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Hello Everyone

Currently we are trying to export Salesforce contacts via an Excel PowerQuery. Since we have multifactor authentication as a must we decided to set up SSO for Salesforce.

After setting SSO up and using a tenant account the authentication works as expected and MFA is no longer required.

However it is not possible to automate the process because after a certain time we get an error message that the credentials are not working anymore. Obviously nothing has changed and once restarting Excel and reentering the creds it works again. We have tested several steps from the PowerQuery side but unfortunately without success.

Thanks in advance to all of you.

#Developer Forums #Excel PowerQuery

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Mar 7, 10:12 AM

NPSP Account Soft Credit - Opportunity Close Date Relationship Criteria

Hello,

I would like to know if it is possible to create a rollup up on the Account object, using NPSP Account Soft Credit, Opportunity (master detail) Close Date as a relationship criteria. I have tried a number of ways including using the relationship __r but get the following:

Error: Relationship Criteria Fields: Field npsp__Opportunity__r.CloseDate does not exist on the child object.

I would like to avoid adding a formula field on the Account Soft Credit to have the Opportunity Close Date.

Thanks in advance.

Avni

7 answers

Avni Patel (Great Ormond Street Hospital Charity)
Today, 2:43 PM
Thank you Andrew, though the full calculate worked the first time in updating deleted and updated Opportunities, the daily full calculate thereafter does not seem to be picking up the changes. Our first full calculate took approximately 2 days then daily ones thereafter seem to complete within 2 hours oddly.

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Today, 2:22 PM

I cannot finish Discover and Configure Products

When checking Discover and Configure Products challenge I get the follwoing message:

We can’t find the quote Office Supplies. Make sure you create the quote for the EdgeMX account.

While I have the quota with that name connected to the right account. I am working on freshly created org.

#Trailhead Challenges

1 answer

Sergei Avramenko (Bullhorn)
Today, 2:42 PM

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Yesterday, 7:21 AM

New Benefit Schedule" button issue in Program Management.

I tried creating a benefit schedule using the 'New Benefit Schedule' button in the Benefit object. I entered the details, and the session details appeared on the second screen. However, at the end, an error occurred: 'Something went wrong while marking Approval Status to Approved in Benefit Schedule.' Is anyone else facing the same issue? How can this be resolved? #Salesforce Developer #Nonprofit #ProgramManagement

1 answer

Sean Finerty (Salesforce)
Today, 2:42 PM
Hi @Nandini Yadav
- you posted your question in the PMM group, which relates to the Managed Package, but the language you used (Benefit Schedule/Benefit) makes me think you're using the newer Nonprofit Cloud product on Core. Is this correct?

Assuming that is the case, I've heard of this error when the Provider Management org preference is turned on but the Provider Management Access permission set was not added to the user record. You can either assign the Permission Set to the user creating the schedule or turn off the Provider Management Org Preference.

For more info - Provider Management was added to NPC in the Winter '24 Release (
Release Notes)

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Today, 2:36 PM

How do I refresh dynamic content blocks on multiple CloudPages?

Hello! There are a few tricks to globally refresh content blocks referenced by ampscript within emails in triggered sends, but I'm wondering if someone has found a method to force a refresh of dynamic content in multiple published CloudPages.

In our case, we'd like to reference a standard footer on some landing pages, and making minor changes to that footer is time-consuming because we have to edit each one.

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Today, 2:34 PM

Adding External Client App to 2 GP Salesforce

I'm trying to create an Unlocked Package that includes an External Client App. Below is how my app looks in Dev Hub Org.

When I try to create a package I can only add ExternalClientApplication and ExtlClntAppOauthSettings. If I try to add any other metadata about the APP I get an error when trying to create a package. If I install the package with only this files in any org, the package is not editable and I cannot edit the OAuth Policies and enable the Client Credentials Flow, and I cannot see and get the consumer key and consumer secret. My end goal is to install the package with all the settings in any org and only set the Run As User so I can get an Access Token using the Client Key and Client Secret.

Thank you.

Adding External Client App to 2 GP Salesforce

#Developer Forums #External Application #Second Generation Packages #Package Installation #Package Dependency #Unlocked Packages

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Today, 10:32 AM

There is no 'Start' Field in Event & Task Report

Dear Trailblazer,

I tried to create an event and task report using Standard Type, yet the 'Start' field is missing. This field is required, and all users get the access to edit and read. Anyone here know how to deal with it?

