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My sales team are using LastActivityDate in their activity reporting, but recently they decided that any Activity where the Task Type was "Left Voicemail" doesn't count; and they would like this filtered out from their reports. 

 

The problem is, they were previously just using a "Contacts & Accounts" standard report type, so now I need to use a "Contacts with Activities" report type so that I can explicitly filter for where Task Type != "Left Voicemail" but I am struggling to get the data I need. 

 

Would love some assistance with this if anyone has the bandwidth! 

 

Report Requirement: All Contacts who have NOT been contacted in the last 90 days. Leaving a voicemail doesn't count. 

 

 

 

 

#Sales Cloud

9 answers
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We are preparing for lightning migration of our org and as part of the preparation, we are also evaluating the DocuSign application that we use. We found that the latest version of DocuSign is lightning ready, so I upgraded it on one of the POC Sandbox to explore more on how to configure and use it by following the DocuSign for Salesforce Lightning Experience guide. The guide talks about two components that we can use in lightning experience i.e. "DocuSign Status" and "Send with DocuSign" but somehow I am not able to see the "DocuSign Status" lightning component in the lightning app builder or in the sandbox or in installed package component.

The "Send with DocuSign" lightning component was available and I used it just fine. I tried re-upgrading the DocuSign application again but still not able to see the "DocuSign Status" lightning component in the lighting app builder to play around it.

Did anyone face similar issues? If yes, please let me know how to fix this?

Thank You,

Nilesh Dethe
3 answers
  1. Jan 3, 2018, 1:55 PM
    Hi All,

    After a lot of research and continuous follow up with the DocuSign Support and Sales Team, I finally found the answer to my above questions in the DocuSign Community Forum. 

    The Solution is - The DocuSign Status Lightning Component is a separate installation and not part of the DocuSign AppExchange manage package offering.

    You'll have to search the Lightning Component store for DocuSign Status and install it. 

    Reference: https://support.docusign.com/en/answers/00085996

    If anyone has further questions, please post it here 

    Thank you,

    Nilesh Dethe

     
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  Hello!

I’ve created a Certificate Authority (CA) Certificate Signing Request (CSR) in Salesforce and downloaded the CSR file. Now, our IT team needs the corresponding private key file in order to create a Java KeyStore (JKS) file for deployment. However, we’re unable to locate the private key file.   

Does anyone know how we can retrieve the private key, or where it might be found?   

2 answers
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Hey there! 

 

I've been working on this challenge for 2 days and am still stuck on Challenge one. I've utilized the knowledge articles and SOPs and completed the work accordingly. However, I can't get rid of the error message:  

 

We can't find the highest case handling priority platinum customer candy case with the proper case status. 

 

After way too many hours, I've decided to swallow my pride and reach out. If anyone can help me past this issue, I'd greatly appreciate it. Thank you! 

 

#Trailhead Challenges  #Trailhead Superbadges

4 answers
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I am trying to build a record-triggered approval orchestration with a screen flow that asks for the user to enter 3 approvers who will each need to provide approval before a claim can be processed. I have run into some issues trying to come up with a solution where the user making the approver selection process via the screen flow does not need to provide approval since this is not an approval step, but this screen flow will be passing in the user names that would notify the selected approvers. Thus far, I have tried: 

 

-Excluding the approver selection screen flow from the orchestration. However, since the selection screen flow isn't part of the orchestration, I am unable to use a variable to capture the approver's info as an input for the approval process.  

 

-Including the approver selection screen flow would allow me to pass the user variable as an input for the approval flow, but the user variable is null since I am unable to get around completing the stage where the approver selection screen flow takes place without approving the AWI that is tied to the stage. I tried to use the case status as a mechanism to signal the stage completing requirement without providing explicit approval but this does not seem to work. 

 

Is an approval necessary for each AWI to complete a stage or step within an approval orchestration?  

