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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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0answers
8 views

Can i insert or Update PresenceUserConfigProfile using Salesforce Apex code [on hold]

I want to change Omni Channel Presence configurations through code. In the sales force documentation they mentioned that we can create and update the PresenceUserConfigProfile object, but it not ...
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0answers
20 views

Starting a Process from site? [closed]

I want to start a process from a button from a site. I know I can create the input, for instance, a hidden field that checkbox is set to true when the button on the site is clicked. But this button ...
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1answer
18 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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0answers
18 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
14 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?
2
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2answers
59 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 ...
1
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1answer
42 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 ...
4
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1answer
57 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
37 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
32 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
10 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
39 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
63 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 ...
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0answers
14 views

How can I create a list in Marketing Cloud directly from Sales Cloud?

How can I create a list in marketing cloud and populate it directly from Sales Cloud? Thanks
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0answers
17 views

Salesforce report (for leads) fields not syncing with marketing cloud

Have created a report for leads in sales cloud. It creates the report with 9 fields only whereas there are some 60 fields in the leads. If I import this report in marketing cloud, I am able to do so, ...
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0answers
21 views

Connect Salesforce Bounce notifications with Pardot Bounce notifications

We are going to enable email bounce return as attachment to sender and email bounce pop-up notification in lightning. Bounce notification and tracking is native in Pardot, and we would like a way to ...
0
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1answer
40 views

How to use sales cloud leads as data extesion in marketing cloud?

Marketing Clouds and Sales Cloud are connected. There are some leads in Sales Cloud. I am creating a journey in MC and want to use 'data extension' from sales cloud. How is it feasible? Is there a way ...
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1answer
93 views

Contacts deleted in Sales Cloud are not deleted in Marketing Cloud

We have to be missing something simple, but when we delete a contact in Sales Cloud, shouldn't that contact be automatically removed from Marketing Cloud? We tried a bunch of options including many ...
0
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1answer
25 views

How to store zipcode in salesforce sales cloud if I've latitude & longitude available?

We've build an Andoird App which store users location as latitude & longitude at the time of registration. This data is being pushed into salesforce sales cloud. Can I convert this piece of ...
-1
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1answer
65 views

How to see tracking of emails sent through marketing cloud in sales cloud at lead & contact level?

We've implemented marketing cloud, integrated with sales cloud & enabled email tracking data transfer from marketing cloud to sales cloud. Where can I check this data in sales cloud at lead &...
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2answers
62 views

Is Open CTI integration (Call center) available for all Salesforce clouds (sales, service, marketing, health etc)

Is Open CTI integration (Call center) available for all Salesforce clouds (sales, service, marketing, health etc). Where can I find information about which modules/integrations/features are ...
1
vote
1answer
113 views

Deleting records in sales cloud using REST api

I am trying to delete multiple records using REST Api. var contentType = 'application/json; charset=utf-8'; var headerNames = ["Authorization"]; var headerValues = [("Bearer "+sessionId)];...
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1answer
18 views

Tracking detail in marketing cloud and salesforce

Is it possible if we send an email from salesforce and we can check the status of that send in marketing cloud my tracking ? Salesforce and marketing cloud is connected.
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1answer
69 views

Salesforce Instance change affect marketing cloud

If i change my sales cloud instance from NA30 to NA82 or some other instance so do i need to reinstall MC connector again ? Thanks !!
4
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2answers
93 views

Email Delivery Settings Salesforce

Started seeing this from yesterday in full sandbox and not in the dev box. Just wondering how a new feature has come up in the last 2 days in to Salesforce as it was not part of any maintenance. We ...
0
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0answers
167 views

Getting Blank page after calling /secure/frontdoor.jsp

We have setup salesforce as an identity provider where we have integrated salesforce community custom login page with external mobile app build on xamarin framework. Now, when a user clicks on login, ...
3
votes
1answer
521 views

“Log a Call” button missing from lead object

I'm stumped on this one. The "Log a call" button does not seem to appear on my lead page (Lightning). I've made sure to add the "log a call" button to the page layout (mobile & lightning actions)...
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1answer
137 views

Auto Task Creation

I have created Flows and Process builder process for renewal opportunities, where renewal opportunities are created 1 year from the close date of current opportunities. Now business user requirement ...
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0answers
38 views

How do I change/remove the FROM email address when sending emails from Sales Cloud? [Summer ’18]

I set up Organization-Wide Email address before to test out sending email on behalf of someone (... Committee). Having already deleted the previous 'Organization-Wide Email' and setting up a new one, ...
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0answers
305 views

e.force:navigateToRelatedList is giving error in lightning component

I am getting the below error while trying to navigate to a related list. Error: Unfortunately, the related list you're trying to view isn't in the layout. Please get in touch with your ...
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0answers
63 views

