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Hi , 

Please check this article. 

@Munagala Raghunathreddy

Thanks for Sharing but above article is about Guided Selling in CPQ. I want to do in Revenue Cloud 

Hi @Maanav Chetty

Sure. Happy to assist you.  

Thanks, 

A. Gobinath

Hi @Tim Morgan

Are you facing any errors? Screenshot pleasee. 

Thanks, 

A. Gobinath

Hello@Rosie Lewis,

• make sure you have saved the code
•  If not working , then  try in new fresh org, it might be the existing record causing the issues in your org. 

Hi @Sambit Nayak

There are multiple reasons why the Activities button may not be showing, and one of the following recommendations might help you resolve the issue.

1. Check the Record Page Assignment:
   • Go to Setup → App Builder → Open the Lightning Record Page assigned to Accounts.
   • Ensure that the correct record page with the Activities component is assigned as the Org Default.
2. Verify Global Actions & Action Layouts:
   • Go to Setup → Global Actions.
   • Check if the New Task action is available and correctly configured.
   • Also, check if the New Task action is included in the Account Page Layout under the Salesforce Mobile & Lightning Experience Actions section.
3. Check Object-Level and Field-Level Security:
   • Ensure that the user has Create and Read access to the Task object.
   • Go to Setup → Profiles or Permission Sets, and verify that the required permissions are enabled.
4. Verify Compact Layout and Quick Actions on Mobile & Lightning Experience:
   • Go to Setup → Object Manager → Account → Page Layouts.
   • Ensure that New Task is added to the Quick Actions section under Salesforce Mobile and Lightning Experience Actions.
5. Check Deployment Completeness:
   • If using Change Sets, confirm that both the Page Layout and Lightning Record Page were deployed.
   • Try manually adding the button in the target environment.
6. Clear Cache & Refresh UI:
   • Ask users to clear browser cache and refresh the Lightning UI (Ctrl + Shift + R).
   • Log out and log back in to see if the button appears.

By following these steps, the New Task button should become visible under the Activities tab after deployment.

Thanks, 

A. Gobinath

Hey you can try these suggested steps to resolve your issue , hope it will works. 

Here are a few things you can try:

1. Check Permissions – Ensure that the affected users have the necessary permissions to access the Omni-Channel Wallboard. You may need to adjust their profile settings or assign the correct permission sets.
2. Verify Queues and Skills – The Wallboard uses filtering logic based on queues and skills. If the users don’t have access to the correct queues or skills, the metrics may not load properly.
3. Refresh and Wait – Sometimes, the error message suggests waiting a few minutes before reloading. If the issue persists, try clearing the browser cache or using an incognito window.
4. Check for Known Issues – There have been reports of connection errors when using the Omni Widget and Omni Supervisor simultaneously. If this applies to your setup, consider adjusting how these tools are used together.
5. Salesforce Documentation – You can find more details on how the Wallboard works and troubleshooting steps in the official Salesforce documentation here and here.

@実理 中澤

なるほど。確かに、積み上げ集計項目は影響を受けますね。抜けていた観点でした。 

積み上げ集計項目の代わりにカスタムの項目を作って、データを移送（転記）すればよさそうですね。（ご認識されているとおり） 

◎商談項目「金額1(デフォルト項目)」に商談項目「『従オブジェクトの金額1』を集計する為のカスタム積み上げ集計項目」を転記  

⇒こちらは、いまフローで実現されているものと理解しました。 

　そうであれば、いまこれら2つの項目は同期されていますので、 

　従オブジェクトの運用停止後は、フローを止めればよさそうです。 

◎商談にある「金額2(カスタム積み上げ集計項目)」に代わるカスタム通貨項目を作成し、 

その作成した商談項目「金額2(カスタム通貨項目)」に商談項目「『従オブジェクトの金額2』を集計する為のカスタム積み上げ集計項目」 を転記

⇒はい。ご認識のとおりで実現できそうです。 

データローダーのご経験が少ない、とのことでした。 

安全に作業を行うために、次のようなことをお勧めしておきますね。 

・データメンテナンスを実施する前に、バックアップを取得しておく。 

　データローダーでエクスポートする。ウィークリーエクスポートを取得する。など。 

・事前にSandboxでリハーサルする。 

　PartialCopy Sandbox や FullSandbox の環境を準備してリハーサルして手順を確認する。 

など。 

上手くいくよう祈ってます。

Hello@John Isaac Sumucad

, 

Please check,

• https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8pG2SAJ
• https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000IQVuLSAX

Hi @Brian Yarsawich

There are some limits and please refer below. 

Topic limit on a single post: 10 

Topic limit on a single record: 100

 Characters in a Topic Name: 99

Here is a link for reference: http://help.salesforce.com/HTViewHelpDoc?id=limits_collaboration.htm&language=en_US

Thanks, 

A. Gobinath