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#Help27 personnes en discutent

Allison McElroy a posé une question dans #Salesforce Admin

Some of my users have long email chains that they want to log in activities for a Client or an Opportunity. Is there a way to do this through the Salesforce extension without having to log every single email individually, or is there a way to log the full chain / conversation at once?  

 

We have the Gmail email integration and Salesforce extension for Google, for reference. 

 

#Salesforce Admin  #Outlook/Teams/Gmail  #Help

1 réponse
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Hello! 

 

I'm trying to complete this challenge:  

Create a Validation Rule

Create a validation rule that displays an error message and prevents users from creating or updating a contact for an account if the contact and account have different zip codes. Allow creating and updating contacts that have no associated account.

  • Create a validation rule:
    • Rule Name: Contact_must_be_in_Account_ZIP_Code
    • Operator: AND (return true if both conditions are true)
    • Define the two conditions that, combined, will show the error message:
      • The contact is associated with an account id
      • The contact mailing zip code is different than the account shipping zip code 

        Hint: Use the API names (

        MailingPostalCode and Account.ShippingPostalCode) and the <> (Not Equal) operator.
    • Enter an error message for the validation rule

 

But I keep getting this error message but I'm not sure how to fix my validation rule. I'm selecting through Insert Field Account > "ShippingPostalCode" but that doesn't seem to be correct.  

"

We can't find a reference to the account 'ShippingPostalCode' field in the validation rule."

 

Here is my Error Condition Formula currently that is wrong: 

AND ( 

 Id  <>  ShippingPostalCode  

) 

 

Any help would be greatly appreciated! 

 

#Help  #Trailhead Challenges

8 réponses
  1. 5 oct., 21:03

    Thank you both!! I was able to complete the challenge with your guidance. 

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Rohan Bhavsar a posé une question dans #Trailhead Challenges

I have "Standard Profile - No Acct Delete"

created in the Profile section, but im not able to select it on this screen, can someone help.  

 

#Trailhead Challenges #Trailhead #Salesforce Admin #Salesforce Developer #Help #Profiles #SetupWithAgentforceIm not able to see

3 réponses
  1. Forum Ambassador Eric Burté (DEVOTEAM)
    3 oct., 09:08

    Hello @Rohan Bhavsar

    you had probably used this playground for other modules, and created users while taking them. Deactivate this (these) useless active user(s) linked to former modules (setup > users > select a user and deactivate it) to free some licenses and be able then to create a new user. Create a brand new playground and take the challenge again if you are still stuck / unsure about the users to deactivate. 

    Eric

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Allan Couplin a posé une question dans #Trailhead Challenges

Unable to get course marked completed. 

 

I keep receiving this message:  

We see you're using the Agentforce org from the quick start. But it's not prepared for agent deployment into Slack. Complete the steps from the quick start to ensure you can set up the agent.

 

Einstein is turned ON 

Einstein Bots are turned ON 

Agentforce Agents are turned ON 

Product Management Agent is connected to SLACK 

Org is Connected to Slack 

Connected Apps OAuth has been installed. 

Agent is live and running in my test environment.  

 

PHOTOS ATTACHED!!! 

 

In Slack, my Agent is viewable and accessible. Org shows connected in Slack.  

 

 

#Trailhead Challenges  #Trailhead  #Salesforce Developer  #Help

2 réponses
  1. 2 oct., 20:28

    I tried deactivating and reactivating multiple times.  Create an enhanced bot.  Still getting the same error.   

     

    We see you're using the Agentforce org from the quick start. But it's not prepared for agent deployment into Slack. Complete the steps from the quick start to ensure you can set up the agent.

    Open a case for this.

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Archana Singh a posé une question dans #Trailhead

Hello Trailblazer Community, 

 

I need urgent help from a community moderator or Salesforce support agent.

My Salesforce Developer Edition org was locked due to inactivity on 14 September. I am trying to log back in to reactivate it before the automatic 30-day deletion sweep happens in mid-October.

However, I am currently completely blocked by the security question loop ("City born in"), even though I know the answer. Because this is a free Developer Edition account, the standard Help Portal blocks me from submitting a support case online.

My Org Details:

  • Name: Archana Singh
  • Org ID: 00Dg5000005v2NE

Could a moderator or community manager please help escalate this to the support queue so an agent can manually trigger a password/security reset link to my registered email address? 

 

Thank you so much for your help! 

 

#Trailhead  #Help  #Urgent Support

1 réponse
  1. 30 sept., 17:45

    Hi @Archana Singh

     

    Since your Developer Edition org is locked due to inactivity and you're stuck in the security-question loop, I recommend contacting Salesforce Customer Support and providing your Org ID (00Dg5000005v2NE) and registered email. Salesforce confirms that a DE org locked due to pending deletion may be reactivated by Customer Support.  

    https://help.salesforce.com/s/articleView?id=000386225&type=1&utm_sour

     

    Please contact Support as soon as possible, since the org can only be recovered within the applicable expiration window.  

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

     

    Hope this helps! 

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Hi everyone :)  

 

I am trying to find if there is a way (simple or not), to clone an agent. 

 

Eg, there is an existing agent in an org, and I want to clone the framework to create a new agent. 

 

Any ideas? 

 

#Agentforce  #Salesforce Developer  #AI  #Help

3 réponses
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I’ve just posted an IdeaExchange idea proposing structured navigation templates across Salesforce Help articles

. 

 

Think of it like a Wikipedia-style navigation box

at the bottom of Salesforce Help pages — connecting related topics such as Data 360, Agentforce, Data Streams, Data Transforms, Identity Resolution, Segmentation, etc. 

 

The goal is to make it easier for:

  •  👩‍💻 Admins, developers & consultants to discover related documentation 
  •  🔎 Humans to navigate the Salesforce knowledge ecosystem 
  •  🤖 AI agents to discover the right supporting documentation and understand relationships between topics 

This isn't about creating more documentation — it's about making the enormous amount of existing Salesforce documentation easier to discover and connect.

If you think this would improve the Salesforce Help experience, please upvote the IdeaExchange idea and add your use case/comment

. 🙌 

 

https://ideas.salesforce.com/s/idea/a0BHp000017JnMSMA0/create-structured-help-navigation-to-improve-human-and-ai-discovery

 

 

#Trailhead  #Salesforce  #Documentation Team  #Help  #Help-trailhead

2 réponses
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Long story short, I have downloaded my certificate, but I lost it when I reset my PC. Is there a possibility of reissuance? I managed to secure a photo of it so I can provide details such as Certificate ID and date of issue. 

 

#Help  #Certifications

3 réponses
  1. 26 sept., 10:47

     If you mean a Salesforce virtual internship completion certificate, I’d recommend contacting the program or platform that issued the certificate. Explain that you need it reissued and provide your name, internship details, and any original certificate or completion proof you have. They should be able to confirm whether a replacement copy can be generated. 

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I have a trailhead module listed under private training as its for Canadian employees only. It's called: Complete Training: Ontario Occupational Health and Safety Awareness. Within the module there is a link to a external website and you have to work through the content and do a test. The webiste keeps crashing and not allowing me to advance for past two weeks, it is not saving my history so I have to keep starting over. I have wasted hours on this. this is the link to the website: https://www.labour.gov.on.ca/english/hs/elearn/worker/foursteps.php

 

 

#Help  #Training

2 réponses
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