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@Keiji_otsubo(Keiji Otsubo)

Share, Schedule, and Subscribe to Reports and Dashboards

Last updated at Posted at 2022-11-19

The dashboard snapshot post to Chatter was not found.

この回答が詳しくてよさそう。 2023/05/26

I had the same issue and finally got it solved after reading through everyone's comment:

Assuming your report and dashboard have been created...

Before you switch to the Classic:

  1. Setup >> Chatter >> Feed Tracking >> Dashboard >> Enable Feed Tracking >> check off everything listed (I have 7 of them)

  2. Do the same thing for Report (I have 3)

then switch to Classic:

  1. Go to Dashboard

  2. hover over to the dashboard that's already created then you should see two options!

For whatever reason, my option didn't show up right away after I did all the steps but after refreshing it a few times, it finally showed up.

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A87WVSAZ

image.png

If you are in classic, go to setup and enable feed tracking for all the fields under Dashboard. Then, go back to your Dashboard and hover over it, there should be a drop down where you can not snapshot to Chatter Feed.

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A9CHPSA3

I had this same problem. I solved it by creating the dashboard snapshot using the classic interface. Doesn't seem to work in lightning

https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000A87WVSAZ

解説

An error occurred while processing your request. The salesforce.com support team has been notified of the problem. If you have additional information that may helpful for reproducing or correcting the error, please contact Salesforce Support at support@salesforce.com. Please indicate the URL of the page you requested, any error ID shown below, and any related information. We apologize for the inconvenience. Thank you again for your patience and assistance. And thanks for using salesforce.com! Error ID: 125591933-13337 (-1945735998)

image.png

今まで見た回答ではClassicで実施するだったけど、できないようです。

Finally got it to work but I had to create ANOTHER developer org to do it (even though I already had one and I used it just fine on all the other units in this module). No clue why that mattered but here's the steps I used in case it helps anyone else:

  1. Sign up for new developer org and follow instructions to set up.
  2. Connect new org to Trailhead so you can use it for hands-on challenges.
  3. Launch org from the "Share, Schedule, and Subscribe to Reports and Dashboards" unit.
  4. Switch to Salesforce Classic mode immediately upon loading the org.

From Setup:
5. Enable Dashboard Component Snapshots using the instructions from the unit
6. Enable Feed Tracking on both Reports and Dashboards (check all Field boxes for both)

Report:
7. Create a new report using the parameters listed
8. "Follow" the report in the chatter feed at the top of the resulting report.

Dashboard:
9. Create a new dashboard using the parameters listed
10. "Follow" the dashboard in the chatter feed at the top of the resulting report.
11. Hover over dashboard component to see the down arrow with options to post the snapshot. Select "Post Dashboard to Snapshot Feed".
12. Add comment and make sure the preview image has loaded before hitting "Ok" to submit.
13. Go back to Trailhead to check the challenge. Cross your fingers and hope it works!

最終的に機能するようになりましたが、それを行うために別の開発者組織を作成する必要がありました (既に開発者組織があり、このモジュールの他のすべてのユニットで問題なく使用していました)。なぜそれが重要なのかはわかりませんが、他の人に役立つ場合に備えて私が使用した手順は次のとおりです。

  1. 新しい開発者組織にサインアップし、指示に従ってセットアップします。
  2. 新しい組織を Trailhead に接続して、ハンズオン Challenge に使用できるようにします。
  3. 「レポートとダッシュボードの共有、スケジュール、およびサブスクライブ」ユニットから組織を起動します。
  4. 組織をロードしたらすぐに Salesforce Classic モードに切り替えます。

セットアップから:
5. ユニットの指示に従って、ダッシュボード コンポーネントのスナップショットを有効にします。
6. レポートとダッシュボードの両方でフィード トラッキングを有効にします (両方のフィールド ボックスをすべてオンにします)。

レポート：
7. リストされたパラメータを使用して新しいレポートを作成します
8. 結果レポートの上部にあるチャット フィードでレポートを「フォロー」します。

ダッシュボード:
9. リストされたパラメータを使用して新しいダッシュボードを作成します
10. 結果レポートの上部にあるチャット フィードのダッシュボードを「フォロー」します。
11. ダッシュボード コンポーネントにカーソルを合わせると、下向き矢印が表示され、スナップショットを投稿するオプションが表示されます。 [ダッシュボードをスナップショット フィードに投稿] を選択します。
12. コメントを追加し、[OK] をクリックして送信する前に、プレビュー イメージが読み込まれていることを確認します。
13. Trailhead に戻って課題を確認します。

Finally got it to work but I had to create ANOTHER developer org to do it (even though I already had one and I used it just fine on all the other units in this module). No clue why that mattered but here's the steps I used in case it helps anyone else:

  1. Sign up for new developer org and follow instructions to set up.

  2. Connect new org to Trailhead so you can use it for hands-on challenges.

  3. Launch org from the "Share, Schedule, and Subscribe to Reports and Dashboards" unit.

  4. Switch to Salesforce Classic mode immediately upon loading the org.
    From Setup:

  5. Enable Dashboard Component Snapshots using the instructions from the unit

  6. Enable Feed Tracking on both Reports and Dashboards (check all Field boxes for both)

Report:

7. Create a new report using the parameters listed

8. "Follow" the report in the chatter feed at the top of the resulting report.

Dashboard:

9. Create a new dashboard using the parameters listed

10. "Follow" the dashboard in the chatter feed at the top of the resulting report.

11. Hover over dashboard component to see the down arrow with options to post the snapshot. Select "Post Dashboard to Snapshot Feed".

12. Add comment and make sure the preview image has loaded before hitting "Ok" to submit.

13. Go back to Trailhead to check the challenge. Cross your fingers and hope it works!

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000LGfeO

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