Skip to main content

Feed

Connect with fellow Trailblazers. Ask and answer questions to build your skills and network.

Hello.

I have one of the users of the system not showing the Activity tab on the Opportunity's page (I have shown in the screenshot).

Can you tell me what I need to do to get it back in place?

Thanks for your help! 

not showing the Activity tab on the Opportunity's page

 

 

 

#Salesforce Admin  #Salesforce

1 answer
  1. Today, 1:11 PM

    I would check the Record Type, and Profile Page Layout and Lightning Page Assignments for that User's Profile, the Record Type, and the App that they are using 

0/9000

Hi,    I know that the report type HTML Email Status has some limitation for enhanced email reporting, does anyone know a way to have a report for a generic email address with enhanced email sends that isn't tied to a salesforce user, e.g. a support or info email address?   

 

@Reports & Dashboards 

0/9000

For agentforce there is one org and for data cloud there is different org. 

Now how can i add data from data cloud to the agentforce. 

 

Can any one please make me understand on this? 

 

#Agentforce

1 answer
0/9000

Sales cloud Configuration module 

 🧩 Customize Sales Cloud for Your Business

— "Challenge not yet complete in My Trailhead Playground 1"  

 

📍Issue:

 

Getting this error when checking the challenge: 

“We can’t find a field labeled First Sale Date on the Account object.”

✅ What I’ve Done So Far:

  • Went to Setup > Object Manager > Account > Fields & Relationships
  • Clicked New, selected Date as the field type
  • Named the field First Sale Date
  • Field Name auto-populated to First_Sale_Date
  • Kept default settings and saved
  • Tried checking challenge again — still getting the same error

🔍 Troubleshooting Tried:

  • Verified the field is on the Account object
  • Checked spelling and capitalization — it's First Sale Date
  • Confirmed it's a Date field
  • Tried refreshing the page and rechecking the challenge

📸 Screenshots:

Attaching some screenshots of this module issue.

 

❓Any ideas on what I might be missing?

 

Appreciate any help!  

 

#Trailhead Challenges  #Trailhead  #Sales Cloud  #Salesforce Developer

0/9000

Hi Guys,  

I've got this Row-Level formula in a report that is supposed to return 1 if there's text in a field that expects a number (althoug the field type is text).  

But it returns blank and I wonder where I got it wrong.  

Here's the formula : 

IF (

 

   AND (

        ISNUMBER(Reponse__c.Question46__c),

        ISNUMBER(Reponse__c.Question47__c),

        ISNUMBER(Reponse__c.Question39__c),

        ISNUMBER(Reponse__c.Question26__c),

        ISNUMBER(Reponse__c.Question27__c),

        NOT(ISBLANK(VALUE(Reponse__c.Question47__c))),

        NOT(ISBLANK(VALUE(Reponse__c.Question27__c))),

        VALUE(Reponse__c.Question47__c) > 0,

        VALUE(Reponse__c.Question27__c) > 0

   ),

 

   0,

 

   1

 

The value of Question27__c is "160 glasses". So VALUE(Reponse__c.Question27__c) should return blank and the return value of the Row-Level formula should be 1 

 

#Reports & Dashboards  #Salesforce Developer  #Trailhead

1 answer
  1. Today, 1:06 PM

    Hi @Zaki MANZANZA

     

    Try this once,

    IF (

    AND (

    ISNUMBER(Reponse__c.Question46__c),

    ISNUMBER(Reponse__c.Question47__c),

    ISNUMBER(Reponse__c.Question39__c),

    ISNUMBER(Reponse__c.Question26__c),

    ISNUMBER(Reponse__c.Question27__c),

    NOT(ISBLANK(Reponse__c.Question47__c)),

    NOT(ISBLANK(Reponse__c.Question27__c)),

    VALUE(Reponse__c.Question47__c) > 0,

    VALUE(Reponse__c.Question27__c) > 0

    ),

    0,

    1

    )

     

    Thanks

0/9000

Hi All, 

I completed two Trailhead's modules about Agentforce in Slack, and I am able to interact with my Agent in Slack app 'Agentforce', which works like direct messages. 

 

But I would like to add the Agent to a channel. I updated the bot's OAuth scopes (channels:read, channels:join), and can see in Agent configurations in Slack, that it got these permissions. 

 

Nevertheless I am not able to add the Agent to any channel (for example, like that: /invite @MyAgent), and I even not able to forward a channel message to the Agent. 

 

Is it possible to add an Agent to Slack channel?

2 answers
  1. Today, 1:01 PM

    Thank you, I have already added the agentforce and agent to slack. The question is "Is it possible to add an Agent to Slack channel?"

0/9000

Hello team, 

I hope you're off to a great start this week. 

Once you've passed the Salesforce Administrator trailhead, what do you need to do to take the next step? How do I pass the administrator certification?  

Thanks 

 

#Salesforce Admin  #Salesforce Developer  #Trailhead Challenges

0/9000

I am stuck on the 3rd challenge called " Create a Prompt Template for an Engagement Email" as part of the Prompt Builder Templates Superbadge Unit. . I created the Sales Email template and see that I can run the prompt template on Robinette's Record. It seems to run and log to the record perfectly. I even assigned the Einstein Sales Emails permission set under the user Victoria Bryant.

 

When I check the challenge I get an error (attached) that says " We can't find a prompt template with the name Program Recommendation Email, or it isn't the correct template type." I know this isn't right since the Prompt spelling and case are both correct.  I was able to run the email prompt template on the record (screenshot attached) with out issue and it logs to the record. As you can see I sent it 2 times already. I also have a screenshot showing that I added the Einstein Sales Emails Permission Set to Victoria. I am not sure what I am missing here but any advice would be great.

 

#Trailhead Challenges

8 answers
  1. Dec 10, 2024, 6:33 PM

    @Derick Asher

     

    In that case, try deleting this Prompt and creating it again.

     

    Alternatively, create a new Playground and redo everything from scratch.

     

    Sincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ

0/9000

I have a Custom Data Model Object (DMO) and a custom sObject available in my Salesforce org. 

 

I am ingesting data through a CSV file and mapping it to the Data Model Object (DMO) fields. When I check the data in Data Explorer, I can see that it has been added successfully. However, the Data Cloud Trigger Flow does not always execute as expected. 

 

I have a Data Cloud Trigger Flow set up for custom DMO. This flow reads the DMO data and either creates or updates records in my custom CRM sObject. However, I am not seeing the expected records created or updated in the CRM. 

 

I have tested this multiple times with different CSV data. Sometimes the process works successfully, but most of the time, it does not. 

 

Can anyone help identify the root cause of this issue? Also, is there a way to track logs to confirm whether the Data Model Trigger ran or not? 

 

 

 

#Trailhead Challenges  #Data Cloud

1 answer
  1. Divya Chauhan (Kcloud Technologies) Forum Ambassador
    Today, 12:40 PM

    Hello @Nirajkumar Hirpara

    If your Salesforce Data Cloud Triggered Flow isn’t consistently executing for a custom Data Model Object (DMO) when ingesting data via CSV, and the expected records aren’t being created or updated in your custom CRM sObject, there could be several possible reasons.

    You can go through the following documentation to better understand where the issue might be.

0/9000

We would like to include a survey link at the end of each session, dynamically inserting the session ID. Is this possible in the Enhanced Whatsapp channel? 

3 answers
0/9000