Sending KPIs from Marketing Cloud to Sales Cloud

We're tracking information about - Open performance (open rate): Delivered, total opens, unique opens - Inbox activity: Opens (total + unique), clicks (total + unique), forwards (total + unique), ...
2
votes
1answer
44 views

Geolocation of all leads and accounts in Sales Cloud

my fashion organization is planning to buy Sales Cloud. One of the requirements of the sales men is to see in a map (Google Maps style) all leads and accounts (with type = "store") and also the ...
1
vote
0answers
30 views

Use Salesforce Campaigns to control Marketing Cloud Lists and Subscribers

Migrating from Pardot to Marketing Cloud. In Pardot the Lists and Subscribers are very well and simply managed using: Lists - Always visible in Pardot, can be made visible in Salesforce and also ...
1
vote
1answer
314 views

why i'm seeing “Standard page view” & “Standard page edit” link on every visualforce page

Since last week or two i'm noticing these two links on all of the visualforce pages. is this a new feature?
1
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0answers
29 views

Which kind of use cases are ideal for MC Data extensions?

We are currently planning and designing a huge migration of data from a custom-made application to Salesforce, integrated with Marketing Cloud. My main concern is to know when is it convenient to ...
-3
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1answer
82 views

How do we scan barcode in Salesforce? [closed]

I wanted to know is it possible to scan barcode with the scanner device and populate the information in Salesforce. If yes, how do we do it?
0
votes
1answer
80 views

After transferring opportunity ownership and checking send notification email checkbox notification email is getting sent twice

When I am changing owner of opportunity that time when send notification email checkbox is checked then new owner gets notification twice. there is no any process builder or workflow which triggers it....
0
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1answer
48 views

SFMC Triggered Send Email - send email to changed email address on Lead in Sales Cloud

I am looking for second opinion on my understanding of subscriber key in SFMC. In my environment on SFMC SK is Lead Id. I am trying triggered email send from sales Cloud. The email goes good on the ...
0
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1answer
528 views

Retrieving Salesforce Objects with AMPScript

I need to show a content area if there is more than one row in a specific table, and other content area if there is only one row in this table. It’s not possible to consult Synchronized Data ...
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0answers
150 views

Accountshare record automatic deletion

We have a trigger on accountcontactrelationship object which inserts an accountshare record as our account object is private. Accountshare record is inserted based on the accountcontactrelationship ...
0
votes
1answer
96 views

Customer Event Update/Retrieve AMPscript | SFMC to CRM

Basically I am using a CloudPage to update the customer event custom object in Salesforce CRM when a user clicks an ACTIVATE NOW button in the email. Note: The account is synched with CRM and I can ...
0
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1answer
454 views

Populating a suppression list in Marketing Cloud From Sales Cloud

Use Case The marketers in our organisation would like to be able to add Salesforce contacts to a Marketing Cloud suppression list in order to avoid emails being sent to them. Context The emails are ...
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0answers
53 views

Field service lightning [closed]

I am researching on Field service lightning and i have some questions on it. 1)is FSL available in sales cloud? 2)is it necessary to install FSL managed package?
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votes
1answer
47 views

Customer Journey - Querying separate sObjects within journey

Morning all, I've got an interesting use case for Journey Builder and I need to know if something, well, 2 things, are actually possible. We have three primary objects (Customer, House, and ...
1
vote
2answers
445 views

Synchronised Data Extensions

I am currently synchronising Sales Cloud objects to Marketing Cloud. In the Configuration I have three options to do this: Sync All records Sync only records with email address or Sync records as at ...
1
vote
2answers
297 views

Marketing Cloud Multi-org - basics

I'm going to install multi-org functionality for my MC account. At first I should install a connector itself (version 5.494 or higher) and then log a support ticket in the Salesforce Help and Training ...
0
votes
1answer
320 views

Marketing Cloud Connector

I'm going to make a connection between Sales Cloud and Marketing Cloud. I'm very new at it and never done that before. Before the project starts, I've did some research to prepare myself to make it ...
0
votes
1answer
55 views

Web to Lead error message display [duplicate]

I have a web-to-lead html form (generated form standard Salesforce functionality) and a duplicate rule. I want to display a success and error message that whether lead is created or not after ...
1
vote
1answer
685 views

Social Studio integration with Sales Cloud

few days ago I started to work with Social Studio and I was wondering if it is possibile to "connect" Sales Cloud with Social Studio. I found documentaion only about Service Cloud and I'm not able to ...
0
votes
2answers
310 views

Data Storage - how to calculate data storage

Would like to know how's the calculation work for data storage entitlement for below org license setup. Salesforce platform = 1000 license Salesforce = 20 license