Feed

Once a support agent has resolved a case, the case is closed, and an email is sent to the client informing them of the successful resolution and closure. In this email, I would like to include a feedback link for the client, asking for their thoughts on the overall case resolution. 

To achieve this, I have created a record-triggered flow that sends the email once the case status is updated to "closed." Additionally, I have developed a screen flow to collect feedback. However, I need assistance in creating a link to the feedback screen flow that can be embedded in the email. This link should direct the client to the screen flow rather than to the organization’s homepage.

Good Day colleagues, 

I am in the process of doing an audit for a client.  Since this is a new client, and we have done simple audits before, I was wondering if there is a process / resource / documentation to assist in performing this audit.  It is an established client. 

Thanks in advance

HI, Can anyone please tell what is the error and solution. 

• dlrs_caseman_IntakeTrigger: execution of AfterUpdate caused by: System.DmlException: Update failed. First exception on row 0 with id 0014x000022iCTyAAM; first error: INVALID_CROSS_REFERENCE_KEY, invalid cross reference id: [] (dlrs) Trigger.dlrs_caseman_IntakeTrigger: line 7, column 1

I recently refreshed the Partial sandbox and working on some updates there, so I can later deploy them into production.  

I am having DLRS in my org, and on Intake object, I have a field that is a lookup to user. I am trying to change the name of the user there and selecting another active user and getting this error. Could anyone assist me that what to check and where? 

Note: I am an admin and not a developer, so please guide me by keeping this in mind. Thank you in advance!

We know that when the Renewal Forecast field on a Contract is set to TRUE, Salesforce CPQ automatically creates a Renewal Opportunity, unless one is already specified in the Renewal Opportunity field on the Contract. To facilitate price calculations, Salesforce CPQ also generates temporary "ghost" Quote and Quote Line records. At the end of the process, these temporary records are deleted, leaving only the Opportunity and Opportunity Product

records.  

Problem: 

We have custom Apex logic that executes after a Quote is inserted. However, this logic also runs on ghost Quote

records, which are ultimately deleted.  

Question: 

How can I determine if a Quote is a ghost record to prevent the logic from running on these temporary records? 

Hello Everyone,  

I have just completed my Ranger Rank and Road to Ranger Quest April 2024 to get the Trailblazer Hoodie.  

Do I get notified about receiving the hoodie?  

Can anyone tell me what is the exact process to get the Hoodie. 

This is a question from the August 16 Nonprofit Ask Me Anything sessions - I am relaying the question asked live in the session + the resources the hosts shared as a follow-up.

Mine is mainly about using Case Management for organisations - we have a service where we match people with Down's Syndrome with potential employers and so would potentially treat each as a case (potential employee case, potential employer case) and then link them for a role. any thoughts on using case management vs bespoke config?

Some notes shared from the hosts and attendees:

• Definitely prototype this vs spending too much time building the ‘perfect’ system to test it
• https://www.salesforce.org/wp-content/uploads/2020/11/NGO_Datasheet_CaseManagement_WinterRelease21.pdf
• Test this out, do an MVP
• Is it per org or per user, to understand the cost, this will help guide the direction of what you can afford or not

#Nonprofit Cloud Case Management #AskMeAnything

Hello Everyone, 

I am looking for options to implement guided learning for my team of Salesforce professionals within my organization and came across Trail Tracker app. I would like to understand the following, 

1. Can we use this app in Prod org with Chatter license for the team members? 

2. The team members have trailhead profile already so can they be able to link the new user account from this Prod org with their trailhead profile for the data to flow to the Prod org? 

3. Looks like this does not support sandbox. So, how do we test this app before rolling it out to larger group of users in Prod? 

Thanks for your response! 

Hello,

Does anyone know if it's possible to automatically create a Campaign Member (without creating flows or triggers) when a Gift Transaction is created and is related to a Campaign (as is the case with Opportunities)? 

Thank you.

https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object/standard-custom-fields

1. From Setup, click Object Manager and select Account.
2. Select Fields & Relationships.
3. Click Prospect Rating, then click Edit. (After clicking on Prospect Rating, the page turns blank. Any idea why? 

#Trailhead Challenges