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Hello folks,

 

I created a roadmap for myself with the help of AI. It suggested Platform Developer 1 first and then following it I should get App Builder. Seemed sound at the time. I'm about to begin the journey tomorrow but this morning I was reading Salesforce Career Playbook and he mentioned the opposite... 

 

Now... I don't want to say AI isn't perfect or anything but I would like more human feedback on this.

 

If you have both, what do you think?

 

Thank you!

 

#Platform App Builder  #Platform Developer I  #Salesforce Developer  #Lightning App Builder

2 answers
  1. Today, 12:52 AM

    I suggest starting with the Platform App Builder certification. Why? This certification provides essential knowledge about the declarative tools in Salesforce, which you can use to develop business processes efficiently. Once you’re familiar with these tools, you can move on to the Developer I certification, which focuses on creating more complex solutions that go beyond what declarative tools can achieve.

    I’ve seen skilled developers create complex solutions, like writing and testing entire triggers to handle tasks after a case is created. However, many of these tasks can be accomplished in minutes using a Flow. Understanding declarative options first ensures you avoid over-engineering and choose the most efficient solution. I hope this answer helps you! Feel free to reach out to me if you need more help

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 whats going on is when i click on it it gives me a error and not sure if the link is broken or whats going on but this is the next module im on and it wont even come up . or if the content was retired or moved to a differnt URL ? didnt know if anyone knew i tryed asking in the cummunity also added the errror message so you can view it hope to hear back soon ty jill 

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1 answer
  1. Jenna Weiner (AgWest Farm Credit) Forum Ambassador
    Today, 12:45 AM

    Based on this article (Considerations for Notifications), I don't think it's possible. But they will 'fall off' the bell icon history after a certain amount of time. 

     

    If anyone else knows anything different, please post! :)

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 I have several Households where the opportunities and giving displayed on the Contact records aren’t appearing. How can I resolve this? I’ve already tried recalculating rollups, but it didn’t work. 

 

#NPSP  #Nonprofit  #Nonprofit Success Pack  #Salesforce Developer

4 answers
  1. Today, 12:43 AM
    Thanks! I just tested my theory, and it works!
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Hello,

 

I am trying to create a Related list on the contact page layout which will show me whether that contact has attended (or not) a Marketing Event, however although the object "Campaign History" is added on the Page Layout i cannot filter it on the Lightning Page Layout (i am using the Dynamic Related list).

 

Can this be accomplished?

 

The Statuses on the Campaign Member are:

1. Attended

2. Contact added to campaign

3. Invitation Accepted

4. Invitation Declined

5. No show

 

Need to filter to show only the Attended & No Show.

 

#Sales Cloud

1 answer
  1. Jenna Weiner (AgWest Farm Credit) Forum Ambassador
    Today, 12:33 AM

    Hi there! I don't think this is possible with the dynamic related list because the campaign history object functions a bit differently on the page - combining campaign and campaign member info.

     

    But, you can do this with an app from Salesforce Labs:  CMTD Enhanced Related List. I've tested this out, but with a different use case - showing all non-email campaign history for a contact. Here's how it was configured, following the instructions in the app documentation. 

    2025-01-08_00314.png

    Someone else may have a different recommendation, but at least there's an option that'll do what you're looking to accomplish if you need it. :)

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Hi, hope all is well! One user in the same profile as the rest of my team is unable to change account ownership. I am attaching the error message the user is getting. How can I ensure this user is able to change account ownership? TIA!

 

#CRM Configuration

1 answer
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    Today, 12:26 AM

    Seems like you are having back to back issues with a user on the same Profile having limitations.

     

    Is it the same user in both questions?

     

    If yes - is it possible this user is missing some other element of their permissions like a permission set that is not on their user and is on all the others?

     

    How about roles? Are you using roles?

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Hello,

 

I had some problems with VS Code, so I uninstalled and reinstalled everything, but now I cannot connect to any org. The error I am getting is "Maximum setlocal recursion level reached". I tried uninstalling and re-installing VS code still the issue persists.

 

How to proceed?

2 answers
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3 answers
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    Jan 4, 3:57 PM
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Hi, happy new year! I have one user who is under the same profile as the rest of my team who's page layout is different. On the account page, this one user sees the 'Related' tab as default, no the 'details' tab. How can I fix this for this user? TIA!

 

#CRM Configuration

1 answer
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    Today, 12:18 AM

    It has to be done on the Lighting Record Page.

     

    From an Account record, click the setup gear in the top right, select "Edit Page"

     

    Then in the top right click Activation.

     

    Then choose the App, Record Type, and profile tab

     

    Ensure that all profiles have the same page assigned.

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