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Hi, I am currently attempting to implement Einstein Activity Capture (EAC) for my client to allow the syncing of Service Appoints/Events from Salesforce Education Cloud to their Outlook Calendar. 

 

The user accounts for the client are created using their personal name emails (e.g. 

john@123university.edu.com) within Education Cloud. When users are establishing the connection for Microsoft 365, they are then routed to their organisation's SSO page where they proceed to sign on with their UPN which consists of their employee ID (e.g., A123456@123university.edu.com

). Due to the mismatch in the email on the user details (personal name email) versus that on the connection (UPN with employee ID), the syncing of appointments from Salesforce to Outlook fails. 

 

I had attempted different workarounds such as

  1. creating accounts using their UPN
  2. changing their email on user detail page to their UPN

However they all did not work as the UPN is unable to function as an address to receive emails. So would like to ask the community if there are alternative solutions i can explore. I have attached a visual representation of the problem within the question for clarity 

 

Einstein Activity Capture (EAC) Not Syncing Due to Client Outlook returning Employee ID UPN

 

 

 

#Service Cloud Einstein

3 answers
  1. Today, 5:18 AM

    Hi @Ashan Dorsett I had unfortunately offboarded from the project. However as of November 2026, Salesforce support was unable to provide a solution to this issue. According to them, the organisation must maintain the their SSO in a way the UPN is the same as the personal email. I had considered applying custom code to workaround this but given EAC is a OOTB feature, there is no real way to determine how it actually works

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I wanted to integrate agentforce with microsoft teams to enable seamless collaboration and realtime communication between agent and teams. Any recommended approach and tools?   

2 answers
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Is there any specific configuration for this to work?  

Seller view works correctly but when choosing to view as a manager, the "We couldn't display the forecast data. Refresh the page and try again." message is displayed. 

I would think that the issue would be because the User field for the Hierarchy Type selected in settings has to be linked with the User DMOs to get the manager view working

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Has anyone been able to get consumption forecasting to work? 

 

When I create the consumption forecast and go to save I keep getting the error message. 

Consumption Forecasting

I followed the documentation for setting up the consumption forecasting. Data cloud, forecast manager, permission sets, dlos/dmos/dmo relationships etc. 

 

I had to create the 6 standard objects manually  (the forecast data kit is not available for my org) as data steams, mapping to DLOs and DMOs. I also added the two custom DLO/DMOs. Everything is mapped out but when I go to save I get the error message above. 

 

Does anyone have any idea what issues will cause this? Is there anything useful to troubleshoot this error? 

 

 

 

4 answers
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One of the user ram is seeing inactive contacts in the general search and he shouldn't be. Another user Muthu is NOT seeing inactive contacts and as an admin she should be. What permission set is dictating who does and doesn't see inactive contacts in general search?   

7 answers
  1. Today, 2:49 AM

    For troubleshooting permission issues across users, you can easily compare the 2 users in a side-by-side view using this web app: https://compare-sf-permissions.com

     

    You could select up to 20 different permission sets, profiles, or users to compare in one go. When comparing user access, you can see different permission sets asssigned to each user along with the respective field access, obect access, apex class access, and so on.

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1 answer
  1. Today, 2:44 AM

    @Rushi Khengare

    Assuming you are storing/getting that registered data somewhere in a Data Extension.  

    You can utilize engagement split along with decision split in Journey Builder.

    1. After sending first email, add wait period.
    2. Then add engagement split using click metric for that URL
    3. Then add a decision split to check if the status of the record has changed to registered. For this you have to use the contact data.
    4. If everything is true then Exit path and before exiting add update contact activity to store the email name
    5. If anything is not true then send  2nd second email and others with the same configuration.

    Hope this helps!

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I want to provide users with Read, Edit, and Delete access to the following Salesforce objects:

  • AccountTeamMember
  • OpportunityTeamMember

When I grant this access (via profile or permission set), Salesforce also grants access to the parent records through implicit sharing. As a result, the user is able to delete the parent Account and/or Opportunity, which is not intended.

Requirement:

  • User should be able to:
    • Read, Edit, and Delete Account Team Members
    • Read, Edit, and Delete Opportunity Team Members
  • User should not be able to:
    • Delete the Account
    • Delete the Opportunity

  Problem:  Both AccountTeamMember and OpportunityTeamMember are child objects, and Salesforce enforces parent-level access. Granting delete access on these team member objects appears to implicitly require delete access on their parent objects, which leads to unintended ability for users to delete Accounts or Opportunities.  

