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.
234
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Refresh again and again the salesforce page [closed]
I have an issue that when we storing a data in custom object page why it has to refresh the page for rendering the data .
In above image the fields which are in general layout that fill manually but ...
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30
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How to Share product2 records after migration?
I am working on data migration from one SF org to another SF.
After migration of product2 records, edit access to products should be granted to few product manager users.
However, facing Salesforce ...
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62
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Single Send emails are not tracking to Sales Cloud from Marketing Cloud
As title says, I am having an issue as of 3 weeks ago in which my single-send emails are no longer reporting to Sales Cloud.
-I am using 18 digit contact ID as subcriber key like usual
-I have the box ...
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71
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How to re-order Record Types in Salesforce
This has been a limitation for as long as I remember, where you cannot re-order Record Types in Salesforce. By default, it will be in alphabetical order.
The two most common workaround for this has ...
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1
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119
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Lead Conversion to Existing Opportunity
I am using Standard Lead Conversion Process. I have updated the Lead to Opportunity Field Mapping on the Lead in the "Map Lead Fields" Section
When I convert a Lead into a New Opportunity, ...
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1
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39
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Validation rule not displaying error message
I have an Opportunity which has Type = ZMS - Budget Increase and Offerings = ZMS. If those conditions are met, then I won't be able to modify couple of fields -> offerings cannot be modified either....
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2
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55
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How can one copy account data from one org to another without errors? Is it possible to do so without mapping all fields?
How can this upload be done without mapping all the fields from source instance? Is it possible to do so without any errors?
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114
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Salesforce "Unfortunately the related list you're trying to view isn't in the layout" but the related list IS in the layout
We are seeing this issue for this related list called "Contact Relationship"
The message says Unfortunately the related list you're trying to view isn't in the layout, but the related list ...
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126
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PDF File Preview Not Working On Salesforce Mobile App - "Display alternative file previews" Doesn't Work
I have a problem with PDF File previews which are attached to Account records in Salesforce.
When users enter on the Salesforce mobile app using an Android tablet and try to preview a PDF file, not ...
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1
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172
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Have created a Custom Formula Field Country which should be able to fetch Country Name from the Address standard field on Lead Object
Hello SFDC Experts and Community People,
Thanks for all your help so far to help me with the JS code which was inserted in Web2Lead HTML form code to obtain Lead's country info. However as the ...
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2
answers
142
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Capture Country of Lead by using JS in web to lead form in SFDC based on the IP address of the lead and update Country field of Lead record [closed]
We have a business requirement to capture country of the lead automatically based on the web-to-lead feature of salesforce where I have inserted this below JS code after the web to-lead form is auto ...
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1
answer
184
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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 (...
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89
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Quick action not visible to users
I have a lightning quick action on record page layout that's visible to my admin but not visible to other users. It calls an aura component and apex.
The user profile has access to the apex classes.
...
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159
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Unable to add "Email" action within chatter component of custom object
I am unable to add Email action on custom object feed. It seems to add the action to activity timeline only. My customer wants same kind of experience as on case object where they see "Email"...
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84
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How to @mention salesforce user in a slack slack post
How can I @mention salesforce user in a slack post?
What is the correct syntax?
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122
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How can we rollout Salesforce cpq in production for some or limited users only,as we are installing it over our existing sales cloud implementation?
We're about to start Salesforce CPQ Implementation, after sales cloud. Users are using sales cloud and are using Opportunity to add products. Now we want to start CPQ pilot for some users, but what i ...
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941
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How to assign all the records entered into a schedule trigger flow into a collection variable
I am trying to use the records entered the schedule triggered flow as a collection variable so that I can use it in the loop elemetn in the flow
There is condition for the records to enter a schedule-...
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85
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Issue with Populating Verified Latitude and Longitude Fields in Salesforce Maps Geocoding Batch
I am currently facing an issue related to geocoding records using Salesforce Maps. Although the batch process successfully fills the standard Latitude and Longitude fields, I am experiencing ...
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1k
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How to store the body of an Email Template in a variable in a Salesforce flow?
I have created a flow which sends out an email alert. After the email is sent, it creates a new Task record where in the Description field, I need to show the body of the email that was sent to the ...
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113
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Salesforce lead capture app: Insufficient privileges
I wonder, has anyone tried to use Salesforce lead capture on a custom profile?
I managed to get the tab visible, but then I receive the ‘insufficient privileges’ pop-up with no useful info in it.
I’d ...
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1
answer
71
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Native workaround for Lead Scoring within Marketing Cloud and Sales cloud?
Basically, I am trying to make something similar to this in marketing could to enable web tracking: https://community.hubspot.com/t5/HubSpot-Ideas/OR-operator-for-lead-score-property/idi-p/291421
...
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1
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86
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How to delete quote line items after opportunity stage set to closed won
I want to delete the duplicate quote line items of a quote. When I'm trying to delete from UI, it is throwing error saying "You are not authorized to make these changes Opportunity is already ...
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De-Link Opportunity Product Schedules from Opportunity Products
I am auto-generating OpportunityLineItemSchedules when a OpportunityLineItem record is inserted, by calculating monthly revenue based on custom business logic. Sometimes on edge-cases the ...
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57
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Salesforce System Amin cloned profile
I cloned the System admin profile and realized it does not have the login as user option right beside a user's name. I created a delegated admin group and added the profile with the enable login ...
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1
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195
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Update Lead/Contact record email values to Null in Journey Builder
I'm going through a process where I take a segmented amount of records that are in the 'Held' status in all subscribers and update their Email fields in Sales Cloud to NULL values so they can be ...
