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Peter Fife (Sr. SolutionsArchitect at Salesforce) asked in #Customer Service
Jun 16, 2017, 2:24 PM
Error: Can't perform this action. Be sure the action is valid for the current state of the article
I'm posting this here for posterity because I know I'll never remember and I may help others along the way.

 

IF you a user receives an error when trying to edit a knowledge article:  "Can't perform this action. Be sure the action is valid for the current state of the article, and that you have permission to perform it. " and they have all the article permissions: 

 

- To create articles: “Manage Articles” AND "Create” and “Read” on the article type 

 

- To edit draft articles: “Manage Articles” AND “Read” and “Edit” on the article type 

 

- To edit published or archived articles: “Manage Articles” AND “Create,” “Read,” and “Edit” on the article type 

 

They also have Article Actions under Setup for Edit Published and Archived Knowledge Articles, which is set to ALL 

 

You may want to double check the user's ROLE, they may not have one and that is the issue.  
20 answers
  1. Peter Fife (Salesforce)
    Jun 16, 2017, 2:25 PM
    Check the user's role on their profile and place them in one. 
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Mitchell Baldwin asked in #Certifications
Mar 13, 12:18 PM
What is/are the best directions to take in the learning paths for someone that uses Salesforce as their CRM in the Insurance & Finance Industry?

I am in the Insurance and Finance Industry and use Salesforce as our main software, CRM and uses AI to keep up with emails, text messages, phone calls and appointments.

I want to be able to set myself apart from others in the same position as myself as well as people that are probably a level above me in supervision.

What are the best pathways for me to take in educating myself to not only be able to better understand Salesforce, but to learn about things and how to do things with this platform. I want another reason for someone to want to hire me, even beyond my resume and elevated numbers of success in the industry. I want to stand out amongst the crowd as well as personally understand Salesforce and as much about it as I can.

Sorry so long, but thanks for any guidance anyone may provide. I’m grateful for any advice from someone who knows all this better than I do.

Thanks again,

MB

Licensed Insurance Specialist

#Certifications #Trailhead #Trailhead Challenges #Flow #Analytics #Sales Cloud #Service Cloud #Marketing Cloud #Salesforce Developer
2 answers
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Yuta Akamine (株式会社アトムス) asked in * カスタマーサクセス日本 *
Today, 2:43 AM
取引先の住所を地図上にマッピングされた形で見たい

取引先の住所を地図上にマッピングされた形で見たいです。 

そのような機能はありますでしょうか？ 

取引先担当者別で切り替えなどもしたいです。 

AppExchengeになにか良いアプリがあれば教えてください。 

よろしくお願いいたします。 

@* 質問広場～初心者から上級者まで～ 日本 *

4 answers
  1. Daisuke Utsunomiya (Sun&Son's Consulting Co., Ltd.)
    Today, 3:44 AM

    @Yuta Akamine さん 

    ちなみに、LWCでの開発になりますが 

    下記テラスカイさんでのブログ記事に沿って、そのまま手順通りに実装してみると、簡単に地図上に住所プロットして表示実装することが可能でした。 

    ※普段、わたくしコンサルしていますため、開発しないのですが、そんなわたしでも記事の手順通り、そのまんまのことが実現できました。このようなことも出来るんですね。 

     

    参考記事） 

    Salesforceで地図を表示しよう！（Lightning Web Components ＜LWC＞編）

    https://base.terrasky.co.jp/articles/58My1

     

    ご参考まで。

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Prince Goutam (Sr Salesforce Developer at Audibene) asked in #Salesforce CPQ & Billing
Jan 26, 2023, 2:09 PM
CPQ Product Rule Creation

I want to create a product rule. If product Name contains 'SMF', 

CPQ Product Rule Creationthen automatically populates the value of 'Media Type' and 'Connector Type' to a specific value. Is there a way to achieve this? 

@Tom Bassett @Colby Kamin Any idea

3 answers
  1. Ken Shvetz (Hearth)
    Today, 3:43 AM

    For anyone else who may have stumbled upon this error in CPQ more recently, the answer is that the Evaluation Scope on the Price Rule must match a valid Target Action object on the Price Action. 

     

    A little help from ChatGPT (after I trained it):

     

    For anyone else who may have stumbled upon this error in CPQ more recently, the answer is that the Evaluation Scope on the Price Rule must match a valid Target Action object on the Price Action.

    For example, in the 2 screenshots below, these would be ways to apply a discount when Quantity >=10, either in the Configurator or Calculator (QLE) screen, depending on where you want it displayed: 

    2025-03-13 at 23_27_32_721.png(or Quote) 

     

    --OR-- 

    2025-03-13 at 23_28_24_733.png

    (only valid option) 

     

    Note that if you save both the Price Rule and Price Action in any correct combination, such as shown above, then go back and change the Evaluation Scope on the Price Rule, it will let you save it, but if you re-click Save on the Price Action you will see the same error since you didn't update that corresponding value also (I assume this would also make the price rule fail silently as well until corrected). 