3 answers
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We’re using Salesforce PMM and trying to use the PMM Track Attendance component on a Service Session record page in Experience Cloud. 

 

Our external users have Customer Community Plus licences and a custom School Music Teacher profile.  

PMM Track Attendance not working in Experience Cloud when logged in w/ Customer Community Plus licence

The component usually spins indefinitely. On one or two occasions it has briefly shown the message “You don’t have access to this information. Ask your admin for help” in the background while still spinning. (see screen shot above)

 

We’ve already checked/configured the following: 

 

  • All relevant PMM object External OWDs are set to Public Read Only
  • Profile has CRUD access including:
    • Service Delivery: Read, Create, Edit
    • Service Session: Read, Edit
    • Service Participant: Read, Create, Edit
    • Programme Engagement: Read, Create, Edit
    • Other relevant PMM objects: Read
  • A custom permission set replicates the Apex class access from PMM: Deliver, including:
    • pmdm.AttendanceController
    • pmdm.FieldSetController
    • pmdm.ProgramController
    • pmdm.RecentServiceSessionController
    • pmdm.SelectParticipantModel
    • pmdm.ServiceDeliveryController
    • pmdm.ServiceScheduleCreatorController
    • pmdm.ServiceScheduleModel
  • PMM: Deliver itself cannot be assigned because of the Customer Community Plus licence restriction
  • PMM: Deliver has no custom permissions to copy
  • Contact sharing rule is in place
  • Service Participants have Contact, Service Schedule, Service, and Programme Engagement populated
  • FLS has been checked for the main Service Delivery attendance fields, including Attendance Status and Quantity including all fields in the Attendance Service Deliveries field set 
  • No obvious 403/500 errors appear in the browser Network tab

Is the PMM Track Attendance component supported for Customer Community Plus users in Experience Cloud? 

 

If yes, is there a specific permission, licence, object, field, or Apex access requirement we may still be missing? 

 

If no, which Experience Cloud licence type is required to use the managed PMM Track Attendance component? 

 

We’re trying to confirm whether this is a configuration issue or a licence-level limitation of the managed PMM component

2 answers
  1. Today, 2:41 AM

    Looking at Salesforce documentation, it seesm that PMM: Deliver cannot be assigned to the Customer Community Plus user. Since the Track Attendance component appears to require PMM: Deliver or PMM: Manage, manually copying the object access, field access, and Apex classes may not be enough. The managed component may be looking for the actual PMM permission set or a permission that comes with it. 

     

     I would confirm this with Salesforce Support, but my guess is that this may be a license limitation rather than a normal configuration issue. 

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We have given up on Einstein Activity Capture. And our IT says the add-in Outlook to Salesforce isn't free of security risks. Are there any alternatives? The App exchange has alternatives but they seem to have the same risks. Anyone have magic solutions

 

#Salesforce Admin

4 answers
  1. May 1, 10:01 PM

    @Patricia Boyce, Outlook Integration refers to the functionality described in this section of the Help documentation. It's the one that uses this Salesforce add-in from the Microsoft Marketplace. 

     

    Outlook Integration is different from an older product called Salesforce for Outlook that is being retired at the end of 2027, so check that you're providing information about the correct application if you haven't already. 

     

    I specifically approached our Microsoft 365 administrators first to get their thoughts on deploying Outlook Integration. At my company, application administrators and IT security are separate teams. By working closely with M365 administrators as fellow admins, I focused on getting them to be my ally first to be able to answer any internal process questions that IT security architects might have.  

     

    In theory, Outlook Integration can be deployed one of two ways: manual installation by each Salesforce user from the Microsoft Marketplace, or deployment through Azure Active Directory by the M365 administrators in your IT department. Azure Active Directory deployment will likely be the most palatable approach for your IT department because it allows them to control deployment through some sort approval process. 

     

    Security of the Outlook Integration application was also recently enhanced in 2025 with Microsoft forcing Salesforce to switch to something called Nested App Authentication, so you'll want to make sure that your IT department and M365 admins are aware of this. 

     

    For more technical questions that would need Salesforce's involvement to answer, talk to your account executive (not your customer success manager). Ask them to help look for an internal Salesforce person who can answer technical questions about Outlook Integration. Bring that person onto your calls with IT security.

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