 

Thank you

18 answers
  1. Bradley Weller (Fast Slow Motion) Forum Ambassador
    Apr 4, 8:48 PM

    That's awesome! I'm glad for the breakthrough. Please reach out if you end up needing additional assistance. If you are not already, I expect you will need to create either individual text variables storing the Users' Usernames or record variables for each User as Available for Output.

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Hello, 

 

I'm using the following in a formula field (return value checkbox), but if a record meets the conditions, the formula field is still not true. I'm fairly certain the issue is with the OR statement, what have I done wrong? Many thanks in advance! 

 

AND( 

NumberField1__c < 7, 

NumberField2__c >= 36, 

ISBLANK(TextField__c), 

OR( 

AND(NumberField3 <= 10, NumberField4__c >= 4), 

AND(NumberField3 >= 10, NumberField4__c >= 3) 

)) 

 

 

#Formulas

3 answers
  1. Today, 12:15 PM

    Thanks guys = the issue was NumberField4__c is a percentage field, and I should have used 0.04 instead of 4

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1 answer
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There seems to be a limitation with using Web-To-Case out of box and reCaptcha version 3.  Apparently, it only supports v2.  Just want to make sure that this is true.  Also, in Salesforce can you upload and have active more than one Google Key Pair?  My research indicates that only one Google Key Pair can be uploaded/active with Salesforce out of box.  

 

#Web-to-Case

1 answer
  1. Today, 12:07 PM

    Hi @Jeannine Robitaille

     

     

    Web-To-Lead and Web-To-Case functionalities in Salesforce, is designed to support reCAPTCHA v2 exclusively. This means that when implementing Web-To-Lead or Web-To-Case, you can only use reCAPTCHA v2 for spam prevention and bot detection. 

     

    At present, reCAPTCHA v3 is not supported natively by the Web-To-X framework. If you wish to use reCAPTCHA v3, it would require a custom implementation involving external verification through APIs or custom code within Salesforce to handle the response generated by reCAPTCHA v3. 

     

    Thanks

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Hello Guys, 

I have a flow that takes an email input and invokes an Apex class to perform some operations and send an email using Messaging.SingleEmailMessage.

When I run the flow manually (under my own profile), everything works as expected — the Apex class executes, and I receive the email successfully.

However, when the same flow is triggered through an Agent Action in Agent Builder, the flow executes successfully, and the Apex logic also runs without any errors — but the email is not received.

I’ve already tried assigning the "Send Email" permission to the Agent user via a permission set, but it didn’t resolve the issue.

Has anyone encountered this before or knows what might be causing the email to not be delivered when triggered via Agent Builder? 

@Salesforce Developers

 

#Agentforce #Salesforce Developer #Salesforce Admin #Agent Builder

2 answers
  1. Apr 8, 1:05 PM

    Hello @Madan C N

     

    It seems the issue might be due to the user context or permissions when triggering the flow via Agent Action. Ensure that the Agent user has the necessary "Send Email" and other relevant permissions, like "API Enabled." Check the email deliverability settings in Salesforce to ensure emails aren't restricted. Verify that the sender's email address is allowed, and review Apex logs for any issues during email sending. Additionally, confirm if Agent Builder uses a different context that could affect the flow's ability to send emails. If these steps don’t resolve it, consider reaching out to Salesforce support. 

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Hi Trailblazers,

I’m in the process of uploading an SSL (Mutual Authentication) certificate to an F5 load balancer. Salesforce generated the CSR (Certificate Signing Request) for me, but I’m now looking to obtain the corresponding private key in order to complete the certificate upload on the F5 system.   

From what I understand, Salesforce only generates the CSR, but I’m unsure where the private key is stored or how to retrieve it from Salesforce or the system used to generate the CSR.   

Has anyone had experience with this or can point me in the right direction? Is it possible to get access to the private key, or will I need to locate it from the system/server where the CSR was initially generated?

Thanks in advance for your help!   

1 answer
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