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Hi! 

I am responsible for my company's training and adoption. All of my content I build is outside of salesforce, in guides and in LMS courses.  As we prepare to double our user base and transition to Education Cloud in the coming years, I’m exploring ways to elevate and evolve our training approach to better support scalability and long-term success. 

1. Do you use the myTrailhead subdomain for your users? 

2. Do you use the Learning Home and assign content that you custom make - not trails? 

3. What are your general best practices?

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Hello,    I'm working on a Data Cloud-Triggered Flow in which I want to send an email to the Owner of the triggering record. I selected the Data Cloud Object on the Choose Data Cloud Object screen, then I added an Email Action. When I try to look for the Owner field to get the Owner email, the field is not even available for selection, the field is a lookup. Not sure if it is relevant for this purpose but the field is mapped. I even tried creating a formula field to store the email address but the formula field is not accessible either.     Does anybody know if there are limitations on Data Cloud to get related records? I did not find documentation for this. Thanks in advance.   

4 answers
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 I am currently locked out of my account and unable to access the system. Please reset my account and enable two-factor authentication (2FA) so I can log back in.  

 

#Salesforce Admin

1 answer
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    Today, 5:26 PM

    Hey Nathan - I am afraid this is beyond the realms of something we can help with. 

     

    Have you tried reaching out to Salesforce support?

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Hello Trailhead Community, 

 

I am curious about something I've come across. My boss gave me a list of leads to go through to ensure they are assigned to the correct sales rep. What I am noticing about this list is that upon searching the names, nothing shows up. Spelling is correct and everything. It isn't until I search the name and add "leads" to the end of it that it will show up in the search. The most confusing part about this though, is that when I click on that lead, it takes me to a contact attached to an account. This seems to be the case for all of the leads on this list, with some even taking me to a contact under a totally different name and account. This list was a created as a lead report pulled directly from SF.  

 

Where are these leads coming from and why do they still exist?  

 

#Leads  #Reports & Dashboards  #Salesforce Admin  #Salesforce  #Salesforcecommunity  #Lightning Experience  #Salesforce Platform  #SharingIsLearning

1 answer
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    Today, 5:21 PM

    Hey it seems you may have some visibility issues perhaps? 

     

    You are seeing them as Converted leads I believe which are now Contacts/Accounts. 

     

    But your message is a bit confusing so I can not be 100% confident. 

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  1. Click the Setup icon, then click Setup.
  2. Type flows in the search, then click Flows (under Process Automation).
  3. Click Create Check-in Guest Event.
  4. Click the Unified Link 1 element, then click Edit Element.
  5. For Data Source, choose Data Cloud Object.
  6. For Data Space, choose default

     

    Issue: I cannot choose "default". There is no "default" in the dropdown.

 

 

#Trailhead Challenges

3 answers
  1. Today, 7:22 AM

    Hi @Boon Kiat Soo

     

    1. For Data Source, choose Data Cloud Object.
      1. Click on 3 Dots search for data cloud
      2. Click on Data Stream
      3. Click on New
      4. In Connected Sources - Select Salesforce CRM
      5. Click Next
      6. Salesforce Org - Select the default org and select  Custom Data Bundles (1)  in the bottom of the page in which you select the salesforce org
      7. Click Next
      8. Click Next (Leave everything as it is)
      9. Click Deploy
    2. For Data Space, choose default.
      1. After you deployed Data Stream
      2. Go to Identity resolution tab on the data cloud app.
      3. Click New
      4. Click on New Ruleset
      5. Click Next
      6. Data Space - select default
      7. Primary Data Model Object - select individual
      8. Match to Data Model Object - select individual (automatically gets selected)
      9. Leave ruleset id (give some unique name)
      10. Click on next
      11. Provide Ruleset name, Click Save.
      12. You should be able to complete your challenge now.

     Shown example for Data Stream, similarly try for Identity resolution, let me know if any help required

    Hi For Data Source, choose Data Cloud Object.

