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I'm trying to create a formula in Flow that walks the trigger record (course) to a custom Badge object.  This is as far as I can get.  I don't see the Badge object even though there is a Master-Detail Relationship between Badge and Student (Student__c).  What am I doing wrong? 

 

{!$Record.Program__r.Student__r.} 

 

#Flow Formula

4 answers
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2 answers
  1. Today, 2:38 PM

    Hi @Jitesh Bagul

     

    The lightning-helptext component in LWC is specifically designed to show a small info icon (i) with a tooltip when hovered, and

    it doesn't support using an image or static resource as its content

    . It's not customizable in terms of appearance or content format beyond plain text. 

     

    If you want to show an image (e.g., from a static resource) with tooltip behavior you can try below example, you need to load static resources with image. 

     

    HTML

    <template>

    <div class="product-tooltip">

    <img src={infoIconUrl} alt="Product Info" class="product-info-icon" />

    <span class="tooltip-text">

    <img src={productImageUrl} alt="Product Preview" class="tooltip-image" />

    </span>

    </div>

    </template>

     

    JS -

    import { LightningElement } from 'lwc';

    import infoIcon from '@salesforce/resourceUrl/productInfoIcon';

    import productImage from '@salesforce/resourceUrl/productImage';

    export default class ProductInfoTooltip extends LightningElement {

    infoIconUrl = infoIcon;

    productImageUrl = productImage;

    }

     

    CSS -

    .product-tooltip {

    position: relative;

    display: inline-block;

    }

    .product-info-icon {

    width: 24px;

    height: 24px;

    cursor: pointer;

    }

    .tooltip-text {

    visibility: hidden;

    width: 220px;

    background-color: #ffffff;

    border: 1px solid #ccc;

    border-radius: 6px;

    padding: 10px;

    position: absolute;

    z-index: 10;

    bottom: 125%;

    left: 50%;

    transform: translateX(-50%);

    opacity: 0;

    transition: opacity 0.3s;

    box-shadow: 0 2px 6px rgba(0, 0, 0, 0.15);

    }

    .tooltip-image {

    width: 100%;

    max-height: 120px;

    object-fit: contain;

    }

    .product-tooltip:hover .tooltip-text {

    visibility: visible;

    opacity: 1;

    }

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We recently sent out a Survey (external service, importing data into Salesforce after the fact), where participants could select more than one answer to certain questions. We initially decided to use checkboxes for each individual answer (NOT A MULTI-SELECT PICKLIST, WE'VE HEARD THE LORE). The number of questions/answers were manageable enough that we could take on the amount of checkboxes. 

 

But now we're facing issues with analytics. We want to create charts representing each question, aggregating the answers to show frequency of selection. Because we couldn't use simple picklists to store data in a single field per question, I can't figure out how to group checkboxes into a single chart. Each question had 6 possible answers, which exceeds Salesforce's limit of 5 formula fields. 

 

Is this a simple answer? Do we have to go with a different option? 

 

#Multiple Checkboxes  #Analytics  #Reports & Dashboards

1 answer
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    Today, 2:33 PM

    Hi Sarah, 

     

    I would say the best option is to create a formula field on the object instead of a row level formula on the report. You won't have the same limitations, so you'll be able to reference more than 5 fields

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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? 

4 answers
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This may be a simple question, I am not an Admin but I am doing research on a problem we are having.  

 

Basic question: can you create a flow to connect two fields, between a child Object and its parent Object? This would need to be a one-way flow, where when a checkbox is selected on the child Object, it also gets selected on the parent Object. The flow should not work the other way (even when the parent Object field is unchecked). 

 

Thanks! 

 

#Custom Objects  #Custom Object Relationships Linkage  #Fields & Relationships

2 answers
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    Today, 2:31 PM

    Hi Sarah, 

     

    The short answer is yes, this can be done. The longer answer is that you will want to think of multiple scenarios: 

    What if you have multiple child records against the same parent and one has a ticked checkbox while the other doesn't, should you select the one on the parent? If so, should you select it as soon as ANY child record has this checkbox selected, or only if it's the newest record? Or the first one? or any other attribute? 

    You would also need to cater for when the child record's checkbox goes from true to false. You may need to check for other child records and, just like above, depending on your use case, you may need to keep the box checked on the parent. 

    Finally, you would need to think about what to do if the child record gets deleted

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Is anyone using the Subscriptions feature under Preference Pages in Marketing Cloud Growth? 

 

Are these subscriptions accessible when creating segments? 

 

Also, how can I update subscription preferences within a Flow?

2 answers
  1. François Perret (Bamsoo) Forum Ambassador
    Apr 4, 3:35 PM

    @MinYoung An

     

    Hi, 

    Yes, you can Segment based on Subscriptions. You may create a N:1 Relationship between the Communication Subscription Consent DMO and the Contact Point Email DMO for this (see screenshot on there relation to add and how to use it, adapt to your actual Subscription Id). 

