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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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
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Salesforce: Add external Email to Email Address Lookup without creating user [closed]

I want to display email address of external user who doesnot have user in salesforce in cc email lookup in email template. Anyone suggest any possible solution even from back end
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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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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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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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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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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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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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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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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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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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2 answers
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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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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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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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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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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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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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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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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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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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1 answer
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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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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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4 votes
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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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1 answer
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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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1 vote
2 answers
1k 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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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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1 answer
387 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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1 answer
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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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2 answers
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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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1 vote
1 answer
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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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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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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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1 answer
554 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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1 vote
1 answer
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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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1 vote
1 answer
426 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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0 votes
1 answer
108 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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0 votes
1 answer
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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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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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