Skip to main content The Trailblazer Community will be unavailable from 1/24/2025 to 2/2/2025. Please plan your activities accordingly.

Feed

Connect with fellow Trailblazers. Ask and answer questions to build your skills and network.

The launching page for the Hands-on challenge with Related Object Fields on Dynamic Forms is not opening at all. I get and error page where linked me to a status which is ongoing. It is not the first time that happen this error. 

 

Does anyone have any ideas what to do? Or if the page will be working soon? 

 

Thank you in advance. 

 

#Trailhead Challenges

2 answers
0/9000

Hello Everyone,  

 

I am trying to complete a trailhead where I am customizing a sales path. However, I couldn't because of an error displaying I don't have access to any other opportunity record types (I just created one in the previous trailhead)  

I have also attached the screenshot of the error message. 

Can someone please help 

 

Thanks! 

 

#Trailhead Challenges

0/9000

Hi all,

 

We have a major issue where Service Appointments are moving from status 'Dispatched' to 'None' on their own!

 

Our user bulk Dispatches the appointments from the List View. The appointments are sitting at Scheduled or Dispatched stage.

 

They navigate away from the Gantt. When they return to the Gantt the appointments that have been Dispatched moved back to a status of None.

 

We have checked and there are no flows that we believe are making this change! Has any seen this issue before? 

3 answers
0/9000

Built this amazing screenfllow that allows our clients to manage their own support contacts through our experience cloud. With some security requirements we have I think it's a rather intense flow that has 6 different actions that will appear using visibility filters and 0 actions on the screenflow (hopefully not needed).  The issue we have is that we do not want a the default "done, next, etc." options up because I don't believe we can make those visible based on criteria. We do not want clients hitting done mid update. We do want the screenflow to reset/clear after a subflow is success ran. For example if the action selected was "create new contact" we would have them enter the new contacts info and click an action with subflow called "create"- if it's successful text will be displayed. However, the contact information fields used for collecting the new contacts info do not clear nor does the main table at the top containing the contacts.   

 

 

Is there a way to do this? Specifically clear forms/fields  without using some type of forced refresh on the subflow? If not, I'm curious- with the new technology is there a better way to do this or is Salesforce working on making the "next, done" etc eligible to be disabled/invisible until criteria  is met? For example "Done" only appears after an Actions Subflow Success = True.   

 

I'm sure I am just missing something easy. 

1 answer
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    Today, 5:39 PM
0/9000

Hello- 

 

I couldn't find a definitive answer.  I know that records stay forever.  Do the files too?  Thanks! 

 

Gustavo

1 answer
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    Today, 5:37 PM

    Hey @Gustavo A. Seluja, the files stay in salesforce but as your org grows it actually keeps on taking more space as your data. You have a limited storage to store data and files but if your org is having a LDV scenario, then you have to start thinking about the archival process/offloading process for your data and files based on your needs and you can create a mashup/integration with the external data storage platform for accessing/viewing purposes in salesforce from external system

0/9000

I'm sure this has been asked and I'm sure I'm missing something, but I'd love it if someone could help me. In an early module, I was led through the process of setting up a sandbox environment (and creating new contacts in it, and a few other tasks). How do I find this environment now? I don't see a link to it in my profile or anywhere else. Thanks!  

 

 

#Trailhead  #Sandbox

0/9000

Hello, 

 

I have been trying to finish this training; however I cannot move past this part of the training due to the fact that I am getting an error message that says 'Developer name has to be unique.' This error pops up when I try to save which is indicated in these steps  

 

  1. From the App Launcher , find and select Energy Consultations, then click the Energy Audits tab.
  2. Open the All list view.
  3. Select Burlington evaluation.
  4. From the Setup menu , select Edit Page

    The page opens in the Lightning App Builder.

  5. In the page properties, change the Label to Energy Audit Record Page for Sales.
  6. Change the API Name to Energy_Audit_Record_Page_for_Sales.
  7. Click the Details tab on the canvas, then click the Record Detail component (where the fields are). 

    There are all the fields for the Energy Audit object. But they’re all in one non-customizable block. With the click of one button, we can change that.

  8. In the properties pane, click Upgrade Now to start the Dynamic Forms migration wizard.

With Dynamic Forms, you can migrate the fields and sections from your existing record pages into individual components. Then you can configure them just like the rest of the components on the page—adding more, removing some, or moving them around–giving your users only the fields and sections that they need.

  1. Step through the wizard, select Energy Audit Layout, then click Finish

    The right-hand column is almost empty, and the fields could be in a better order. Let’s fix that.

  2. Click the Audit Notes field and drag it to the right column, above Owner.
  3. Drag the Type of Installation field above Audit Notes.
  4. If it's not already there, move Account below Energy Audit Name.
  5. Click Save, then Not Yet.  

    Activating the page makes it available to your users. This page isn’t quite ready for users, however. Maria wants to add a related list.

 

If someone could please help me figure out how to get past this error that would be lovely. 

 

#Trailhead Challenges

0/9000

Hey There, 

 

I'm looking to remove this "Send Notification email" checkbox. 

 

Issue is when users change the case owner to a que and click this check box, then confirm the change, every member of this que receives an email and questions arise. 

Screenshot 2025-01-22 at 11.11.53 AM.png

 

 

3 answers
0/9000

Hello SF Community,

 

Our team uses Omni for case routing, and we've noticed the 'Canceled' status in the 'View Agent Work' report. However, we haven't set up Chat yet. Can anyone clarify what 'Canceled' means in Omni? Additionally, we're interested in knowing other instances where this status might appear besides in Chat. Any insights would be greatly appreciated! Thanks!

The working status of the work item. Valid values are:

  • Assigned – The item is assigned to the agent but hasn’t been opened.
  • Canceled – The item no longer needs to be routed. For example: a chat visitor cancels their Omni-Channel routed chat request before it reaches an agent.
  • Closed – The item is closed.
  • Declined – The item was assigned to the agent but the agent explicitly declined it.
  • DeclinedOnPushTimeout – The item was declined because push time-out is enabled and the item request timed out with the agent.
  • Opened – The agent opened the item.
  • Transferred–The item was transferred from an agent to another agent, queue, or skill.
  • Unavailable – The item was assigned to the agent but the agent became unavailable (went offline or lost connection).

Source: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_agentwork.htm 

2 answers
  1. Today, 5:32 PM

    Did you ever figure out the issue...? We have the same issue and can't figure out what's happening...

0/9000
Hello. I just set up a new campaign with a fresh list of 177 leads. However, when I use the Send List Email feature, the entire list comes back as status "NotSent" and Error Message "This person didn't want to be emailed."

 

I googled and only found one answer that had to do with field level permissions on the Email Opt Out field. I checked and it's visible and loaded on the lead and contact pages. So I know that's not the issue.

 

I exported the list and all the opt outs are set to 0. Further, I seeded the list with people I know haven't opted out, but still, the entire list fails. I'm guessing I am missing a setting or setup that is preventing me from mailing my campaign.

 

Thank you in advance for your advice.
6 answers
  1. Today, 5:24 PM

    This is happening because of enabling the Enable the Enforce Email Privacy Settings , please disable it. 

     

     

    1. From Setup, enter Deliverability in the Quick Find box, and then select Deliverability.
    2. In the Data Protection and Privacy section, unselect Enforce email privacy settings.

    It will fix your issue.

0/9000