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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103 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 ...
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1answer
660 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 ...
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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?
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1answer
48 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 ...
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2answers
513 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 ...
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2answers
319 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 ...
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1answer
361 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 ...
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1answer
63 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 ...
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1answer
797 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 ...
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2answers
351 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
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1answer
309 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 ...
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1answer
125 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/...
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1answer
147 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 =...
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1answer
44 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 ...
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3answers
535 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 ...
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1answer
135 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 ...
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1answer
299 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. ...
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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 ...
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1answer
559 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 ...
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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 ...
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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 ...
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1answer
133 views

Not able to register for Sales Cloud Consultant certification? [duplicate]

I have a Platform Developer 1 certification and a DEV401 certification . Currently i have applied for Platform App Builder Transition Certification . I am unable to register for Sales Cloud exam ? do ...
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1answer
688 views

Sales Cloud and Salesforce CPQ

What is the difference Sales Cloud and Salesforce CPQ. Is there any difference in their licenses. Do sales cloud licience is enough to work on CPQ.
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1answer
815 views

Salesforce Console for Service vs. Salesforce Console for Sales

When accessing/using Console, what is the difference between: A. Giving a user Service Cloud User (which you can provide using the check box in their profile); B. Sales Console User permission set ...
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1answer
163 views

Usage of Profile Center with Salescloud (MC Connector)

This might be a simple question, but I'd like to understand what are the implications of integrating SalesCloud with MC in terms of the Profile Center. For example, if a contact updates his/her ...
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1answer
34 views

How can I monitor the user downloading crucial data of company (e.g customer list) using FairWarning app in Salesforce? [closed]

I have installed FairWarning App through AppExchange. How can I track the user(s) who download/export the company's crucial data, say, Customer list using FairWarning App?
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1answer
451 views

Roll back data on a record if rejected via approval process

Is there a way to roll back the changes (data) if the record is rejected by the approver using standard approval process in salesforce? I've checked and it seems there is no OOB to do this. Is trigger ...
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1answer
249 views

what are the steps to retrieve using package.xml?

I have created package.xml file as below. As I want to retrieve using package.xml. Can anyone provide me any step by step instructions to retrieve and deploy using this package.xml file? I could how ...
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1answer
293 views

Display value of alias column from a query in a VF pageblocktable

I have a SOQl query calculating the distance between two sets of coordinates. In the select statement the alias name for this calculated distance is ‘dist’ I have a pageblocktable in my visual force ...
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1answer
18 views

Pipeline Report

How can I build a report that tells me how much pipeline has been added to Salesforce by week and by agents? Historically speaking, I want to go back and look at the last 6 months.
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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?
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1answer
239 views

Ability to export the History Tracking details of a custom object to excel

Is it possible to export History Tracking details of a custom object to excel?
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1answer
244 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 ...
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1answer
22 views

How to setup the sub query to get parent and related list data

BOG_Committee_w_Membership__c has a lookup field to BOG_Committee__c. I need the fields 1) BOG_Committee__r.Name, BOG_Committee__r.Official_1__r.FirstName, BOG_Committee__r.Role_1__c, ...
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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 ...
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1answer
467 views

Importing accounts and contacts from Salescloud into Marketing cloud via import activity

When i am importing Accounts(standard account object) from Salescloud in marketing cloud via import activity it's getting saved under My Data extensions, however when i import contacts (standard ...
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1answer
143 views

To find no of (count) unique accounts from the campaign member related list

How to display no of (count) unique accounts from the campaign member related list on the campaign detail page. [P.S: If two campaign members belongs to the same account it should count the no of ...
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1answer
1k views

Not able to complete Trailhead Challenge - Process Automation()

Continuous Error Not able to complete the following challenge - Following are my screenshot - Workflow Rule Field Update Task
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1answer
2k views

How to restrict uploading exe file in salesforce

How to restrict exe file upload in salesforce using configuration ?
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0answers
23 views

Cant access escalated cases in queue

This may seem a simple question, I have a case in a queue as escalated i have full access to the queue, record type ect but i am getting an insufficient privilege message. I have tried extra sharing ...
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0answers
208 views

Need to get the Products Standard Salesforce Object added to SFMC Data Stream

You know this is a good one because it's almost Christmas Eve, but I'm driving myself crazy here. I have a Salesforce Marketing Cloud account that is using the V5 Salesforce Connector. Everything ...
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1answer
490 views

Integration between Sales and Marketing Cloud

One of our potential prospect (high-end travel industry) is using sales cloud, targeting to use marketing cloud in upcoming future. There are many personal data fields stored in their existing sales ...
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1answer
53 views

Sales Cloud EE license

We have a few users with Sales Cloud EE users. We are looking to potentially switch a few of the users to chatter users. Can we swap that user type and go from Sales Cloud EE --> Chatter plus or ...
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1answer
286 views

WHat are the resources to learn Salesforce Sales CLoud/Service CLoud/Marketing CLoud? [duplicate]

Please help me with appropriate resources to learn about Salesforce Service cloud Sales cloud...Are there any work books ?PLease share the link
3
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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 ...
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1answer
285 views

Does not appear sales cloud console in developer org

I have selected the service cloud user´s option on user's record, but does not appear the services cloud console app, neither the sales cloud console app in my developer org
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3answers
830 views

Avoid SOQL inside For loop in trigger

Hi I'm new to Salesforce Please Help me the Following SOQL Avoid in FOR loops. Issue: When We Update Read__c (Checkbox) Field in Book sObject and In Cases Update (Recent_Record__c) field. Thanks in ...
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2answers
1k views

Apex Trigger for Creating a New Account Record when Custom Field on Custom Object is UpDated

G'afternoon, I have spent the last week trying to write this code in my Dev Sandbox and keep getting random errors. This is my first attempt at writing an Apex Trigger so I apologize if it seems ...
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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 ...
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1answer
103 views

cloud converter app error message

Cloud Converter Cannot Continue Message: Couldn't execute metadata binding create. (UNKNOWN_EXCEPTION: Async job could not be executed). Trying to upload a new Object using excel worksheet into ...