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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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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 ...
user3299199's user avatar
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15 views

Salesforce Maps Assignment Rules Hierarchy

we are considing salesforce maps assignments. If i create 2 assignments with overlapping rules, is there a way of saying which rule to takes precedence? I want upper level managers to be able to ...
Dane's user avatar
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1 answer
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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 ...
rameesha's user avatar
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0 answers
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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 (...
Komal Riaz's user avatar
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27 views

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 ...
Windowsfan's user avatar
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Custom error when an end user edit close date but not by an existing automation

We have 2 record types in opportunities. 1. Parent record type and 2. Child Record Type. One parent opportunity can have multiple child opportunities. We already have automation in place that drives ...
Gathi's user avatar
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0 answers
34 views

Allow users to add attachments in SFMC cloud page and attach / upload to salescloud contact

I have a cloud page / web form that includes a way for a site visitor to upload a file. Now this file should be stored in salesforce as an attachment on the contact itself and not only in content ...
David R's user avatar
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0 answers
33 views

Lead Scoring - SalesCloud/Marketing Cloud

I know that SFMC is not inherently designed for lead scoring, but there is a business use case for lead scoring in one of the instances I work on. The tricky issue is Contacts are already synced over ...
Tazzy1234's user avatar
1 vote
1 answer
53 views

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 ...
Exps's user avatar
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34 views

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 ...
Paul's user avatar
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-1 votes
2 answers
37 views

SalesForce Custom Object Delete Records

How can I delete all records from a custom object
PinkstonMatt's user avatar
1 vote
0 answers
49 views

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 ...
Aparicio Jr's user avatar
-1 votes
2 answers
52 views

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 ...
PinkstonMatt's user avatar
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1 answer
50 views

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 ...
Gathi's user avatar
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0 answers
18 views

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?
Shruti Saran's user avatar
-1 votes
1 answer
97 views

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 ...
Doug W's user avatar
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150 views

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 ...
AwesomeAdmin8's user avatar
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2 answers
238 views

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 ...
Andreico7's user avatar
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46 views

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 ...
Tazzy1234's user avatar
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91 views

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 ...
Sahil Malhotra's user avatar
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0 answers
84 views

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 ...
Michael Daly's user avatar
1 vote
0 answers
731 views

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 ...
Paulo Duarte's user avatar
-1 votes
1 answer
419 views

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, ...
Craig Lobo's user avatar
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1 answer
185 views

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....
LauraB's user avatar
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-2 votes
2 answers
72 views

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?
QueenB's user avatar
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2 answers
709 views

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 ...
Emmanuel_M's user avatar
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0 answers
299 views

PDF File Preview Not Working On Salesforce Mobile App - "Display alternative file previews" Doesn't Work

I have a problem with PDF File previews which are attached to Account records in Salesforce. When users enter on the Salesforce mobile app using an Android tablet and try to preview a PDF file, not ...
Emmanuel_M's user avatar
-1 votes
1 answer
445 views

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 ...
Aritra Dasgupta's user avatar
0 votes
2 answers
243 views

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 ...
Aritra Dasgupta's user avatar
0 votes
1 answer
580 views

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 (...
user1702965's user avatar
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0 answers
470 views

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. ...
user84162's user avatar
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0 answers
251 views

Unable to add "Email" action within chatter component of custom object

I am unable to add Email action on custom object feed. It seems to add the action to activity timeline only. My customer wants same kind of experience as on case object where they see "Email"...
Srikanth M's user avatar
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2 answers
189 views

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?
Dedo's user avatar
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0 votes
1 answer
199 views

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 ...
MdSaeed's user avatar
  • 13
0 votes
1 answer
2k views

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-...
Yang's user avatar
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0 votes
0 answers
154 views

Issue with Populating Verified Latitude and Longitude Fields in Salesforce Maps Geocoding Batch

I am currently facing an issue related to geocoding records using Salesforce Maps. Although the batch process successfully fills the standard Latitude and Longitude fields, I am experiencing ...
maaz ahmed's user avatar
0 votes
0 answers
2k views

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 ...
it-nish's user avatar
  • 11
-1 votes
1 answer
213 views

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 ...
Dmitriy Bereza's user avatar
-2 votes
1 answer
93 views

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 ...
axehank's user avatar
0 votes
1 answer
194 views

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 ...
sfdcdevsathy's user avatar
-1 votes
1 answer
103 views

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 ...
Tomi's user avatar
  • 11
0 votes
1 answer
292 views

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 ...
eddie_sfmc's user avatar
0 votes
1 answer
32 views

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 ...
Roger C's user avatar
  • 13
0 votes
1 answer
606 views

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 ...
Matthew Metros's user avatar
-2 votes
1 answer
232 views

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.
Teja shree's user avatar
0 votes
1 answer
49 views

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 ...
Grace Morgan-Maxwell's user avatar
0 votes
1 answer
218 views

Before save flow not running field update on triggered record

Have a flow with 1 decision element with 4 outcomes to reflect the various Lead Sources I have. For each outcome, I have a field update to the same picklist field. Example If Lead Source is 'B' then ...
AwesomeAdmin8's user avatar
1 vote
0 answers
212 views

Is there a way for Interaction Studio to generate an Engagement Score from CRM fields before a Lead/Contact Id has known website visit behaviors?

The use case that we want to apply here is to use Interaction Studio (Marketing Cloud Personalization) to generate an Engagement Score for a Lead from Sales Cloud using specific fields and the ...
Jenn's user avatar
  • 11
0 votes
1 answer
172 views

Sales cloud and Service cloud maintenance exam

I have given Sales cloud and Service cloud certifications last year. Does that need maintenance exam? How will I know that needs maintenance exam? These Maintenance exams are not showing in "...
Anusha.G's user avatar
1 vote
1 answer
93 views

Can't add Forecast/Quota report to Managed Package

I want to add a report and dashboard to my 2GP package, which visualizes Opportunity Forecasts and Quota. I know that not all orgs have this feature enabled. When I try to package a Report Type using: ...
Robert Sösemann's user avatar

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