Questions tagged [crm]
The crm tag has no usage guidance.
12 questions
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33
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Need to enable Email button within task object
I am trying to enable Email action button within the tasks object similar to this.
However, I'm unable to add either the Activity timeline that contains the email button within the task object or ...
3
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0
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37
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Best Practice for Email Logging in CRM
My org is new to Salesforce CRM and we are building out the platform for UAT at the end of the year. The team developing this platform have gotten their Salesforce certified admin training and are ...
- 31
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1
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61
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Not able to fetch models in CRM Analytics Template
I have an app which contains datasets, lenses, dashboards and models. One of the datasets contains discovery predict component which uses a model that is stored under same app.
Template has been ...
0
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0
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33
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Formula Salesforce all Dates in one Filter
I am building a CRM report with customer engagement from business communications.
In the report, for each mailing, I will group data such as Open, Click, etc, which are obtained by counting dedicated ...
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31
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CRM Analytics App failing to create all components in a template
I have an app in crm analytics. It contains 4 datasets and 4 dashboards. I'm logged in as admin.
When I attempt to created a template from an app, only 2 of my datasets come over and no dashboards are ...
- 11
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31
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ChatBot is not recognising Contact if lastname or email contain 'test'?
ChatBot is not recognising Contact if lastname or email contain 'test'? is there any documentation for this ?
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53
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eBay to Salesforce CRM Connector
The company I work for has an eBay store with a hundred weekly orders. Customer service is a pain, as almost all other CS enquiries are handled within Salesforce and only eBay requires us to manage ...
- 101
1
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219
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Unknown error pausing the data synchronization in SFMC from CRM
Sync in our Client's Marketing Cloud instance has paused a few times now. Not sure why this is happening. It never showed issues earlier until recently, nearly the past 3-4 months ago. The sync pauses ...
0
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1
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440
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Deploying CRM Analytics Components to Scratch Org Fails
We have developed CRM Analytics components in a developer org on which SF Support enabled CRM Analytics licenses for us. The long term goal is to package these components and the first step is to be ...
- 73
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1
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166
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Do the Update Salesforce Object Activities in Journey Builder count towards CRM’s API limit?
When using the Marketing Cloud Connector, the documentation states that:
“Connected App Authentication is a secure authentication mechanism
used by Marketing Cloud Connect. It removes SOAP and REST ...
- 4,765
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1
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459
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Marketing Cloud Available entities to Synchronized is empty, are there any certain permission sets to be given in crm side
When trying to set up object, no items are showing to synchronize, is that something I've missed in the configuration
- 1
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1
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150
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How to enable ServiceAppointmentGroup in salesforce?
How to enable ServiceAppointmentGroup in salesforce. Is it part of Health cloud or Field service lightning?
Do we need to contact salesforce to enable this in sandbox, it is available in production.
...
- 361