Questions tagged [sales-cloud]

Salesforce Sales-Cloud is a core product of the Salesforce CRM available in 4 editions with different functionality for each edition.

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20 views

Retrieve Data from a Data Extension and Update Sales cloud record

Is it possible to Retrieve Data from a Data Extension and Update Sales cloud record without using Data Sync or Sync Data extension. If yes, what would be the approach?
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24 views

Can I display a standard button based on the app selected?

I have a requirement that when the user selects the Sales app, the New button on the opportunity detail page should be visible, but when any other app is selected, the New Button should not be ...
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Person Account creation AND Campaign Member activity in journey, based on email only

In MC, I have created a DE and CloudPage with Smart Capture form, to collect email address and some other fields. This CloudPage is the entry/trigger for a journey. What I want to do with the journey, ...
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2answers
40 views

500 Error with Sales Cloud-integrated lead capture form using AMPscript

I am new to writing AMPscript. I'm attempting to place an ales Cloud-integrated lead capture form using AMPscript on Cloud Pages within Marketing Cloud using the content builder. I keep getting the ...
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1answer
37 views

I wanted to have a detail about auto-suppression (HasOptedOutOfEmail in core/salesforce object value) prevents journey emails from being sent

I wanted to have a detail about auto-suppression (HasOptedOutOfEmail in core/salesforce object value) prevents journey emails from being sent out in marketing cloud. So, doest having the value of ...
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1answer
21 views

Not getting custom field on Add Contact Roles

I need one help.I have a custom field in Opportunity Contact Role. But after clicking on Add Contact Roles, we are not getting the custom field. Can you please help how can I add the field.
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1answer
47 views

Data Extension Synchronisation of child BU

I have a task of synchronising object from sales cloud to marketing cloud as DE . The problem is that I only want the child business unit object to be synchronised in marketing cloud. I have used ...
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31 views

How to give the access to show all calendar events

I created calendar event through admin side, It will be showing standard calendar events. Now I created another event through User A, He is standard user profile. But my doubt is User A already ...
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1answer
25 views

Salescloud and Lead Conversion

I need assistance with a certain process I need to automate around Sales Cloud and Lead conversion. Our current implementation automates the creation (and synchronization) of a Quote right after an ...
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2answers
54 views

Facebook to Salesforce Sales cloud / Service cloud Integration

1) First question, can we Integrate FACEBOOK and Sales cloud via API or any app? 2) I have a page fan page in my FACEBOOK account, can I bring them [who liked, subscribed to my page] as LEADS/...
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2answers
177 views

Salesforce Integration - An exception occurred while saving the integration

I'm stuck in the middle of switching from single-org to multi org. In Marketing Cloud Setup > Salesforce Integration, I am getting the following error: An exception occurred while saving the ...
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35 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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1answer
33 views

Change Account Owner Field to related opportunity owner [closed]

I would like to change the account owner field when an opportunity is Closed Won by a different owner. Example if Jane close wins as opportunity under John's account, the account owner field should ...
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2answers
57 views

Is it possible to inject a contact into a Marketing cloud journey based on an event in SalesCloud?

Is it possible to inject a contact into a Marketing cloud journey based on an event in SalesCloud? Say I have an object in Sales-Cloud & when a new record is created I would like to enter this ...
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32 views

How does Potential Duplicate Component and Duplicate Record Sets work?

TLDR: Can we retrieve duplicate records in 'View Duplicates' using Apex or SOQL. Details I am planning to create a list view with a column of 'View Duplicates' link or button. Similar to below image ...
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29 views

How can I associate currency with territories

I want to be able to restrict the currencies used or selected based on territory assigned to the user. How can I achieve this in salesforce. Multi-currency and territory management is used in my org.
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1answer
35 views

Lead is not flowing from Linked Lead Gen Form

I have configured the LinkedIn Lead Gen as per guidelines in Release Note. And also I am running the campaign on LinkedIn that are capturing the leads. The lead count is increasing in the LinkedIn ...
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1answer
14 views

Read Access to Parent, but No Access to Child - Master/Detail

I have a master-detail relationship between two custom objects. I have read, create, edit on the parent record, but no access at all to the child due to profile permissions for the user I am looking ...
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41 views

Search in Salesforce Files Preview

When opening a document (pdf, doc, ppt, xlsx, etcetera) that has been uploaded to Files in Salesforce; it is not possible to search within the document. When pressing CTRL+F in the overlay preview, ...
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2answers
171 views

Marketing Cloud Campaigns Vs Sales Cloud Campaigns?

