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Hi All, 

 

We are using Adobe Commerce connector to Data Cloud but receiving error. We've tried using Access Token and Basic Authentication. 

 

1. Access Token error : Specified request cannot be processed. 

 

2. Basic Authentication error: Please use the 2fa provider-specific endpoints to obtain a token. 

 

I've sent an email to

datacloud-connectors-beta@salesforce.com regarding this issue as well but has anyone else encountered this or may know about it?

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We are attempting to create a repeatable segment triggered flow to send certain messages to contacts when a certain Boolean field on the contact object is true. Ideally, the flow would send the message and then set the Boolean field to false so that the process can repeat at some point later when the field is again set to true by a separate automation in Salesforce. We were thinking  we could use the Update records Flow element to get the record in question using the unified individual record from the segment that triggered the flow.  In the update records element filter we assigned the external record id to the filter on the contacts object and set the Boolean field to false.  However, even though the process seems to work correctly, setting the Boolean field to false for all records, errors appear for some of the records.   Question: are we using the update records element properly? Could the error have something to do with the fact that the contacts are person accounts (we have tried updating both the Contact and the Account and get error either way)?  Lastly, is this a reasonable approach to get contacts to run through a program multiple times by using a segment based on a Boolean field being true, resetting the field to false in the segment triggered flow, and later having automations in Salesforce set the field to true again when the same message should be sent again?

2 answers
  1. François Perret (Bamsoo) Forum Ambassador
    Today, 11:58 AM

    Hi Doug, 

    To add some insight to your use case, you do not update directly the Unified Individual, only the Identity Resolution process should. 

    So in your Flow if you need to update a Field in the current Unified Individual, you access the underlying Individuals (a Get Record on the Unified Link Individual DMO referencing the current Unified Individual) and update them all or the first one (those are you Lead, Contacts and Prospects). Then, the Identity Resolution will eventually update your Unified Individual (ensure your Reconciliation for that Field are set to Last Updated).

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3 answers
  1. François Perret (Bamsoo) Forum Ambassador
    Today, 11:45 AM

    @Hrönn Thorkelsdóttir

     

    Hi ! 

    There is currently an issue with the

    online Spring '25 implementation guide

    I kept the previous version that I share here. 

    Hope this helps 😎 

    #SharingIsLearning

     

    François. 

     

    PS : In order other Trailblazers to be pointed directly the most helpful answer, please do not forget to click “Accept this answer” below it.

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I'm not sure if it's something I've done wrong or if it's my playground but I am not sure where else to look. I've retraced steps and everytime I re-verify the error is that "Could not find an active case record type named 'Billing' for the 'Billing' support process." 

 

#Trailhead Challenges

1 answer
  1. Today, 11:16 AM

    Salesforce, Support Processes control which Status values are available for different Case Record Types. If a record type isn’t linked to a support process, it can cause issues, even if the record type itself exists.

    Steps to Fix Missing Record Type in Case:

    1. Go to Support Processes

    • Setup → Quick Find: “Support Processes” → Select the relevant Support Process.

    • Ensure it includes the Billing case statuses.

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Hi guys, I've been having this problem for a few days now. I've tried everything with both Lightning Experience and Salesforce classic and I can't solve it. I believe it's a bug in the platform. Could someone help me? Or an admin who can look into this, please? 

We can't find an approval post template named 'Opportunity Approvals'. Make sure the unique name is 'Opportunity_Approvals'.

 

 

Captura de Ecrã (9).png

 

 

 

#Trailhead Challenges

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I'm trying to finish this trailhead and keep getting this error: We can't find that the Experience Management topic has the Get Experience Details action added to it. 

I am lost for trying to fix this. I have gone back and added this topic in several times and it doesn't let me because it's already using the API. I've deleted the agent, re don the trail probably 5 time and still get the same error. Every time I try and fix it it just says it's already been done. I'm very confident I followed the steps basically perfectly.  

 

#Trailhead Challenges

3 answers
  1. Today, 10:57 AM

    If the error persists, try adding the actions using "Add from Assets Library". 

    Add all the actions needed and activate the agent. 

    Follow the remaining instructions of the trailhead. 

     

    It worked for me :)

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https://trailhead.salesforce.com/content/learn/modules/data_security/data_security_objects?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-administrator-credential

 

The hands-on assignment is the following: 

  • Create a permission set:
    • Label: Manage Positions
    • API Name: Manage_Positions
    • Add a description (We won’t check for this.)
    • License: -None-
    • Enable Positions Object Permissions: Read, Create, and Edit
  • Add the permission set to the Recruiters permission set group
  • Verify that the Manage Positions permission set and Recruiters permission set group are displayed in the Object Access Summary for the Position object (We won’t check for this.)

Earlier in the assignment, the following instruction was given: 

Create a Permission Set

Create a permission set that controls access to the Review object for your Recruiter app.

  1. From Setup, in the Quick Find box, search for and select Permission Sets.
  2. Click New.
  3. Enter your permission set’s label and description. Name this one Access and Manage Reviews.
  4. Optionally, you can select whether only users with certain licenses are assigned this permission set. Select –None–.
  5. Click Save.
  6. To add object permissions, in the Find Settings box, search for and select Reviews.
  7. Click Edit.
  8. Enable Read, Create, and Edit permissions.
  9. Click Save.

