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My sales team are using LastActivityDate in their activity reporting, but recently they decided that any Activity where the Task Type was "Left Voicemail" doesn't count; and they would like this filtered out from their reports. 

The problem is, they were previously just using a "Contacts & Accounts" standard report type, so now I need to use a "Contacts with Activities" report type so that I can explicitly filter for where Task Type != "Left Voicemail" but I am struggling to get the data I need. 

Would love some assistance with this if anyone has the bandwidth! 

Report Requirement: All Contacts who have NOT been contacted in the last 90 days. Leaving a voicemail doesn't count. 

Hi all, 

I am trying to create a row level formula where if the created date is < 16th Feb = "Pre Event' "Post Event". The created date is a date and time stamp. I used the below  

IF( DATETIMEVALUE(CREATED_DATE) < DATE(2025,02,16), "Pre Event","Post Event") - I re-used a this from an older post where this worked.  

I get this error message Error when encoding row-level formula: Syntax error. Missing ')'

If I add a missing ')' I receive this message Error when encoding row-level formula: Incorrect parameter type for operator '<'. Expected Date/Time, received Date

Is anyone able to offer some advise, please? 

Thank you

Hi,

I am building my own de-duplicate flow for paymentprofiles that are connected to several payments. For now I don’t worry about finding the duplicates in a flow, that’s the next challenge. Right now I check the payment profiles that I have found and can be deleted after all connected records have been moved over to the other payment profile.

This is what I’ve got:

·         Find the record that has been checked as a duplicate payment profile

·         Get the record ID

·         Get the contact of this record

·         Get the duplicat payment profile: get the other records that have the same contact, the same IBAN and a different ID and have not been checked.

·         Get the payments of the original payment profile

·         Start the loop Edit Payment

·         Add the payment to the recordcollection

·         Add the id of the duplicate pp to  the payment

·         At the end of the loop Change the payments by using the recordcollection.

When I debug it, all steps are using the right iD’s. However, with the last step, the debug shows me it replaces the id of the payment profile on the payment with the original record-Id, not the one I assigned in the loop. In Change Payments I chose the option to use all id’s and values of the recordcollection.

I tried to change it to the last option, to do it all by hand, but that way there is no option to get the payments from the recordcollection. What am I doing wrong?    

(I posted this before, but not in the right place and there was no response).

#Trailhead Challenges

If you want to open VCF file then we recommend you to opt Jagware VCF to  vCard Converter

as it allows you to export as PDF, CSV, and many more saving options. This software specially created with simple intuitive interface to easily perform by any level of users.   

Hello! I have a custom text field in my smart list and would like to be able to use filter for "CONTAINS" to look for multiple values. Example, if the text were different kinds of fruit, then I would like to use a filter that allows me to search for CONTAINS apples, lemons, oranges. But CONTAINS seems to only let me search for one fruit at a time. Is there a way to achieve that "OR" logic in the filter fields?

Hi TC, 

I’m working on completing the Set Up a Customer Site with Experience Cloud

 module, and I’m currently on the step to enable Digital Experiences. 

I’ve already completed the Service Setup step, entered "Experiences" into the Quick Find box, and selected Settings under Experiences. However, I don’t see the "Enable Digital Experiences"

 checkbox. 

Is it possible that this has already been enabled? Or is there another place I can check to confirm this?

Hi, 

    We have micro community site, that built for password reset purpose. When System Admin put new Password & Confirm password & hit update, it's working fine. But When

, then get error 400.  

What could be the reason? How to resolve this issue? 

Here you can observe the error in Console.

Hello, 

I`m stuck on ``

• Add the permission set to the Recruiters permission set group` step, Basically, Access and Manage Reviews  is not visible under Click Add Permission Set,  Permission Sets in Group   so I couldn`t select the checkbox of it and  add to set group. 

I tried the process by creating new playground but had same issue again. 

Is there a anyone who had the same issue ?  

Thanks. 

Hello,  

I have a requirement to create a dahsboard with the list of accounts and belonging contacts, which can be filtered by different products associated to those accounts. After the user filtered accounts / contacts, he needs to be able to add those contacts to an exisitnig campaign as campaign members. Similarly to what standard reporting is offering.  

Now, I see that button on the contact's layout and on the list view, but it is not availiable as a mass action on contacts IDs in CRMA. Do I need to create an apex call and visualforce page to achieve this mass action? Or should I create a custom action calling a flow?  

Thank you!