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I am working with this package in a sandbox and struggling with the reporting side: https://www.beaufort12.com/mailchimp

Ideally we'd need to report on Contact > Mailchimp Membership *and* Opportunities (i.e. opportunities on a granular level, opposed to rollup opportunity values on the contact object). Suggestions very welcome! Am aware of third-party multistep reporting offerings but would prefer a more cost effective solution.

 I have several agents, and I want it to be possible to route between them based on the user's choice. 

 If the user is currently with Agent A and wants to speak with Agent B, he should have the option to do so. 

 I’d be happy to hear how this can be done. 

 Thanks in advance!  

Hi everyone, 

 I want to send a notification (e.g., email) to users immediately when their Salesforce account gets locked due to exceeding the maximum invalid login attempts (set to 5 in Password Policies). How can we achieve this? Are there any out-of-the-box features, or do we need custom development (e.g., Apex, Flows)? I don’t have access to Transaction Security Policies due to licensing limitations. Any suggestions or code examples would be appreciated! 

 Thanks! 

Hi All,  

Please help to preparation for the

If you have any MCQs (Multiple Choice Questions), study notes, or important topics to focus on, kindly share them with me. Your support would be extremely helpful in my preparation.

Thank you in advance for your time and assistance.

I’m currently working with Data Transforms in Data Cloud and attempting to perform record updates in my DLO (dummy_dlo). The process is as follows:

• Input: dummy_dlo
• Transform: Mask fields if a case condition is met
• Output: dummy_dlo (same as input)

The goal is to transform the data and reflect the changes back to the source. However, when I attempted this, I encountered the following issues:

1. Initially, I couldn’t save the Data Transform due to the error: upsertConditionNotPresent.
2. I then selected a different DLO, which allowed me to save the Data Transform. After saving it, I choose to edit the Data Transform and then selected the same DLO as the input (dummy_dlo), and this time it allowed me to set the same object as both the source and target (which seemed strange).
3. However, after saving it, I received the error when I ran the "Run Now" button in the Data Transform details page: You can’t create this Data Transform right now. Try again later. Retry Now. You can't use the same object as both the source and target.

So, my question is: Is it possible to perform a transformation like this where record data changes are reflected back to the source using Data Transforms?    What else could I be using to perform. something like this that is not Apex Batch?    

Unsere AD besuchen Accounts. Diese Besuche werden erfasst. Ich möchte nun ein Diagramm, bei dem die Anzahl der Besuche auf der Y-Achse dargestellt wird, um zu erfassen, welche Accounts 1,2,3.... mal besucht worden sind. Bestimmt gaaanz einfach. Aber ich stehe auf der Leitung.

HI, 

I have a couple flows that at the send out an email via the Send Email action at the end to a Account record Collection, the action is in a Loop. I want to check if this approach will hit an SOQL 101 error if the amount of emails the flow has to send is more than 100 in the loop? Or woud it be better if I can use "send email" action once outside of the loop and have it email a collection, if so How do I setup the Send Email action for that. I have to be able to relate all email the the Account or contact record. In my record Collection I ahve both the email and Account ID for example.  

If the Send Email Action doesn't have limits within a loop like a Create Record etc then I should be fine to leave it? 

In the Send Email Action, I have a text template for the body, Log Email on Send = True, Recipient Address List = Current Item in Loop > Business Email, Related Record ID > Current Itemt in Loop > AccountID, and all other essential field are filled. 

Thanks 

This is the module (https://trailhead.salesforce.com/content/learn/projects/prepare-your-salesforce-org-for-users/customize-the-home-page

) and attached are the screenshots. 

I have completed each step very carefully and followed instructions, but yet it doesn't verify. Pls help 

I am running a flow with a fast field update - when the Job name is x I want to update the hours to 2 hours. When I put the condition in as Job name is equal to x it is not triggering the flow to run and update the hours to 2.  The Job name is a Master detail relationship field. When I remove the condition it will update the hours but it will update all jobs with these hours.