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 I’ve been trying to get in touch with a Salesforce representative to help me determine which package would be the best fit for one of my clients. 

 I need some very basic information, as well as a step-by-step guide on how to purchase the licenses or packages. 

 I already submitted a form on the Salesforce pricing page, but I haven’t received any reply, and the phone numbers listed don’t seem to be working. 

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Hi All,

I'm working on creating a dashboard in my Salesforce org called "Cases by the Account", designed to help our Account Managers view case-related support metrics filtered by a specific Account (client)

 

The reports behind the dashboard needs to be filtered by AccountId (lookup) or AccountName (text) (used in our Case object). However, when setting up dashboard filters, I noticed the filtering by AccountId or Account Name

, is limited — and that means I would have to manually add all 400+ account names as filter values, which isn’t scalable. Is there a workaround for this use case. 

 

Filtering a Dashboard by an Account

 @Salesforce.org System Administrators @* Salesforce Developers * @All About AppExchange @Admin Addicts @Developer Group, Ahmedabad, IN @Salesforce Flow Automation @Slack Developers 

6 answers
  1. Today, 12:33 AM

    I agree with the other comments about dynamic dashboards. In addition, If you want your Account Managers to quickly see cases per Account be sure to include the case related list on the Account page. You could optionally use dynamic related list to show filtered results.

    Based on what you are describing of cases by type for an Account it sounds like your users may like a graph of cases from the account page. That would eliminate the need to go to a report and filter by one account. It is easy to embed a report. Check out Embed Dashboards and Report Charts on Lightning Pages to learn how.

    https://trailhead.salesforce.com/content/learn/projects/rd-embed-reports-dashboards
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Hi, in this current module I am on "Create The Agent" "step 8.For now, Data Cloud won’t be used. Click Create

. If necessary, close the welcome pop-up window."  

 

I follow the instructions and receive the following error popup:

 

"Error creating agent : java.lang.IllegalArgumentException: An error occurred while checking for user with id: EinsteinServiceAgent User More Details: ERRORS : An error occurred while checking for user with id: EinsteinServiceAgent User WARNINGS :"  

 

This is not the "Welcome" popup window and I do not get the Topics page displayed. 

 

Has anyone dealt with this successfully?

1 answer
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Trying to verify my exercise completion for the Set Organization-Wide Defaults and Create a Role Hierarchy module, but continually getting an error: "Step not yet complete in Data Protection Playground. We couldn't find a custom object called 'Position__c'. Review the instructions for creating the custom object." 

 

However, I can see Position__c in my Object Manager. 

 

Am I missing something? 

Unable to resolve error on Set Organization-Wide Defaults and Create a Role Hierarchy module

 

 

 

#Trailhead Challenges

1 answer
  1. Today, 12:01 AM

    Hi , 

     

     

    You need to check if somehow you missed field level security Click on the field and check field level security. 

     

     

    1. From Setup, open Object Manager, and then in the Quick Find box, enter the name of the object containing the field.
    2. Select the object, and then click Fields & Relationships.
    3. Select the field you want to modify.
    4. Click Set Field-Level Security.
    5. Specify the field's access level.
    6. Save your changes.

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

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Hi, 

I am unable to create S3 file notification. I am following this documentation 

https://developer.salesforce.com/docs/data/data-cloud-int/guide/c360-a-awss3-udlo.html

and s3 bucket, added data, created lambda function and added source file into another bucket and uploaded it to function, created AWS CLI and configured, replaced the values in .conf with mentioned. 

I am using windows, the process mentioned in the document is relatable to MAC and Linux OS, so tried running commands (mentioned in Doc) in WSL Ubuntu and tested from there, but it is throwing errors like  

"Please export all the three AWS credentials (AWS_ACCESS_KEY_ID, AWS_SECRET_ACCESS_KEY and AWS_SESSION_TOKEN) and paste it to terminal (please use

https://docs.aws.amazon.com/keyspaces/latest/devguide/access.credentials.html

to generate it)" 

I have generated and configured AWS credentials but still it is showing error, also I have removed the AWS session token condition from script as well. "  

I have no idea where I'm going wrong, Can anyone help me out how to resolve this issue? 

TIA.  

4 answers
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Greetings 

 

I am supporting a Cordova application that was working fine until middle of May 2025. The mobile app uses cordova-plugin-inAppbrowser version 3.2 and after google updated Chrome to version 136.0.7103.88 the app is throwing the exception 'window.openDatabase is not a function'.  From my research am seeing SQLite was depreciated back in 2010 and Google may have removed it from their browser in the latest Chrome update but it does not say it in the release notes.  Is there a suitable plugin that can be incorporated without a complete re-write to React Native?  Does anyone have experience with this plugin: cordova-sqlite-evcore-extbuild-free ?  From the documentation, the syntax for using is the same with the exception of including 'sqlite' in the openDatabase function. Thank you in advance for any help.

3 answers
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Hi. I am creating a brand new Trailhead Playground. Like always I reset the password. Then i go to VS Code to authorize that Org with my project. I enter the password for the user that corresponds to that playground. And nothing... (Red message, "Check your username and password..."). Are there server Logging issues, maybe?

17 answers
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I am displaying a collection of records in a data table. When a user selects a record, the details of that record are displayed using a screen action component. The user can then check a box labeled "Add Comments", which reveals a text input where they can enter comments related to the selected record.

After entering their comments, the user clicks an "Action Button" labeled "Save Comments", which triggers an autolaunched flow to save the comments to the selected record.

My current challenge is this: After saving comments and returning to the data table to select a different record, the previously entered comments are still displayed on the screen. I would like to:

  1. Refresh or update the entire record collection displayed in the data table to reflect any new changes (i.e., newly saved comments).
  2. Clear all previously entered values (especially the comments field) from the screen flow when a new record is selected.
  3. Ensure that if the user selects the same record again later, all previously saved comments (including the newly added ones) are correctly displayed.

How can I achieve this functionality in the flow to ensure a clean user experience when switching between records? @Adam White @Eric Smith

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The data security module and specifically the "Control Access to Objects" section refer to the "Recruiting App" in a 'hands-on org'. 

I can't find it.  Any ideas? 

 

#Trailhead Challenges  #Recruiting App

2 answers
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    May 19, 8:49 PM

    Hello @Jordan Levine you need to sign up for this specific Developer Edition org with sample data to take the module, as requested in the second unit of the same module : https://trailhead.salesforce.com/content/learn/modules/data_security/data_security_org

    Eric

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I am trying to hide "Upload Files" button from Files Related List on Custom object Page layout, but not able to, I have disabled the option "Select Files From Salesforce" from the Custom Community profile, but still this button is visible on Community. Can anyone please help 

 

 

I am trying to hide

 

 

 

#Trailhead Challenges  #Salesforce Developer  #TrailblazerCommunity  #Trailhead

3 answers
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