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Good morning. Is it viable to make a Maintenance Plan without adding Asset? What happens if I don't add it? I understand that the Maintenance Plan is used to generate Work Orders automatically for a specific Work Type. Do those W.Orders appear in the Gantt?

Thank you so much

1 answer
  1. Today, 10:52 AM

    Hello @Raquel Soriano Alvarez!

     

    Technically speaking, a maintenance plan can successfully generate work orders along with service appointments without specifying an asset. However, by design, the Maintenance Plan feature is intended to be used for maintaining customer assets.

     

    As for whether a service appointment will appear in the Gantt, I recommend referring to the Control Which Field Service Appointments Appear in the Dispatcher Console article for guidance.

     

    Let me know if you need further clarification!

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I need to pass the Description field from the lead to the account record on conversion. In my last org, I built a process builder process that worked wonderfully but that was 3 years ago, the org no longer exists and it is no longer possible to create new process builder processes (I was going to try that and then use the conversion tool to convert it into t Flow!)

 

So, I have tried to replicate the process in Flow and I am really struggling to pass the field. I had a year out and am still getting to grips with Flow in general but I have built a few previously which seem to work.

 

I've tried so many combinations of configuration. I am using a record triggered flow and have tried pushing the field from the lead (when updated) using the hidden fields: IsConverted (true) with and without 'Converted AccountID' - IsNull = False. I have tried with and without Get Records / Assignment on the related Account.

 

I have also tried pulling it from lead on the Account after conversion by using a hidden checkbox field on the lead ('Lead for conversion' default checked) which is mapped to a corresponding hidden checkbox on the Account. Then in the Flow I am using that field in the trigger.  Again, I have tried with and without Get Records / Assignment.

 

I am also using the LeadSource to trigger the flow on certain records only. This is not causing any problems.

 

When debugging, sometimes the Flow runs but the Description is always Null. Othertimes, when trying to filter on AccountID matching the Converted AccountID - it simply doesn't trigger. 

 

I've spent too much time messing around with this now and I am getting frustrated. 

 

#Flow

2 answers
  1. Today, 10:51 AM

    Are you using *Optimize the Flow for: Actions and Related Records

    Make sure the fields API are correct while mapping inside the flow.

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Hi all, I have a few queries regarding some exam-related questions. Could you please help in answering or share some guidance

 

  1. Where can I go to add or update actions assigned to a copilot? (what are the different ways)
  2. What feature is used to enable automatic post-call visibility into unknown of competitors, products, and other custom phrases? (Call Explorer or Call Insights)
  3. What does the Resolution and Response text provide in the prompt template?
  4. How to include an API response in my prompt template? (Use Add Prompt Instructions flow element or Use External Service Record merge fields)
  5. I want to customize the standard case summary response from Einstein Copilot. How should I achieve this? 
  6. Before creating the Field Generation prompt how to ensure it is possible for the field to be enabled for generative AI?
  7. When to use flow and when to use related list ?
  8. For customer lifetime value score and its market segment, which model to use?

Thanks in advance!

 

#Certifications

1 answer
  1. Today, 10:50 AM

    Hello!

     

    1. Where can I go to add or update actions assigned to a copilot?

    You can manage actions assigned to a copilot in the following ways:

    • Einstein Copilot Setup: Go to Setup > Einstein Copilot Settings and update the assigned actions.
    • Custom Flow: Use Salesforce Flows to configure or modify custom actions for the copilot.
    • Prompt Template Manager: Update the actions via associated prompt templates to guide the copilot's behavior.

    2. What feature is used to enable automatic post-call visibility into unknown competitors, products, and other custom phrases?

    Call Explorer provides insights from call recordings, identifying unknown entities such as competitors and products based on custom phrases.

     

    3. What does the Resolution and Response text provide in the prompt template?

    Answer:

    The Resolution and Response text in the prompt template provides guidance for generating concise, relevant, and context-specific responses or solutions. It ensures that the copilot delivers meaningful outputs aligned with the business process or user query.

     

    4. How to include an API response in my prompt template?

    Use External Service Record merge fields:

    • Include the API response by leveraging merge fields in your prompt template.
    • Pull data directly from external services using these merge fields, which link the template to external data.

    5. I want to customize the standard case summary response from Einstein Copilot. How should I achieve this?

    With Customize the Prompt Template:

    • Go to Prompt Template Manager and modify the prompt template linked to the case summary feature.
    • Update the instructions or add specific fields to guide the copilot on how to structure the summary.

