    thanks in advance   

1 answer
  1. Yesterday, 6:52 AM

    Hello @Kavya K

      

    This issue could be due to a few different reasons, most likely related to 

    permissions or access issues for the Partner Community user profile

    . Let’s break it down and suggest some checks and fixes:  

    1.Flow Access to Profile Object

    • Issue: Partner Community users typically have limited access to standard objects like Profile.
    • Fix: Ensure the Partner Community user's profile or permission set has Read access to the Profile object.
      • Go to Setup > Profiles > [Partner Community Profile] > Object Settings > Profile.
      • Make sure Read access is enabled.

    2. Flow Debug/Load Issues on Mobile Screen

    • Issue: If the flow is trying to fetch profile info but the user doesn’t have access, it could cause the screen to hang or keep loading.
    • Fix: Use a custom permission or custom label instead of querying the Profile object directly.
      • This avoids access issues entirely.

    3. Alternative Approach (Avoid Profile Query)

    Instead of querying the Profile name, consider:

    • Using $Profile.Name in a formula or condition node.
    • OR store a Custom Permission called "Can Complete Work Plan" and assign it to the Crew Lead profile only.
      • Then check for this permission in Flow using Permission Check.
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I have 5 years of experience in IT industry as a Java Developer, now, I want to upskill myself completely into Salesforce. So that I can do my next switch in next 2 months that too in Salesforce. So from where I can start with? What's the best possible to land in Salesforce technology.       

1 answer
  1. Smitha Thomas (CIBC) Forum Ambassador
    Today, 2:25 PM

    Hi @Aditi K

     

     Welcome to the community! 

     There is a wealth of information available in Trailhead, and I suggest you to get good hands on by completing challenges in modules, projects and especially super badges. This will help you to gain good hands on experience on the features available in Salesforce as well it will prep you for Interview questions as well :) 

     

    Discover Your Perfect Career Path here

    Once you determine your career path, start with a beginner trail and follow along on other intermediate and advanced trails

     

     Visit this page for certification info here

     

    All the best :) 

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