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We went live with NPC today.  We had a miscommunication with our implementation partner and ended up with both contacts and person accounts.  I have encountered duplicates of each, but there no longer seems to be a merge app in the NPC App Launcher.  I know we still have to go back to Classic to merge organizations/accounts, but is there nothing in NPC that will do merges?

1 answer
  1. Today, 8:32 AM

    Hi Cindy,  

     

    Person accounts automatically create contacts for each person in the background as some Objects require contacts to add non-organisations to (Campaign members is one of those). So this might be what you are seeing.  

     

    If they are duplicates, I found that making sure the duplicate rules are active (so that there is a duplicate alert on the Person account profile) then the merging can take place through that alert when it detects a duplicate.  

     

    I hope that helps 

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Hi Team,  

 

We have 5 User lookup fields on our Account object. They are used to track the sales users involved in an account.  

 

We want to automate adding whichever user is in the various lookup fields to the account team with read access.  

 

I also need to account for changes to the lookup fields, in which case the existing account team members should be removed and the new one's should be added.  

 

What I remember building out in the past using process builder in a pats org, was that anytime there was a change to a lookup field, all account team members would be removed, and new account team members would be created based on the users in the lookup fields.  

 

What's the best way to do this? I got it to work for one of the lookup fields, but I'm running into issues when trying to expand the flow to the other lookup fields.  

 

Attached a screenshot of the flow that's working for one lookup and the one that's not working for two lookups. 

 

Thanks in advance to anyone who has a suggestion on the best way to do this.   

Best way to build a flow to add & remove account team members

 

AccountTeamUpdateForOneLookup.png

2 answers
  1. Today, 8:31 AM

    based on the first picture it always check just one field (if it is changed), you need to link it one by one (not run in paralel)

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Need help to find activity tab on account record to create email

for step:

Create an Email Alert

  1. From the Activity tab on an account record, click to create an emai
7 answers
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Hi! 

 

I'm trying to install the User Access and Permission Assistant app from AppExchange in a sandbox with Professional Edition. I've followed all the required steps from the instructions on the Salesforce website, but I'm still encountering the following error while starting installation using the 'Try It Free' option:  

Your request to install package "Profile2PermSet v3.8" was unsuccessful. None of the data or setup information in your

salesforce.com organization was affected. 1. ApexClass Field does not exist: PermissionsAccessCMC on MutingPermissionSet

permAnalyzerTestData: Field does not exist: PermissionsAccessCMC on MutingPermissionSet (and other similar error messages). 

 

Has anyone faced such an issue and how was it resolved in your case? 

 

Thank you in advance!

 

 

 

#Appexchage Apps

1 answer
  1. Today, 8:19 AM

    Hi @Karina Verheles

    To use the User Access and Permissions Assistant, you need these permission sets.

    • User Access & Permissions Assistant Access
    • The permission set to grant access to the Tooling API Credential, which is created during installation
    • Optionally, the permission set to assign permissions to access and run the User Access and Permissions Assistant

    Reference link :-  

    https://help.salesforce.com/s/articleView?id=platform.perm_uapa.htm&type=5

     

     

    This links have all the useful links related to

     User Access and Permission Assistant app.  

    Hope this helps you. 

    Thanks

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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

1 answer
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Hi everyone, 

 I want to send a notification (e.g., email) to users immediately when their Salesforce account gets locked due to exceeding the maximum invalid login attempts (set to 5 in Password Policies). How can we achieve this? Are there any out-of-the-box features, or do we need custom development (e.g., Apex, Flows)? I don’t have access to Transaction Security Policies due to licensing limitations. Any suggestions or code examples would be appreciated! 

 Thanks! 

 

#Sales Cloud  #CRM Configuration  #Security

1 answer
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I am completing the quick action trail in recruting app of new job app . i had done everything perfectly but it showing this error "Whoops, looks like there was a problem. Please try again." Please tell solution for this  

 

#Trailhead Challenges

1 answer
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5 answers
  1. Today, 8:01 AM

    Hi @Machiko Goto

    ,  Please check your playground. Your playground must be changed. Your playground should be same as you started from trailhead module. 

     

    You'll see the agent. It'll work!

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2 answers
  1. Today, 8:00 AM

    Hi @Anupoju Sainadh

    , Please check your playground. Your playground must be changed. Your playground should be same as you started from trailhead module. 

     

    You'll see the agent. It'll work!

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