     

    2nd Data Stream Screen.png

     

    3rd Data Stream Screen.png

     

    4th Data Stream Screen.png

     

    5th Data Stream Screen.png 

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Hi, 

 

I have a screen flow that user are asked to provide 2 numbers, I then combine these numbers so if one is 3 the other 2 then total = 5, I then assign the 5 to a NumbeeerCollection variable that I use to loop to direct users to specific screen in the loop. My issue is the Loop only runs once I need it to run 5 times, how can I setup a array in the NumberCollection variable and not just pass the number 5 into it? 

 

Thanks 

@Salesforce Flow Automation@Admin Trailblazers

 

 

#Flow  #Screen Flow  #Loop Variable  #Collection Variables  #Data Management

2 answers
  1. Apr 16, 1:03 PM

    Assigning 5 to a collection variable isn't the right option here. You should assign it to a number variable (not a collection) and use it as a counter for your loop.  

    Loop element - decision element checks the value of your counter variable. If greater than zero, run the loop logic steps. At the end of the loop, do an assignment to decrement your loop counter variable by 1. The loop restarts, checks the counter variable again, and then since it is still above zero, it goes through the logic again. And so on... 

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Heya, team. I'm trying to get a clear, definitive answer regarding Agentforce and data masking. 

 

We've all heard how none of your data leaves the Trust Layer. It's masked. The prompt goes out. The answer comes back. It's unmasked.In Agentforce and Einstein Gen-AI, when PRECISELY is your data masked and when is it not?https://developer.salesforce.com/docs/einstein/genai/guide/trust.html

 

But there's documentation that suggests this may not always be the case. (Also, try not to begin sentences with prepositions 🙄.) 

 

This Trust and Agentforce page in the Agentforce and Einstein Generative AI documentation states "Data masking through the Einstein Trust Layer is disabled to improve the performance and accuracy of agents."

https://help.salesforce.com/s/articleView?id=ai.copilot_trust.htm&type=5

 

This Salesforce Agentforce & Einstein Generative AI Security and Compliance White Paper says 

"For Agentforce, currently Data Masking is disabled, however this feature is still available on other Einstein Generative AI features and customer developed functions (such as flows)."

 

It expands on that later: 

"Data Masking is disabled for all the use cases related to Agentforce. The reason behind this decision is - while data masking is vital for securing customer privacy, it can hinder the contextual accuracy and relevance of outputs in certain cases—such as the planner and action workflows within Agentforce. For example, if a user asks the Einstein Agent to build a list of similar accounts, the LLM (Large Language Model) needs the actual details of the referenced account. If these details are masked, the model lacks the necessary context to identify similar accounts effectively."

https://compliance.salesforce.com/en/documents/a006e000014OxLFAA0

 

What does all this mean? 

 

Re the line "this feature is still available on other Einstein Generative AI features and customer developed functions (such as flows)", this page -- https://help.salesforce.com/s/articleView?id=ai.generative_ai_solutions.htm&type=5 -- lists the "suite of Einstein generative AI features across all clouds". Agentforce is just one product on the list. News to me, but ok. So presumably, data is masked whilst (yes, whilst) using the other features. But isn't Agentforce and the Trust Layer and data masking and blah blah everything we've been told since Agentforce was released? What does "such as flows" mean? A flow that uses AI without Agentforce? I guess the question then becomes, "What is Agentforce?" Colour me confused. (Yes, colour is spelled with a u.)  

 

I'd appreciate a clear understanding of exactly what all this means. When precisely is data masked? And when is it not? Can I get examples? And if this were documented somewhere, that'd be great. If data isn't masked, can't I simply call ChatGPT on my own (and pay considerably less)? 

 

I'd like to avoid any further speculation and just have concrete facts. 

 

Thanks very much.

6 answers
  1. Today, 5:16 PM

    Hi all - sorry for the delay here.  If a prompt template is executed as an Agentforce action, masking is disabled (as is detailed in the docs you shared). If a prompt template is executed outside of Agentforce e.g. via Prompt Builder, Flows etc. then masking is applied as configured in Setup. I'm working on getting some additional details published so you can have a more "official" answer to reference.