We will have a MC org integrated with a Sales cloud org. There is one simple welcome journey and one newsletter campaign/publication list to begin with. This will be expanded in the future to more ...
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30 views

Lead Conversion Error with Lead Source Dependent Picklist

We need a choice in our Lead Source option referral, so we created a dependent picklist for referrals. This referral source field gets pushed to the contact and account records when the lead is ...
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18 views

Does Quip come free with Sales Cloud license?

Please advise if Quip comes free with Sales Cloud license? Or does a client need to buy Quip license separately even if they are implementing Sales Cloud with other collaboration features already (...
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0answers
35 views

Assign using Active Assignment Rule being ignored with UpdateSingleSalesforceObject

The AMPscript function UpdateSingleSalesforceObject ignores Assignment Rules when Leads are created or updated. Is there any way to assign the assignment rule when a lead is updated via ...
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1answer
66 views

Can Omni-Channel be used with Sales Cloud using Service Cloud feature license?

Being on Sales Cloud only, can we make use of Omni-Channel for Lead Assignment using Service Cloud feature license? Thanks
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27 views

Journey Builder error - INVALID_SESSION_ID: Invalid Session ID found in SessionHeader: Illegal Session

Upon activating a journey, this error shows up: Flow Creation failed. Unable to activate the Journey, the Sales Cloud user may not have correct permissions. Activating a Journey requires Author ...
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26 views

I need this custom “Segment” field to populate based on NAICS code on accounts but reference another field for certain codes

I have been tasked with creating a new way of classifying account segments based on NAICS codes so before I give it a shot I wanted to see if anyone has best practices around this. I need this custom ...
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32 views

SFMC MobileConnect API flexibility

Conceptually speaking, is the MobileConnect API flexible enough to build a component in Sales/Service Cloud to trigger an SMS in MobileConnect then provide a feedback loop or responses back into Sales/...
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1answer
85 views

Using object relationships with RetrieveSalesforceObject and Marketing Cloud Connect

I need to personalize a triggered send using Marketing Cloud Connect and a custom object to contact relationship, but I'm not getting results for the relationship. My AMPscript looks like this: %[ ...
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1answer
19 views

Adding more than 50k records from report to campaign?

I'm trying to add members to a campaign through lead/contact report and I'm hitting a snag since we deal with over 50k records at a time. Is Dataloader the only way of importing to the reports if ...
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1answer
123 views

Evaluate All Records using Salesforce Data in Journey Builder

When using data extensions are the entry source, you are given the option to Choose How to Process Entry Source Data by either Evaluating New Records Only or Evaluating All Records. But when ...
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0answers
30 views

Journey Builder error on Multi Org

I have 2 business units connected to the same org and 2 Journeys with the same entry event (Salesforce event : created or updated on the Contact object) I can see new entries on both Journeys but ...
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37 views

Sales cloud and Commerce cloud integration

I have a requirement where i have custom screens hosted via customer community , here i collect some personal info and navigate the customer to a shopping page (commerce cloud) and once the user ...
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1answer
12 views

Can I create custom paths for lead or opportunity number/conversions according to lead source?

I wanted to create a guided path in sales cloud for leads & opportunity. This path should be different for leads/opportunities from a different source. For example - I want to create a separate ...
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1answer
74 views

[Apex]: Changes in Exact Target Partner WSDL to include fueloauth in SOAP Envelope Header

I want to retrieve data from Marketing Cloud Data Extension. Turns out there isn't any REST API for that. Retrieve Data from a Data Extension shows SOAP API can be used but there are no sample for ...
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1answer
35 views

Using just Marketing Cloud and Service Cloud - to have the same contacts, do I need Sales cloud?