 

The problem I am facing is that since I can't find the Reviews option, I can't enable Read, Create, and Edit permissions. When I try to submit my work, obviously I did not pass the assessment and got the following message: We can't find that the ‘Manage Positions’ permission set grants read, create, and edit object permissions for Position.

Check Challenge to Earn 500 Points

 

#Trailhead Challenges

3 answers
  1. Today, 10:56 AM

    Dear Trailblazers,  

    I am also facing this specifict problem. Although I set the Object Permissions as required, I am not able to finalize the challenge. Attached the screenshot of the Permission Set. 

     

    Thank you very much for your help. 

    Dear Trailblazers, I am also facing this specifict problem. Although I set the Object Permissions as required, I am not able to finalize the challenge. Attached the screenshot of the Permission Set.

     

     

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Ok, so I know the best practice is to NOT have flows run in full system mode, and I know most of the risks is related to someone being update to update, delete, create a record they shouldn't etc.  The one I have the question about is a malicious user, using the flow to exploit or gain access to records they should not.  If the flow itself, is running solely in our SF instance, and NOT external in any way, like an experience site.  Is there still a risk of a malicious user? Or exposing any data externally?  I mean, I know there have to be use cases where a flow needs to run in full system mode and should be used sparingly AND I am trying to fully understand the risks.  So thoughts?  Use cases? Help?  

2 answers
  1. Today, 10:25 AM
    If your flow gathers some info then creates or updates a record you can split it into a screen flow to capture the user input then use an autolaunched flow and just run that in system mode. This reduces the risk.
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1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Today, 10:15 AM

    Hello @Pravin Badane you need to update your email address on trailblazer & webassessor. Then open a case to Salesforce support : https://help.salesforce.com/s/

     

    Eric

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what i want to do is that whatever close date i set i want to be that close date when i switched stage to close won. 

 

i know that when we change stage name to closed won salesforce automatically set it to the todays date. 

but when we change date to another date when we are choosing stage closed won then at that time salesforce does not change date to todays date as closed date it keeps the same date that we chose. 

 

the 2nd one is fine for me but into first condition when i didn't change date still it change date to todays date. 

 

i checked this behaviour into apex and try to override the standard feature into after update trigger. 

 

why not before update  

bcus inside before update salesforce doesn't override the current close date values bcus record is not committed you can check attachment for more info the debug lof i provided 

 

so inside after trigger i try to override the functionality 

 

working logic i have got but one test case is getting failed into this that is 

practical eg. 

assume todays date is 09/03/2025 

 

and my opportunity  

close date is 15/03/2025 stage is qualification 

now i update the record  

close date to the 09/03/2025 stage to closed won 

 

my logic will still gets old values bcus of logic i set 

i.e. 15/03/2025 

 

here is the apex code i developed 

 

if(Trigger.isAfter && trigger.isUpdate) 

            { 

               List<Opportunity> oppsToUpdate = new List<Opportunity>(); 

                 

                    for (Opportunity opp : Trigger.new) { 

                        Opportunity oldOpp = Trigger.oldMap.get(

opp.Id

); 

                 

                        if (opp.StageName == 'Closed Won' && oldOpp.StageName != 'Closed Won') { 

             

                        if (opp.CloseDate != oldOpp.CloseDate && opp.CloseDate == system.today()) { 

                            System.debug('Old CloseDate: ' + oldOpp.CloseDate); 

            System.debug('Current CloseDate: ' + opp.CloseDate); 

                            System.debug('Salesforce Automatically set todays Close Date: ' + opp.CloseDate + ' So we are setting Up Prior Close date ' + oldOpp.CloseDate); 

                            oppsToUpdate.add(new Opportunity(Id = 

opp.Id

, CloseDate = oldOpp.CloseDate)); 

                             

                        }else if (opp.CloseDate == System.today() ) { 

                            System.debug('Old CloseDate: ' + oldOpp.CloseDate); 

            System.debug('Current CloseDate: ' + opp.CloseDate); 

                             System.debug('User Selected Todays Close Date: ' + opp.CloseDate); 

                            oppsToUpdate.add(new Opportunity(Id = 

opp.Id

, CloseDate = opp.CloseDate)); 

                             

                        } 

                    } 

                } 

             

                if (!oppsToUpdate.isEmpty()) { 

                    update oppsToUpdate; 

                } 

            } 

 

any modification inside logic so that i can have .. close date that is set inside the opportunity when we change the stage to closed won. 

 

any new logic if you have please suggest inside apex or flow 

 

i have post the both logs when i changed the date and not changed date pls find in attachments. 

 

Close date automatically sets to todays date when stage name changed to Closed Won how to override this standard functionality.?

 

Screenshot 2025-03-09 143101.png

 

#Trailhead Challenges  #Apex  #Flow  #Salesforce Developer

 

Screenshot 2025-03-09 144816.png

 

 

1 answer
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    Today, 10:14 AM

    Hi Abhishek, 

     

    You can easily override this behaviour with a record triggered flow where your entry criteria would be 

    AND(ISCHANGED({!$Record.StageName}), TEXT({!$Record.StageName})="ClosedWon") 

     

    You can now simply add an update record to update the triggering opportunity and set the Close Date to {!$Flow.CurrentDate} 

     

    You can also use Apex, but I am not a dev so can't help you with that

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