Questions tagged [sales]

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10 views

Need to create a specific workOrder when Maintaince Plan is created

I need help with some stuff, I need to create suppose 5 workOrder when the Maintain Plan is created via APEX ? When i access it's field's via apex it give me error. I have the Field Level Access (...
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18 views

Is there a way to track sales made after customers engage in chat?

Is there any way to track sales that are made after engaging with an agent over chat? I am curious generally if there are any other salesforce customers that are using live agent chat for Sales, and ...
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12 views

Salesforce CPQ - Product Options required together

Does someone had a chance to implement a logic that would require two product options in a bundle to be sold together? I am looking for a best solution. There are 2 product options in each bundle (...
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12 views

Send through External Email Services not working for bulk email send

We have enabled Send through external email services for our org, where we are sending email through office 365. It's working fine when we send an email directly from the individual record like lead,...
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6 views

Deactivate Favorites Feature (Mobile)

do you know if there's a way to deactivate the Favorites feature in Sales Cloud? I currently need it deactivated for mobile so it stops appearing in the upper right corner, but it can be useful to ...
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0answers
17 views

What's the meaning of “Subscribed For Tracking” field in a triggered send?

I am copying a triggered send from env1 to env2 recreating it manually. On env1 I saw that it contains this: Please what is the meaning of it? When this field is assigned to true? Thank you
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33 views

Campaign member track from marketing cloud

I have an integrated account, and I wanted to know if through the salesforce cmarketing cloud connect it was possible to update the campaign member of a campaign in salesforce from cloud marketing, ...
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1answer
172 views

What does “Use” mean in Organization-Wide Defaults of Pricebook object?

I was looking for OWD Settings for Product2 object and found that OWD for Product2 is managed by Pricebook object. On checking the defaults in Pricebook object, it is set at Use unlike others which ...
2
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1answer
36 views

Why lookup reference Ids not cleared on deletion?

If I delete the quote record "Synced Quote" field on opportunity does not clear the value. Because of this any further update on Opportunity fails with "Invalid Cross Reference Id" exception. At ...
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1answer
19 views

Double completed date fields in Activity fields

I have strange thing on my salesforce, in Activity Custom Fields section there is only one "Completed Date" field but there are 2 same completed date fields in my custom report type with Primary ...
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1answer
182 views

Cannot deactivate record type because it is referenced by other entities

I am attempting to deactivate an account record type in my Salesforce org, which is not referenced by any Profiles, Apex Classes, or Flows/Process Builders. When I attempt to deactivate, I receive the ...
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471 views

How to trigger flow when the record is new or changed

I'd like to know when is the alternative method when using formula, ISNEW() and ISCHANGED() in the flow builder. Here's what I already know: ISCHANGED() 1) Compare CreatedDate <> ...
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16 views

Why is Actual Revenue field wrong?

I've created an opportunity report using the Actual Revenue object, but the accounting department noticed that the amounts shown are consistently wrong by varying amounts. Where does that field get ...
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1answer
27 views

Use CRM field change to act as a trigger for a contact getting into a SFMC journey

I'll appreciate your help, We have already established MC connect to our client's CRM (SF Sales). In the CRM, we have an Object that is connected to a second object. We want that a certain change in ...
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15 views

Aura new record page too tall in lightning sales console

When an aura window that works fine (full screen) in normal UI is opened in lightning sales console, it is partially hidden by the utility bar (History and Notes) at the bottom of the screen. Any ...
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1answer
390 views

Can we select server location of salesforce?

Is it possible for us to select specific location of Salesforce Sales cloud while purchase ? i.e. : Server should be at Ohio.
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11 views

Customization and data entered in salesforce trial account will exist if I buy a essential account after trial period is over?

Suppose I made customizations in salesforce trial account and add all my data in a trial account. After that, I buy Salesforce Essentials then that data and customizations will remain or not? Please ...
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0answers
26 views

Can we rename the message appeared in the Activities

Is there a way to rename or change the highlighted message in the below image.
1
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1answer
22 views

Setting due dates for autogenerated cases

Based on a business days value (1 = business day 1, 12=business day 12) and taking account of the below I would like to generate a due date based on a created date. - Default business hours, - ...
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11 views

Establish Indiviual Targets in Reports

I am currently trying to establish individual targets in reports in Salesforce. However, I was not yet able to find the technical solution for this. Concretely, I would like to track the Order Intake ...
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0answers
237 views

Lightning Scheduler for the external web page

We have enabled lightning scheduler in our org and we need to add the scheduling app in our external website. I have setup all the things given here, but still I can't see anything in my external ...
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1answer
198 views

Account owner not able to add Account Team

I'm facing a issue where an Account Owner is not able to add Account Team Member. He is able to see all the users but still after clicking Add Team Member button, option to select user is not visible. ...
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1answer
418 views

sfdc.keystone.catalog.core.impl.StorePools$ExtentInNoStoreException Error

Has anyone come across this error? The only clue I had were exception emails received and had the following detail: Developer script exception from Org : 'InvoiceUtility' : sfdc.keystone.catalog....
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12 views

Internal Server Error on Twilio Component to Send Bulk SMS to Campaign Members [duplicate]

We have installed Twilio App for Salesforce and configured it. The 1 to 1 Contact message is working fine, while Bulk SMS to Campaign Member is showing Internal Server error as below: Error ID: ...
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1answer
26 views

Salesforce introduction for Sales people [closed]

I need to give an overview of the Salesforce platform to Sales people in my organization. What topics should I cover and are there any readily available guides?
2
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1answer
30 views

