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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Create child record after parent recorded in the same flow - Screen flow
thank you for your time.
We have 2 custom objects: "Account Forecast" and "Customer Priority." "Account Forecast" is a lookup to the "Accounts" object, and &...
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Log a Call improvement and your process
we currently use the standard "Log a Call" button in the Activity section for Accounts, Opportunities, or Contacts to record our sales calls. However, our salespeople find it cumbersome to ...
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answer
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Impact of deactivation of CEO, CFO from the role hierarchy
our role hierarchy in Salesforce starts with CEO, CFO, and CTO etc. We have the respective users in CEO, CFO, and CFO etc defined with active status. What happens if we deactivate CEO or CFO from ...
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Query to get all metadata created by a user
We are required to deactivate a user account that owns so many flows, triggers, and classes in his name. What is the best way to get all metadata owned by him and then transfer to another admin? I ...
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72
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Is it possible to create custom fields for Interest Tags?
I need to create External ID fields for both Interest Tags and Tag Category. I was able to create the external ID for Tag Category, but I'm unable to do the same for Interest Tags. I managed to get ...
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75
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CreateSalesforceObject creating duplicate records
I have been sending email campaigns using which my subscribers can click on a cta button and request a callback. This CTA redirects to a cloud page which consists of the AMPscript to create a callback ...
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33
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Creating a task from a journey to salesforce
I'm trying to create a task in salesforce from my journey. Steps taken:
Created a Group/Queue in salesforce
Created a journey entry point being a data extension
Added the Object Activity
select ...
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37
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Access to Forecasting related objects
Recently I was asked to provide the access to one field which is Access Level which is on Forecasting share standard object.
This standard object and other related forecasting object I can't see in ...
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28
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Delete Survey Translation
I created a Survey and translated it. Now i want to remove a complete translation, because it is not necessary anymore. Is there a way to delete a survey translation?
This is how the UI looks when we ...
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45
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Salesforce Record Trigger Flow - Create test cases using 'View Tests'
We have a requirement to change the contact owner if it is created by a specific set of roles.
The Contact Owner should be changed to the Account Owner. I created the record trigger flow which is ...
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52
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Update Sales cloud object value from Data Cloud
Scenario:
Snowflake has Item object which has LastActivatedDate field.
Item object is ingested and mapped to Data Cloud DMO.
Sales Cloud also has Item object with LastActivatedDate field.
...
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52
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Flow - Text fields with defined variables e.g. {!$Record.FieldName__c}
I have a Flow that is triggering when specific checkbox field is selected.
Then Flow takes values from fields on triggering Lead and sends text message.
E.g. In order to insert First Name of the lead ...
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26
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Record triggered flow-deletion trigger
I want to create a flow where when an account gets deleted so does the related contacts and finally it updates the account name field on related opportunities with Unknown. How to do it?
I have tried ...
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Seeking Insight into iparse.io Functionality Within Salesforce
Could someone kindly explain to me how iparse.io operates internally within Salesforce, or provide a reference to documentation? I have reviewed the documentation available at the following link (...
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36
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How to record upcoming supply
I am relatively new to the Salesforce world. I currently have an issue on my plate that I would like to ask you for help with.
I have an opportunity that should cover several things:
Manufacturing: A ...
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1
answer
108
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Real time SMS from Sales Cloud to Customers via Marketing Cloud
We currently use a third party system built in our sales cloud to send transactional SMS alerts to our customers.
We use Marketing Cloud to send monthly emails primarily.
As they are monthly ...
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43
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Duplicate Management with Auto Merge
In Sales Cloud, we would like to auto merge a lead to a contact being entered by a user if there is a match on email (contact to lead).
I tried using duplicate rules and there is in fact an error that ...
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63
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SalesForce Custom Object Delete Records
How can I delete all records from a custom object
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55
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Help: validation rule (Product/Product Family)
I need to build a validation rule with the following requirements in 'Product' object:
Family Product = 'PestControl' (picklist/native)
TypeProduct__c = 'Contract' OR 'Active' (picklist/custom)
IF ...
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2
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63
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Salesforce Professional Edition Options
I have a Salesforce Professional Org and I need to be able to weekly update account records with utilization statistics from another app that I have in CSV.
Data Loader is not on my org
tried ...
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1
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88
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Validation Rule on Parent opportunity field by checking child opportunity field
We have Parent Opportunity and Child Opportunity Record Types with the same Delete check box field. I am trying to write a validation on the Parent Opportunity - Delete check box field. Unless a user ...
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UNKNOWN_EXCEPTION: An unexpected error occurred. Please include the ErrorId if you contact support: 160204114-1077924 (-725360719) [duplicate]
I encountered an error today while attempting to use the 'Log a Call' button on the lead object. Can you please help me figure out this problem?
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220
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A way to track time spent on a custom Stage/Picklist in a custom Object
I'm helping in a Org that isn't using the Opportunity Object, they have a custom Object for this scenario. One of the fields is a picklist named "status" that is referenced by the Path at ...
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410
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Flow Error message: Unable to process the email template...Argument cannot be null
Can anyone help with this Flow error message:
Error Occurred:
We were unable to process the email template. Error Message: core.email.template.TemplateRenderingException: Argument cannot be null.
It ...
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2
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313
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Correct date and time while considering Daylight Savings Time (DST) in event confirmations sent out via SFMC but created in SFSC needed
Some time ago I was working on some Marketing Automation improvements at a client when we encountered a very specific problem:
For appointment confirmations sent out via e-mails from SF Marketing ...
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54
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IER's in SalesCloud - Historical Results
Working through getting MCC established in Sales Cloud and hitting a few roadblocks. Let's say I did not apply IER's to a contact/lead page layout in implementation of MCC, but I followed all the ...
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136
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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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121
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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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1k
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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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706
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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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348
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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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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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1k
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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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580
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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
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308
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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
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820
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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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758
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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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2
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241
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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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232
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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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2k
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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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2k
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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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303
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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
106
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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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243
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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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1
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133
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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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386
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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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36
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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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783
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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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303
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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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58
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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 ...
