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Questions tagged [sales]

The tag has no usage guidance.

0
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0answers
6 views

Campaigns with Influenced Opportunities : Problem facing

I have a report on Campaigns with Influenced Opportunities. I am not getting correct result when. I am adding a contact in the campaign [I came to know later that he was a member of the campaign as ...
0
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1answer
25 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
26 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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0answers
11 views

Salesforce Einstein score calculation logic

I was playing with this: https://trailhead.salesforce.com/content/learn/projects/prioritize-leads-with-einstein-lead-scoring/test-new-leads-with-einstein?trail_id=get_smart_einstein I created a lead ...
0
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1answer
26 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 ...
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0answers
6 views

Clarification regarding a case study for “Complex Sales Realignment”

I came across the following article Case Study In key observation, the article states "Portal Roles – when the owner of a portal account is changed, the roles that provide access to the portal ...
2
votes
1answer
61 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.
0
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1answer
100 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 ...
0
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1answer
36 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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0answers
308 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
122 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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0answers
56 views

Display “Campaign History” as a related list on Account Detail Page

As of now, Campaigns are showing up as a related list (i.e. "Campaign History") on the Contact detail page, if the Contact record is a Campaign Member of a Campaign. I would also like to display the "...
0
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1answer
149 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 ...
1
vote
1answer
315 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?
-2
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1answer
72 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 ...
1
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0answers
90 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
27 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 ...
0
votes
2answers
32 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 ...
0
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1answer
17 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 ...
0
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2answers
544 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 ...
0
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1answer
479 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 ...
0
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1answer
607 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 ...
1
vote
2answers
62 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 ...
1
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1answer
255 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.
3
votes
1answer
793 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
35 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?
0
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1answer
386 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
751 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
votes
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, ...
1
vote
2answers
166 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 ...
3
votes
1answer
393 views

Email to Case Premium with Sales Cloud License

Can I install and use Email to Case Premium App without having the Service Cloud License. I have a client that only has Sales Cloud and want to use some of the Cases functionality. Thanks Sanchit
0
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1answer
540 views

Sales Cloud or Service Cloud

This may be a very basic question but once I login to an org how do I determine if it's on Sales or Service Cloud? Items checked - In Company Information , Service Cloud licenses are there .
2
votes
0answers
48 views

Apply an elevator pitch and CTA above the fold on a webpage [closed]

Not to sure if I'm in the write place but I'm a web designer trying to expand my skills into marketing and copyrighting. It can take anywhere between 3 to 8 seconds for someone to decide if your ...
2
votes
0answers
127 views

Is there any way to enable global search for custom object without creating tab or without exposing tab to user

I am trying to enable custom object in global search without creating tab. I think that is not possible. http://cloud4good.com/announcements/best-practices-for-using-salesforce-global-search/ As per ...
0
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1answer
46 views

Account - Setting a constraint on accounts that need to be converted into partner accounts

There is an option on the Account object called "Enable As Partner", as you can see below: I want to allow users to convert an account to partner as long as this account has an Account Primary ...
1
vote
1answer
22 views

Mismatch in the fields viewed from setup and workbench

I am looking at the fields on Order Product (OrderItem) from setup and from workbench. On #1 there is a product lookup which is not present when viewed from workbench #2. Same is with pricebookentry ...