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.

Filter by
Sorted by
Tagged with
0
votes
0answers
17 views

How to upload and assign a new document version (via Jitterbit)?

I'm trying to upload a new file via Jitterbit and assign it to an existing user, but this fails due to the following error: "Documents in a user's private library must always be owned by that ...
0
votes
0answers
9 views

Retrieve callback URL from Web-to-lead form on lead submission

We create w2l forms and hand them over to the front end team to incorporate them into the organization's website. The front end team changes the "return URL" value and merge it in the ...
0
votes
0answers
16 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, ...
0
votes
0answers
11 views

Can you install a Financial Services Cloud app in a Sales Cloud app?

Do these need to be separate apps? I did a very simple test by creating an unmanaged package that contains a custom field on the Insurance Policy object and a simple trigger on same object that ...
0
votes
0answers
11 views

Does Salesforce takes additional time to perform back-end task if I add custom opportunity split type?

Opportunity split type is already enabled in my org. I understand that Salesforce takes some time to perform tasks on enable of Opportunity split type. I want to know if I create a custom split type ...
1
vote
0answers
35 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 ...
0
votes
0answers
18 views

Salesforce CPQ without Sales Cloud

Wanted to check on whether a user with Salesforce CPQ license requires Sales Cloud license? Can he work with quotation process without been given the Sales cloud license? This is in reference to a ...
0
votes
0answers
10 views

Using custom field in forecasting with adjustments

I am working on a requirement where i am required to check if the forecasted revenue vs actual revenue from an opportunity and in case the actual revenue amount is edited and reduced(less than the ...
0
votes
2answers
197 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 ...
0
votes
1answer
39 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 ...
0
votes
1answer
22 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. ...
1
vote
1answer
35 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 ...
0
votes
0answers
21 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.
0
votes
1answer
22 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 ...
0
votes
1answer
32 views

Updating click and open data in salesforce from journeys

I have a journey in marketing cloud and few email steps in them each one week apart. I would like to check the open and clicks of email sent before sending the next email so that the data can be sent ...
1
vote
1answer
46 views

Retrieve/Update Custom Object using AMPScript

I am attempting to update a custom object on Sales Cloud through a Marketing Cloud landing page. I am not using MC send, the email comes from Sales Cloud and lands on an MC page, then the form queries ...
1
vote
1answer
75 views

Bidirectional Data flow between SFDC and SFMC

We know that there is tracking data being send back to SFDC, Ampcript Funtions for Salesforce Object Manipulation or Journey Update Salesforce Object Activity . Is there any standard or custom way ...
0
votes
1answer
38 views

Note creation in Sales Cloud from a cloud page using AMPScript

I want to create NOTE and tag it to existing lead in sales cloud. I have created a cloud page and using ampscript to acheive this. But somehow it is not working. SET @noteCreate = ...
0
votes
0answers
34 views

Using Territory Management Users for Dynamic Sender Profiles

I was wondering if anyone has ever come across the use of territory users being used as dynamic sender profiles for a one-to-one direct marketing experience. The issues I am currently experiencing ...
0
votes
1answer
58 views

Querying sales cloud object

I am using cloud connect between Sales cloud and marketing cloud .I couldnt find information on one issue, Is it possible to use query in marketing cloud activities ,but using sales cloud lead or ...
0
votes
1answer
43 views

Retrieve Data from a Data Extension and Update Sales cloud record

Is it possible to Retrieve Data from a Data Extension and Update Sales cloud record without using Data Sync or Sync Data extension. If yes, what would be the approach?
1
vote
1answer
25 views

Can I display a standard button based on the app selected?

I have a requirement that when the user selects the Sales app, the New button on the opportunity detail page should be visible, but when any other app is selected, the New Button should not be ...
2
votes
1answer
95 views

Person Account creation AND Campaign Member activity in journey, based on email only

In MC, I have created a DE and CloudPage with Smart Capture form, to collect email address and some other fields. This CloudPage is the entry/trigger for a journey. What I want to do with the journey, ...
0
votes
2answers
64 views

500 Error with Sales Cloud-integrated lead capture form using AMPscript

I am new to writing AMPscript. I'm attempting to place an ales Cloud-integrated lead capture form using AMPscript on Cloud Pages within Marketing Cloud using the content builder. I keep getting the ...
0
votes
1answer
67 views

I wanted to have a detail about auto-suppression (HasOptedOutOfEmail in core/salesforce object value) prevents journey emails from being sent

I wanted to have a detail about auto-suppression (HasOptedOutOfEmail in core/salesforce object value) prevents journey emails from being sent out in marketing cloud. So, doest having the value of ...
1
vote
1answer
38 views

Not getting custom field on Add Contact Roles

I need one help.I have a custom field in Opportunity Contact Role. But after clicking on Add Contact Roles, we are not getting the custom field. Can you please help how can I add the field.
3
votes
1answer
136 views

Data Extension Synchronisation of child BU

I have a task of synchronising object from sales cloud to marketing cloud as DE . The problem is that I only want the child business unit object to be synchronised in marketing cloud. I have used ...
0
votes
0answers
32 views

How to give the access to show all calendar events

I created calendar event through admin side, It will be showing standard calendar events. Now I created another event through User A, He is standard user profile. But my doubt is User A already ...
1
vote
1answer
28 views

Salescloud and Lead Conversion

I need assistance with a certain process I need to automate around Sales Cloud and Lead conversion. Our current implementation automates the creation (and synchronization) of a Quote right after an ...
0
votes
2answers
121 views

