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on this step: 

  1. Click the Event Summary element, then click Edit Element.
  2. For Value, copy and paste the following:
  1. Check-in date of {!Reservation_1.Check_in_Date_c__c}, check-out date of {!Reservation_1.Check_out_Date_c__c}, for room type {!Reservation_1.Room_type_c__c}.
  2. Click outside the Value box so the Save button becomes available, then click Save.

error "it couldn't find any matching resources when I paste the text in the value. 

 

#Trailhead Challenges

1 answer
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I’m working on tracking the growth of our recurring donor program and need to pull a report in Salesforce NPSP that shows the number of recurring donors by year. Ideally, I’d like to compare year-over-year growth.

 

In the Recurring Donations object, I see fields for Current Year’s Value and Next Year’s Value, which are great for upcoming revenue. However, I’m having trouble figuring out how to report on the total value of recurring donations from past years or identify recurring donations tied to specific past installments.

 

I can view upcoming installments but not past installments, which would help me analyze year-over-year growth.

 

Does anyone know how to report on past recurring donation values by year? Are there additional filters, objects, or workarounds I should explore?

1 answer
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The person who installed DLRS gets an error when a rollup job fails (e.g. "Error: Record Currently Unavailable") I can't see anywhere to specify who gets those errors. Is it possible to specify that or is it hardcoded to the person who installed it?

3 answers
  1. Today, 4:41 PM

    @Paul Morriss DLRS sends email when scheduled Apex jobs fail (RollupJob and RollupCalculateJobSchedulable).

     

    The failure emails are sent to the individual who scheduled the jobs. If you want to change who receives the emails then I would recommend canceling the scheduled jobs and recreating them.

     

    (RollupJob is scheduled as a normal Salesforce Apex class, RollupCalculateJobSchedulable is scheduled using the DLRS ui for a given Rollup configuration using the Schedule Full Calculate button)

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I ran this in my simple org and came up with a spec that's close to 700K lines.   I need to be able to give out a simple spec focusing on just specific objects.  700K is too big to even filter without a lot of work.      

2 answers
  1. Today, 11:57 PM

    @Kirsten Belen - What you are saying "-focus on filtering paths and models that are relevant to your use case", is definitely what I want to do but I can't see any way to accomplish this with the capabilities Salesforce has documented on the tool to generate OpenAPI specs documented here: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/openapi_beta.htm         

    For example: if I want to document just the APIs for one object, there doesn't seem to be a way to do this.    Or am I missing something?     

    NOTE: That your suggestion to use OpenAPI Generator isn't aligned with this question since I am asking how to generate the spec not how to use the spec once generated (again, please correct me if I'm wrong).  

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Hello!

 

For a module lesson, I'm supposed to install the 'Salesforce Adoption Dashboards' package from the AppExchange.

 

However, even though my Salesforce account and Trailhead Playground username are connected to Trailblazer, I receive the following message when trying to install the package:

 

"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."

 

On the Trailblazer page under Connected Accounts, it lists both my salesforce account and my gmail/social account. Also, I am working on Mac using an updated Google Chrome browser.

 

Please advise. Thank you!

 

#Trailhead Challenges

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We have some situations where the grantee can be renewed for additional years if they meet certain criteria.  Wondering how you all are handling this?  The two likely paths could be to use disbursements to handle the additional years.  The other way would be to add a new funding request.

 

Wanted to check and see how others are handling this.

1 answer
  1. Today, 11:55 PM

    @Nick Lindberg  have you consider Disbursements if you want to track ongoing funding under the same grant record and keep the system more streamlined?

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Hi!

I have a screen flow and the following case:

- user feels the form_1 in the screen_1 and adds files

- goes to screen_2 and fills the form_2 there

- goes back to screen_1 to change something and here we have to scenarios:

                      a) user adds new files, overwriting the old ones

                      b) user does not do any changes to the files

- user proceeds to screen_2 again.

 

I would like screen_2 to refresh the values in case of scenario a) and keep the already chosen by user values in scenario b). My flow can already decide which scenario happened, but how can I conditionally refresh the values in the screen_2?

@Salesforce Flow Automation 

5 answers
  1. Today, 7:28 PM

    Hi @Zack Terry!

    I can't leave it to users choice unfortunately. The case is as following:

    1. User is adding files in screen_1

    2. Is going to the screen_2, where they have to fill additional information about the added files, it looks like this:

    Capture.PNGafter filling:Capture.PNG

    3. The user clicks "Previous" and goes back to screen_1.

    4. Here we have two scenarios: 

                 a) the user makes changes, but does not add new files. So after they go to screen_2 again, it should still keep it's values, so the user does not have to fill it once again (as it can be up to 22 files) and should look like this (and this is working correctly, this is exactly how it is behaving now):Capture.PNG       b) user adds new files, overwriting the old ones - the screen_2 should be refreshed and "forget" the values chosen before (cause there are new files, so the values chosen for old files are not relevant any more). Now I don't know how to do such conditional refreshing, so in this scenario I get this (as you can see the files' names are different, cause I overwrote the old files with new ones, but the values chosen for the old files are still there):Capture.PNGAnd what I would like it to be in this scenario is this:

     

    Capture.PNGto force the user to fill the data one more time, so it will be correct for the new files.

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Hi,

 

We are looking into whether we can imbed a tableau report into an existing Salesforce dashboard.  Is that possible?  I know we can add the component to a lightning page (home page) but want to see if it's possible to put it in a Salesforce dashboard.

 

Any help is appreciated.

 

#Tableau  #Reports & Dashboards

1 answer
  1. Today, 11:51 PM

    @Emily Auyoung have you can use Salesforce’s built in Analytics Dashboard component to add Tableau CRM dashboards directly to Salesforce dashboards? just ensure that permissions and SSO are set up correctly 

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My aim: to build a Form Assembly form that creates a new record in my custom object, which also uploads a file to Salesforce that was attached to the Form Assembly response.

 

My progress: I have managed to generate a working form that populates a new record in my custom object. I have also identified the 'upload files' question-type. I have followed existing Form Assembly guidance to map the Version Data, Path On Client, Content Origin and Content Location. The Files dynamic box thingy is enabled for my custom object.

 

However, to enter the correct formula for the First Publish Location ID, I need the Record ID of the new record in my custom object that is being generated by the Form Assembly response. This ID will change every time the form is submitted because each response creates a new record.....

 

I have tried multiple formulas and I keep getting the same error message: First Publish Location ID: id value of incorrect type: Formula = 0*******************

 

What do I do to get the correct formula?

 

#Data Management

1 answer
  1. Today, 11:49 PM

    @Sam Jenkins 

    -map a hidden field to capture the Salesforce record ID that is generated after form submission

    -use the value from this hidden field in the First Publish Location ID formula to correctly link the uploaded file to the newly created record

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