Process Builder is not updating all the fields

Thanks in advance. I have a process builder which will update 5 different fields as an update action Once the user gives Year1 and x value it should calculate the values for all other year fields. ...
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1answer
218 views

get Sales Order Line on Rest API

I created some Sales Orders and Sales Oredr Line on Sainbox. I get Sales Order on Rest API (https://cs20.salesforce.com/services/data/v45.0/sobjects/Sales_Order__c/a1Jm0000001u5ttEAA) - return Sales ...
2
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1answer
287 views

Can we purchase Apex Classes in Professional Edition

I want to know if we can purchase Apex Classes in Professional Edition. I know we can purchase Workflow rules at an additional cost, wanted to check if same is also applicable for Apex classes.
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1answer
831 views

Sum of opportunity amount on account records [duplicate]

I have one field that calculates last year's sum of donation amount using a managed package. My requirement is to create a new field on Account object to calculate sum of total opportunity amount from ...
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1answer
67 views

MCC for Sales cloud

We are going live with MCC in a few Days. During Installing the Package we need to Perform this step 'After login, select who to install the package for.' https://help.salesforce.com/articleView?id=...
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747 views

Sales Path deployment issue

A new stage has been added in Opportunity and a new Sales Process is been created for which the stage value available for edit is updated. A sales path is created for a record type where the new ...
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0answers
301 views

Find state from Area Code

Our leads come in with just a phone number. I am looking to populate a custom field for the Lead State based off of that area code. I have already added a custom formula field to populate the time ...
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1answer
300 views

You cant view this page because you don't have permission or because the page isn't supported on mobile devices Salesforce

I have a process builder which does a chatter posts on a user's home page upon satisfying some conditions. The chatter posts consists of a link also which upon clicking re-direct the user to the ...
2
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1answer
460 views

why i'm seeing “Standard page view” & “Standard page edit” link on every visualforce page

Since last week or two i'm noticing these two links on all of the visualforce pages. is this a new feature?
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1answer
105 views

Website Behavior Data in Sales Cloud

We have a business using both Sales Cloud & Marketing Cloud. We'd like to know what our leads did during their visits on our website (pages visited, documents downloaded, etc.). What is the best ...
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0answers
263 views

'No Related list to Display' error in Salesforce lightning Expr for only one User

We have a User who can not see related list of the Opportunity (Classic and Lightning both) though he owns few records if not then he is there as Sales team member in Opportunity. He is getting an ...
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0answers
32 views

Lead Sharing within Teams

I am in a fix, looking for some Salesforce admin support on Lead Sharing. We got high numbers of TLs & then thier Teams. Sharing/Access to leads with Role hierarchy or creating groups would be an ...
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2answers
48 views

Add the contents of an autonumber field in the lead object as a suffix to a custom field in the lead object

I'd like to add the contents of an autonumber field in the lead object as a suffix to a custom field also in the lead object. I have an autonumber field called Enquiry Number. S-{000000} I also have ...
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1answer
23 views

Sum up all the Unit cost from Asset to Account

I am having a Unit Cost field in my Asset. There can be multiple asset for single account. So, Now i need to add all the Unit Cost associated in Asset to Annual Revenue in Account. No 'Roll up ...
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2answers
1k views

remove duplicate from list and create non-duplicate id set

I am trying to remove duplicate and creating a set and list with non duplicate values related to field ord__c . Trying to minimize the code as far as possible. Let me know if I can handle the same ...
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1answer
1k views

Workbench: Aggregate query does not support queryMore()

I'm using the workbenc to select records having more than one certain related record. SELECT Count(Id),Person__c FROM Work_Relationship__c group by Person__c having count(Id) > 1. But I have the ...
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1answer
1k views

Receiving with ?????? in instead of Japanese characters

When I am trying to send mail with the Japanese template through email message code, I am getting ??????? in the subject line instead of Japanese characters. The template works fine when I use it ...
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2answers
89 views

Apex performance issue - Happening in the first time in 6 AM to 9 AM in EST

I am attaching debug log which is showing CPU is all most hit limit. Number of SOQL queries: 2 out of 100 Number of query rows: 5619 out of 50000 Number of SOSL queries: 0 out of 20 ...
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1answer
381 views

Not able to find sales path setting option in the setup menu

I am not able to find sales path setting option in the setup menu.
2
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1answer
1k views

Removing Duplicate from map

I have created a map of type Map<Id, Set<Id>> missingProduct= new Map<Id, Set<Id>>(); Set<Id> prd = new Set<Id>(); However on running the loop and storing the ...
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0answers
41 views

How can we get Realtime Sales Alerts

How can we get Real Time Sales Alerts and deals and how to Connect our salesforce to customers in just one click?
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1answer
725 views

Deployment - Picklist - Opportunity Contact Role

I am trying to deploy a picklist item on Opportunity Contact Role, as you can see as follows: I cannot find that item in "Component Type" list. How can I add that picklist item to the outbound ...
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2answers
1k views

Unit test - testing emails

I need to create a unit test class that will check if an ongoing email is having set the bcc and the cc, and also if the subject has been set. I know I can get some details from the emails, as ...
2
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1answer
43 views

Preventing record creation for a specific time without code

I have a simple problem and I don't want to use any code whatsoever. I have a custom object "GIFT__c" as detail to the Account object. I created a field in the custom object named "Color" with RED, ...
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2answers
463 views

How to deal with partially won opportunities?

This is what a typical sale looks like at our company: a customer contacts a sales person, requesting a quote for a number of products. These products are comparable, differing in e.g. brand or ...