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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8
votes
4answers
8k views

What are the differences regarding Cases in Sales and Service Cloud?

Considering that you have access to the Case object within the Sales Cloud what are the limitations if any?
6
votes
1answer
8k views

Salesforce B2C vs B2B

On what method does a normal Salesforce Enterprise Edition works? Is it a B2B or B2C? What is the difference in Salesforce cycle between the two. Can we use both methods (B2B and B2C) in one ...
6
votes
2answers
4k views

How to Activate an Order Programmatically without setting the Status field to a String value

Background The standard Order object has a Status picklist field defined as follows: Picklist of values that indicate order status. Each value is within one of two status categories defined in ...
6
votes
1answer
2k views

understanding salesforce licensing for development and deployment

I am trying to understand the licensing issues on I would come across on Force.com for developing an application that will have its own data source and will also be pulling data from SalesForce.com ...
6
votes
1answer
638 views

How can a reduction Order be created programmatically

The standard Order object has a read-only checkbox/Boolean field called IsReductionOrder that is defined as: Read-only. Determines whether an order is a reduction order. Label is Reduction Order. ...
5
votes
5answers
3k views

How can I identify whether an Opportunity is a renewal?

My sales team would like a clear flag on Opportunity records indicating whether the Opp is a renewal or a new opportunity. The information should be displayed on the Opp record, and also available ...
5
votes
1answer
84 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 ...
4
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3answers
2k views

Maintenance Exam for Advanced Developer and Consultant

To keep the Salesforce certification, we should take maintenance exam for 3 release per year. Since the prerequisites for Advanced Developer is completion of DEV401 and ADM201 for Sales Cloud/Service ...
4
votes
2answers
3k views

Salesforce: Log in as other user

I am having issues logging in as another user. I am able to log in as all other users with the same profile except for 1 particular user. Any ideas why that might be the case?
4
votes
2answers
319 views

Automate marking new Leads as read

Is it possible to have other activities mark a Lead as read? We have a use case where some of our users would like to mark Leads as read when they have been included in an Extended Mail Merge. ...
4
votes
1answer
4k views

Image upload to chatter post

I am trying to send image to chatter post from my Android app and I am using below code to do this. String url ="https://ap1.salesforce.com/services/data/v25.0/chatter/feeds/news/me/feed-items"; ...
4
votes
2answers
96 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 ...
3
votes
1answer
8k views

What to expect in the Sales Cloud exam?

This is a spin-off from my old question which helped my pass the first stage of the Advanced Developer exam last month. Similar to Mohit's answer for the above question, What would be the key topics ...
3
votes
1answer
468 views

Can't find syntax error in region field lookup

I have this formula for a custom sales region field Look-up. SFDC says "Error: Syntax error. Missing ')'" I can't find a problem. Can you help? IF( OR( ISBLANK(BillingCountry), UPPER(BillingCountry) =...
3
votes
1answer
239 views

manual sharing in partner community

I setup the partner community in my Organization. Our partners asked us the possibility to require the assistance of another partner on one opportunity. To fulfill this requirement I activated manual ...
3
votes
1answer
976 views

Related List on OpportunityLineItem

I'm looking at something using QuoteLineItems and OpportunityLineItems. The quoting/selling application is only interested in seeing high level "summary" products; however, there is a need to be able ...
3
votes
2answers
196 views

Error due to Minimum resolution

I have a inline vf page which displays a dependent picklist field through apex:inputfield. When i change the resolution to 1024x768 (minimum supported resolution by salesforce) the field does not fit ...
3
votes
1answer
763 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)...
2
votes
2answers
103 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 ...
2
votes
1answer
548 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 ...
2
votes
1answer
910 views

Sales Cloud Certification sample implementation assigment [closed]

Can we get sample assignment(without solution) which covers most(if possible all) areas of sales cloud implementation? The ideal assignment will be the one which is derived from more than one real ...
2
votes
1answer
890 views

Error in service console custom link and button

I am trying to create one custom button which works in both console app and normal salesforce tabs using onclick javascript. I'm facing an issue 'Registry is null or undefined' in console app. My ...
2
votes
1answer
55 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
1answer
2k views

How to restrict uploading exe file in salesforce

How to restrict exe file upload in salesforce using configuration ?
1
vote
4answers
755 views

Appexchange product for Google Calendar / Contacts Sync

Looking for some apps that would help me to sync Google calendar and Contacts with Salesforce. I am aware of the Cloud Sync from Appirio. Any other apps available for doing this?
1
vote
2answers
2k views

Replacing string value

I want to replace the value of a string. This is an integer but saved in string. Eg: i am getting the value as 123.345 the i need to get the value as 123 only. I want to replace value after . with '' ...
1
vote
2answers
51 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"...
1
vote
2answers
1k views

Formula for IF statement with NOT CONTAINS error

I am having issues with a formula that uses NOT(CONTAINS and AND below: IF(NOT(Contains("House:platform SF.API:Chris:NULL",Business_Manager__c)),Business_Manager__c, IF(CONTAINS("House:platform ...
1
vote
1answer
35 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 ...
1
vote
1answer
363 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?
1
vote
2answers
493 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 ...
1
vote
1answer
132 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 ...
1
vote
1answer
3k 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 ...
1
vote
2answers
1k views

Assign selected picklist value as a default value to my Text field?

I want to assign selected picklist value as a default value to my Text field. I am having a Select_Option__c field on Lead and a Enter Detail text field. I also want to add the selected value of ...
1
vote
2answers
1k views

Show field history on Accounts page

I am working on a SalesCloud application for a non-profit. In the Accounts there are 2 custom fields, Amount Fundraised (by that account) and # of Coats Shipped (to that account). These numbers change ...
1
vote
1answer
18 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
74 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 ...
1
vote
1answer
158 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)];...
1
vote
1answer
780 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 ...
1
vote
1answer
120 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/...
1
vote
0answers
24 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
23 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
0answers
18 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 ...
1
vote
1answer
34 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 ...
1
vote
0answers
21 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, ...
1
vote
0answers
31 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
0answers
29 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 ...
1
vote
0answers
55 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?
1
vote
2answers
316 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 ...
1
vote
0answers
38 views

which salesforce edition should i purchase and which licenses?

I am new to salesforce and my clients wants to implement salesforce for maintaining their clients, they want basic functionalities so which edition should i suggest? For example i have 5 sales ...