To sync the contacts in Marketing Cloud and Service Cloud, is it necessary to have the Sales cloud? Sorry if it's a beginner question.
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1answer
32 views

Integrate Salesforce to web form to capture data

We are currently using a form on our website to capture information from subscribers such as email, first name, last name (and send them a follow up "welcome" email). From now, we would like to get ...
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12 views

Can we open Choose Catalog Standard Page modal pop using force:createRecord?

I am trying open standard choose catalog modal popup in my custom Lightning component on click of a menu button using below code createRecord : function (component, event, helper) { var ...
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2answers
183 views

Marketing Cloud Synchronized Data and Contact Builder

I am struggling to understand how "Contacts" in Contact Builder interact with the rest of Marketing Cloud. How do they relate to All Subscribers? Are they a spendable entity or just a "single view"...
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1answer
30 views

How long after MC send an Individual Email Result record (in Sales Cloud) is created?

An email was sent using Journey. Please advice me how long does it take to see Triggered Send and Individual Email Result record in the SC? Does Salesforce have any official metrics here? Thank you ...
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1answer
20 views

What are the Sales Cloud features you miss by using a custom opportunity object?

Although Salesforce have opportunities objects and opportunity line items, there are use cases where it is tempting or even necessary to go down a different way and model the opportunity through a ...
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34 views

File Upload and Download Security for other file types

I need to change the download behavior for attached files with a .fsc extension. Currently it's behaving as though it were set to execute in browser, but I need it to download instead. Files with .fsc ...
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0answers
20 views

syncing non synced contacts from salesforce to pardot

There are say 100 contacts in sales cloud, out of which 50 are already synced with pardot. What's the best to sync rest of them and how to find out which ones are synced and which are not?
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2answers
171 views

Synchronize MobleConnect Opt-in/Opt-out with Sales Cloud or Service Cloud

What is the best practice way of synchronizing Mobile Connect subscriber status with Sales/Service Cloud? If mobile opt-in/out status is held at Sales Cloud, you can: Query the Synchronized Data ...
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1answer
143 views

UpdateSingleSalesforceObject on Person Accounts (specifically Contact fields)

Has anyone been able to use the UpdateSingleSalesforceObject function on an Account/Contact in Person Accounts (specifically Contact fields such as Email, FirstName, LastName)? I'm able to retrieve ...
5
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1answer
134 views

Get bounce reason into Sales Cloud

I'm trying to get information about bounce reason from Marketing Cloud to integrated Sales Cloud (I'd like to have this information on Individual Email Result record). Is there any way to do this ...
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0answers
119 views

Successful REST API POST returns error

I am working with the SF Commerce Cloud Connector package. We've been struggling to get this set up right. At first, when we made our calls we were getting this error: [ { "errorCode": "...
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1answer
68 views

How to write formula field that returns a percentage to show amount at or below 100%

Your input is appreciated, I'm creating a formula field called consumption is a result of dividing two numeric fields (Modified Usage, and Range) that will return a percentage of usage for example. If ...
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0answers
21 views

Pardot's 'comments' field sync with salesforce for already existing email

A lead comes through a landing page form. This lead's email already exist in our records. The lead gets updated in pardot (including 'comments' field) but it doesn't in salesforce. Barring who is the '...
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1answer
275 views

Connect Individual Email Results from Marketing Cloud to Campaign in Sales Cloud

this is our situation: We are using Marketing Cloud as a tool to send out emails to customers. Sales Cloud is being used to store the customer data and perform all the reporting etc. We are now ...
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1answer
185 views

Replacing Salesforce Marketing Cloud Connect with REST API

We are currently using Salesforce Sales and Marketing Cloud which are connected using Marketing Cloud Connect. However, we'd like to circumvent the Marketing Cloud Connect limitation of 15 minutes ...