    Consent can be added as an activity in a From Triggered Flow.  

     

    Hope this helps 😎 

    #SharingIsLearning

     

     

    François. 

     

    PS : In order other Trailblazers to be pointed directly the most helpful answer, please do not forget to click “Accept this answer” below it. 

     

    Hi, Yes, you can Segment based on Subscriptions.

     

     

    image47.png

     

     

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I have an issue with the Opportunity object. 

The standard field “Primary Contact” (OpportunityContactRole) has disappeared from the layout and related lists.

 I created a custom lookup field with a similar name (“Primary Contact (Custom)”) on the Opportunity object. I suspect this may have caused a conflict or hidden the standard field.

Is there any way to restore or re-display the standard OpportunityContactRole field?

Any insights or suggestions would be greatly appreciated! Cheers!

1 answer
  1. Apr 1, 2:58 PM

    Hi @Jung-Hwa Im

     

    Here are a few things you can check and try to restore it:  

    1. Check the Related List on the Page Layout

    Since Primary Contact is part of the Opportunity Contact Role, you need to ensure the related list is added back:

    • Go to Setup → Object Manager → Opportunity.
    • Click Page Layouts, then open the relevant layout.
    • Click Related Lists and make sure Opportunity Contact Roles is added.
    • Click Save and refresh your Opportunity page.

    2. Check Field-Level Security and Permissions

    If the standard Primary Contact field isn’t showing, it might be hidden due to permissions:

    • Go to Setup → Object Manager → Opportunity Contact Role.
    • Click on Fields & Relationships, find Primary.
    • Check Field-Level Security and make sure it’s visible to the right profiles.
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I'm trying to complete the module AppExchange Basics>Install AppExchange Packages, but when I try to install the app it says "We didn't find any Salesforce accounts linked to your Trailblazer.me profile. To create an account, sign up for a free trial of Salesforce." However, my accounts are linked. See screenshots below. Account is connected but can't install an app from AppExchangeCapture97.png

 

 

 

 

 

 

 

 

#Trailhead Challenges

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When converting a lead to an existing account it is often challenging to identify the correct account as we have multiple businesses with same named accounts that are differentiated by a customer id and division.  I'd like to be able to display the customer id in the Lead Conversion below where you see the Account Name and Sales Rep to aid the sales people in selecting the correct account.  Is there a way to do this?  I do not know visual force so am doubtful that I can create a new lead conversion screen. 

Modify Lead Conversion Screen to add additional info from Account

 

@* Sales Cloud - Best Practices * @* Sales Cloud - Getting Started *

 

 

#Sales Cloud

2 answers
  1. Today, 2:29 PM

    If you are referring to the two fields displayed in the suggested name matches, that is controlled by the Account object's Search Layout. The lead conversion suggested-account display takes the first two fields from your account search layout. Edit your account search layout so that the first two fields are the two that you wish to be displayed. 

     

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Hi MC lovers, 

We're working on a project that involves many email (and SMS in the future) notifications. The triggering events are quite complex and the recipients quite far for the involved records, so we've resorted to API-based journeys. This works, but now we need to send reminders.  

 

I can easily create an SQL-based automation, but that relies on the Salesforce Contacts DE.  

 

The issue is that SF contains a LOT of contacts, much more than the allowed quota. And there's only a very small subset of those who need to receive reminders.  

 

I thought I could query the all contacts list since that's where all recipients end up after they've received their first email, but that is not possible directly. After looking a several tutorials, it seems I can extract only the ContactKey/Subscriber key, but not their email address, so I'm out of luck.  

 

I know I can filter the synchronized records based on a boolean field, but I'd rather avoid creating complex rules to calculate that field.  

The last alternative I see is to update the filter field from an MC journey, but that feels a bit inelegant.  

 

Am I missing something?  

 

Thanks in advance for your help! 

Cheers, 

Damien

4 answers
  1. Nobuyuki Watanabe (NAC / FPT Japan Holdings Group) Forum Ambassador
    Apr 2, 8:08 AM

    In simple terms, all contacts store billing-related contact information. This includes recipients for all channels (Email, Mobile, SMS etc.), contacts in synchronized data extensions such as Contact, Lead, User, and contacts without any channel. 

     

    On the other hand, all subscribers store contact information specific to the email channel. 

     

    When synchronizing CRM's Contact, Lead, or User data, please make sure to filter and sync only the minimum required contacts using a boolean field. Once synced, they will be treated as billing contacts at the moment of synchronization. 

     

    However, if your company has sufficient funds and has purchased a surplus of billing contacts, this rule does not apply. In that case, there's no need to create a filter. 

     

    Not all contacts and subscribers are synchronized. If you need to sync them, you'll have to import to all subscribers using Automation Studio, along with their SubscriberKey and Email Address. 

     

    Lastly, as Mradul-san mentioned, by using _subscribers, you can query All Subscribers to retrieve email addresses. If needed, you can also join synchronized data extensions to obtain other data.

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