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I just completed the first challenge in "Unlock Business Success with Salesforce Data Platform" (successfully, got the points), but the "Loan Amount" field isn't showing on the Contact details. page. Kindly check and assist. Can you give me a screenshot how is it visible ? I cant see in my log in. Thank you 

 

#Trailhead Challenges

4 answers
  1. Today, 4:01 AM

    I do have contact layout option. Do I need to edit it ? 

    Also, i dont know what to add in Lightning app builder.  

    Please advise. Thank you

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I am looking to use engagement plans for non fundraising engagementand. I would like to use levels and set them to intervals of engagement. First time engagement, 5th engagement, etc.

We are connecting to a custom object. Is it possible to do this in npsp?

4 answers
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Hi Trailblazers, 

 

I’ve completed the Spring '25 Certification Maintenance Module on Trailhead for my Salesforce certification. However, I noticed that my certificate status is still not showing as "Active." 

 

Is it normal for it to take some time before the status updates? 

If yes, how long does it usually take for the certification to become active again after finishing the maintenance module? 

 

Also, how often does Salesforce require certification maintenance—every release or every few months?

Thanks in advance for your help! 

 

#Certifications  #Certification  #TrailblazerCommunity  #Trailhead

2 answers
  1. Apr 29, 7:18 AM

    Hi @Alfian Rizqi Haniza

     Usually it takes 15 to 30 minutes. According to Salesforce expect 1 business day. 

     

    Salesforce require certification maintenance once per year!. Thanks

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1 answer
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Hi all, 

 

Can anyone share an official Salesforce-branded PowerPoint template for presentations? I need it for a session I'm preparing, and I want to ensure it follows Salesforce branding guidelines.

 

 

Thanks in advance!

2 answers
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I'm trying identify which Opportunities have been updated in the previous month and I'm using the Opportunity Field History object to identify what's been changed and filter them out based on date and type of update. Once it has been identified which Opportunities were updated based on their Field History records, I have a checkbox flag in Opportunity that needs to be set to TRUE. 

 

Using Salesforce Flow to achieve this, I'm stuck with how to remove the duplicate Opportunity IDs and come up with the Opportunity record collection to update their respective checkbox fields. 

 

Anyone's done something similar? 

 

#Sales Cloud  #Flow  #Salesforce Admin

 

 

#Salesforce Developer

2 answers
  1. Today, 3:37 AM

    Hi Jason, I'm thinking of either a scheduled Flow or through a button-triggered Flow. Will digest your recommendation there and try.

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I'm trying to calculate a formula but am not getting the same results as I would expect. 

Here's my explanation:

https://screenrec.com/share/xsOLA7jb2S

 

 

This is the formula:  

((Account.Internal_Price_Month__c * Account.Internal_Seats__c) + (Account.External_Price_Year__c / 12)) - Account.Monthly_Cost_to_Company__c 

 

As you can see, if the Externals are 0, then the whole result turns out to be 0:

https://screenrec.com/share/baFWr5nZ4l

 

 

While the same formula in XLS shows the correct results for all records: 

https://screenrec.com/share/oNU8FJ7VlQ

 

 

How can I account for the ones that might not have the Externals? 

 

#Reports & Dashboards

1 answer
  1. Today, 3:31 AM

    Can you create a Report or a List View that shows all 5 fields  

     

    Account.Internal_Price_Month__c  

    Account.Internal_Seats__c 

    Account.External_Price_Year__c 

    Account.Monthly_Cost_to_Company__c  

     

    and your Formula Field  

     

    side-by-side and post a screenshot showing multiple records, values, results, and write out what you expect the result to be?    

     

    It's a LOT easier to troubleshoot when we can see the Input Values going into the Formula and the Output/Results together.

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This is just the solution I have been searching for. Please tell me it will work with NPSP because I hear Nonprofit Cloud still has lots of problems and I am not willing to jump on that train yet.

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Hi Community,  

I am integrating a connection between our ERP system (NetSuite) and Salesforce via Boomi. We have the territory model set up which is set to trigger the territory assignment by Shipping State.  

 

I am receiving the duplicate value error when our integration runs from NetSuite which updates the Account object record. The territory flow is attempting to reassign the territory to the same territory. I understand the problem but am not sure how to fix the conditional logic on the entry criteria of the flow to stop this from happening. Below is a screenshot of our flow and the entry conditions. I believe I need to update the entry conditions ( or add a rule) to only update the territory if the shipping state value is changed, but unsure the best way to do this. However, I believe I still need the initial entry conditions of assign a territory when the shipping state is not null. Do I need to change my initial condition and add another condition for when it is updated? Please advise of any tips!!  

 

Territory Assignment Flow not saving due to duplicate value error

 

conditions.png

 

 

 

 

#Flow

2 answers
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