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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35 views

Create a record of payment schedule when opportunity stage is booking

I want to create a record of the payment schedule when the opportunity stage is booked, I want to map the field from Cost_Sheet__c object to payment schedule object which has the lookup with opp. oppo ...
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25 views

Create MarketingCloud Contacts via Salesforce Data Entry Source in JourneyBuilder

We use SalesCloud CRM and MarketingCloud and want to import data from third party systems automatically into both systems. In order to avoid duplicates in MC, each contact should be created first in ...
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1answer
29 views

Marketing Cloud Unsubscribe on CRM

Recently I have been setting up to sync unsub data on CRM to MC. I mentioned sync but what I want is this link(highlighted yellow) to work well. However when I click the link, this error message ...
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1answer
32 views

How to store information on Product stocks with variable number of warehouses

In my recent Salesforce project, we came across tough problem storing product stocks coming from integration with ERP API. Initially there were only 10 warehouses and thus there was 10 fields on ...
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21 views

CreateSalesforceObject creates duplicates in SalesCloud

I have a process (automation+call to Cloud Page) that reads from a data extension and creates custom objects in SalesCloud, this works well, however, randomly the function createSalesforceObject ...
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25 views

SOAP API Create Case and assign Contact and Account on it based on EMail

Currently i am trying to integrate a Web2Case Form into a website. Unfortunately i think that the web2case form generator of salesforce is not sufficient and i need to use the salesforce api to create ...
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1answer
18 views

How to configure inter-connected fields that would be reset every year

I’m trying to create a few fields in an object in Salescloud that would depend on a date (Anniversary Date of 1st purchase). • A field “points” that would sums all purchases made during a year (from ...
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30 views

Optimizing the Org

I have been working on an org which have a lot of automation on the objects especially leads. There are more than 10 process builders and triggers each. They all work for different processes and ...
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1answer
79 views

Enable B2B Commerce in Existing Salesforce Org

We have a requirement, where one of the customers is using Sales Cloud with objects like Leads, Opportunity, Product, Pricebook, etc. Now they would like to use B2B commerce. We have a question ...
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1answer
30 views

Add a section when a checkbox is checked through Flow

I have a requirement to create a lightning flow where I need to add a section containing fields Name, description, and add on clicking of Add checkbox (Refer Image_1). Inthis section if a user ...
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19 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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2answers
101 views

What is IndividualId and MasterRecordId?

So I've set up Marketing Cloud Connect between my Marketing Cloud instance to my Sales Cloud instance. Then I went to Contact Builder > Data Sources, and then proceeded to "Set up object" ...
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18 views

How can I see emails sent from Marketing Cloud on Salesforce Records other than the who coming from journeys? [duplicate]

I have read this thread : How can I see emails sent from Marketing Cloud on Salesforce Records?, but the method seems to work only for emails from journeys, is there a way to see all eblast sent? ...
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39 views

Simulate Campaign Influence record creation in Test Classes

We have enabled Customizable Campaign Influence in one of our orgs. There we are using Primary Campaign Source Model as the default model since we wanted to migrate from the old Campaign Influence ...
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48 views

Salesforce Bulk API Failing Journey Builder Process Builder

For Context: The Salesforce Org is connected to SFMC via MC Connect. We are writing Bulk API to perform ETL on Opportunity/Lead/Account Objects in Salesforce. In Marketing Cloud there are journeys ...
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427 views

True differences between Sales Cloud and Service Cloud licenses?

Finding the difference in features between Sales Cloud and Service Cloud licenses has been quite challenging and the documentation seems to be misleading. I have been able to determine that both have ...
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45 views

Apex web service rest with auth0

I want to give the possibility to our customers stored in salescloud to modify their information. For that, I will develop an apex web service rest api. Is it possible to use auth0 as identity ...
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0answers
17 views

Lightning Component is not opening in iOS App

This custom Modal box is not opening on iOS, but working on android and desktop. <aura:if isTrue="{!v.displayApproval}"> <section role="dialog" tabindex="-...
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19 views

Is it possible to see the engagement the contact/lead in Individual Email Result like the button clicked in the email?

