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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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 ...
DEPASHIKHA MAHAPATRA's user avatar
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30 views

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 ...
Sahil Malhotra's user avatar
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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 ...
Michael Daly's user avatar
1 vote
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71 views

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 ...
Paulo Duarte's user avatar
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1 answer
119 views

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, ...
Craig Lobo's user avatar
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1 answer
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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....
LauraB's user avatar
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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?
QueenB's user avatar
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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 ...
Emmanuel_M's user avatar
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126 views

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 ...
Emmanuel_M's user avatar
-1 votes
1 answer
172 views

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 ...
Aritra Dasgupta's user avatar
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2 answers
142 views

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 ...
Aritra Dasgupta's user avatar
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1 answer
184 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 (...
user1702965's user avatar
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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. ...
user84162's user avatar
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159 views

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"...
Srikanth M's user avatar
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84 views

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?
Dedo's user avatar
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122 views

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 ...
MdSaeed's user avatar
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1 answer
941 views

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-...
Yang's user avatar
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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 ...
maaz ahmed's user avatar
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1k views

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 ...
it-nish's user avatar
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-1 votes
1 answer
113 views

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 ...
Dmitriy Bereza's user avatar
-2 votes
1 answer
71 views

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 ...
axehank's user avatar
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1 answer
86 views

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 ...
sfdcdevsathy's user avatar
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0 answers
18 views

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 ...
roh777x's user avatar
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1 answer
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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 ...
Tomi's user avatar
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1 answer
195 views

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 ...
eddie_sfmc's user avatar
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1 answer
26 views

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 ...
Roger C's user avatar
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1 answer
346 views

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 ...
Matthew Metros's user avatar
-2 votes
1 answer
117 views

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.
Teja shree's user avatar
0 votes
1 answer
42 views

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 ...
Grace Morgan-Maxwell's user avatar
0 votes
1 answer
129 views

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 ...
AwesomeAdmin8's user avatar
1 vote
0 answers
160 views

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 ...
Jenn's user avatar
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1 answer
100 views

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 "...
Anusha.G's user avatar
1 vote
1 answer
87 views

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: ...
Robert Sösemann's user avatar
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0 answers
69 views

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,...
chorlesbarkley7's user avatar
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0 answers
44 views

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 ...
Shruti Saran's user avatar
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0 answers
25 views

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 ...
VRT's user avatar
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0 answers
145 views

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. ...
Kristen Wang's user avatar
0 votes
1 answer
130 views

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 ...
Lucas.Pheliny's user avatar
0 votes
1 answer
163 views

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 ...
Aman Bhatia's user avatar
1 vote
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 ...
lochana's user avatar
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1 vote
1 answer
1k views

Is it possible to Delete Fields on Records using Data Loader?

Is there any way we can delete fields on records using data loader
Chinni Sai Muthyala's user avatar
0 votes
0 answers
187 views

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 ...
Mario Manuel Andrianto's user avatar
0 votes
1 answer
213 views

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 ...
Orestis F.'s user avatar
1 vote
1 answer
25 views

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 ...
jks's user avatar
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0 answers
110 views

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;} @...
Nalvi's user avatar
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0 votes
1 answer
172 views

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 ...
Russell Brown's user avatar
0 votes
1 answer
338 views

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 ...
SalesforceLearning's user avatar
0 votes
1 answer
182 views

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 ...
Patlatus's user avatar
  • 16k
0 votes
2 answers
650 views

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 ...
chorlesbarkley7's user avatar
0 votes
1 answer
202 views

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
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