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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28 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 ...
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26 views

Marketing Cloud Deployment guide? [closed]

Can anyone share a deployment guide for marketing cloud (prod) integrated with Sales Cloud (Partial copy Sandbox) ? Or in general high level steps for deploying MC (prod) + SC (Partial copy Sandbox)...
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2answers
47 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 ...
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0answers
20 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 ...
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25 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.
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1answer
34 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 ...
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1answer
14 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 ...
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0answers
40 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, ...
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2answers
83 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 ...
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0answers
11 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 ...
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0answers
18 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 (...
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0answers
27 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 ...
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1answer
43 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
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0answers
22 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 ...
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0answers
25 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 ...
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0answers
31 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/...
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1answer
54 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: %[ ...
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1answer
19 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 ...
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1answer
93 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 ...
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0answers
26 views

Journey Builder error on Multi Org

I have 2 business units connected to the same org and 2 Journeys with the same entry event (Salesforce event : created or updated on the Contact object) I can see new entries on both Journeys but ...
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0answers
34 views

Sales cloud and Commerce cloud integration

I have a requirement where i have custom screens hosted via customer community , here i collect some personal info and navigate the customer to a shopping page (commerce cloud) and once the user ...
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1answer
12 views

Can I create custom paths for lead or opportunity number/conversions according to lead source?

I wanted to create a guided path in sales cloud for leads & opportunity. This path should be different for leads/opportunities from a different source. For example - I want to create a separate ...
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1answer
63 views

[Apex]: Changes in Exact Target Partner WSDL to include fueloauth in SOAP Envelope Header

I want to retrieve data from Marketing Cloud Data Extension. Turns out there isn't any REST API for that. Retrieve Data from a Data Extension shows SOAP API can be used but there are no sample for ...
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1answer
33 views

Using just Marketing Cloud and Service Cloud - to have the same contacts, do I need Sales cloud?

To sync the contacts in Marketing Cloud and Service Cloud, is it necessary to have the Sales cloud? Sorry if it's a beginner question.
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1answer
31 views

Integrate Salesforce to web form to capture data

We are currently using a form on our website to capture information from subscribers such as email, first name, last name (and send them a follow up "welcome" email). From now, we would like to get ...
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0answers
12 views

Can we open Choose Catalog Standard Page modal pop using force:createRecord?

I am trying open standard choose catalog modal popup in my custom Lightning component on click of a menu button using below code createRecord : function (component, event, helper) { var ...
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2answers
129 views

Marketing Cloud Synchronized Data and Contact Builder

I am struggling to understand how "Contacts" in Contact Builder interact with the rest of Marketing Cloud. How do they relate to All Subscribers? Are they a spendable entity or just a "single view"...
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1answer
28 views

How long after MC send an Individual Email Result record (in Sales Cloud) is created?

An email was sent using Journey. Please advice me how long does it take to see Triggered Send and Individual Email Result record in the SC? Does Salesforce have any official metrics here? Thank you ...
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1answer
20 views

What are the Sales Cloud features you miss by using a custom opportunity object?

Although Salesforce have opportunities objects and opportunity line items, there are use cases where it is tempting or even necessary to go down a different way and model the opportunity through a ...
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0answers
31 views

File Upload and Download Security for other file types

I need to change the download behavior for attached files with a .fsc extension. Currently it's behaving as though it were set to execute in browser, but I need it to download instead. Files with .fsc ...
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0answers
20 views

syncing non synced contacts from salesforce to pardot

There are say 100 contacts in sales cloud, out of which 50 are already synced with pardot. What's the best to sync rest of them and how to find out which ones are synced and which are not?
2
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2answers
154 views

Synchronize MobleConnect Opt-in/Opt-out with Sales Cloud or Service Cloud

What is the best practice way of synchronizing Mobile Connect subscriber status with Sales/Service Cloud? If mobile opt-in/out status is held at Sales Cloud, you can: Query the Synchronized Data ...
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1answer
108 views

UpdateSingleSalesforceObject on Person Accounts (specifically Contact fields)

Has anyone been able to use the UpdateSingleSalesforceObject function on an Account/Contact in Person Accounts (specifically Contact fields such as Email, FirstName, LastName)? I'm able to retrieve ...
5
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1answer
118 views

Get bounce reason into Sales Cloud

I'm trying to get information about bounce reason from Marketing Cloud to integrated Sales Cloud (I'd like to have this information on Individual Email Result record). Is there any way to do this ...
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0answers
112 views

Successful REST API POST returns error

I am working with the SF Commerce Cloud Connector package. We've been struggling to get this set up right. At first, when we made our calls we were getting this error: [ { "errorCode": "...
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1answer
53 views

How to write formula field that returns a percentage to show amount at or below 100%

Your input is appreciated, I'm creating a formula field called consumption is a result of dividing two numeric fields (Modified Usage, and Range) that will return a percentage of usage for example. If ...
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0answers
20 views

Pardot's 'comments' field sync with salesforce for already existing email

A lead comes through a landing page form. This lead's email already exist in our records. The lead gets updated in pardot (including 'comments' field) but it doesn't in salesforce. Barring who is the '...
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1answer
234 views

Connect Individual Email Results from Marketing Cloud to Campaign in Sales Cloud

this is our situation: We are using Marketing Cloud as a tool to send out emails to customers. Sales Cloud is being used to store the customer data and perform all the reporting etc. We are now ...
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1answer
163 views

Replacing Salesforce Marketing Cloud Connect with REST API

We are currently using Salesforce Sales and Marketing Cloud which are connected using Marketing Cloud Connect. However, we'd like to circumvent the Marketing Cloud Connect limitation of 15 minutes ...
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0answers
16 views

How can I create a list in Marketing Cloud directly from Sales Cloud?

How can I create a list in marketing cloud and populate it directly from Sales Cloud? Thanks
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0answers
27 views

Salesforce report (for leads) fields not syncing with marketing cloud

Have created a report for leads in sales cloud. It creates the report with 9 fields only whereas there are some 60 fields in the leads. If I import this report in marketing cloud, I am able to do so, ...
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0answers
28 views

Connect Salesforce Bounce notifications with Pardot Bounce notifications

We are going to enable email bounce return as attachment to sender and email bounce pop-up notification in lightning. Bounce notification and tracking is native in Pardot, and we would like a way to ...
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1answer
114 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 ...
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1answer
342 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 ...
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1answer
27 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 ...
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1answer
291 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 &...
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2answers
157 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
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1answer
195 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)];...
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1answer
25 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.
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1answer
99 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 !!