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My org is looking to track goals related to Activities for users. We will want to track visits, phone calls, solicitations, and possibly other metrics down the line. The goals will be different for different users so need flexibility with assigning the targets. Has anyone done this and have ideas to share? 

Does anyone have a solution for customizing the Salesforce MFA email that goes out to users.  It reads "Verify your identity in Salesforce. You recently attempted an action in Salesforce. Action: Log In to Salesforce

To ensure your account's security, we need to verify your identity. Enter the following code where prompted by Salesforce." 

To date we've been told that it's not customizable, so I'm wondering if anyone has other solutions - or if you're just using another product for MFA?  We would like to brand it so that users know it's coming from our organization as we've been receiving complaints about it. Our users don't know what Salesforce is, lol. 

Hi 

I receive this error when i try to make an email alert for a process using process builder. 

Any tips? 

We need to restrict users with a specific profile ("CSUGC Admissions ADV") from uploading files in the Notes & Attachments section when the related record in the Document__c object has certain document types.

Current Behavior:

• Users can upload files to any Document__c record via the Notes & Attachments related list.
• There is no way to prevent file uploads based on the user’s profile or the document type.

Expected Behavior:

• If a user with the "CSUGC Admissions ADV" profile attempts to upload a file to a Document__c record where the Document Name (Document_Name__c) is:
  • "AM - Official High School Transcript"
  • "AM - Official Transcript"     → The system should block the upload and show an error message.
• Other users should be able to upload files as usual.

please check the screenshot for reference   

We have a junction object called emergency contacts, which has 2 person account lookups.  

One is for the client, and one is for their emergency contact  

The issue is that it's creating 2 related lists on each person account instead of one. Is there any way to combine this related list or adjust the structure to allow for these 2 person accounts to go on the same related list? 

I have dabbled in contact-to-contact updates with a flow. I am trying to see if we can build a flow that populates a checked / true box on a contact record after a completed subscription order. This check box triggers a visual badge for Box office staff to identify Contacts who are subscribers.

Below are some of the steps that I tried, but the checkbox did not update to being checked when I completed a test order in a sandbox.

I am wondering if it is possible to test out the Agile Accelerator application via a Trailblazer playground environment. Any and all information is greatly appreciated. 

Create Lead Button is not visible in the Lightning Page but  available in classic version.  

How do I fix it? 

Hi All, 

I completed two Trailhead's modules about Agentforce in Slack, and I am able to interact with my Agent in Slack app 'Agentforce', which works like direct messages. 

But I would like to add the Agent to a channel. I updated the bot's OAuth scopes (channels:read, channels:join), and can see in Agent configurations in Slack, that it got these permissions. 

Nevertheless I am not able to add the Agent to any channel (for example, like that: /invite @MyAgent), and I even not able to forward a channel message to the Agent. 

Is it possible to add an Agent to Slack channel?

I am trying to import a bunch of records into the Orders object using my regular importing tool Apsona. When I try, it says a field called "Status Category" - API name "Statuscode" - is mandatory in order to upload. This field does not exist when I look in Object Manager under Orders, it seems rather to be a component of the "Status" field, which I have included in the import. Yet for some reason"Status Category" is being treated as if it's a full separate field and mandatory. If I try to import and include "Status Category", for example "Draft" or "Activated" I'll get an error saying I don't have access to edit that field, but I am the System Admin, and "Status Category" does not even exist in Object Permissions. Pictures below. Any help or advice to dealing with this hidden field would be greatly appreciated. @Nonprofit Hub @* Salesforce Field Service *

#Orders  #Order Status  #Mass Imports  #Apsona