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Hi, 

I have created a Flow that when a Case is closed a link to a Survey is issued to the Contact. 

 

The criteria for receiving a particular link is dependent  -  

1. Account Record type and  

2. Case Record Type 

 

An Email with the link to the appropriate Survey is issued. 

 

The Flow works well and Contacts are sent the Link to the Survey. 

 

My problem arise

Mid Survey

- a Mass email is to be sent to Contacts sending them again a link to the survey. 

 

Previously, Contacts were only split by Account Record type and it was easy to issue a Mass Email, but I cannot see a way to update the Criteria based on Case record type. 

 

I thought about a scheduled Flow -  

 

This is the CSI record 

How to create a Contact mass email from a Flow or a Scheduled Flow

1. Get the CSI Record - loop through and get the Contact id for each record 

2. Decision - was the link issued by a CASE - loop through each record - use the data from here to then Get Case records to find the Case record type  

3. Decision - was link issued due to a call - loop through each record  - get the Assigned User's team. 

4. Dependent on Account Record type and Case record type - issue a link 

5. Dependent on Account Record type and the Assigned User's team - issue a link 

 

Has anyone done something similar or can they send me a link to documentation or youtube ? 

 

Is there a simpler method? 

 

#Salesforce Developer  #Flow

1 answer
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    Today, 5:12 PM

    I can't understand what you busines process is unfortunately. 

     

    Mid Survey you want to trigger a mass email?? To which Contacts? Why?

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Hi everyone,

I’m currently writing my bachelor thesis on the topic:

“Personalization and Automation in CRM – The Impact of AI on Customer Relationships.”

I’m looking to interview a few Salesforce users or experts (approx. 20–25 minutes) who have experience with Einstein features like lead scoring, recommendations, or process automation.

The goal is to understand real-world perspectives, and the interviews will be kept confidential and anonymized if preferred.

If you’d be open to a quick conversation, I’d be super grateful! 🙏

Feel free to DM me or comment below.

Thanks so much in advance!

1 answer
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    Today, 5:11 PM

    Ej Luka - imas privatni profil pa niko nece moce da ti posalje DM. Sve najbolje.

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I'd like users to be able to create a quote (from within the opportunity) and then click save and be back into that quote they just created.  Currently, it's taking them back into the opportunity.  I've read that there is a way to do it with visualforce pages, but I've never used this before.  Any ideas? Thank you!   

4 answers
  1. Apr 17, 5:32 PM

    Hi @Lisa Walters 

    To Allow users to create a Quote from an Opportunity and be redirected to the newly created Quote record upon completion.​ 

     

    Create a New Screen Flow

    • Navigate to Setup > Flows.
    • Click New Flow.
    • Select Screen Flow and click Create

    Add a Variable to Capture Opportunity ID

    • In the Manager tab, click New Resource.
    • Set the following:
      • Resource Type: Variable
      • API Name: recordId
      • Data Type: Text
      • Available for Input: Checked​

    Add a Screen Element for Quote Details

    • Drag a Screen element onto the canvas.
    • Label it appropriately (e.g., "Enter Quote Details").
    • Add input fields for necessary Quote information, such as:
      • Quote Name (Text)
      • Expiration Date (Date)
      • Status (Picklist) etc. you can add it as per your use case number of fields

    Create the Quote Record

    • After the Screen element, add a Create Records element.
    • Set it to create one Quote record.
    • Map the fields from the Screen inputs and set the OpportunityId to the recordId variable.
    • Store the newly created Quote's ID in a variable (e.g., newQuoteId).

    Redirect to the New Quote Record

    • Add a Screen element after the Quote creation.
    • In this Screen, add a Display Text component with a message like "Redirecting to your new Quote...".
    • To perform the redirection:
      • Use a Navigation component if available, setting the destination to the newly created Quote record using the newQuoteId.
      • Alternatively, embed a Lightning Web Component (LWC) that utilizes the NavigationMixin to navigate to the Quote record.

    Save and Activate the Flow

    • Click Save, provide a name for your Flow, and then Activate it.​

    Let me know if this helps or more information is required.

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