In my understanding, you are building a Record-Triggered Flow:
In Case Object , you can add a condition to check if the (Email Field) is equal to the Routing Email (sender and recipient both match your routing address).
If you have a custom field or a way to identify the routing address, use it to set the comparison. If not, you may need to create a formula or resource to help identify it.
Then, you can Add Error: If the condition match, to prevent the case from being created.
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Hi,
We are trying to configure Einstein Activity Capture in our Company but we have an issue with the Activity timeline sharing settings .
If we select to not share EVENT/MAIL in the general EAC settings, mails are well hided but not the Events.
Whatever the choice ( share / not share event), the Event are always visible for all.
General Sharing is set to "don't share", personal sharing too.
Can anyone using EAC confirm if it's possible to hide emails and events from an account's activity timeline, for example?
Sincerely,
Is there a way to identify HTTP 500 on a website, from business manager.
At present all I can think of is having to manually search the site to find these/ or someone else spot them.
Jan 11, 3:26 AM @Adam Lane to identify HTTP 500 errors, you can use a combination of server logs, third-party error monitoring tools (like Pingdom or Sentry), Google Analytics and custom solutions within Salesforce. Setting up real time alerts is crucial so you don’t have to manually search for these errors. you can integrate these error monitoring tools with Salesforce using webhooks or custom reports to make the process automated and actionable
Same Contact - Same Event (different days / times) - When searching for the contact only 2 of the 3 event appear on the search results...Does anyone have a clue why this would occur? If not could someone direct me to good resource.
Any assistance is greatly appreciated.
nate
#Data Management #Sales Cloud #Salesforce Admin
The guidance is not too clear on this one. Trying to understand if the Search Suggestion Dictionary, only works when the Search Autocorrections is enabled. https://help.salesforce.com/s/articleView?id=cc.b2c_search_suggestions.htm&type=5
I've entered a few terms with what I think would work, ie 'ma, macbooks' hoping to get a suggestion of Macbooks, but nothing has changed.
Could this also be something to do with the enhanced or simple search feature?
Any help would be appreciated
So in researching for this answer I found that Opportunity Update reminders only exist in Classic and that the best option for Lightning would be to schedule reports. How do I know when it is asking a lightning versus classic question if it is not evident in the question?
Question 6 of 30 You got this incorrect. You chose C. Objective: Sales and Marketing Applications
How should the System Administrator implement biweekly notifications for Sales Reps that include Opportunities that need attention based on the Opportunity Owner's last login, past due Opportunities, and all Opportunities that have not been updated in the last 30 days?
A. Create Opportunity Update Reminders.
Correct. Opportunity update reminders allow managers to automatically send and schedule emails that include a report of the team's open opportunities to direct reports. You can select the fields you want to include in the reminders such as last login date, or # not updated in the last 30 days.
B. Create Scheduled Dashboards.
Incorrect. Scheduled dashboards would not be able to be schedule based on the user's last login.
C. Create Scheduled Reports.
Incorrect. Scheduled reports would not be able to be schedule based on the user's last login.
D. Create a Chatter Group.
Incorrect. A Chatter group would not post reminders based on the user's last login.
#Certifications
Today, 4:03 PM HI @Mallory Duncan Opportunity Update Reminders are available in both lightning and classic: https://help.salesforce.com/s/articleView?id=sales.customize_oppreminder.htm&type=5
Hey friends! I'm at the end of my 'Prepare for your Salesforce Administrator Credential' Trailmix and there's a link to a 1hr 30min Administrator Practice Test. However, the link just takes me to a blank Trailhead page. Wondering if anyone has a link for this practice test that I can try. I'm looking for the long practice test, not the 30 min one. Here's the broken link that I've tried before: https://trailhead.salesforce.com/help?article=Administrator-Practice-Test
So in researching for this answer I found that Opportunity Update reminders only exist in Classic and that the best option for Lightning would be to schedule reports. How do I know when it is asking a lightning versus classic question if it is not evident in the question?
Question 6 of 30 You got this incorrect. You chose C. Objective: Sales and Marketing Applications
How should the System Administrator implement biweekly notifications for Sales Reps that include Opportunities that need attention based on the Opportunity Owner's last login, past due Opportunities, and all Opportunities that have not been updated in the last 30 days?
A. Create Opportunity Update Reminders.
Correct. Opportunity update reminders allow managers to automatically send and schedule emails that include a report of the team's open opportunities to direct reports. You can select the fields you want to include in the reminders such as last login date, or # not updated in the last 30 days.
B. Create Scheduled Dashboards.
Incorrect. Scheduled dashboards would not be able to be schedule based on the user's last login.
C. Create Scheduled Reports.
Incorrect. Scheduled reports would not be able to be schedule based on the user's last login.
D. Create a Chatter Group.
Incorrect. A Chatter group would not post reminders based on the user's last login.
#Certifications
I need to display the total amount an Account has ordered this year using the Order object.
Challenges:
- The Orders object does not have a master-detail relationship with Accounts, so I cannot use a standard Roll-Up Summary field.
Potential Solutions I'm Considering:
- Declarative Lookup Rollup Summaries (DLRS) – Set up a rollup to sum order amounts for the current year and store it on the Account.
- Flow – Use a scheduled or record-triggered flow to sum this year’s orders and update a field on the Account.
- Formula Fields – Create a formula on the Order object to reference the rolled-up total on the Account.
Questions:
- Will DLRS work for this use case, given that Orders and Accounts have a lookup relationship?
- If using Flow, what’s the best way to filter orders for the current year and ensure the total updates correctly?
- Any alternative solutions that might be more efficient?
I have included a screenshot of what my company is wanting to see . Thank you for your help!
#Sales Cloud
Mar 17, 10:12 PM @Lisa Pazienza Yes, DLRS should work just fine for your use case.
I personally prefer using a Scheduled-Triggered flow to create my own Rollup summary logic as I feel it's more reliable. You can simply add a filter in your Get Records
element to only fetch records where CreatedDate (or any other date) equals This Year (use a formula resource to get the current year).
For more info on how to create the flow please check this:
https://www.salesforceben.com/create-roll-up-summary-fields-using-salesforce-flow/
Hi all, since I had a new laptop, Salesforce logs me out whenever I click on custom links. This didn't happen on my old laptop and now happens on both Edge and Chrome. Our IT team are stuck on how to resolve this. Any ideas? Many thanks
#Logged Out