How we can enable/setup agentforce with marketing cloud , like wise steps to follow to setup agentforce for Marketing Cloud and how agent can be created using agent builder
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Hello,
I have a flow on Business Accounts where when clicking on the "Prospect Lost" button the Account is updated with Lost information. However when completing the flow I got this message :
INVALID_FIELD_FOR_INSERT_UPDATE:
Account: bad field names on insert/update call: Campaign__pc, Telegram__pc, Salutation, FirstName, LastName, Event_Source_detail__pc, Commission_Percentage__pc.
However this is not a person Account and not sure why we are updating all those fields not present on my flow,
Any ideas?
#AwesomeAdmins #Person Account #Flow
Ruchit Patel (Cognizant) Forum Ambassador Today, 9:24 AM @Mariana HERNANDEZ GOMEZ can you share screenshot of flow configuration? and also full error message
I am supposed to allow edit and read access for all the fields in job application object but i am unable to change the edit permission :(
#Security #Trailhead Challenges #Salesforce Developer #Datasecurity #Salesforce
Today, 9:15 AM Please refer:
User cannot edit a field even though permission has been granted via permission setHope this helps. Thanks!
I Created a standard Chatbot and added the "Embedded Service Chat" component to the footer but unfortunately my chatbot shows agent offline or Just Contact Us But not the actual button label
Also the chat is not Clickable and not working. Please share some thoughts
Today, 9:08 AM Hello @Abraham Ebenezer Roop Kumar Daniel verify if the Bot is in Active State in Bot builder
I need schedule a recipe to run automatically after another recipe using recipe json. The reason i am specifically saying json is that i donot want to manually schedule from the Data Manage > Click the dropdown of the recipe > Click Schedule > Click Event-based > Check "The selected CSVs are updated or dataflows/recipes run." and finally select the assets. I do not want these manual steps. I want to know if there is anything that we can change in the json of a recipe to configure it to run after another recipe and when Users use it, the recipe are scheduled from the very start so that we donot have to do the above manual steps.
PS: i tried using the "EventDriven" value for scheduleType key(1st screenshot) and what it does is tick the "the Salesforce local connection syncs" in the Event-based schedule.(2nd screenshot). Another thing i could not understand is when i tick this option and retrieve the recipe from the org using Workbench then the scheduleType is still null( i was expecting it to be EventDriven)
We've created a user access policy in Developer environment a week ago with a text-field based criteria of "not equal to blank". When we tried to make the same user access policy in a Developer Pro environment, the value section changed to being required.
Could anyone tell us what could be a possible reason for this? The field definitions(text, external key, not required) are same on both environment, and we observed same reaction with the User standard field
Title.
Today, 8:49 AM Hi @JungWha Suh
Could you please share a screenshot of the user access policy settings in the Developer environment?
Thanks!
High Velocity Sales I have been trying to solve it for several hours and it's driving me nuts.
- I am using a fresh developer edition
- I have enbaled the sales engagement feature (setup / sales engagement settings/ automate / turn on sales engagement
- I have assigned the permissions set " sales engement basic user" to my user
- I have assingned the Salesforce console user (not sure why this is needed as I could already access the sales console). The licence "sales console user" is assigned to the permision set
- In the setup / app manager I have made sure the "sales engagement" app is set to visible in Lightning Thanks, I can't studay sales cloud without this
BUt when when login with the user I have assigned the permission set to, I cannot fins "sales engagement" in the app launcher. It stubronly only shows "sales console" and "sales" app.
Today, 8:38 AM Hello Rohit
Interesting suggestion
Shame on me I did not even think to access the tabs (such as cadence) directly from the app menu.
I can indeed see the cadence tab, which does confirm that I have access.
Regarding your second other suggestion, i don't think I fully understand what you are suggesting.
- I have looked for an existing permission set with the word creator in it, but could not find it.
- I have looked at the existing "salesengagement basic user" permission set, but cannot find a way (through app permission or object setting to add something with the key word "creator" in it
So I am now able to acces the objects of the "sales engagement basic user" which is a great progress, thanks for this.
I am still not able to access the "sales engagement app" trhough the app launcher and cannot understand what is the problem (I am perfectluy able to add / remove any other app for any other profile to the app launcher)
Also I wonder what the term "sales engagement basic user" implies. It seems to imply that there would be limited sales engagement features attached to the permission set...
Hello, I have a chart that displays metrics by week. Right now, I have week 1, 2, 3, and soon to be 4 populated on this chart. However, this is going off of the idea that week 1 is Jan 1st through 7th, week 2 is Jan 8th through 14th, week 3 is Jan 15th through 21st.
I would like to convert this to what the dates should be according to the Monday (start) and Sunday (end) format. See the screenshot for some specifics.
I'm going off of the created date here so my assumption is that I can create a case statement in the dataflow that will assign proper weeks? Is there an out of the box way to achieve this solution?
Today, 8:37 AM You can also upvote this idea:
Week number Analytics Studio / Tableau CRM - Have a formula like Excel's WEEKNUM | IdeaExchange
Maybe someday Salesforce will note it and make a change
I need to add a user - In Service Setup Console = but it does not allow me to add anything
#Service Cloud
Today, 8:35 AM Please refer to below similar threads which could be useful for your scenario:
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8uNLSAZHope this helps. Thanks!
I created a case for my exam suspension but haven't got any reply yet.
Ines Garcia (get: Agile) Forum Ambassador Mar 27, 2024, 10:09 AM On the day if you have tech issues the best is open a support request with webassessor / kryterion right there and then. I have successfully had it relaunched it in the past
Now if there are concerns the chat support sometimes asked to open a trailhead case.
Bear with the internal trailhead team whilst they work on their backlog