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1
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26
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DemandTools Modify Select Records Criteria with Contains and leading space
I'm building out a modify to my Accounts object with DemandTools. We have record types for People (Households) and Businesses/Churches (Organizations) - I'm trying to change some businesses with INC ...
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1
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346
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Add/Remove OpportunityPartner Role Values displayed in picklist?
How can we update the OpportunityPartner Role values that are displayed? So far I have:
Setup > Accounts > Partner Roles and then updated the values... This doesn't seem to effect opportunity ...
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117
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On leads and referrals if i need to add "Send list email" how do i add it? [closed]
I have checked the permission for my profile and i have permission to send bulk emails.
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1
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42
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Single Currency Org, How to display (AUD) next to currency field on Opp object?
I'm an Admin on a single currency org, set to Australia (AUD). Client would like the currency to display next to the currency field. Apart from enabling multi, is there another way to be able to ...
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129
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Before save flow not running field update on triggered record
Have a flow with 1 decision element with 4 outcomes to reflect the various Lead Sources I have. For each outcome, I have a field update to the same picklist field. Example If Lead Source is 'B' then ...
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160
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Is there a way for Interaction Studio to generate an Engagement Score from CRM fields before a Lead/Contact Id has known website visit behaviors?
The use case that we want to apply here is to use Interaction Studio (Marketing Cloud Personalization) to generate an Engagement Score for a Lead from Sales Cloud using specific fields and the ...
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100
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Sales cloud and Service cloud maintenance exam
I have given Sales cloud and Service cloud certifications last year. Does that need maintenance exam? How will I know that needs maintenance exam?
These Maintenance exams are not showing in "...
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87
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Can't add Forecast/Quota report to Managed Package
I want to add a report and dashboard to my 2GP package, which visualizes Opportunity Forecasts and Quota. I know that not all orgs have this feature enabled.
When I try to package a Report Type using:
...
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69
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Journey Builder, Campaigns in Salesforce, and Date/Time Stamping
So I have journey that customers can re-enter after 90 days, whether they've met the goal, exit criteria, or simply timed-out of the journey. To ensure the customer has to wait 90 days before re-entry,...
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44
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Question regarding for the learning path in salesforce
follow this link to create a report-https://help.salesforce.com/s/articleView?id=sf.customhelp_lex_learning_monitor.htm&type=5
I have created the record type in the Learning Content Progress.
and ...
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25
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custom link redirect based on custom permission
Trying to custom link access based on custom permission.URL is redirecting correctly when not suing custom permission in the formula, but after adding permission in formula it is redirecting but ...
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145
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Distributed Marketing Dynamic Content
Are you not able to use dynamic content in an email you use for Distributed Marketing (DM)? If you have a DM DE, I would think that since Salescloud is writting to that DE dynamic content would work. ...
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1
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130
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How to trigger contact to enter journey when SalesCloud data is modified
I'm building a journey that sends emails to different contacts once one of the two conditions is modified.
However, after I modified the 1st condition in SalesCloud, the contact did not enter the ...
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1
answer
163
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How to start the Einstein Bot on specific keyword?
I created an Einstein Bot on Production for WhatsApp Chat, I want it to only start only on specific keywords/messages, for example, ="test"
So that the bot doesn't reply to customers, as it ...
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2
answers
1k
views
Replace Due Date with Completed Date/Time field at Activity History
Is it possible to add Completed Date/Time to Activity History on the layout instead of Due Date? Normally, the Due Date is displayed on the Activity History Page, with the order descending from the ...
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1k
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Is it possible to Delete Fields on Records using Data Loader?
Is there any way we can delete fields on records using data loader
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187
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Fetching subscribers with ssjs and ampscript from SalesCloud
I'm trying to fetch the data from SalesCloud. The codes currently are hosted in CloudPages, and I'm using the SFMC test sent from the email in Content Builder to pass the subscriber details to the ...
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1
answer
213
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When do you create Leads for Form submissions - Sales Cloud
We are using multiple forms in our website, some are contact us forms, some are products related to specific products / services. We are using Salesforce Sales Cloud , and are not currently using ...
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25
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Require field keep asking to enter the value even after entered in Salesforce Macro
I am trying to create a Macro in Salesforce Sales Console. After enter the Macro name and click on Save, record is not created, instead value get cleared from the Macro name field and show the message ...
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110
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Dynamic soql not covering inside of the test class
public class Margin {
@AuraEnabled
public static Map<string,string > Pricejson{get;set;}
public static List <Order_item__c> finalPOList{get;set;}
@...
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172
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User Object and Membership Object Report for Community Users
Looking to build a report in Salesforce where I have data that can link the two objects but can not figure out how to pull the data.
Needing a Report with the User Email and Membership Number tied to ...
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1
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338
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Can I use / integrate Einstein chat bot in sales cloud
I need to create a chatbot feature in sales cloud. Can I use Einstein chat bot in sales cloud. I know that I might need a service cloud license to create a chatbot but I wanted to know whether I can ...
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1
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182
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If standard Sales Cloud to Marketing Cloud connector is setup in Sales Cloud, where are the data in Sales Cloud that correspond to MC Cloud views?
marketing cloud connector salesforce where can we see data from _bounce _job _click _open _sent _subscribe _unsubscribe in sales cloud
If standard Sales Cloud to Marketing Cloud connector is setup in ...
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2
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650
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Automating Updating Campaign Members - SFMC to SFDC
I have a data extension that has 3 columns in it: ContactID (text), Journey Number (Number), and Responded (Date). Each row in the DE corresponds to a customer who either did or did not respond (based ...
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202
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Historical price list for Products?
Historical price list for Products?
Hi, I'm trying to find historical price list for Products? It that possible? All I'm able to find are current prices. Thank you
