Questions tagged [sales]

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How to create a Saleforce Case record from Five9 IVR flow

I am attempting to utilize a Five9 IVR flow to create a Case record in Salesforce. Essentially, I need a way of making an external API call from a Module in a Five9 flow. My use case is that if a ...
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17 views

Automate changing a lead's Lead Status based on its Pardot Engagement

I have a requirement where we would like to automatically change the lead status of a lead from "Unqualified" to "Nurture" (These are custom lead statuses) if the lead happens to ...
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7 views

Combining total quantity of same product in CPQ Order

Currently we are using Quote Line Groups and adding Quote Lines while creating quotes. So many times we have to add same product multiple times in different Quote Line Groups within the same Quote. ...
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0 answers
15 views

Custom currency symbol

I need to set a custom currency symbol NOT available through the standard currency symbols in Salesforce. In my country, we use a quite peculiar currency named "Unidad de Fomento" (which ...
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0 answers
50 views

Sales Console and Service Console App can not be edited from App Manager

We accidentally removed the following two items from production org: LightningSalesConsole_UtilityBar LightningService_UtilityBar Now both Sales Console and Service Console app can not be edited ...
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  • 101
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3 answers
59 views

How to remove company field from lead?

I searched but there is no option to remove company field from lead. I made a look up field for account to relate desired account with lead. so I no need to have company field. But it is required ...
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0 answers
24 views

Salesforce - Sales Cloud - Order Of Implementation

I've waltz myself through the Trailhead learnings and I have general understanding of the different objects and functionalities of Salesforce - Sales Cloud. Coming from an SAP background all the ...
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1 answer
22 views

I want to send file more than 20mb to amazon s3 without using any app exchange app

I want to send files more than 20MB size to amazon s3 without using any app exchange app. can anyone suggest a better approach
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0 answers
15 views

Campaign CTI Automation

I wanted to know if there is any support for automation of calls in salesforce. Basically, I want to automate campaigns such that we can dial calls to leads/contacts one by one (in order for all ...
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  • 33
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2 answers
2k views

Could not retrieve the username after successful auth code exchange. Due to: The REST API is not enabled for this Organization [duplicate]

I am trying to setup Salesforce connection with VS code . Getting below error when trying to authorize : Could not retrieve the username after successful auth code exchange. Due to: The REST API is ...
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-1 votes
1 answer
1k views

Error: Compile Error: Comparison arguments must be compatible types: String, List<String>

I'm facing an issue with the below code. Can anyone help me to fix the issue. Error : Error: Compile Error: Comparison arguments must be compatible types: String, List at line 30 column 20 Error line ...
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-3 votes
1 answer
40 views

Error: Compile Error: Comparison arguments must be compatible types: String, List<String> at line 30 column 20 [duplicate]

I'm getting an error on he below code please correct me. Not sure what's missing. ERROR : Error: Compile Error: Comparison arguments must be compatible types: String, List at line 30 column 20 Error ...
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  • 15
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1 answer
1k views

How we can deploy einstein bot from one sandbox to other sandbox using change set?

I want to deploy my Einstein chat bot from one sandbox to other sandbox using change set. Can someone help me the steps how we can deploy chatbot using change set ?
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1 vote
0 answers
135 views

Salesforce integration of quip (Free trial)

Hello i want to integrate Quip in a salesforce sandbox to create a Proof of concept for a client. I created a quip domain with the free trial. Than in the domain i linked it to my salesforce sandbox. ...
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0 answers
688 views

Salesforce Invoice Standard Object New Button is missing

I have noticed that Salesforce does not provide the option to create a new record on its Invoice Standard object, in classic and lightning both. I am using the System Administrator profile. Using ...
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1 vote
0 answers
987 views

Lack of Opportunity Queue - What's the best workaround?

Salesforce does not have the functionality to assign and Opportunity to a queue. Looks like the feature has been requested and discussed a lot on Salesforce Ideas - https://trailblazer.salesforce.com/...
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  • 1,257
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2 answers
156 views

how to change tabs in salesconsole

hello everyone I have the problem that in the salesconsole I have the objects as dropdown and I need to change them to the "standard" form change this: to :
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1 vote
1 answer
626 views

Submit button in LWC for submitting fields from Various objects

I have a requirement and i am stuck with it. Description: I have to create a Custom LWC form where the form should contain fields from various objects using lightning-edit-record-form but i need a ...
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0 votes
1 answer
26 views

Best way to show a field that queries data from other object based on field selections?

Use case is: I have products that have different prices from different suppliers. Maintaining several pricebooks is too complicated and we would need multiple pricebooks for Opty and orders. So we ...
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1 vote
1 answer
954 views

Billing State/Province and Shipping State/Province picklist values not popualted for Japan Country addresses

Billing State/Province and Shipping State/Province picklist values not popualted for Japan Country addresses tried with diffrent address
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  • 77
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1 answer
41 views

Best practice: Architecture for accounts with many locations 10k+

I'm facing an architectural design where a company could have more than 10k locations, and I would like to save the location data, according to this link it's a good practice to use a hierarchical ...
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0 votes
0 answers
11 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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2 votes
0 answers
23 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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  • 271
1 vote
1 answer
4k 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 ...
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2 votes
1 answer
104 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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1 vote
1 answer
58 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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5 votes
1 answer
645 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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1 vote
0 answers
3k 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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1 vote
0 answers
21 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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  • 23
0 votes
1 answer
107 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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1 vote
1 answer
2k 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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  • 523
2 votes
0 answers
30 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.
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1 vote
1 answer
49 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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1 vote
0 answers
678 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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0 votes
1 answer
2k 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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1 vote
1 answer
649 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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0 votes
0 answers
14 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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0 votes
1 answer
29 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?
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2 votes
1 answer
35 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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  • 51
0 votes
1 answer
489 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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  • 1
2 votes
1 answer
757 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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0 votes
1 answer
2k 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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0 votes
1 answer
94 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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0 votes
0 answers
1k 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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0 votes
0 answers
465 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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  • 49
0 votes
1 answer
395 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 ...
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2 votes
1 answer
478 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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-2 votes
1 answer
190 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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  • 1
1 vote
0 answers
444 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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  • 347
0 votes
0 answers
45 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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  • 63