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Hi all,  

I need help to change the name field for this Object. We were using Case Object but customised them for our product. In the Account Layout Page, it sets the Case Name as Case Number which is an AutoNumber format but inside the Case Layout, this has been deleted. 

Account Page.png

 

Case Page Layout below, no Case Number set

Case Layout.png

 

There's no Case Number field when I click edit on the Case Object in Account Layout

Screenshot 2025-01-22 170953.png

 

Case Number Field is indexed and cannot be edited 

case number.png

 

 

#Case Management  #Rename Custom Field Labels

3 answers
0/9000

Hi All,    I am taking my first few steps in the world of CRMA and need help in creating a calculation in CRMA.  I have attached the sample data set ( this is the final dataset that I have built via a recipe) on which I want to create a dashboard.  I am looking to create a calculated field called "Total Revenue". As per the logic total revenue should be    Sum of (Order quantity (column c) * product price per unit (column e)).  I can easily do this calculation in Tableau or PowerBi but not understanding how to replicate the same in CRMA.     Kindly help    

3 answers
0/9000
Hello,

According to the document Connect Your Email and "Calendar to Salesforce with Einstein Activity Capture or Inbox" (https://help.salesforce.com/articleView?id=sf.aac_connect_additional_accounts.htm&type=5), I should be able to find the "Connected Accounts" in the Quick Find box. However, there is no related tab.

Screen shot of my personal settings

How can I follow this document? Thank you.
3 answers
0/9000

This is emergency as I have to take my exam today, but it got suspended due to technical issues. even the support team could help me at the right time  

 

Case #469603214

#Certifications #Trailhead Challenges

0/9000

I have one profile that gives users access to view some objects read-only. Also, I have given some apex classes and LWC access to this profile. In the apex class, we have used the Schema.getGlobalDescribe(), but when this profile user runs the LWC and calls the apex class, this method does not run and does not get the expected result.

So is there any permission that I need to enable on this profile to run the Schema.getGlobalDescribe()?

Example Code:

String objectName = 'Case';

Map<String, Schema.SObjectField> fieldMap = new Map <String, Schema.SObjectField>();

fieldMap = Schema.getGlobalDescribe().get(objectName).getDescribe().fields.getMap();

for (Schema.SObjectField sfield : fieldMap.Values()) {

Schema.describefieldresult dfield = sfield.getDescribe();

Schema.DisplayType FldType = dfield.getType();

if (String.valueOf(FldType) == 'REFERENCE' && dfield.isCreateable()) {

system.debug('Reference Field: '+ dfield.getName());

}

}

This above code runs fine with the System Administrator profile, but with the custom profile does not. 

 

#Salesforce Developer  #Salesforce Admin  #Salesforce  #Apex

0/9000

Received the above error when trying to complete Data Security> Control access to the org trailhead 

 

"Create a New User and Deactivate It

Create a new user using the Minimum Access - Salesforce profile, then deactivate that user to preserve the licenses in your org. 

 

Need Help?

  • Review common issues.
  • Get help on the challenges for this specific module.
  • Create a new user:
    • Profile: Minimum Access - Salesforce
    • User License: Salesforce
    • Alias: testuser
    • Username: must contain testuser somewhere in it
  • The new user must be inactive

My user I've created meets the criteria as far as I see (see attached images), why can't I complete this trailhead? I need to retake my admin cert soon and this is getting super tedious lol 

usererror.png

 

 

 

#Trailhead  #Trailhead Challenges

6 answers
  1. Today, 5:28 AM

    If this is the error - We can't find that the ‘Manage Job Applications’ permission set grants read access and edit access to all Job Application fields, except edit access for Position and Candidate. 

    Just go the Position and Candidate objects in object manager edit them and select the change field type and next -> next-> and select read only in the header section for both the objects. Comeback to the permission set you created and now you can edit as per the challenge.

    that's it.  

0/9000

I need support, and I've tried many ways, maybe someone knows how to do this: Data Security -Controlling Access to Fields 

Create a Permission Set: 

Label: Manage Job Applications 

API Name: Manage_Job_Applications 

Add a Description (we won't check it). 

License: -None- 

Enable Job Application Object Permissions: Read and Edit 

Enable Job Application Field Permissions: Assigned Users can view all fields and edit all fields, except they cannot edit Position and Candidate. 

ERROR: 

We can't find that the ‘Manage Job Applications’ permission set grants read access and edit access to all Job Application fields, except edit access for Position and Candidate. 

 

#Trailhead Challenges

4 answers
  1. Today, 5:28 AM

    If this is the error - We can't find that the ‘Manage Job Applications’ permission set grants read access and edit access to all Job Application fields, except edit access for Position and Candidate. 

    Just go the Position and Candidate objects in object manager edit them and select the change field type and next -> next-> and select read only in the header section for both the objects. Comeback to the permission set you created and now you can edit as per the challenge.

    that's it.  

0/9000

For the Hands-on Challenge

Create a Permission Set to Handle Field Access

One of the requirements of our Recruiting app is that Hiring Managers can update job applications, but they can’t change the related candidate or position. Create a permission set that gives the correct access. 

 

  • Create a permission set:
    • Label: Manage Job Applications
    • API Name: Manage_Job_Applications
    • Add a description (We won’t check for this.)
    • License: -None-
    • Enable Job Application Object Permissions: Read and Edit
    • Enable Job Application Field Permissions: Assigned users can view all fields and edit all fields, except they can’t edit Position and Candidate.

I have the following error: "We can't find that the ‘Manage Job Applications’ permission set grants read access and edit access to all Job Application fields, except edit access for Position and Candidate."

 

Screenshot 2025-01-22 095949.png

 

#Trailhead  #Trailhead Challenges  #Certifications  #SFDC Admin Certification

3 answers
  1. Today, 5:28 AM

    If this is the error - We can't find that the ‘Manage Job Applications’ permission set grants read access and edit access to all Job Application fields, except edit access for Position and Candidate. 

    Just go the Position and Candidate objects in object manager edit them and select the change field type and next -> next-> and select read only in the header section for both the objects. Comeback to the permission set you created and now you can edit as per the challenge.

    that's it.  

0/9000