We had a Sales Cloud integrated to Marketing Cloud and we want to see in Individual Email Result the areas which the contacts or leads engaged in in an email especially in dynamic content.
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1answer
94 views

The Email thumbnail could not be retrieved in Individual Email Results

We sent an email using the Journey Builder, when we checked the Individual Email Results we were able to check all the tracking details but for the email image it showed "The email thumbnail ...
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1answer
39 views

2 SFMC Business Units Connected to 1 Sales Cloud Org [duplicate]

We are exploring the possibility of having 2 separate business units in one Enterprise 2.0 SFMC account connected to 1 Sales Cloud org via the MCC connector. Is that possible? We don't have issues ...
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11 views

Retrieving Email Contents in Journey Builder [duplicate]

I am currently working on a journey builder that sends emails and writes back to EmailMessage Object in Sales Cloud. I have the EmailMessage created but I want to write the email html body to that ...
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0answers
135 views

How to display the tabs "All Updates" "Call logs", ... on the case Chatter component on Case

I cannot manage to make the tabs "All Updates", "Call logs",... appear on the chatter component on the case page layout. How it looks on my org on Salescloud(sandbox): On a ...
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0answers
10 views

For Live Chat: when an agent goes idle can you set up a time limit for the customer to wait before they are transferred to another agent?

Is there a possibility to set a time if an agent goes idle for 10 min (how to set that idle time?) and then be able to transfer the chat to another agent who is active instead of end the chat?
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13 views

Use of contract item in SalesCloud

I have a question about contract object in sales cloud. Currently I'm working with manufacturing company. They have their own sales process. We are trying to implement their process to the sales cloud....
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5 views

Idiomatic way to display "Records to process" and their status in ListView

We have a custom object MyCustomObject__c. When the object goes into a given state, the client receives an email to perform an action, but some of the clients do not react to our email and we need to ...
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196 views

How to feed IER (individual email result) with Tracking Triggered Send information (triggered send via API from external app)

i hope someone can help me with this problem here: i've to feed the IER "et4ae5__IndividualEmailResult__c" object in SalesCloud from Tracking data of Triggered Send. Normally with the ...
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1answer
149 views

How to get list of subscribers whose subscriber status had changed in Salesforce Marketing Cloud?

Use case is to update the subscriber status from SFMC to Sales Cloud.
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29 views

Subscriber field Updating in Real Time In Marketing cloud

Currently I'm facing a strange issue in Marketing cloud and Sales cloud connection. I have a custom field (Email Opt Oout) on a Custom Object related to the Lead Object in Sales cloud. And the custom ...
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2answers
687 views

Specific user cannot see other users in Standard User Report

Scenario : A User Adam of 'Regional' Role creates a User report for the User Bob of 'Country Head' Role (Role Hierarchy is 'Country Head' reports to 'Regional'). Report has the filter as Login Date ...
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1answer
140 views

Bypassing All Subscribers list

We want to use Salesforce data as entry source in Journey Builder for triggered sends to Sales Cloud records (new consents added). For this purpose, first, we would like to avoid these contacts ...
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1answer
257 views

Home tab setting in salesforce for a profile

How to enable home tab setting to default on for a particular profile? I am not able to edit from object setting in profile.
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1answer
57 views

How to host custome activity on Web server

I have created one custom activity in Marketing Cloud I am getting below errors , please guide me how to resolve this.This error is due to Web server hosting.
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2answers
88 views

Sending to subscribers that are not in Salesforce SalesCloud

We are currently using Marketing Cloud Connect to connect with SalesCloud, our Subscriber Key being the SalesCloud Contact ID. We sometimes receive lists of email addresses we need to send to that may ...
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1answer
177 views

Can I build a SPA using lightning web component framework outside Salesforce

I want to build a single page web app (not in Salesforce). Just like when we write html using Angular, you import JS and CSS (from Angular or react framework CDN). Similarly is it possible to do such ...
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1answer
45 views

is the Security Token in Salescloud affecting our connection with Marketing Cloud?

