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MJ Moure (Postdoctoral Research at CIC bioGUNE) asked in #Trailhead Challenges
Today, 10:26 AM
Error in challenge Create Validation Rules

Hello everyone, 

 

I have an issue with the challenge Create Validation Rules. I tried to the options I observed in other post but still is coming the next error.... 

 

An unexpected error occurred while inserting Account records and we couldn't check your work. Make sure the validation rule error message is correct, and that account records can be inserted in this org, then click "Check Challenge" again.  

 

Does anyone solve the problem? Maybe I need to create a new playground? But if so, I need to complete all the module again?? 

 

Thank you in advance 

Best, 

 

Maria  

 

#Trailhead Challenges

2 answers
  1. Mykhailo Vdovychenko (IBVCLOUD OÜ)
    Today, 10:29 AM

    Hi, @MJ Moure

     

    This is a common mistake that occurs because many previous Challenges were held on the same Playground. Most likely, in one of the previous Challenges, there was a task to create a Trigger or Validation Rule, and now it is affecting your current task. 

     

    So, how can you solve this problem? There are three ways to resolve it.

     

    I. Click Gear Icon --> Setup  --> Object manager --> Oppurtunity --> Fields & Relationsships --> Close Reason --> Edit --> Picklist (Multi-Select) Options --> Deselect the checkbox “Restrict picklist to the values defined in the value set”. 

    II. You can go to the corresponding object and check if there are any related Validation Rules:

     

    1. Click Gear Icon --> Setup --> Object Manager

    2. Select Account object and from the left side menu click "Validation Rules":Hi, This is a common mistake that occurs because many previous Challenges were held on the same Playground.There should be no Validation Rules here. If there are any, you need to deactivate/delete them. 

     

    Additionally, there might be a Trigger created. To view your list of Triggers, you can on the menu search field type "Trigger" and select "Apex Triggers":trigger.jpgHere you should also not have any triggers. If there are any, they can affect your Account object. 

     

    III. You can create a new Playground and complete this task there.

    To do this:

    1. Login Trailhead Site

    2. Open "Hands-On Orgs"

    3. Click "Create Playground"

     

    After waiting a few minutes, a new Playground will be created. 

     

    !!! Also too, make sure that all Challenges from this topic are completed in the same Playground. Each subsequent Challenge builds on the previous one.

     

    Sincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ

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Parth Patel (Senior Salesforce Consultant at OSF Digital) asked in #Flow
Today, 6:27 AM
Flow: Decision element with loop to not update if the entry exists

Hello There, 

 

I have a requirement to Update a custom field "Validated_Skills__c" on Contact object if a related object called Skills record is Created or Updated. 

 

I am able to build a flow below: 

 

 

Flow: Decision element with loop to not update if the entry exists

 

Here is the configuration of the elements: 

Record Trigger: 

Record Trigger on Skills object.png

GetRelatedContact: 

GetRelatedContact.png

Get All Verified Skills for Contact: 

GetVerifiedSkillsforContact.png

 

Loop: Related Skills Contact: 

LoopRelatedSkillsContact.png

 

Assign Skills: 

VerSkillCommaformula:{!Related_Skills_contact.TR1__Skill_Code__c} & ","  

 

AssignSkills.png

 

Update Contacts: 

 

UpdateContacts.png

With the above, I am getting a output that I need: 

 

Output.png

 

 

 

What is not working for me is a decision element or any other way where if I am updating a skill and if its present in the output above on skill object and I save it. The output above is appended i.e. it duplicates the output above entirely.  

What needs to be done if any of the value above which is presented in Validates skills field on Skills object is updated, either the whole output its amended without creating a duplicate. 

If a new skills is created which is linked to a contact, it should add that skill or update the entire Validates skills field on Skills object with the skills attached to the contact and not create a duplicate.  

 

 

#Flow

2 answers
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Eilidh Pollard (CRM Manager at Leukaemia UK) asked in Nonprofit Hub
Today, 10:39 AM
Where to download NPSP HealthCheck Reports

Hello.  I've inherited an interesting  org and on running NPSP Health Check I have an advisory to 

run the Opportunities with Primary Contact Roles report in the NPSP Health Checks report folder. 

However neither the report nor the folder are installed in the org.  I'm struggling to find where to download it.  I'm sure this is basic but my brain is not connecting the dots today.  Grateful for advice. I do have all the other expected reports folders as far as I can see.

2 answers
  1. Judi Sohn (Elevation Solutions)
    Today, 12:16 PM

    Thanks for trying @Ashwini Garwandha, but that workbook won't help @Eilidh Pollard

     

     

    NPSP is packaged with a folder that has the Health Check reports. However, since this org was "inherited" it's quite possible that a prior administrator deleted or renamed the report folder. 

     

    Here's some screen shots from the report configuration. I'd recommend just creating a new report from the Opportunities with Contact Roles report type to get to the same results.  

     

    Let me know if Health Check returns any others and I'm happy to attach more photos to help.

    Thanks for trying , but that workbook won't help NPSP is packaged with a folder that has the Health Check reports.

    Note - the close date is narrow because "All Time" could cause the report to time out. Set to a wider time frame as needed. 

    2025-03-14_08-12-59.png

     

     

     

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Daniel Atance (moda) asked in #Salesforce
Today, 12:13 PM
What’s the best way to dive into the world of Salesforce?

