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Hi all, 

 

Has anyone found a good solution or workaround for handling the 4-digit ZIP code extension (ZIP+4) in addition to the standard 5-digit US ZIP code in Salesforce? Unfortunately, it seems Salesforce doesn't support this out of the box, especially for address fields on standard objects like Accounts. I'd be really interested in hearing how others have approached this – whether with custom fields, validation, integrations, or third-party tools, advantages, disadvantages. 

 

 

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I am unable to see the "Template-Triggered Prompt Flow" in the org

when creating a Template-Triggered Prompt Flow. Please find the screenshot attached.  

 

 

Help with Add a Flow to Your Prompt Template trail

 

Screenshot 2025-04-09 at 1.05.05 AM.png

 

 

 

 

#Trailhead Challenges  #Agentblazer

2 answers
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1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 7:54 PM

    Hello @Mariam Abouhamda, please check it out in Setup > Flows list. 

    If deleted, the simplest way is to detach your current playground from your trailblazer profile, create a new playground when done, and take again the module. 

    Eric

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Good afternoon, can I create a single service appointment list so that each technician only sees that list with their assigned appointments? From the app, when multiple lists appear and I want only one to appear, thank you very much.

@* Salesforce Field Service * 

1 answer
  1. Today, 7:53 PM

    Hi @Raquel Soriano Alvarez

     

    Yes, you can configure the "List My Service Appointments" in the Salesforce Field Service mobile app to show only a single list per technician that displays only their assigned appointments. 

     

    • Go to the Field Service app and open the Service Appointments tab.
    • Create a new list view called "My Appointments".
    • Set filters so each technician sees only their own appointments.
    • Make sure only the right users can see this list.
    • Go to Field Service Mobile Settings and remove other list views.
    • Add only the "My Appointments" list to the mobile app.
    • (Optional) Use advanced settings if needed to control visibility by user profile.

    Thanks,

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I am trying to edit the "unified link 1" element and I can't click anything for the data source or object. I'm seeing errors on the left handside of the screen as well. unsure how to work through this

Error with

 

 

 

#Trailhead Challenges

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 7:52 PM

    Hello @Sasha Tenenbaum-Lane

    have you checked that your data streams correctly run, and are all successful ? If not please try to ingest. If yes, that may be because the flow builder loaded the page/flow before it finished. So quit the page (leave the page without saving), go back to flow list, open it again, and try again to edit it. 

    Eric

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Hi everyone, 

I'm a Salesforce admin brand new to Agentforce. I'm playing in a sandbox to see if I can accomplish something with an agent and wanted to see if anyone here has had luck with this. 

The use case is, when a support rep asks Agentforce to escalate to a supervisor, the agent should review the case subject, description, related comments and related emails to determine whether the customer is having a negative emotion (based on words used like 'upset', 'mad', 'angry', 'frustrated'). I found the Raise Flag action but that appears to be specific to a customer chatting with the AI, not a support rep. Any thoughts on an action I could use that alerts the supervisor that help is needed? I'm struggling with what the outcome should be. I hope this makes sense. 

#AwesomeAdmins

 

#Agentforce

1 answer
  1. Today, 7:51 PM

    Heyy Laura in this case I think Instead of using the Raise Flag action (which is for customer chats) I see it’s more preferable to

    Create a custom action in Agentforce that triggers a case update when the agent detects negative sentiment and

    Use Flow Builder to update the case with a high priority flag and notify the supervisor

    Therefore you should :

    Update a custom "Needs Supervisor" field on the case to True , Change the case priority to "High", Send an email alert or Slack notification to the supervisor team.

    The Agentforce agent would analyze the case text for negative sentiment words, then invoke this custom action when needed, passing the case ID and possibly a summary of why escalation is recommended.

    And would keep the hall process within standard Salesforce automation capabilities while allowing the AI to handle the sentiment analysis part that would be difficult to do with regular formula fields.

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I'm getting this error: "We can't find an Autolaunched flow named 'Subflow-Create Generator Opp Product'. Make sure you saved the flow with 'Subflow_Create_Generator_Opp_Product' as the API Name".

I'm checking the challenge in Run a Flow Within a Flow unit, but I'm getting this error:

I have checked all the spellings and spaces. Everything seems to be correct. Also, I have created a new playground and tried but the error still persists. Can someone please help me with this?

 

 

#Trailhead Challenges

4 answers
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3 answers
  1. Mar 16, 10:38 AM

    Hey @Roger Kurian

    , I've done that before. 

     

    But all was done with LWC components to get the data related with the fields and leverage the default search with query string.

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Ok, so I know Salesforce has Tableau and there is PowerBi, however, I am wondering are there any other solutions or options for getting to more advanced reporting needs beyond the native reporting features in Salesforce?  We are reaching some limits to what we can do reporting wise in Salesforce, just because of the 4 object limit on report types and just due to the fact that not everything related to a Contact for example has other objects directly related to each other.  Like I said, I feel confident that Tableau or PowerBi could help, I am looking for ways to keep costs down and visualize as much data as possible in SF.  

 

One of my thoughts was Apsona and their multi step reporting.  But even then I am not sure.  So thoughts?  Suggestions? 

 

#Nonprofit #Reports & Dashboards #Analytics #Salesforce Admin

6 answers
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Hello 

 

I am using Database.

convertLead(leadsToConvert, false)

and passing lead list to convert the batch of leads with partial success. I am seeing in debug logs that account insert trigger fires multiple times. Example if 3 leads are send for conversion then account insert trigger fires 4 times.  

First time trigger process 3 leads and after that each lead one at a time. We dont have any customization that will cause such behavior. And this multiple time firing causes governor limits to hit.  

 

Is this expected behavior of Databse.leadcovert list with partial success, that the lead conversion happens separately for each lead & thus account trigger runs multiple times?  

I dont expect such behavior as its batch method which takes the list so all processes lead, account, contact, opportunity should be optimized to operate in bulk. 

 

Can someone help me to understand the behavior of the Databse.leadcovert list conversion method? 

 

Thanks 

Reeta

2 answers
  1. Today, 7:43 PM

    Thanks @Lee Storey for your response. 

     

    For lead conversion with 3 records I got success for all records. But still I am seeing multiple runs for account & opportunity processes. When I checked with Salesforce support they said even though database lead convert takes list but it actually converts one record at a time & thats the reason of hitting SOQL limits. I am not getting any document which mentions this. And when document says that 100 leads can be consider for conversion then I dont believe one lead conversion at a time theory. Its confusing as there is no detailed documentation at least i didnt found any.

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