Facebook to Salesforce Sales cloud / Service cloud Integration

1) First question, can we Integrate FACEBOOK and Sales cloud via API or any app? 2) I have a page fan page in my FACEBOOK account, can I bring them [who liked, subscribed to my page] as LEADS/...
4
votes
3answers
457 views

Salesforce Integration - An exception occurred while saving the integration

I'm stuck in the middle of switching from single-org to multi org. In Marketing Cloud Setup > Salesforce Integration, I am getting the following error: An exception occurred while saving the ...
1
vote
0answers
503 views

How to trigger flow when the record is new or changed

I'd like to know when is the alternative method when using formula, ISNEW() and ISCHANGED() in the flow builder. Here's what I already know: ISCHANGED() 1) Compare CreatedDate <> ...
-1
votes
1answer
89 views

Change Account Owner Field to related opportunity owner [closed]

I would like to change the account owner field when an opportunity is Closed Won by a different owner. Example if Jane close wins as opportunity under John's account, the account owner field should ...
0
votes
2answers
134 views

Is it possible to inject a contact into a Marketing cloud journey based on an event in SalesCloud?

Is it possible to inject a contact into a Marketing cloud journey based on an event in SalesCloud? Say I have an object in Sales-Cloud & when a new record is created I would like to enter this ...
0
votes
0answers
243 views

How does Potential Duplicate Component and Duplicate Record Sets work?

TLDR: Can we retrieve duplicate records in 'View Duplicates' using Apex or SOQL. Details I am planning to create a list view with a column of 'View Duplicates' link or button. Similar to below image ...
0
votes
0answers
53 views

How can I associate currency with territories

I want to be able to restrict the currencies used or selected based on territory assigned to the user. How can I achieve this in salesforce. Multi-currency and territory management is used in my org.
0
votes
1answer
41 views

Lead is not flowing from Linked Lead Gen Form

I have configured the LinkedIn Lead Gen as per guidelines in Release Note. And also I am running the campaign on LinkedIn that are capturing the leads. The lead count is increasing in the LinkedIn ...
0
votes
1answer
24 views

Read Access to Parent, but No Access to Child - Master/Detail

I have a master-detail relationship between two custom objects. I have read, create, edit on the parent record, but no access at all to the child due to profile permissions for the user I am looking ...
1
vote
0answers
41 views

Search in Salesforce Files Preview

When opening a document (pdf, doc, ppt, xlsx, etcetera) that has been uploaded to Files in Salesforce; it is not possible to search within the document. When pressing CTRL+F in the overlay preview, ...
3
votes
2answers
970 views

Marketing Cloud Campaigns Vs Sales Cloud Campaigns?

We will have a MC org integrated with a Sales cloud org. There is one simple welcome journey and one newsletter campaign/publication list to begin with. This will be expanded in the future to more ...
0
votes
0answers
145 views

Lead Conversion Error with Lead Source Dependent Picklist

We need a choice in our Lead Source option referral, so we created a dependent picklist for referrals. This referral source field gets pushed to the contact and account records when the lead is ...
0
votes
0answers
20 views

Does Quip come free with Sales Cloud license?

Please advise if Quip comes free with Sales Cloud license? Or does a client need to buy Quip license separately even if they are implementing Sales Cloud with other collaboration features already (...
2
votes
0answers
68 views

Assign using Active Assignment Rule being ignored with UpdateSingleSalesforceObject

The AMPscript function UpdateSingleSalesforceObject ignores Assignment Rules when Leads are created or updated. Is there any way to assign the assignment rule when a lead is updated via ...
0
votes
1answer
191 views

Can Omni-Channel be used with Sales Cloud using Service Cloud feature license?

Being on Sales Cloud only, can we make use of Omni-Channel for Lead Assignment using Service Cloud feature license? Thanks
1
vote
0answers
61 views

Journey Builder error - INVALID_SESSION_ID: Invalid Session ID found in SessionHeader: Illegal Session

Upon activating a journey, this error shows up: Flow Creation failed. Unable to activate the Journey, the Sales Cloud user may not have correct permissions. Activating a Journey requires Author ...
0
votes
0answers
57 views

I need this custom “Segment” field to populate based on NAICS code on accounts but reference another field for certain codes

I have been tasked with creating a new way of classifying account segments based on NAICS codes so before I give it a shot I wanted to see if anyone has best practices around this. I need this custom ...
1
vote
0answers
36 views

SFMC MobileConnect API flexibility

Conceptually speaking, is the MobileConnect API flexible enough to build a component in Sales/Service Cloud to trigger an SMS in MobileConnect then provide a feedback loop or responses back into Sales/...
1
vote
1answer
240 views

Using object relationships with RetrieveSalesforceObject and Marketing Cloud Connect

I need to personalize a triggered send using Marketing Cloud Connect and a custom object to contact relationship, but I'm not getting results for the relationship. My AMPscript looks like this: %[ ...
1
vote
1answer
25 views

Adding more than 50k records from report to campaign?

I'm trying to add members to a campaign through lead/contact report and I'm hitting a snag since we deal with over 50k records at a time. Is Dataloader the only way of importing to the reports if ...
1
vote
1answer
249 views

Evaluate All Records using Salesforce Data in Journey Builder

When using data extensions are the entry source, you are given the option to Choose How to Process Entry Source Data by either Evaluating New Records Only or Evaluating All Records. But when ...