    6. Before creating the Field Generation prompt, how to ensure it is possible for the field to be enabled for generative AI?

    Check the field API visibility, the field should be API-accessible and enabled for generative AI:

    • Field Security Settings (Visible and Editable in Profile).
    • API Name Configuration in Object Manager.
    • The field is not restricted by data sensitivity or compliance rules.

    7. When to use a flow and when to use a related list?

    • Use a Flow:
      • For automation or decision-making processes.
      • When you need custom logic to gather, process, or update data dynamically.
    • Use a Related List:
      • To display associated records or related data in a layout without additional automation or processing.

    8. For customer lifetime value score and its market segment, which model to use?

    Use the Einstein Prediction Builder model. This model is ideal for predicting customer lifetime value (CLV) and segmenting customers based on their predicted behavior or value.

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I don't understand why I can't create a master-detail relationship between account and contact, & account & order. These are all standard objects. 

 

I want to summarize with roll-up summary key account KPIs. For example "realized revenue" by sum of the amount of the order and the SUM of contacts with a particular status. 

 

The issue I have is that roll-up summaries are only available with master-detail relationships, which is not possible (I think) for the above-mentioned relationships. 

 

Anyone an idea why?

 

#Data Management  #Sales Cloud

4 answers
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I am working to bring in GA360 data into a journey, but when I sync my audience to Marketing Cloud, it's much smaller than I expect. I'm not sure why, but Salesforce is telling me that I need to edit my GA4 tracking parameters so that sfmc_id = %%subscriberid%%. I'm not sure how to edit these parameters. When I go to Google Analytics Tracking >> GA4 Property Tracking, noting appears editable.

GA4.jpg

 

#Journey Builder  #Web Tracking  #GA Tracking Parameters  #Marketing Cloud

1 answer
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Hello,

I am currently working in the Salesforce Admin learning environment, specifically in the "Reports" section. The task requires creating a report for Leads and saving it in a public folder on Salesforce. It also involves creating a new Playground.

However, when I check the task, the system says that I haven't created and saved the report, even though I have tried multiple times. Could this be a bug? I am confident that I completed the task correctly.

Thank you!

 

#Trailhead Challenges

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Hello Experience Cloud Expert,

We are using Mobile Publisher to expose our Experience Cloud pages in native Android and iPhone apps.

Recently, we lost the ability to take screenshots on our Android apps overnight. Is this issue affecting all Mobile Publisher customers? Salesforce support has indicated that this behavior is working as designed, but I haven't come across any other Salesforce customers raising concerns about this update, which seems unusual to me.

I look forward to hearing from both Salesforce and other Mobile Publisher customers.

2 answers
  1. Today, 10:27 AM

    It is a general problem for all our 4000+ users on the android apps, so it is all kinds of devices. When we try to take a screen shot, a pop-up appears at the bottom of the screen with the text "This app doesn't allow screenshots"

     

    We have raised the issue with Salesforce support, but they stated that this is an issue that only Android can fix.

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Hello

I built a template triggered prompt flow that gets some data from some records and adds instructions to the prompt, this flow works fine and is active. Now I have a flex prompt template and I want to call the flow from this prompt but I can't because it appears as None available in Resources. The flow only has one input variable of type text, I previously made another flow with the same characteristics and called it from a prompt but in this new prompt it does not enable me to call the new flow or the other one that I called before in the first prompt.

Has something similar happened to you? I don't know what step I need. 

1 answer
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Good Afternoon All

 

I have been getting stuck at this point within my training.  I have opened a case as well. Case #Trailhead Challenges

3 answers
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Hello,

 

I'm currently trying to complete my Salesforce playground set up in Visual Studio Code. When trying to select SFDX: Create a Project, nothing happens. Towards the bottom an "Activating Extensions" blurb comes up then goes away after about 5 seconds and I'm not prompted to do anything else. 

 

#Trailhead Challenges  #Visual Studio Code Salesforce Extensions

5 answers
  1. Oct 22, 2024, 3:10 PM

    Hi @Anthony Martin,

    When you install -

    • First install Salesforce CLI
    • Second Salesforce Extension pack in the VS Code
    • Try to restart the VS Code
    • Then try to put SFDX in the VS Code terminal 
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