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Yura IYura I 
I am trying to get a better understanding between Process Builder and Workflow Rules. Most of the information online about the two is outdated, and from what I am able to derive is that Process Builder can do everything that Workflow can, for the exception of outbound messages. I would like to know if that limitation has been resolved and Process Builder is capable to now send outbound messages. Thank you.
 
Best Answer chosen by Yura I
Mira ShahMira Shah
Hello Yura,
Please see below link of similiar issue. 
https://success.salesforce.com/answers?id=9063A000000su6yQAA

Help Link
https://developer.salesforce.com/developer-centers/lightning-flow/
http://miraforce.net/which-automation-tool-should-i-use/
Molly CarusoMolly Caruso 
I am the record owner of various leads and contacts in a campaign. I don't want to send the list email to ALL campaign member, but rather only the lead/contact records I own.
Best Answer chosen by Molly Caruso
Danielle LapidusDanielle Lapidus
Hi Molly,
Try creating two new list views: One for the contacts you own and one for the  leads you own in the campaign. Then you can select one of these list views to send email to, instead of the entire campaign member list.

Hope this helps,
Regards,
Danielle Lapidus
Steve HawksSteve Hawks 
I am trying to automate emailing a survey link to a contact when an opportunity is Close Won or Lost.  I am using Process Builder to generate Survey Invitation records with an Invitation Link.

I am attempting to create an email template that can be used to email the URL of the invitation.  When I select the field type of "Survey Invitation Fields" on the email template there is not a Select Field option for "Invitation Link" (InvitationLink).  Is there any reason why this field would be "hidden" here?

As a work around I tried to create a formula field on the Survey Invitation object that could be used to make the URL visible on the email template; however, the Invitation Link field does not appear as a field option.  Perhaps the two "missing" field issues are related?

Thanks
Best Answer chosen by Steve Hawks
David ClaiborneDavid Claiborne
The invitation link, for some reason, is not available in process builder So you have to construct the link from its components in process builder. There is an idea to fix this -https://success.salesforce.com/ideaView?id=0873A0000003ZmqQAE.

This is the syntax for the link - https://<org hosting survey - regular org or community - must be hard-coded>/survey/runtimeApp.app?invitationId=<Id of Survey Invitation record - accessible in process builder>&surveyName=<api name of parent Survey record - must be hard coded>&UUID=<UUID field created when Survey Invitation record is created - accessible in process builder>

The way others have done this is to store the hard-coded pieces as custom labels or custom settings. Either of these can then be referenced in the process builder
jp seaburyjp seabury 

The Winter'19 Release introduced the ability to see when emails bounce back in Lightning (see release notes here (https://releasenotes.docs.salesforce.com/en-us/winter19/release-notes/rn_sales_productivity_email_bounce.htm?edition=&impact=)). I enabled the features (Email > Deliverability > Activate Bounce Management AND Enhanced Email > Enable).

I created a test contact with an invalid email address, and sent an email through Salesforce. As expected, the email bounced, and the bounce notification appeared near the email address of the contact record.

I udpated the test contact, changing the email address to a valid email. When I saved the record, the bounced email notification did not clear. User documentation indicated that it would ("If the user has update rights to the record, the user can update the contact’s email address to remove the bounce warning.").

The only way I found I could clear the warning is if I switched back to Classic, which has the "Confirm Email Address" and "Save and Remove Bounce Alert" feature. The latter seems missing in Lightning. 

Now "Only Lightning" users cannot send an email to any contact that has had a bounced email in the past, even if that bounce issue is resolved or if the email address is corrected. 

These users don't know anything about Salesforce Classic. Is there any way to clear the email bounce alert without leaving Lightning?

Best Answer chosen by jp seabury
Matthijs KoksMatthijs Koks
No problem. Salesforce Support sent me the following 'Known Issue' link:

https://success.salesforce.com/issues_view?id=a1p3A00000031X2QAI&title=bounce-management-bounce-alert-indicator-remains-persistent-on-the-email-field-even-if-the-email-address-is-updated

Unfortunately, the status is on No Fix.
Esin Soufis-LawEsin Soufis-Law 
Hi 
I need help with "Use Picklists in Formulas" hand on Challenge. I am stuck with this module. I am keep getting the below message. i must be missing  a step . Any ideas ??? 

