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Hi, 

I have been trying to complete the challenge in Salesforce Loyalty Management module - "Create and Map Benefit Actions" but even after following the steps in the tutorial, I am still getting the message - "We can’t find the voucher associated with member CL004".  

Also I am getting this Error message - "An Error Occurred with Your "Assign and Process Member Benefits Based on Tier" Flow. Error element Process_Benefit_Action (FlowActionCall). The flow associated with the benefit Action failed. Ask your Salesforce admin for help."  

Please guide on the way forward. 

 

#Trailhead Challenges

1 answer
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I everyone, in the module

"

Amélioration d'Agentforce pour qu'il agisse sur les donn√©es avec un langage conversationnel" 

I don’t find the “agent” menu / agent Actions from my quick find box 

My Einstein and Sales Emails are turned ON.

Stage 

  1. “Dans la zone Quick Find (Recherche rapide), saisissez agent, puis cliquez sur Agent Actions (Actions d’agent)”.

Results when I'm searching for: “agent”:

Einstein

Agentforce Data Library

CollapseEinstein Generative AI

CollapseAgentforce Studio

Agentforce Agents

Agentforce Assets

Development

Agentforce for Developers 

 

Many thanks for your support... 

 

#Trailhead Challenges

1 answer
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Hello Trailblazers,  

 

I have a use case to see the consumed serialized product numbers on each Work Order. I don't want to use the Service Report as it is limited to individual Work Orders only. Based on my observation, tracking the serial numbers out-of-the-box (OOTB) in the Service Report is not possible either. I couldn't find a way to link between Work Order, Product Consumed, and the Serialized Product in Reports. 

 

Thanks in advance! 

 

@Steve Hupp @Heiko Lindner @Mikey Brown @Eric Praud @Bruce Stewart

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https://www.saleswingsapp.com/predictive-lead-scoring-website-tracking-marketing-cloud/

 

MCE is moving closer to core so scoring and grading is a given, but if a client has both MCE and MCAE now and they may want a simple out of the box solution for scoring in engagement? 

 

I know there is personalisation but that is a lot more complex and costly. 

 

How much is this and how long is the implementation roughly?  

 

@Jyothsna Bitra (JB) @François Perret @Claudia Hoops @Erin Duncan 

 

#Marketing Cloud #Data Management #Sales Cloud 

1 answer
  1. Today, 6:53 AM

    @David Spelman

     

    If you only want to implement lead scoring based on engagement, 

    SalesWings

    is a great option. It's a plug-and-play solution that integrates well with Marketing Cloud. It provides data extensions within Marketing Cloud containing lead scores derived from website visits and email engagement. These scores can then be used for segmentation, lead prioritization, and targeted campaigns. 

     

    Yes, you're right—Marketing Cloud Personalization (formerly Interaction Studio) is a more advanced and costly solution. If you're looking to track detailed user behavior on an e-commerce website (such as product views, interests, and dynamic segments), implementation typically takes around 1 month

    , including catalog integration, user behavior tracking, audience segment setup, and web campaign creation. 

     

    Alternatively, Marketing Cloud also offers Behavioral Triggers, which can be used to track user engagement on your website in a lighter way compared to Personalization. Behavioral Triggers capture events such as page visits, product views, and cart activity, and can trigger real-time messages through Journey Builder. This method requires setting up the web tagging (using JavaScript SDK), configuring triggers in Marketing Cloud, and integrating with journeys. It's a more cost-effective option for real-time engagement without the full personalization suite.

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Hello, 

 

I’ve created an AgentForce bot that assists users by answering their questions. The questions and answers are stored in a custom object, where each record contains a Question and Answer field. The bot uses a Flow to retrieve matching records based on user input and returns the corresponding answer. 

 

The bot works perfectly with standard objects like Account, fetching data based on the name. However, when querying the custom object, the behavior is inconsistent. Sometimes it returns the correct answer, but other times it throws an error. Additionally, I have to refresh the page after the first question for it to work again. Without a refresh, it fails on subsequent queries—this issue does not occur with standard objects.

Has anyone encountered a similar issue or knows how to resolve this? Any help would be greatly appreciated! 

 

#Agentforce

2 answers
  1. Today, 6:51 AM

    Hi @Monika Ramchandani

     

     

    Thanks for the suggestion. 

     

    I’ve already created a new permission set with the required object and field-level permissions, and assigned it to the AgentForce agent user. As I mentioned earlier, the bot is able to return the correct answer for the first question from the custom object, but it fails on subsequent queries unless I refresh the page.

    So it doesn’t seem to be a permissions issue, any other ideas on what might be causing this? 

    Thanks.

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5 answers
  1. Today, 6:49 AM

    Download a tool like MailConverterTools MSG File Viewer to easily open and view MSG files. This software is equipped with various advanced features, including the ability to maintain the integrity of the original data while allowing you to explore emails, calendars, contacts, and more.  Using this software, users can convert MSG files to EML, PDF, PST, MBOX, CSV, EMLX, etc. With its intuitive and simple interface, the MSG Viewer is suitable for both technical and non-technical users.

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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

 

 

 

3 answers
  1. Today, 6:46 AM

     

    日付のデフォルト値を変数にして、画面コンポーネントの前で今日をセットしておきます。 

    次に、日付を変えたら画面を言った抜けて最後に入力した日付をこのデフォルト値にセットすればと思いましたが、繰り返しコンポーネントではうまく最後に入力した日付を取得できないですね。 

    日付のデフォルト値を変数にして、画面コンポーネントの前で今日をセットしておきます。 次に、日付を変えたら画面を言った抜けて最後に入力した日付をこのデフォルト値にセットすればと思いましたが、繰り返しコンポーネントではうまく最後に入力した日付を取得できないですね。

     

     

    image.png

     

     

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We need to build an approval process running in the background of an opportunity to determin revenue flow from one Business line to another.  The process should not lock the opportunity only two fields one the Business Use case field which the Opp owner completes and sees on the screen the other is a business line switch which is only visible and editable by the approvers.  The process is two tiered 1) review the business use case is correct, upon approval the field should be locked.  2) to review which Business line switch, max. of 3 approval lines dependent on revenue and whether the teams can agree.  I do not want to have the opportunity locked down for using during this process is happening behind the scenes.

 

I have been told the opp is locked during approval process when using approval tool.  Is there a way around this?

 

Regards

 

Sarah
1 answer
  1. Jan 22, 2018, 9:25 AM
    The standard approval process will always lock the record whilst it awaits approval. Another approach might be a workflow...you could have a tick box or stage that the users select when it's ready for the process. When the box/stage is selected a workflow sends a notification to the 'approver/s' and also changes the record type. The record type could have a new page layout where the 2 fields you mention are read only. When the record is 'approved' the approver changes the stage (or something similar) and the record type is changed back via another workflow. 
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5 answers
  1. Today, 6:41 AM

    @Dolly Kaur

     

     

    You can create two separate keywords—one for marketing and another for transactional messages. Based on the keyword the customer responds with, you can mark their opt-out preferences accordingly. This way, if a customer opts out of marketing messages, they will still continue to receive compliance and logistics-related SMS. 

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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

2 answers
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