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Hi, I am trying to answer important question for my client who is trying to implement FSC. We are trying to implement FSC and partner portal for my client. The client acknowledges the FSC license cost is very high, However, they are trying to provide access to partners who are 3rd party company users who will have access to either FSC environment or experience cloud with basic functionality.  

If the client wants to provide basic view access to the wealth desktop built on FSC, Should the client pay the full license cost for the partner user or will it be less expensive if the partner user can be given a "standard user" license which is less expensive 

 

#Financial Services Cloud

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Hi all,  

 

I watched a recent Salesforce+ video from TDX in March which spoke about the ability to search the web through Agentforce Data Library. The speaker mentioned it was recently released, however, I cannot find any info on how it could work.  

 

For context, we are trying to use Agentforce for a chatbot who will answer questions from one specific website (and all info contained within from newsletters etc). We don't want to upload all those newsletters into Knowledge articles, and thought "web search" as shown in the screenshot could work. Could anyone point me in the right direction for information on this new functionality please?  

 

Thank you.  

Agentofrce Data Library - Web Search

 

 

 

#Agentforce

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I have an approval orchestration where I have a stage with two concurrent approval steps.  If both are required and both are approved it moves to the next stage.  If one is required and one is not, the one that is not required should have the step status marked as complete so the other step can proceed.  I think I'm having the most difficulty with the fact that not all cases will require both approvals so handling the routing is problematic. 

 

Stage: Manager and Supervisor Approvals Case 

Step 1:  Manager Approves or Rejects

Step 2: Supervisor Approves or Rejects 

 

If both approved, move to the next stage 

 

If one is approved and one rejected, send rejected one back to Case Owner for edits and acknowledgement (approval step).  However, I don't want the approved one to move to the next stage until the one that was rejected is re-reviewed an approved.  This scenario holds true for both steps, Manager and Supervisor.  I've put this together in a thousand ways and am really stuck.  Has anyone had experience with this scenario?

@Salesforce Flow Automation 

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@Christie Fidura

 

Would anyone know where this information is stored in Salesforce?  Object?  Metadata? 

Is it accessible via Flow, Apex, or LWC? 

Thanks! 

My Email to Salesforce Metadata

 

 

4 answers
  1. Today, 1:53 AM

    Because if someone else knows it they might use it to spam Salesforce on behalf of other users which users have no idea about..

    The only other way I can think of is asking the user about it and storing it..

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@* 質問広場~初心者から上級者まで~ 日本 *

 

画面フローで繰り返しコンポーネントを使っています。 

「買上日」を、2025/4/5と入力したら、追加ボタンを押した次のコンポーネントで、自動で「2025/4/5」と入っている状態にしたいのですが、可能でしょうか? 

現在はデフォルト値を今日の日付にしています。

画面フローの繰り返しコンポーネントについて

 

スクリーンショット 2025-04-04 184727.png

 

 

 

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I need to display external documents in my Lightning Web Component (LWC). To address heap size limitations, I must make an asynchronous API call out in Apex. Currently, I am using a synchronous process, which restricts my file data to a maximum of 6 MB. By switching to an asynchronous approach, I can handle file data up to 12 MB. How can I achieve this functionality using an asynchronous process? I would appreciate any insights or guidance on this matter. 

 

#Integration  #Salesforce Developer

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Hi everyone! 

 I’m currently learning and exploring the Salesforce tech stack from past 9 months, and I’ve really been enjoying the journey so far. I've explored many features including Admin functionalities, Apex, Triggers, Flows, Validation Rules, Process Builder, and more. I’m working on building my foundation strong, and I’m aiming to start my career as a Salesforce Developer soon.

I wanted to ask: 

- How much real-time experience (in months or years) is usually expected before switching to another company as a Salesforce Developer? 

- Also, what key skills or certifications are generally preferred when making that first switch? 

 

 

Any guidance or personal experiences would be really helpful. Thanks in advance! 

 

#Salesforce Developer  #Salesforce  #Certifications  #Salesforcecommunity

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Apr 6, 8:31 PM

    Hello @MAHANTHESH R J, I would expect a developer to have at least the Admin certification, the App Builder, and the Platform Dev 1. Any other certification will be great. 

    You can look for internal / external positions on Salesforce development, as soon as you  have some experience (that you seem to have practically) and some projects where you have practiced what you have learned & explored so far, and have followed project methodology. Certifications will help you ! 

    Eric

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Hi all, 

 

Wrestling with my first NPC project after years of NPSP experience, and I had a quick question about campaign membership. I know you can set up campaigns to accept accounts as campaign members, but I've always steered away from this functionality because it seemed like it would get messy with integrations to marketing tools. 

 

Now that person accounts are the done thing, is anyone setting up accounts as campaign members and then adding all records as accounts? Or is it better to stick with only adding contacts to campaigns? How do marketing tools deal with accounts as campaign members, especially Marketing Cloud and Pardot? 

 

Thanks for your insights!

1 answer
  1. Apr 3, 12:43 PM

    Hi @Wyan Carter. As far as I can see, when you use the Add Accounts button to add Person Accounts to a Campaign, they are actually added as Contacts (the Type field in the Contact Member is set to 'Contact') even though you select them as Person Accounts.

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On the Customize Records page, this popped up when I went to complete the challenge "The ‘Zone’ field on the Customer Account Page is not in the Sales Region section." How can I fix this?

 

 

 

#Trailhead Challenges

2 answers
  1. Steven Trumble (Skie) Forum Ambassador
    Today, 1:05 AM

    Please share some screen shots.  

    Do you have the custom field and teh custom sections on your page layout? is the filed in the right section?

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