Questions tagged [sales]
The sales tag has no usage guidance.
92
questions
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30
views
Default value on text field is not populating when record is created from Account object with new contact standard button
Default value is set on custom field on custom object but Default value on text field is not populating when record is created from Account object with new custom object button and the value is ...
-1
votes
0
answers
23
views
Lead converteddate stamped with date before lead created
anyone have any idea why this lead has converteddate 1 day before the lead createddate? found this kind of record in production and making business user confuse when viewing lead reports
Lead was ...
0
votes
1
answer
72
views
Flow - Copying one Field Value to Another Field
I just want to preface this by saying I am new to building out flows, so lots of trial and error, just wanting to guidance and advice!
I am wanting to create a flow that copies a currency(numeric) ...
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-1
votes
1
answer
34
views
Sort Opportunity List View by Stage inside Account
I have a requirement in which I need to sort the Opportunity List View inside Account by Stage rather then Closed Date, but am not being able to.
*Each of these Opportunities below have two different ...
- 11
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1
answer
83
views
Opportunity Object - Price Book Lookup is always blank
When an opportunity has a new quote created, and a product (quote line item) is added to that quote, there is a dialog box that pops up and asks you to select a price book:
After selecting this price ...
- 15
-1
votes
1
answer
95
views
Send HIPAA compliant mails in Salesforce
One of our clients in CS is a Health Care Company that have many clinics arround US. They want to be able to send HIPAA complaint mails from Salesforce to their contacts, my question is if we can ...
- 19
1
vote
1
answer
4k
views
How to check if the Salesforce org is using "Salesforce Express Connect"?
I wanted to know if there is any way in Salesforce to check if "Salesforce Express Connect" is being used.
Currently, I am not sure if we can check anywhere in Salesforce org to confirm if &...
- 634
0
votes
1
answer
192
views
Can't access Sales or Sales Console Apps
I'm a System Administrator.
My permission set license assignments are:
Sales Console
Sales User
Via permission sets, I have the following assigned apps:
Sales (standard__LightningSales)
Sales (...
- 145
-1
votes
1
answer
101
views
Are custom objects enabled on Salesforce Essential Edition
This is a quick question. Is it possible to create custom Object in Salesforce Essential Edition?
If so, is there a way to enable it?
0
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answers
22
views
Opportunity coming back to Eloqua doesn't display campaign contribution means campaign name?
I have integrated Eloqua with Sales using cx Sales integration app after the creation of campaign from Eloqua to Sales and after creating lead and contact turning that lead into an opportunity, and ...
0
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answers
35
views
What happens if I accidentally clicked on Enable connected campaigns and engagement history?
I accidentally clicked on the checkbox under connector settings > campaign tab, and then unticked it in account engagement. For context, this is a new org and it's connector has not been unpaused. ...
1
vote
0
answers
305
views
Change State and City of Standard Lead Address Fields to Custom Dependent Picklists
We are using the standard Address field on Lead currently, while sales manager complains users input various wrong data for State and City in either English or local language, and he wants to replace ...
- 11
0
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51
views
Why this Duplicate doesn't work?
I've this duplicate rule on Account cause I want to prevent update and create Accounts with same Record Type and "User ID" (a custom field on the Vendor Account Record Type)
But if I try to ...
- 1
-1
votes
1
answer
165
views
Roll-Up Sum field - extend criteria [duplicate]
I have a monthly amount roll-up sum field on my opportunity. The child objects are the opportunity products.
Is there a way to exclude one specific product from this lookup?
BR Alex
Edit: So the pic ...
- 45
0
votes
1
answer
97
views
Advanced lookup filter logic on Opportunity
I have a business requirement (US) stating that when creating an opportunity record, I should be able to select in the Account name lookup field, only the accounts that either I own or in which I'm a ...
- 103
-1
votes
1
answer
401
views
Reports: Accounts with Opportunities
I am trying to build a report in Salesforce. I am using the Accounts report type. For context, I have 5 Accounts and each Account has 5 Opportunities. If one of the Opportunities contains the word '...
- 53
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2
answers
1k
views
What is the maximum default scope allowed in batch class and can we change it? [closed]
Can we change default scope?How?.
- 3
0
votes
1
answer
84
views
Tracking A/B Test Marketing cloud in Sales
We have done some A/B testing and we have not been able to generate any kind of object in Sales like the IndividualEmailResult of the normal mailings.
I don't know if there is any way to collect this ...
- 25
0
votes
1
answer
1k
views
Lead Assignment email alert notification no longer working
Web-to-lead lead assignment notification email alerts have suddenly stopped sending to outlook inbox. I should receive all workflow email alerts as the person cc'd with the lead owner as the main ...
0
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0
answers
81
views
How to get Next Group record count in report
I am creating one opportunity report that will show the percentage to complete the next stage. And the report is having group by Stage field.
Formula - (Next stage record count/Current stage record ...
- 65
-2
votes
1
answer
87
views
MALFORMED_ID- unable to resolve
Image2
Image1
I am trying to create a Lead record and when I click submit I am getting this error. Dealer_locator_selection__c is account field lookup on lead. any inputs please?
you can find the ...
- 111
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1
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375
views
Account Forecast VS Advanced Account Forecast in Manufacturing Cloud
What is the significant difference between an Account Forecast and an Advanced Account forecast in the Manufacturing cloud?
- 55
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1
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141
views
How to add the Custom metrics to the Sales Agreement Terms Mass update screen in Manufacturing Cloud?
How to add the Custom metrics(Custom fields) to the mass update screen?
- 55
0
votes
1
answer
24
views
Limiting the options in an Opportunity to a linked Account?
We have sales reps approaching different school sports teams. Rather than making a different Account for each team, we have one account for the school and a list of sports that are present at that ...
- 107
0
votes
0
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320
views
Can emails be sent in bulk to progress a sales cadence?
Say a user has added 5 contacts to a cadence assigned to themself and the first step in the cadence is to send a manual email. Normally, they would open their work queue and click the email icon to ...
0
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0
answers
175
views
SOQL to pull Public Link & Library Name for Files
I've asked the question on the Trailblazers forum with no success of answers. Seems people are not into SOQL that much there.
I'd like to pull a list of Files names and Public Link URLs filtering only ...
-1
votes
1
answer
999
views
Connected Accounts in Personal Settings [closed]
Connected Accounts does not appear in Personal Settings.
What should I do?
Thanks & best regards
-1
votes
1
answer
99
views
How to turn on Campaign attribution in salesforce
How to turn on Campaign attribution to users?
What is Campaign attribution in salesforce?
How we can use Campaign attributions in slaesforce.
- 77
0
votes
0
answers
480
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 ...
- 101
0
votes
3
answers
1k
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 ...
- 1
0
votes
0
answers
51
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 ...
- 101
0
votes
1
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124
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
0
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0
answers
20
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 ...
- 45
0
votes
1
answer
6k
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
answer
5k
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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votes
1
answer
175
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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 ...
- 15
0
votes
1
answer
5k
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 ?
1
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0
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371
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. ...
0
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0
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2k
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 ...
- 101
2
votes
0
answers
3k
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/...
- 1,297
0
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2
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430
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 :
- 3
1
vote
1
answer
1k
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 ...
- 429
0
votes
1
answer
52
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 ...
- 1
1
vote
1
answer
3k
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
- 77
0
votes
1
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55
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 ...
- 43
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0
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17
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 (...
- 31
2
votes
0
answers
28
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
- 305
2
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1
answer
6k
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 ...
- 65
2
votes
1
answer
277
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 ...
- 398
1
vote
1
answer
149
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 ...
- 123