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?
I love your blog! But the url is standard. You are not using the session ID dynamically.
As per the note in the trail we need not complete the Practice Your Pitch section to complete the module.
You can still earn this badge without completing the remainder of the steps as we will not check if you practiced your pitch or if you practiced negotiating by role playing. We still highly recommend you do it, so you can see your Sales Coaching Agent in action. We’ve included screenshots in future steps so you can see what happens when you use the tool.
However, I am not able to complete the module as it is throwing error saying
Step not yet complete in Agentforce
We couldn't find a question related to how our products will reduce the customer’s carbon footprint.
When I tried to complete the pitch, for negotiation stage, if I have the action added to the negotiation topic it is not allowing me to start the pitch. When I removed the action from the topic then I started the exercise but then there's no response from the agent side (who's playing a role of customer). Hence, I am stuck and unable to complete this module.
Thanks
#Trailhead Challenges
@Camille Larose I missed adding one of the instructions mentioned in the challenge and that was not giving the right output from Agentforce. I revisited the complete challenge and redone the whole stuff which solved the issue.
Create Lead Button is not visible in the Lightning Page but available in classic version.
(Solved)
#Salesforce Developer #Systems Administrator #Saleforce Administrator
If you are a full admin (and have access to create new leads), this should be accessible under the Object Manager for Leads in Lightning:
"Leads List View"
Click edit from the drop-down arrow to the right of the List View add select "New" in the list of buttons to display.
Salesmen want leads that are updated to a specifc status - "Closed - sent to distribution" to be automatically converted to a contact. is there an out-of-the-box solution for this? I am thinking that a flow can do this, but wondering if there are other tools better suited.
Thank you
#Flow #Sales Cloud #Service Cloud
Checking the Sand box, in Data streams, alll data ingested successfully and at Identified Resolutions tab is Plublished . any ideas how to get arround this ?
#Trailhead Challenges
Hi all,
Does anyone have an idea on why my attempts to create connection from Power BI to Salesforce Objects ends up in error message "Choose a verification Method - Your verification attempt has timed out. Try again" There is only one button, "start over", no option to choose any verification..
I have now tried again for a few days :D The Integration User credentials are new & correct, I am able to log into SF with them, have correct permission set etc and in the user log in SF it shows that the attempt to connect from Power BI has been successful! No verification code has been sent to me like when connecting the same way in dev and QA environments. What could be causing this issue, thank you for any advice in advance!
It wasn't resolved as the problem was finally identified to Microsoft's Connector. It is old and not updated to fit todays needs. We had to build the connection using a co-workers personal SF account and license to get the data flowing.. and even that did not work with the Power BI Desktop version, we had to use the browser version...
No wonder there are so many 3rd party companies offering services to get the data flowing from SF to PBi ;)
i had assigned this to the org default as desktop and phone but the error says "
We couldn’t find the Candidate Record Page activated as the org default?"
All the documentation for cumulusCI is referencing a github project that has not been touched in over 3 years and is actually archived.
Since `sfdx` disappeared, my CI/CD pipeline has been very broken. I am working as a volunteer and don't have a ton of time to devote to fixing this.
Why are the CumulusCI documentation and examples not updated after over 2 years of `sf` vs. `sfdx`?
Can you post your GH workflow?
we created a private action:
name: "Setup CumulusCI Environment"
description: "Setup a CumulusCI environment for running cci commands."
author: "ANT-Informatik AG"
inputs:
CUMULUSCI_KEY:
description: "An alphanumeric string used to encrypt org credentials at rest when an OS keychain is not available."
required: true
SALESFORCE_DEVHUB_CLIENTID:
description: "ClientId of the connected app used to connect to the DevHub."
required: false
SALESFORCE_DEVHUB_USERNAME:
description: "Username for authenthication against the DevHub."
required: true
SALESFORCE_DEVHUB_KEY:
description: "Jwt key to authenticate against the DevHub connected app."
required: false
GITHUB_USERNAME:
description: "Username used to connect to Github service."
required: true
GITHUB_EMAIL:
description: "E-mail used to connect to Github service."
required: true
GITHUB_PAT:
description: "PAT used to connect to Github service."
required: true
PYTHON_VERSION:
description: "Python version to be installed."
required: true
default: "3.12"
SALESFORCE_CLI_VERSION:
description: "Version of the Salesforce CLI to be installed."
required: true
default: "latest"
SALESFORCE_BROWSERFORCE_PLUGIN_VERSION:
description: "Version of the Salesforce Browserforce plugin to be installed."
required: true
default: "latest"
runs:
using: "composite"
steps:
- name: Setup CumulusCI key
shell: bash
run: |
echo "CUMULUSCI_KEY=${{ inputs.CUMULUSCI_KEY }}" >> $GITHUB_ENV
- name: Install sfdx
shell: bash
run: |
npm install @salesforce/cli@${{ inputs.SALESFORCE_CLI_VERSION }} --global
sf version
- name: Install sfdx-browserforce
shell: bash
run: |
npm install sfdx-browserforce-plugin@${{ inputs.SALESFORCE_BROWSERFORCE_PLUGIN_VERSION }} --global
- name: Authenticate DevHub
shell: bash
run: |
echo "${{ inputs.SALESFORCE_DEVHUB_KEY }}" > server.key
sfdx force:auth:jwt:grant --client-id ${{ inputs.SALESFORCE_DEVHUB_CLIENTID }} --jwt-key-file server.key --username ${{ inputs.SALESFORCE_DEVHUB_USERNAME}} --set-default-dev-hub --alias devhub
- name: Set up Python
uses: actions/setup-python@v5
with:
python-version: ${{ inputs.PYTHON_VERSION }}
- name: Install CumulusCI
shell: bash
run: |
python -m pip install -U pip
pip install cumulusci
cci version
- name: Connect GitHub service
shell: bash
run: |
cci service connect github --username ${{ inputs.GITHUB_USERNAME }} --token ${{ inputs.GITHUB_PAT }} --email ${{ inputs.GITHUB_EMAIL }}
and use it like this:
- name: Setup CumulusCI Environment
uses: ANT-Informatik/setup-cumulusci@main
with:
CUMULUSCI_KEY: ${{ secrets.CUMULUSCI_KEY }}
SALESFORCE_DEVHUB_CLIENTID: ${{ secrets.SALESFORCE_CONSUMER_KEY }}
SALESFORCE_DEVHUB_USERNAME: ${{ secrets.SALESFORCE_DEVHUB_USERNAME }}
SALESFORCE_DEVHUB_KEY: ${{ secrets.SERVER_KEY }}
GITHUB_USERNAME: ${{ secrets.CUMULUSCI_GITHUB_USERNAME }}
GITHUB_EMAIL: ${{ secrets.CUMULUSCI_GITHUB_EMAIL }}
GITHUB_PAT: ${{ secrets.CUMULUSCI_GITHUB_PAT }}
We also had problems with the deprecation of sfdx, but updating to the newest versions @salesforce/cli@latest and "pip install cumulusci" solved those problems as far as I can remember.