 Hi! I recently lost my job and want to take this opportunity to start with Salesforce. My main goal is to land a job in Salesforce, but I’d love to hear your recommendations, experiences, guidance, etc.  

 

#Salesforce

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Pranit Bhisade (CRM Analytics Consultant at Legato Health Technologies) asked in * CRM Analytics (fka Tableau CRM) *
Yesterday, 9:34 AM
Page inside Component Faceting Issue

Hi all, 

I am working on a dashboard where I have added a component (which as 4 pages). 

Scenario -  

When I open the dashboard and select a filter(global filter)  on top it facets to the charts present inside the component. when I move from page 1 to page 2 inside the component i see the faceting working fine on page 2. 

But when I open dashboard and directly go to page 2 inside component and select the same set of filters which is present over page2 (same filters as page1) faceting does not work. 

Just trying to understand how component works with global filters (which are not part of component but derived from same dataset) 

@Roman Michalik 

2 answers
  1. Pranit Bhisade (Legato Health Technologies)
    Today, 12:05 PM

    Hello Roman , 

    Yes I have pages inside components. 

    Like I have 1 component which is like a mini dashboard having 4 pages , now this component is added in another dashboard, there are some global filters on dashboard, which are supposed to interact with  to pages inside component irrespective which page we directly go to. I can open my dashboard and directly go to page two on dashboard or I can go to page 3 or page 1. 

    kindly guide on this. Thank You

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Matt Pinkston asked in #Formulas
Today, 11:46 AM
Multiple Ifs

Looking for the syntax for a formula field that would do the following 

 

If Disc_Pct__c < 10 then "None" 

If Disc_Pct__c GE 10 AND Disc_Pct__c < 25 then "CGO" 

If Disc_Pct__c GE 25 then "CGO&CEO" 

 

#Formulas

2 answers
  1. Harsh Thakkar (Salesforce)
    Today, 12:00 PM

    Hi @Matt Pinkston

     

     

    Try this 

     

    IF(
        Disc_Pct__c < 10, 
        "None", 
        IF(
            Disc_Pct__c >= 10 && Disc_Pct__c < 25, 
            "CGO", 
            IF(
                Disc_Pct__c >= 25, 
                "CGO&CEO", 
                NULL
            )
        )
    )

     

    Thanks

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Sandeep Katta (Salesforce administrator at Certinia (formerly FinancialForce)) asked in Salesforce Optimizer
Today, 10:59 AM
Optimizer has been running for 3 days

Has anyone had success running Optimizer since Salesforce re-enabled it? It's been running for three days in one of our sandboxes, and I'm unsure if this is the expected behavior.

1 answer
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    Today, 11:59 AM

    @Sandeep Katta what is the volume of data and customizations you have in your org? if its a lot, then it will take time. Else.. raise a support case with Salesforce Support so that they can track the progress of optimizer report and update you

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penelope martin (Owner of the Sellvia store at Sellvia) asked in #Integration
Mar 12, 8:53 AM
Struggling with Sellvia integration on Salesforce

I’m trying to integrate Sellvia with my Salesforce account, but I’m hitting a roadblock. I’m having trouble syncing my product data and customer info from Sellvia into Salesforce.

Has anyone successfully integrated Sellvia with Salesforce? Any tips or resources to help smooth out this process?   

2 answers
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    Today, 11:54 AM

    @penelope martin what error do you get or roadblock you face. help share more details

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Ravi Maythil asked in #Integration
May 29, 2015, 6:53 PM
How to integrate: retrieve data from a MSSQL server db on premise and update my salesforce app?
Hi,

I have never done an integration before. Building my first interface to a business application running on-premise with a MS SQL Server database. This app contains data that I need to bring into my salesforce app.

I am looking to build an interface/integration such that data is retrieved on a schedule from the MS SQL db and have it updated onto my Salesforce app.

Can someone point me to a go-to place where I can figure this out?

Thanks,

BillBay
7 answers
  1. Nik Erasi (Innotech)
    Today, 11:52 AM

    You can integrate on-premise MSSQL with Salesforce using Skyvia. It’s a no-code platform that allows scheduled data syncs without custom development, making it easier for first-time integrations. You just need to configure connections and mapping in the UI, and it automates the rest.

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Agnes MAGNIN asked in #Service Cloud
Oct 19, 2021, 4:37 PM
Data connector doesn't work anymore on google sheet

Hi,

 

I can't connect on the Add-on Salesforce connector from a google sheet.

I tried to uninstall and reinstall the add-on but i still have the following message :

"Checking the add-ons connection to Salesforce... If you are having issues loading the Add-on, please try re-installing the Add-on."

 

#Salesforce Connector  #Sales Cloud  #Service Cloud  #Marketing Cloud

What are the bypass ?

 

Regards,

2 answers
  1. Mary Jennings (Forim)
    Today, 11:48 AM

    This issue is common when there are authentication problems or API permission restrictions. Try clearing your browser cache and cookies, then reauthorizing the Salesforce Connector in Google Sheets. Also, ensure that pop-ups are allowed and that your Salesforce session isn't timing out. 

     

    If the problem persists, an alternative like Skyvia (

    https://skyvia.com/data-integration/integrate-salesforce-google-sheets) can be used for seamless data integration between Google Sheets and Salesforce without relying on the add-on.

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