Many thanks 

Esin 


User-added image
User-added image
Best Answer chosen by Esin Soufis-Law
Tony TrinhTony Trinh
Hi Esin,

Please check your field Reason_for_Escalating__c and uncheck the "Required"
You need to check this in two places: in the field itself and on the Page Layout.

The challenge checks all validations so you need to disable that.
Cian TobinCian Tobin 
Hello, 

When I compose an email in Gmail to invite a customer to a meeting, the Salesforce extension does not show the "Availability" function, which allows users to insert the time slots for which they are available. 

I've attached a screenshot of what it looks like below: 

User-added image

In this panel, there should be an "Availability" button. 

One of my colleagues has the same problem, but seems to work perfectly for everyone else for some reason. 

Does anyone know how to solve this or who I should contact about this problem?

I would really appreciate any help!
 
Many thanks,
Cian
Best Answer chosen by Cian Tobin
Suraj PillaiSuraj Pillai
Hi Cian,
To insert availability, you need a Salesforce Inbox license assigned to you (purchased separately) and the scheduler added to the Outlook App Flexipage that has been assigned to you. Check with your admin if these conditions have been met
Jay AllenJay Allen 
I know that users can specify a record ID when using bcc-to-salesforce so that their activity is assigned to that specific record, but is there a way to control what Activity record type is used when it is created? 
Best Answer chosen by Jay Allen
Martin KeatingMartin Keating
Jay, it uses the default Task Record Type for that user's profile, so you would have to update this in the profile settings if you want to change. Kind of similar to when you user the Log a Call feature and you want to set a follow-up task, it uses the default Task Record Type and there is no way to change this from the layout, and you can't edit that layout, because it's a feature of the Log a Call button. 
Bryan LehnertBryan Lehnert 
User-added image

This error is coming up after login to the Lightning for Outlook add in. It is only occuring for some users, others are able to get through successfully. I have searched and not found a lot of information on the error, does anyone have a solution?
Best Answer chosen by Bryan Lehnert
Mario PasambaMario Pasamba
We reset the Microsoft Exchange password for one of our users and that worked for them.  Since it refreshed the toekn, it seemed to have been the issue.  Will reset others and will report back if that is indeed the fix.  A sucky fix, but a fix.
Calum FraserCalum Fraser 
When  someone forwards an email to the email address we have setup for Email to Case it will not create a case. 

We get the following error message:
Error element myRule_1_A1 (FlowActionCall).
Profile does not have access to: forwardprocessing

Flow Details
Flow API Name: Forward_Processing_for_Case
Type: Record Change Process
Version: 2
Status: Active
Org: RiskFirst (00D3i000000rwf6)

Flow Interview Details
Interview Label: Forward_Processing_for_Case-2_InterviewLabel
Current User: System (0053i000001rnmP)
Start time: 12/20/2019 7:39 AM
Duration: 0 seconds

How the Interview Started
System (0053i000001rnmP) started the flow interview.
Some of this flow's variables were set when the interview started.
myVariable_old = null
myVariable_current = Case (5003i000004OzMwAAK)

ASSIGNMENT: myVariable_waitStartTimeAssignment
{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}
Result
{!myVariable_waitStartTimeVariable} = "12/20/2019 7:39 AM"

DECISION: myDecision
Outcome executed: myRule_1
Outcome conditions:
{!formula_myRule_1} (true) Equals true

FORWARDPROCESSING (APEX): myRule_1_A1
Inputs:
caseIds = {!myVariable_current.Id} (5003i000004OzMwAAK)

Error Occurred: Profile does not have access to: forwardprocessing

I have seen a similar thread whih may suggest it is to do with our outlook settings. Can anyone confirm where forwardprocessing is in service cloud or if this is to do with my email settings.

Thanks
Best Answer chosen by Calum Fraser
Eric PraudEric Praud
Hi Calum,

This is saying that this profile does not have access to an Apex class called "forwardprocessing".
Go to set up, then profiles and select the necessary one.
Click on "Apex class access" then Edit
Find the class in "Available  Apex Classes" and move it to the "Enabled  Apex Classes" box, then save
Hari KrishnanHari Krishnan 
Email Notifications are being sent to users from salesforce when an opportunity owner changed even after enabling Sent notification.
Could see in Email log that the mail has been sent and the user did not receive it. Also, enabled the "Stop Automated Field Updates from Suppressing Email Notifications' in critical updates.
Best Answer chosen by Hari Krishnan
Hari KrishnanHari Krishnan
I had found out the issue and it was related to the DKIM setup and it worked