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Has anyone had success activating Session-Based Permission Sets for Portal Users?

Use Case:

Displaying DataTable of Object A via Screen Flow on a community portal. 

DataTable used is the UnofficialSF version.

One of the fields displayed is a lookup to Account. We want it to be a clickable link.

DataTable requires that the running user have Edit permission for Object A for the lookup to show up as a clickable link. Otherwise, it just shows up as the AccountId (unclickable).

I've created a Session-Based Permission Set called Temp Access that gives Edit permission to Object A.

I've created a flow that Activates the Session-Based Permission Set while the portal user is on the page.

Although the flow runs, according to the Setup Audit Trail, the Permission Set doesn't get Activated, so I don't get the desired clickable link.

One thing I noticed: when I assign the Permission Set to only Portal Users and run the Activate flow, I get an error: The permission set must be pre-assigned to the user before being activated. But if I assign the Permission Set to myself as well (Sys Admin), the flow "finishes" without error, but again, it doesn't actually activate the permission set.

Another thing I noticed: If I change the Permission Set to not be Session-Based, I get the desired clickable link. However, we cannot give Portal Users that much permission. It needs to be Session-Based.

Hi everyone, 

I’m looking for some advice on handling ownership changes in Salesforce when an employee leaves the company. As you know, when someone departs, their owned records — like Accounts, Opportunities, and Leads — need to be reassigned to someone else. 

I’m hoping to standardize a process around this and would love to hear how others are handling it. 

Currently, the process I’m considering would be to export and update these records using an import with the new owner's ID. 

If anyone has a process or best practices they could share that have worked well for their organization, I’d really appreciate the insight! 

Thanks in advance for any feedback!

I created a leads report for Trailhead challenge but it wont recognize it. 

Here is the challenge:

Create a Leads report.

I just want to show specific terms for specific products on a conga quote template in CPQ. 

We are using Advanced Approvals along with Salesforce CPQ. 

Sometimes, when a user clicks the Submit For Approval advanced approvals button, the ApprovalStatus__c field is updated to Pending, then instantly reverts back to Draft. The Approval Request record is still created, but the ApprovalStatus__c field is in Draft.  

Has anybody run into this before? 

I have checked all of our automations and nothing is touching the ApprovalStatus__c field outside of Advanced Approvals.  

Thanks!  

Isaiah 

Hi there, 

I have a turbo data mapper set up that seems to be pulling nothing at all. 

I'm using a custom object and selecting ID (as it does) and Description__c. 

I put in zero filters, zero input parameters. I have records of my custom object. 

When I click Execute, I get "We couldn't execute the data mapper because the mappings are incorrect." 

How are the mappings even "incorrect"? I'm not even mapping anything or filtering anything, I'm pulling 2 fields on an object and it returns with an error. 

Hi everyone 

We want our users to log emails and events from Outlook directly to specific Opportunity records in Salesforce. I'm testing Outlook Integration and Einstein Activity Capture (EAC) but running into issues: 

Outlook Integration: 

• I can create an event in Outlook, select an Opportunity, and log the event to it.
• However, if I later update the event (Date, Time, Details) in Outlook, those updates do not sync back to Salesforce.
• I have to create a new event and manually remove the old one from the Opportunity, which isn’t ideal.

Einstein Activity Capture: 

• Events and emails sync between Outlook and Salesforce when updated, which is great.
• However, I can’t directly choose which Opportunity to log the event to.
• EAC associates events based on Contact Roles, and if a Contact is linked to multiple Opportunities, the event appears on all the Opportunity records — even if it’s only relevant to one.
• Managing Associations manually in Salesforce is possible but creates extra admin work.

Our ideal solution: 

• Create an event or email in Outlook and log it to a specific Opportunity.
• Update the event in Outlook, and have those updates sync automatically to Salesforce.

Question: 

• Can either Outlook Integration or EAC be configured to support this?
• If not, can anyone recommend a third-party solution that would allow this functionality?

Thanks in advance for any advice or suggestions!

Hey Community!

If I have 2 single sign-on settings currently enabled in my org (one is for an 'On-prem' server; one is for cloud server) that I inherited. I am trying to delete the on-prem setting but getting the error message below. Any advice other than solutions I've already tried OR how to get to experience cloud?

Error message: you can’t delete this single sign-on setting as an authentication method because your org or experience cloud site is currently using it.

solutions tried:

• Go to Domain Management –> My Domain. Check whether the SAML Settings is disabled in “Authentication Configuration” section. If not, please disable it. ---- This did not work and says I can't disable this setting

• 2. Please check the Portal Login and Registration Settings and Community Login and Registration Settings and do the same. ---- I'm not entirely sure I know where this is, I went to 'Digital Experiences' --> workspaces and see the option for settings, but the one setting I think is for the SAML is not checked, therefore I'm a little out of ideas.

references I've checked:

• https://www.infallibletechie.com/2016/08/unable-to-delete-saml-single-sign-on.html
• https://salesforce.stackexchange.com/questions/71870/cannot-delete-single-sign-on-settings
  • This one referenced a sandbox, but I'm in production
• https://trailblazer.salesforce.com/issues_view?id=a1p3A000000jkroQAA&title=unable-to-delete-saml-config
  • Again this references sandboxes not production
• https://getthekt.com/your-organization-or-community-is-currently-using-saml-as-an-authentication-method/

I have a Flow that updates the Probability field on an Opportunity depending on the "Status" (custom field) that the user has selected. However, we would like the user to be able to manually enter the Probability if they determine that it should be different than the defaults we created in the flow.    How can I utilize this flow, but still allow the user to enter the Probability manually?    Example 1:   User updates the Status field to "Project viable and imminent (40%)", then the Flow automatically updates the Probability to 40%.  User decides the Probability should actually be 25% and needs to enter it manually, but the Flow prevents it.    Example 2: User creates a new Opportunity and manually enters the Probability. Later, the user advances the Stage & Status, the Flow automatically updates the Probability when it should leave the manual entry as-is.    Potential workaround - I created a formula checkbox field called "Manual Prob" and I am trying to create a formula or flow that will check the box if the value is entered manually by the user - but i don't know how to do this. Then in my original flow, i could add a condition where it will only run if "Manual Prob" equals FALSE.  If this the best solution to my original question, then how do I check the box ONLY IF the user manually enters the value?    

Hi Team, 

I am completely stuck on Challenge no. 3 in "Dashboard Insights for Agentforce readiness Superbadge" challenge. 

Link below: 

I am getting the below error: 

"We can’t find the 'Executive Performance and AI Readiness' dashboard with the proper home page configuration" 

Not sure if this is an issue with Lighting App builder OR am I doing something wrong. 

I've configured a Home page app named "Agentforce Readiness" as instructed but still having an issue. 

I've also Activated the App choosing the "App & Profile" setting then adding Standard User and System Admin but doesn't seem to have resolved the issue (snapshot attached) 

Can someone assist please? 

Thanks