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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.

0
votes
1answer
33 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 ...
0
votes
1answer
32 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
votes
1answer
18 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
votes
1answer
32 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 &...
0
votes
2answers
31 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
43 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)];...
0
votes
0answers
100 views

Individual Email Result on contact and lead

We are sending emails from marketing cloud to sales cloud for all contacts. According to few article i follow - Create salesforce data extension only as standard or filtered Use contact Id as a ...
0
votes
1answer
14 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.
0
votes
1answer
49 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
votes
2answers
85 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
votes
0answers
124 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
291 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)...
0
votes
1answer
43 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 ...
0
votes
0answers
28 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, ...
0
votes
0answers
195 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 ...
0
votes
0answers
45 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
34 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
27 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
235 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?
0
votes
0answers
17 views

How to automatically open an Opportunity Tab from a field change on a task?

Id love to know if anyone knows how we might be able to open an opportunity record upon closing a task when a specific field has been set. Here is the use case: The salesperson is in the process of ...
1
vote
0answers
27 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
votes
1answer
64 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
73 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
votes
1answer
45 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
votes
1answer
437 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 ...
0
votes
0answers
33 views

Salesforce Person Accounts and Business Accounts

We are starting build the architecture for a new salesforce implementation. As part of the project scope, we will have B2C and B2B customers. Could someone share their best practices for ...
0
votes
0answers
40 views

Journey Push notification - Subscriber Key problem

I'm facing a problem, my org is integrated with Salesforce, and this become the contact/Lead ID as subscriber key that's diferent than my subscriber key in mobile push. That is a problem when I try to ...
0
votes
0answers
108 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
81 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
votes
1answer
283 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 ...
1
vote
0answers
49 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?
0
votes
1answer
43 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
354 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 ...
0
votes
1answer
247 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
272 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
48 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
543 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
246 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
0
votes
1answer
189 views

Email Address updated in Sales Cloud, MC Email sent to Old Email address

We have configured MC Connector with our Sales Cloud and MC instance and it works fine. We are using Data Stream to get Contacts data from Sales Cloud into Marketing Cloud. The problem arises when a ...
1
vote
1answer
76 views

Salesforce Contact's Email Sends empty

I have salescloud and marketing cloud integrated via connector. If I do a salesforce send to a report, emails go through ok, and the tracking information goes back to salescloud: http://imgur.com/a/...
0
votes
1answer
89 views

Assigning a Queue as the Owner of a Lead in AMPscript

I have a webform in Cloud Pages that, upon submission, will do a few things. One of those things is to update the Lead's Owner to be one of several different queues. The relevant code: SET @ownerID =...
0
votes
1answer
40 views

Salesforce history log

Does anyone know if Salesforce keeps a history log of record changes and is able to provide that for a fee? In addition, SF by default keeps history up to 18 months - is there a way to get all the ...
0
votes
0answers
30 views

Custom Button/Search - How can I run javascript with a Salesforce 'Field Merge' to search on-click and return a result in a small popup?

I am trying to create a custom button to return the time based on a lead's ZIP code. The buttons allow for on-click Javascript. Is there any way I can use Google Custom Search to do the following: ...
0
votes
3answers
377 views

Updating the Salescloud date field to Null using marketing cloud AMP script

I am working marketing cloud AMPscript which updates the salescloud account object. I'm facing two issues here: I couldn't retrieve the person account record type but my MC integration user has ...
0
votes
1answer
106 views

MobileConnect tracking data to Sales Cloud?

Appears that getting tracking data from MobileConnect sends in Marketing Cloud to sync to Salesforce isn't supported out of box. Has anyone figured out a good way to get this to SF, if possible at ...
0
votes
0answers
48 views

Summarizing data from related list tied to custom object

I am trying to summarize opportunity data on a custom object in my implementation called Upfront. There is a Many:1 relationship between Opportunities and Upfronts. An Opportunity can optionally be ...
0
votes
1answer
209 views

Check usage or dependencies of SSL Certificate

I am a newbie and came to know about SSL certificate is some tricky thing in in Salesforce. My salesforce certificate is to be expired in 15 days and i want to figure out the usage of the certificate. ...
1
vote
1answer
2k views

How can I see emails sent from Marketing Cloud on Salesforce Records?

I am currently sending emails in Marketing Cloud but I would like to be able to see all of the emails that I sent on the receiver's particular record in Salesforce. Is this possible? If so, how do I ...
2
votes
1answer
394 views

Access to account, contact and opportunity on lead conversion

I was practicing for Sales Cloud and came across the following dummy question: Joe is the record owner of a Lead. A Lead sharing rule has been defined so that leads owned by Joe are shared with ...
0
votes
0answers
105 views

Can I pull in the Accounts/Contacts Activity history data from Marketing Cloud?

I'm trying to find a way to pull data from Marketing Cloud E.g. Individual Email Results to appear in the Activity history section?