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.
219
questions
0
votes
0
answers
10
views
CPQ import template error [closed]
I am receiving some import file error when I attempt to import a CSV file containing circuits to my CPQ line editor page. The system is saying "Maximum view state size limit (170KB) exceeded"...
- 1
0
votes
0
answers
18
views
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 ...
- 1
-1
votes
0
answers
29
views
How To Build Custom Sales API Using Salesforce To Automate Sales Process? [closed]
I wanted to know the process of building API in Salesforce to automate Sales process or Salesforce already provide API to integrate in CRM?
Thanks
0
votes
1
answer
60
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 ...
0
votes
1
answer
16
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 ...
- 13
0
votes
1
answer
31
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 ...
- 1,195
-1
votes
0
answers
30
views
using screen flow How to create a lookup field in quote object to display all contact records related to Account
using Screen flow(custom action) iam creating a new quote record from account Record with few quote fields
2.here i have a field with label name quote contact which need to display all contact related ...
- 1
-2
votes
1
answer
25
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.
0
votes
0
answers
27
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 ...
0
votes
0
answers
46
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 ...
1
vote
0
answers
35
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 ...
- 11
0
votes
1
answer
27
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 "...
- 33
1
vote
1
answer
76
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:
...
- 36.4k
0
votes
0
answers
35
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,...
- 134
0
votes
0
answers
40
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 ...
- 13
0
votes
0
answers
20
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 ...
- 1
0
votes
0
answers
57
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. ...
0
votes
0
answers
135
views
Is a 'Send Email' button on standard objects that opens the full size composer possible?
The problem
Currently, for both Lead and Person Account records we are using the ‘Send email’ quick action in the Activity timeline component in Lightning. This method presents the following problems:
...
0
votes
1
answer
52
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 ...
0
votes
1
answer
52
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 ...
- 11
0
votes
0
answers
44
views
On Salesforce inbox assign access permission to user
Salesforce Inbox is new to me. Is it possible in the salesforce Inbox?
I need to create one inbox with email id-->hello@test.com.
Now, need to assign many users to this new inbox like users--> A,...
- 11
0
votes
2
answers
525
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 ...
- 17
1
vote
1
answer
586
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
0
votes
0
answers
119
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 ...
0
votes
1
answer
100
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 ...
1
vote
1
answer
16
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 ...
- 148
0
votes
0
answers
64
views
SFSC Web To Lead - create campaignmember and pass custom fields
We have a web-to-lead form that creates leads in SFSC and adds them to a campaign with status:
input name="Campaign_ID" value="xxxIDxxx" type="hidden"
input name="...
- 1
0
votes
0
answers
53
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;}
@...
- 1
0
votes
1
answer
96
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 ...
0
votes
1
answer
172
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 ...
0
votes
1
answer
106
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 ...
- 14.7k
0
votes
2
answers
383
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 ...
- 134
0
votes
1
answer
132
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
0
votes
1
answer
148
views
Mobile view of Dynamic Form is not consistent with Desktop View Salesforce
For some reason the salesforce app mobile view is not showing the correct fields from the Dynamic Forms. Using Dynamic forms I have renamed the section headers and also added some filters across ...
- 534
0
votes
0
answers
2k
views
Dashboard/Reports Can Access without giving access to user
Currently doing some Dashboard/Reports. just found a weird problem. I've created a dashboard/Report which is under a created folder (System Administrator Access). In that folder I did not give any ...
- 37
0
votes
0
answers
477
views
Bounce Email Management Issue 'IsEmailBounced' is not populated on Contact while Email Bounced
I have enabled the bounce Management in the Sandbox. Email is bounced but fields not updated on Contact. See the Bounce Management settings in the screenshot. Is there any Security issue? I have ...
0
votes
0
answers
45
views
Customer 360 screen in salescloud
I need to implement Customer 360 View/Screen.
One view where Customer Related information can be shown.
Found this on web, but this require marketing and other application. Is there a way to implement ...
- 13
0
votes
0
answers
81
views
Two external web forms mapped to Salesforce CRM
The fields for both forms shows up on the Lead object in Sales cloud; but when passing that lead data into SFMC (via Marketing Cloud Journey Builder or Synchronized Data Extensions) only one of the ...
- 11
0
votes
1
answer
218
views
Error when sending report from sales cloud
I have been trying to send an email containing Lead Report from sales cloud. The email when received shows the message "Failed" with an error report in the body. The error states "Error ...
0
votes
1
answer
245
views
Receiving Error 500 when attempting to display fields on CloudPage while using the UpdateSingleSalesforceObject
I am getting the Internal Server Error 500 when using the UpdateSingleSalesforceObject on a CloudPage while attempting to retrieve and output Salesforce Fields such as 'Email' and 'FirstName' from a ...
0
votes
1
answer
321
views
Multi Currency - When editing a currency field it shows the user currency in the input field instead of the record currency
Multi Currency - When editing a currency field it shows the user currency in the input field instead of the record currency, but saves in the record currency anyway, so what is the point of the input ...
0
votes
0
answers
90
views
Unable to create report on AuthSession Object
We have requirement to identify list of users logged in to Salesforce currently(In other words, who have active session). We understand AuthSession Object has details of active session users but we ...
- 101
0
votes
1
answer
419
views
Correct Sales Cloud life cycle understanding?
I have created a flow diagram, to represent my Sales Cloud flow understanding.
Can you all tell me whether this flow/understanding is proper?
I fully didn't understand the need & working of ...
- 750
0
votes
2
answers
182
views
Get Salesforce access token from MC cloudpage?
I'm trying to get the Salesforce access token from a connected app in MC and can't get the response. I tried it on Postman through Form Data and could get the token though.
Really appreciate who can ...
- 1,266
-1
votes
2
answers
1k
views
Salesforce Lead Generation through Facebook ads
I am currently using Facebook ads for my target audience in order to generate leads.
The leads are getting generated in a .csv file. Then i have to upload this data in my SFDC.
This requires a lot of ...
- 19
0
votes
1
answer
123
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 ...
0
votes
1
answer
54
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 ...
- 1
0
votes
1
answer
96
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 ...
0
votes
1
answer
23
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 ...
0
votes
0
answers
36
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 ...
- 86