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Currently we are in design where Salesforce will create prospect and Sales Account and send it to SAP SPM for territory assignment along with the Sales Reps and then will feed back the data into SF. We are trying to find out the best and cost effective way to integrate these 2 systems for real-time/ near real-time conversation. If anyone knows it, it would be much helpful. 

 

#Data Management  #Territory Management

1 answer
  1. Divya Chauhan (Kcloud Technologies) Forum Ambassador
    Today, 5:57 AM

    Hello @Mrinmoy Dam

      Integrating SAP Sales and Profitability Management (SPM) with Salesforce for real-time or near real-time territory assignment and data synchronization is an exciting opportunity. Based on my understanding, the approach involves Salesforce creating prospects and sales accounts, sending them to SAP SPM for territory and sales representative assignment, and then syncing the updated information back to Salesforce. I’ve been considering how to make this integration efficient, cost-effective, and scalable for future growth. Here are my thoughts.  

     

    My Take on the Best Approach - 

    I’m inclined toward an API-based integration using a lightweight middleware solution, such as MuleSoft Anypoint Platform or a similar iPaaS tool. Here’s why I believe this approach is a good fit and how it could work:

    1. Real-Time/Near Real-Time Flow:
      • Both SAP SPM and Salesforce support robust APIs—such as Salesforce’s REST/SOAP APIs and SAP’s OData or RFC-enabled function modules. This enables smooth data exchange whenever a new prospect or account is created in Salesforce, allowing SAP SPM to handle territory assignment efficiently.
      • Event-driven triggers, like Salesforce Platform Events or SAP’s event system, can be used to send updated territory and rep details back to Salesforce almost immediately—bringing the process close to real-time.
    2. Keeping Costs Manageable:
      • Developing a custom point-to-point integration from scratch may involve significant effort in terms of coding and ongoing maintenance. In contrast, an iPaaS like MuleSoft offers prebuilt connectors for both Salesforce and SAP, which can help reduce development time and associated costs.
      • MuleSoft’s SAP Connector is SAP-certified, ensuring strong compatibility with SPM, and its Salesforce Connector handles account and opportunity data with ease. Its usage-based pricing model also offers flexibility depending on data volume.
    3. How to Put It Together:
      • Data Mapping: Map fields such as Account Name and OwnerId in Salesforce to territory codes and sales rep IDs in SAP SPM. The middleware can also transform data formats to ensure compatibility between systems.
      • Workflow: Design a process where a new account in Salesforce triggers an API call to SAP SPM. Once SAP determines the appropriate territory, it returns the information (either via callback or polling), and the middleware updates Salesforce accordingly.
      • Security: Implement OAuth 2.0 for secure authentication between systems.
    4. Other Options Considered:
      • Batch Processing: This could be suitable for handling large volumes of data but may not meet the speed requirements for near real-time territory assignments.
      • Custom Middleware: Building a custom solution using Java or Apex offers flexibility but could require substantial effort for development and long-term support, especially given SAP SPM’s specialized functionality.
      • Other iPaaS Tools: Platforms like Jitterbit or Informatica are also strong options, though they may require additional configuration to match MuleSoft’s level of SAP integration and event-driven capabilities.
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In the module "Agentforce as a service" when i am trying to remove a "Topic" "Reservation Management" I am continuously getting error "We couldn't save your changes. Try again."  Kindly help

 

 

#Trailhead Challenges  #Agentforce

4 answers
  1. Today, 5:51 AM

    Hello @Dheerja Sharma

     

    In the screenshot you provided, it shows that the agent is not deactivated. Please deactivate the agent first, and then try to remove the topic. 

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3 answers
  1. Apr 4, 10:02 AM
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Hi, 

 

I have a flow that uses the

Unofficalsf.com

action Convert records to CSV, to convert all records from a Get, I am however hitting an error: An Apex error occurred: System.LimitException: Apex heap size too large: 6586505. 

 

I'm guiessing that amount of data is too large, I need to way to create batch, so for example if I have a 1000 records that need to be converedt to CSV, the flow will create batches of 250 in each CSV, so 4 CSV files craeted that I can releate to the reccord my flows is running against? 