Also i'm checked for the Events with Invitees report, it shows 'Start' field.

#Salesforce Developer

2 answers

Kausstubh G Labhe (Checkout.com)
Today, 2:34 PM
For task you do not have Start date.
You have the Due Date field (API name - ActivityDate).
https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_task.htm

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Today, 8:29 AM

How to make Salesforce Outlook Plugin match attendees to Contact records instead of User records?

Hi everyone,

I’m new to the Salesforce Outlook Plugin and have a question. When selecting attendees and logging a meeting to Salesforce using the Outlook plugin, it defaults to their User record (the People card) instead of checking for Contact record first. Users have to click on an exclamation mark and manually select the Contact, which adds an extra step.

Is there a way to change this so that the plugin first matches attendees to their Contact record, and only uses the User record if no Contact is found? This would make it easier to log meetings directly to the Contact record.

I’d appreciate any suggestions or advice. Thank you!

2 answers

Hui Hui
Today, 2:34 PM
Hi @Ashwini Garwandha

Thank you for the explanation! Just to confirm, it seems like there is no out-of-the-box feature in the Salesforce Outlook Plugin that allows us to set the default matching to the Contact record rather than the User record, correct?

If that's the case, would customization (e.g., using a flow or apex) be the only way to achieve this behavior, or are there any other settings or configurations that could help with this?

Thanks again for your help!

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Yesterday, 10:58 AM

SOQL currently not allowed in apex

I am getting Error :

SOQL currently not allowed

My code is :

at line number 47 i am getting Error

Error : System.LimitException: SOQL currently not allowed

please Help me

Thank you

#Trailhead Challenges #Salesforce Developer #Certifications #Security #Analytics

1 answer

Eric Burté (DEVOTEAM) Forum Ambassador
Today, 2:33 PM
Hello @ANJALI Anjali
have you tried to do it in 2 steps, or with parenthesis..
See the 2 options below & the associated log result :
//Most common
Organization oid = [Select Id, isSandbox from Organization Limit 1];
Boolean isMyOrgASandbox = oid.isSandbox;
System.debug(isMyOrgASandbox);
//One line shorter
Boolean isMyOrgASandboxBis = ([Select Id, isSandbox from Organization Limit 1])?.isSandbox;
System.debug(isMyOrgASandboxBis);
And the result in logEric

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Today, 11:01 AM

Issue with AgentForce API high response time

Hello,

I'm experiencing high response time when using the Salesforce Agent API.

I have trained some documents (PDF and html) in Knowledge tab

For input messages need to use knowledge base usually the request took above 10s.

But normal messages like "Hi" "Hello" the response time are usually 4-5s.

Is there any way to reduce that?

Let me know if you need additional information.

1 answer

Harsh Thakkar (Salesforce)
Today, 2:32 PM
Hi @Nhat Nguyen

Here are some considerations and steps you can take:

1. Ensure Proper Setup and Configuration:
- Make sure that Data Cloud and Data Libraries are properly set up. This ensures that the knowledge articles and files are indexed correctly.
- For more details, see "Data Cloud Features and Learning Path" (
https://help.salesforce.com/s/articleView?id=sf.customer360_a.htm&type=5&language=en_US) and "Setting Up Data Libraries" (https://help.salesforce.com/s/articleView?id=sf.data_library_setup.htm&type=5&language=en_US
).
2. Optimize Knowledge Articles:
- Ensure that the knowledge articles are well-structured and relevant. The action can use custom knowledge field types such as Text, Text Area, Text Area (Long), and Text Area (Rich). Text (Encrypted) and URL fields aren’t supported.
- The action can use file upload types like text, HTML, and PDF. Ensure that the file sizes are within the supported limits (up to 4 MB for text or HTML files, or 100 MB for PDF files).
3. Manual Indexing:
- When Agentforce is provisioned in a Salesforce org that has Knowledge, it triggers an initial indexing of knowledge articles. Knowledge articles are reindexed daily. To manually index knowledge articles, go to the Agent Actions page in Setup and select the Answer Questions with Knowledge action. Click Refresh Data Source.
4. Considerations for Performance:
- The action respects permissions and sharing settings. When generating responses, the action only uses knowledge articles the requesting user can access.
- The knowledgeSummary is returned by the LLM (Large Language Model). It is based on the instructions in the prompt template, the user query, and retrieved relevant data. The LLM uses these inputs to determine the best pieces of information, or chunks, to use for the response.

Thanks