     

    Please upvote this if it helped.

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Marianna Delsing (Talent Advisor at Salesforce) asked in #Trailhead Challenges
Today, 3:14 AM
Have two different errors
  • You can’t activate this flow until you resolve 2 errors.  In this part of AgentBlazer- Create Check-in Guest Event
  •  

    Reservation 1

    • Because the sObjectOutputReference field is set, you also need to set the following fields: object.
  •  

    Unified Link 2

    • Because the sObjectOutputReference field is set, you also need to set the following fields: object.

 

 

#Trailhead Challenges

1 answer
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Connie Pax (Data Manager at NAMI Southeast Louisiana) asked in Nonprofit Success Pack
Mar 13, 6:44 PM
Importing new contacts with custom object using dataloader.io

I'm newish to Salesforce and dataloader.io. I want to import new contacts and create accounts where the contact is associated. I also have data associated with the new contacts to import to a custom object. What is the best sequence to do this in dataloader.io?

5 answers
  1. Harsh Thakkar (Salesforce)
    Mar 13, 7:12 PM

    Hi @Connie Pax

     

     

    For NPSP it is always better to used NPSP Data Import to import data in salesforce 

     

    Here are some useful article and trailhead links related to it 

     

    https://trailhead.salesforce.com/content/learn/projects/import-your-data-using-npsp-data-importer

     

     

    https://trailhead.salesforce.com/content/learn/projects/extend-npsp-data-importer-with-advanced-mapping/import-data-to-a-custom-object

     

     

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

     

     

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

     

     

    Thanks

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Nehi Pathak (Salesforce Admin Certified at Self Trained Developer) asked in #Sales Cloud
Yesterday, 3:14 PM
Lookup field Layout

Hi All, 

I have a custom object and in this custom object I have lookup field to Account. When we are creating the Account from lookup then we can see the correct Layout of Account. But after save ,if we wanted to create Account from this lookup again then we see totally differrent Layout. Does anyone have any idea how to get the same Layout? 

Thanks 

 

@* Sales Cloud - Best Practices *  @* Sales Cloud - Getting Started * 

2 answers
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    Today, 2:57 AM

    Hey @Nehi Pathak, never saw this behaviour before. 

    Can you confirm once you save the custom object record with newly created account, you are editing the record and removing the related Account and trying to create a new account record again?

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Matt Pinkston asked in #Formulas
Today, 12:24 AM
Case Logic to Determine Discount

Looking for some help with case logic for the following 

 

If Implementation = "Product 1" Then Disc Pct = ($26,400 - ARR)/$26,400 *100  

If Implementation = "Product 2" Then Disc Pct = ($39,000  - ARR)/$39,000  *100  

If Implementation = "Product 3" Then Disc Pct = ($90,000   - ARR)/$90,000   *100  

 

#Formulas

1 answer
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    Today, 2:39 AM

    Hey @Matt Pinkston

    , checkout this: 

     

    CASE(
        Implementation,
        "Product 1", (26400 - ARR) / 26400 * 100,
        "Product 2", (39000 - ARR) / 39000 * 100,
        "Product 3", (90000 - ARR) / 90000 * 100,
        0
    )
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jose mejia (Claro Colombia) asked in * Sales Cloud - Best Practices *
Today, 2:18 AM
catalog planning

Hi all, 

Do you know about catalog planning and government strategies, i need experiences,  resources, documentation.  

Regards

1 answer
  1. Jeremy Carmona (Clear Concise Consulting)
    Today, 2:36 AM

    Hi Jose,

    Catalog planning in Salesforce often uses CPQ (check its docs & Trailhead). Custom catalogs are built with objects & LWCs. Government strategies link to Public Sector Solutions, compliance, and integrations via Mulesoft/APIs.

    For experiences, try the Trailblazer Community, partners, and events.

    To help more, share your industry and specific needs.

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Navjot Thandi asked in #Certifications
Today, 12:59 AM
I have Salesforce Associate exam in 2 weeks, where i can practise the test questions. I have finished the Trailhead modules.

If anyone can shares the samples of the test exam, please share the link. 

Thanks 

Nav 

 

#Certifications

1 answer
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    Today, 2:34 AM

    Hey @Navjot Thandi, checkout these resources: 

    https://courses.salesforceben.com/courses/salesforce-associate-practice-exams/

    https://focusonforce.com/salesforce-associate-practice-quiz-and-sample-questions/

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