 

My consideration include that the number of record could be more or less then the example? 

 

Thanks 

@Salesforce Flow Automation@Admin Trailblazers@* Salesforce Developers *

 

 

#Flow  #CSV  #Apex  #Dynamic Batch Size  #Batch Management  #Data Management

4 answers
  1. Today, 5:46 AM

    @Callum North

     

    Here’s how you can set up a

    dynamic batch process in Flow to handle CSV generation in chunks of 250 records

    1. Get Records
      • First, fetch all the records using Get Records.
      • Store them in a collection variable.
    2. Initialize Variables
      • Create a counter and a temporary collection (to hold 250 records at a time).
      • Also, store the total record count.
    3. Loop Through Records
      • Use a Loop to iterate through the full record collection.
      • Add each record to the temporary batch collection.
      • When the batch reaches 250 records OR it's the last record, then:
        • Call the “Convert Records to CSV” action.
        • Store the result (e.g., as a File or custom record).
        • Clear the temporary batch collection and continue.
    4. Optional Enhancements
      • If you're working with very large datasets, consider Brian’s approach:
        • Use multiple "Get Records" calls with LIMIT 250 and conditional filters (e.g., based on CreatedDate or Id) to chunk the data from the start.
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Hi Team,

I uploaded a PDF file to the Data Library for unstructured data in Data Cloud—for example, a file named "samplePdf". After the initial upload, I noticed that the file was chunked into 100 records.

Later, I removed some content from the document and re-uploaded it to the same Data Library using the same file name. This time, the chunk count was reduced to 95

, indicating that the previous content was overwritten. 

 

Based on this, can I conclude that uploading a file with the same name to the Data Library will overwrite the existing content? 

 

Additionally, does this overwrite behavior apply to all ingestion types, such as AWS S3 and Azure? Also, is there any versioning mechanism maintained in Data Cloud for such file uploads?

 

Looking forward to your clarification.

Thanks, 

 

#Data Cloud #Agentforce 

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 Hi : )     I tried to add a button to the list view. I created a new one that runs a flow, but I cannot see the option to add it to the layout. What could the problem be?    

3 answers
  1. Today, 5:30 AM

    @Srinivasa Reddy Somu

      That is not quite correct.  The List Button type only renders the flow in Classic renderer, and therefore only appears on the "Custom Buttons" list in the List View Button Layout. 

     

    Because of this limitation, the flow cannot use Lightning screen components, especially "Fields".  Once you understand this, and have experimented with the screen components that work, your suggestion will work!

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If an opportunity is closed won, the last option in path becomes "closed-won" and the "closed lost" option does not show up in the path.

 

Costum object pathIf a custom object has a path marked with the equivalent of "closed won" for the record, the equivalent of "closed lost" still shows up and makes it look like the process is not completed.

 

User-added image

 

I thought that updating the field "celebration" option in the path would fix this but nothing happened. Is it possible to finalize path as in oppportunities, where "closed won" removes "closed lost" from the path?
4 answers
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We were migrating the GenAIPlugins and GenAIFunctions from Dev to QA through changeset, but we are unable to view the deployed agent topic (GenAIPlugins) under Einstein Copilot. It shows as deployed successfully but we do not see the topic under "Add Topic from Asset library" in Agent builder. Am i missing something or the Agent topics has to be done manually only? 

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Hello everyone  

 

During the Salesforce Foundation announcement they informed that one of the options was the new “User Interface”.  

 

But when you activate foundation the SLDS theme is not enabled, it seems that it can only be activated in the sidebar although in the User interface setup you can find:  

1- Show Lightning Vertical Navigation  

2- Enable Improved Setup User Interface  

 

Reviewing the documentation only indicates specific actions:

https://help.salesforce.com/s/articleView?id=xcloud.base_features.htm&type=5

 

 

The question is: We can actually activate the new interface in Salesforce Foundation? Only part of the interface is activated? But, what do we really call new interfaces?  

 

Salesforce Foundations

 

 

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3 answers
  1. Steven Trumble (Skie) Forum Ambassador
    Today, 5:15 AM

    Potentially, but why not just use the standard functionality?

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