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Hi Everyone, I am working on Accounts and Account Plan and I want to add a Account plan page under the custom tab I have created in Accounts. This is the Tab where i have to show the whole Page of Accounts plan. The First Screenshot is the Account Page and as you can see there is a custom tab called Account plan, I want to Show the page which can be seen below as 2nd Screenshot under the tab of Account plan.  

 

 

Adding Account Plan Page into Account.

 

 

Account plan.png

 

 

 

Anyone knows how to achieve this? 

 

#Trailhead Challenges  #Salesforce Developer  #Salesforce Admin  #Experience Cloud

1 answer
  1. Today, 8:10 AM

    Try to create a LWC with Account plan record form component, and then move this LWC displayed in Account Plan tab. 

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Hi, 

It looks like on some answers I have 2 options: Delete and Report, while others I only have Report. Should I be able to delete other people's content? 

 

#TrailblazerCommunity

1 answer
  1. Today, 8:04 AM

    Hi @Marissa R

     

     

    I believe you have 'Delete' and 'Report' options for your answers. The 'Report' option is typically available for other users' answers. We should only report other answers if they are off-topic, contain offensive material, or are completely unrelated to Salesforce. 

     

    Thanks

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Hi Salesforce Support,

I’m working on the “Configure Agentforce for Service” module and have completed all steps, including adding the “Get Experience Details” action. However, I keep getting the message:

“Step not yet complete in Agentforce: We can't find that the Experience Management topic has the Get Experience Details action added to it.”

I’ve double-checked the following:

  • The Experience Management topic exists.
  • The Get Experience Details action is created and available.
  • The action has been added to the correct topic and saved.

A few of my peers are facing the same issue. Could you please help identify what might be causing the step not to validate?

Thank you! 

 

#Trailhead Challenges  #Trailhead

2 answers
  1. Today, 8:03 AM

    I remember this action should be finished in a specific playground. please try to create a new specific playground and finish this module.  

     

    I remember this action should be finished in a specific playground. please try to create a new specific playground and finish this module.

     

     

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1 answer
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    Today, 8:02 AM

    Hi, 

     

    The issue seems to be with your record variable. it should be recordId, all in lower case, except for the I.  

    This is the only variable the system understands as being the record you are on. Your variable seems to have a capital R 

     

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Hi there, 

 

I have a sandbox up and running, but does a refresh require a new cert signature each time I refresh it? 

 

#Sandbox

3 answers
  1. Today, 8:02 AM

    Hi @Jeffery Wright

     

    This feature of retention is now available. We now have the ability to export the key stores into a JKS file type and then import it into another organization, such as a refreshed sandbox organization.   

    Refer:

    https://ideas.salesforce.com/s/idea/a0B8W00000GddWkUAJ/retain-ca-signed-certificates-on-sandbox-refresh

     

    Please note that certificates existing in the Sandbox before a refresh will be removed. To mitigate this, you can export the certificates to a Keystore and restore them later. 

    This process, however, must be done manually, Below is the link for the same: 

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

     

    1. Goto Setup. 

    2. In Home -> Quick Find Box -> Security Controls -> Certificate and Key Management 

    3. Click on Export to Keystore 

    4. Provide a Keystore password 

    5. Click on export 

    6. A file Java Keystore format with extension .jks will be saved to local systemOn target sandbox1. Security Controls -> Certificate and Key Management 

    2. Click on Import from a Keystore 

    3. Choose downloaded jsk file and provide Keystore password and click on Save 

    4. All certificates inside the Keystore imported to target sandbox. 

     

    Hope this helps. Thanks!

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いつもお世話になっております。 

 

あるカスタムオブジェクトで、重複レコードの作成を避けたく、一致ルール・重複ルールを作成したいと考えています。 

完全一致ではなく、類似名のレコードが保存されそうになったときもアラートを出したいです。 

 

【例】 

IT専門学校 

IT専門学校 

 

などです。 

 

ですが、項目でName項目を選択し、一致条件>一致メソッドで「完全」しか選択肢に出てこず、「あいまい」を選択することができません。 

 

これはカスタムオブジェクトだからでしょうか。 

 

類似レコード作成時にアラートを出す方法について、おわかりになる方がいらっしゃいましたらご教示いただけますと幸いです。 

よろしくお願いいたします。

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why when i completed all of the hands on courses did it not show completed in my trailhead courses that I had completed them. I do not want to have to re-take them all again and i spent hours completing them. Is this a glitch? 

 

#Trailhead

3 answers
  1. Today, 7:54 AM

    I didn't met this issue, try raise a case to salesforce support to check. 

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How can I embed a dashboard in existing Lightning web component?    

5 answers
  1. Today, 6:17 AM

    Following solution helped me 

    Created a VF Page : DashboardInLWCTest

    <apex:page >

    <wave:dashboard dashboardId="0FKEa0000002OHZOA2" height="800px"/>

    </apex:page>

     

    LWC:

     <iframe src="/apex/DashboardInLWCTest" width="100%" height="600px" frameborder="0"></iframe>
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I'm trying to configure a Duplicate Rule on the Lead object, but I want to exclude Leads with the status "Closed - Lost" from being considered as potential duplicates when a new Lead is created or updated. 

3 answers
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    Today, 7:50 AM

    @Rijwan Mohmmed (Techdicer), you can't add a filter in a matching rule, it has to be done on the Duplicate rule

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We need to understand how credits are used in Agentforce. For example, if we react with a thumbs up or thumbs down to a specific Agentforce response, does that consume our credits?

2 answers
  1. Today, 7:48 AM

    No, Reacting with a thumbs up or thumbs down in Agentforce does not consume any credits.

    Credits in Agentforce are typically consumed when:

    • You submit a prompt/question to the AI agent.
    • The agent processes your request and returns a response
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