For security reasons, we have to reset our security token following this article: https://help.salesforce.com/articleView?id=user_security_token.htm&type=5 Would this affect our connection with ...
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0answers
56 views

Can I update all fields from an Object in Salescloud from Marketing Cloud?

I'm trying to update several fields that I can see in the synchronized object within data sources but when I create an update lead activity in Journey Builder, these fields are not available to update....
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1answer
359 views

Company logo not showing up at top left of sales app

I have uploaded a new company logo for sales app in lightning app builder, the logo is only visible to system admin profile user but it's not visibling to a custom profile user.
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48 views

Cannot display Contact.Email in the Search Layout of a Contact lookup - cannot find any documentation that specifies this limitation

Let's say we have multiple contacts with the same name and linked to the same account (these are not duplicate contacts, they are genuinely the same name and against the same company). To make it ...
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1answer
279 views

How to identify between new or existing account record in trigger when a lead is converted? [closed]

During the lead conversion process inside the trigger, I want to identify whether the converted account is new or existing. I need to identify when users select whether to Create New or Choose ...
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1answer
57 views

Update an Account in AMPscript (cloud page)

I'm trying to update an account using AMPscript with the function UpdateSingleSalesforceObject. But I have just personContactId to achieve that. SET @updateRecord = UpdateSingleSalesforceObject( &...
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1answer
42 views

Writing Test Classes in Apex [duplicate]

Is there any link (eg: w3schools) where one can practice writing the test classes in Apex ? I am new to Salesforce and hence having confusion in writing the test classes in Apex.
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0answers
31 views

Prefence page hosted on SFSC - how to push unsubscribe data back to Marketing Cloud?

We host our preference center in Sales Cloud (visual force page). The unsubscribes are synced to Marketing Cloud via the Individual Object (automation studio). What we miss is tracking for each email, ...
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0answers
96 views

Connecting Marketing Cloud to Sales Cloud via Connector and "Connect Accounts" option under "Salesforce Integration" - Insufficient Privileges

I'm a Marketing Cloud Developer assisting in finishing up a Marketing Cloud Connect integration. All steps have been completed, at least 97% of them. We are having one (hopefully) last issue. And ...
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2answers
4k views

Salesforce flows picklist with blank option and mandatory and validation

I need to make a picklist mandatory in flows. Please help me to know what i might be doing wrong. I have a picklist element in flow and on-screen load the picklist field was getting defaulted to the ...
3
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1answer
181 views

Limit on updating Sales Cloud records using UpdateSingleSalesforceObject() function

I am trying to update a field on a custom object called Partnership in Salesforce using AMPScript code. I have a source Data Extension which has around 4500 unique Salesforce Ids to update. But when ...
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1answer
27 views

Email opts in in sunchronised data extention frrom salesfoce to marketing cloud

I am using the marketing cloud connect to transfer data from the sales cloud to the marketing cloud. In sales cloud I see that there is a field HasOptedOut which we are using as marketing permission. ...
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1answer
126 views

Tracking Distributed Marketing Links Entered by End User

We are successfully using Distributed Marketing and the end users (those adding custom language and triggering the send from Sales Cloud), are also adding links to the email using the Distributed ...
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0answers
32 views

Can I use Salesforce custom label from sales cloud in SFMC Journey?

Can I use Salesforce custom label from the sales cloud in SFMC Journey? we have connected the two orgs with the Marketing cloud connector.
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1answer
29 views

Marketing Cloud journeys from MC connect

I had a question about how the journey created using salesforce data from cloud connect works. When a lead gets into the journey the user data is stored in a journey DE .So, what happens if the lead ...