Where do I find the Field-Service-Lightning-Consultant exam questions?
#Certifications #Salesforce Field Service
Where do I find the Field-Service-Lightning-Consultant exam questions?
#Certifications #Salesforce Field Service
Hi,
I added a new record type to the "Work" object and created a new page layout for it.
When trying to manualy create a new record for this record type, when pressing save I got the foloowing error message -
I noticed some discussions on this before, so I tried to replace the new page layout with an existing layout of the solution and it didn't worked.
I also verified that under the "New" button, I am using Salesforce standard page and not something else.
Can anyone advise on this?
Thanks!
, thanks for your question. All the fields you mentioned are in the record type layout. The issue happen in all the record type which are custom and we created for our use cases.
There were 2 existing custom record types which have this issue and were created before my time in the company and since everyone was so frustrated from not being able to use them they let go of working with them.
The third record type is a crucial new record type I created.
@Sreedhar KarukondaHello Trailblazers
I am in the process of building my first Einstein Chat bot. I am using a standard bot with a menu based approach to keep things simple to start with. However, I would like to add an end chat rule to my end chat dialog. The problem is that I don't know what variable to select when you add conditions in the step properties. I haven't created any variables myself yet. I did try a couple of variables and tested in preview mode but this did not work. (Eg the customer could still continue the chat after the end chat message from the chatbot. I want the chat to be automatically disabled)
The last input from the customer is they click end chat from a yes all sorted dialog. (so it feels like the condition should be ? = end chat in my head)
Any ideas on how to make my end chat work in the way I have described?
Thanks Trailblazers
The componnet is added to the default home page as well.
#Trailhead Challenges
We have a flow that counts the number of interactions on a contact record. Can meetings synced using Einstein Activity Capture be counted in the flow?
Hello @Mara Pederson
Meetings synced using Einstein Activity Capture (EAC) cannot be directly used in Salesforce Flows to calculate a meeting count as standard Event or Task records. EAC stores synced meetings as virtual records in AWS, which are reflected in the Activity Timeline but are not native Salesforce Event objects. This means they lack record IDs and cannot be queried or manipulated like regular Salesforce records in Flows or reports. Additionally, EAC data is not accessible for standard reporting or as triggers in automation tools like Flows, limiting their use in custom logic.
However, you can work around this limitation by leveraging EAC's Activity Metrics feature (available with a paid license). This feature creates roll-up objects in the background, such as [Last Meeting Date], which can be exposed via Formula Fields or used in Flows to track meeting-related data indirectly. To calculate a meeting count, you would need to:
- Enable Activity Metrics and ensure at least one paid license is active.
- Use a custom object or field to aggregate meeting counts based on the synced data, updating it via a scheduled Flow or Apex that processes the Activity Timeline data.
For an accurate solution, consider consulting Salesforce documentation or support to confirm compatibility, as EAC's design prioritizes AI-driven insights over traditional record-based automation.
https://salesforce.stackexchange.com/questions/369640/einstein-synced-events-are-not-events-what-are-theyhttps://www.salesforceben.com/ways-to-unlock-reporting-with-einstein-activity-capture/
when i go on a sales app home page and click on gear icon there is no option for edit page what should be the possible reason
@AKASH GUTTE
check below steps:
Please find the similar thread:
https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007ZAOMi
Hi, I've logged into webassessor.com to book the AI Associate certification but I see that it's no longer an option:I see on the AI Associate cert page that it states that SF is retiring the AI Associate certification in February 2026:
Have they stopped people from taking it already? I can't find any info on this anywhere so just wondering if someone out there might know.
Hi @Owen Mabey,
Let me know if my previous comment solved your query or you have some more questions. Please mark the previous comment as the best answer.
Thanks
User has emails in a folder in Outlook and is looking for a way to log many emails at once to a record in Salesforce, but it seems that this is not possible within the Salesforce Outlook add-in. Is it only possible to log each email to the record individually?
I know that Einstein Activity Capture can automatically attach the emails but there are other reasons why the users will not use EAC, as there is no way for them to exclude specific emails from being attached automatically.
#Outlook/Teams/Gmail
Hello @Brendan Reilly
The Salesforce Outlook add-in currently does not support logging multiple emails from an Outlook folder to a Salesforce record at once, requiring each email to be logged individually. However, there are alternative approaches to achieve bulk logging without relying on Einstein Activity Capture (EAC):
Third-Party Tools:
Consider using AppExchange solutions like Match My Email or Riva. These tools allow bulk email logging from Outlook folders to Salesforce records by syncing emails automatically based on custom rules. Match My Email, for instance, offers the ability to match emails to records and exclude unwanted emails using filters, addressing the user's concern with EAC's lack of exclusion options.
https://www.salesforceben.com/your-guide-to-automating-email-logging-in-salesforce/
https://silverlinecrm.com/blog/salesforce/demystifying-your-salesforce-outlook-integration-options/
Manual Bulk Upload via Salesforce:
Export the emails from the Outlook folder as a .csv file (including fields like subject, sender, recipient, date, and content), then use Salesforce's Data Import Wizard or a custom Apex script to associate them with the target record as EmailMessage or Task objects. This requires manual preparation but can handle multiple emails at once.
Flow Automation:
Create a custom Salesforce Flow with an invocable Apex action to process emails from an Outlook folder. Users can drag emails into a designated folder, and a script (e.g., using Microsoft Graph API) can trigger the Flow to log them to a Salesforce record. This requires development effort but offers flexibility.
Since EAC is not an option due to its inability to exclude emails, and the Outlook add-in lacks bulk logging, third-party tools like Match My Email provide the most practical solution for bulk logging with customizable filtering. Consult your Salesforce admin to evaluate and implement the best fit.
Is there any possible and easy way to recover transaction log
#SOQL Queries
If you are looking for a method to recover LDF files, then you can use SQL Transaction Log Recovery. It is an easy and reliable tool for recovering your LDF files and transaction logs. It allows users to select LDF and MDF files for an effortless SQL Log recovery. This tool saves all the table constraints, including primary keys, foreign keys, etc. Moreover, it includes several features like a preview option, maintaining the original folder hierarchy, and a date range filter. It is compatible with all the versions of Windows OS.
Hi Team,
I'm starting a fresh data migration for a hospitality client where the primary source system is a PMS (Property Management System), which handles reservation data. We're working with Salesforce Service Cloud, Loyalty Management, and Data Cloud.
My key question is:
👉
Should I integrate the PMS directly with Data Cloud or Salesforce CRM (Service Cloud) to bring in reservation data?
Some colleagues suggested integrating directly with Salesforce CRM. However, others have recommended integrating with Data Cloud instead — which left me a bit confused.
So I’m hoping to get input from anyone who has implemented something similar:
Would really appreciate any guidance or lessons learned!
Thanks in advance!
how will you use Data Cloud to push single records into Sales Cloud? You can activate segment, and enrich exitsting records with a.o. calculated insights. But I don't see it feasible, to use Data Cloud as an integration platform in this case?
@Sharath Kumar you and I have already discussed it before - and even though DC can push data to SC in real time, you need to observe WHAT data it is. I don't see DC capable of being an integration platform, for creating unique records representing your PMS data into SC. Unless e.g. @Mateusz DÄ…browski
knows something I don't know?