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Hi Community,
I'm going crazy, because we are not able to modify contact records. The preferred mail and phone is set correctly and the respective email field is populated. but we are always getting an error.
We don't need the functionality at all. In the Education Cloud settings I can turn preferred mail and phone off. but not in the NPSP settings.
Hopefully I'm not the only one having this problem.
Thanks
Sebastian
Today, 12:52 PM Check for custom validation rules on Contact. Or it could be a different app or custom code. There’s no language like that in NPSP and nothing in NPSP that would prevent editing a record because of an email field. Hopefully it’s just a validation rule someone created in your org.
Hello,
one of our users has the following problem with the Outlook AddIn.
When he wants to synchronize an email with an attachment to Salesforce, he is always shown that the file is empty. Only he has the problem, it works for other users.
Outlook AddIn has already been uninstalled and reinstalled.
Thank you in advance for your help!
BR
Marie
In the Trailhead module Set Up Service Console Productivity Tools, I am unable to see Email as an action. I understand this to be a pre-requisite before I enable Email-to-Case in configuration but please let me know if I am understanding 1a incorrectly. https://help.salesforce.com/s/articleView?id=service.customizesupport_enabling_email_to_case.htm&type=5
#Trailhead Challenges #Trailhead #Service Cloud
Hi. We have a new button (not sure how new) on the Opportunities Pipeline Inspection view to "Open in Quip". I am really sure on how this works but it doesn't seem to take into account the filters you use in the Pipeline Inspection, it just gives you the basic list available for you in that view. I tried to look online for any support regarding this but with no luck. Has anyone figured out how this is working and why it is not showing you the filtered data?
An example: I am using a view that shows opps for this quarter. But if I update the filter to show only for this month, the view is changing in pipeline inspection but when I try to Open it in Quip, it shows the same big list for the whole quarter.
#Quip
Hi Community
i have one requirement in system admin profile i can see and enable the Gmail integration and sync option but i can't see that option in another profile like custom sales profile i need to enable the Gmail integration and sync option for that user as well, i would appreciate can any one help me out this.
Today, 12:45 PM Refer to the link: https://youtu.be/PGg7tpZgsWY?si=InY4DqOzZmqoX53y To have an overview on how to setup Einstein activity capture
And make sure API Enabled, Access Activities and View Setup and Configuration is Enabled in profile. You can find that in the Administrative and General user permission
Hi Team,
I was taking my Salesforce Certified Service Cloud Consultant examination on 22 February 2024. After completing 30 questions in the test, I got a warning on the screen with no mention of any specific details. My test was resumed. After a minute they suspended my test without stating any clear reasons by just mentioning that I would get mail from the support team on further steps which I haven't received yet and it's been over one month
I myself reached out to Kryterion support team, and they reverted back with the following message.
Kryterion support: Your exam has been suspended. We are unable to effectively and properly proctor your exam due to your failure to meet certain behavioral or environmental requirements identified by the test sponsor. For this reason, you may not continue your exam. Your responses received up to this point will be reviewed or submitted and your test sponsor will notify you of the final results, if applicable.
It is very sad to see the above response as there was just a warning from the support guy and that too was not clear.
I have already opened a case with the trailhead support team. Case no. #01135650 #01142255 #01158227 #01135834 . This is impacting my career growth so,
I sincerely request the team to look into my case and suggest further steps to reschedule my exam at the earliest possible.
Today, 12:44 PM Hi @Ravindra Babu Sikhakolli, I was giving AI Speacialist exam and in about 1 hour they paused my exan says video was droppedoff. They asked me to exit the exam and Relaunch again whcih I did with all the proper system requirements. Immediatly after launching directly exam connected to support and they asked to show room and everything which I did. They suspended exam. I have also raised Case to trailhead #469593325 but without my mistake they suspended it and my organization asked to complete this by end of this month. Does my Exam be resheduled or what will be the next steps
error - Step not yet complete in Data Cloud and Einstein 1
We can’t find the Reservations related list in the Contact Lightning Record Page.
while I have completed all steps and all buttons and tabs were working well for me. Please would appreciate if someone could get on a call with me and help me out with this
#Trailhead Challenges
Today, 12:40 PM Hi @Akash Punera @Kate Zinsky @Mykhailo Vdovychenko did absolutely everything deleted and used new org matched steps with video and everything possible. Just not happening at all!
Hey fellas,
Do you know how can I add the fourth dependent Picklist value in the SCREEN FLOW? I got 4 custom picklist field in case object for exam: A,B,C,D. In which B is dependent on A, C is dependent on B, and D on C. In the screen flow I am able to add the Field A,B,C because of
Dependent Picklist element but I am not able to add the D picklist in due to Dependent Picklist restriction. For D field picklist field I am using simple Picklist element but the problem is all the picklist value that exist in D field are appearing but I want only those value which are based on C picklist choice.
For example:
- Decision 1: If C = "John Doe", Picklist Field D should show "Manager", "Team Lead".
- Decision 2: If C = "Jane Smith", Picklist Field D should show "Developer", "Tester".
Please suggest if there is any solution to this problem?
Thank you.
#Screen Flow #TrailblazerCommunity #Trailhead #Flow #Salesforce Admin #Salesforce
Today, 12:31 PM Thank you all for your answer.
Have you got any example for this ? So, that I can try to implement that.
Thanks
Hi all,
I have a user that is currently "over permissioned" as a sys admin, this was to allow them to connect and run power bi to refresh some power bi dashboards into MS 365.
I have created a new profile however when they refresh their data via power query they get an error indicating they have no access to the table / field. this isnt one or two specific fields but all the fields in that table / object.
Any ideas what im missing in terms of a permission on the new profile?
Thanks all!
#Microsoft Power BI #Data Management
Sushil Kumar (UKG) Forum Ambassador Today, 12:31 PM Have you checked sharing settings of object? As system admin, you get modify all data permission, so you override default sharing settings. You will have to create some sharing mechanism if it’s private object.