Questions tagged [sales]
The sales tag has no usage guidance.
100 questions
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Best way to show a field that queries data from other object based on field selections?
Use case is: I have products that have different prices from different suppliers. Maintaining several pricebooks is too complicated and we would need multiple pricebooks for Opty and orders. So we ...
- 1
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5k
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Billing State/Province and Shipping State/Province picklist values not popualted for Japan Country addresses
Billing State/Province and Shipping State/Province picklist values not popualted for Japan Country addresses tried with diffrent address
- 87
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77
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Best practice: Architecture for accounts with many locations 10k+
I'm facing an architectural design where a company could have more than 10k locations, and I would like to save the location data, according to this link it's a good practice to use a hierarchical ...
- 43
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19
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Need to create a specific workOrder when Maintaince Plan is created
I need help with some stuff, I need to create suppose 5 workOrder when the Maintain Plan is created via APEX ?
When i access it's field's via apex it give me error.
I have the Field Level Access (...
- 31
2
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32
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What's the meaning of "Subscribed For Tracking" field in a triggered send?
I am copying a triggered send from env1 to env2 recreating it manually.
On env1 I saw that it contains this:
Please what is the meaning of it?
When this field is assigned to true?
Thank you
- 350
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1
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8k
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What does "Use" mean in Organization-Wide Defaults of Pricebook object?
I was looking for OWD Settings for Product2 object and found that OWD for Product2 is managed by Pricebook object.
On checking the defaults in Pricebook object, it is set at Use unlike others which ...
- 65
2
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1
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411
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Why lookup reference Ids not cleared on deletion?
If I delete the quote record "Synced Quote" field on opportunity does not clear the value. Because of this any further update on Opportunity fails with "Invalid Cross Reference Id" exception.
At ...
- 398
1
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175
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Double completed date fields in Activity fields
I have strange thing on my salesforce, in Activity Custom Fields section there is only one "Completed Date" field
but there are 2 same completed date fields in my custom report type with Primary ...
- 133
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1
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1k
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Cannot deactivate record type because it is referenced by other entities
I am attempting to deactivate an account record type in my Salesforce org, which is not referenced by any Profiles, Apex Classes, or Flows/Process Builders. When I attempt to deactivate, I receive the ...
- 161
1
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0
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4k
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How to trigger flow when the record is new or changed
I'd like to know when is the alternative method when using formula, ISNEW() and ISCHANGED() in the flow builder.
Here's what I already know:
ISCHANGED()
1) Compare CreatedDate <> ...
- 13
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59
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Why is Actual Revenue field wrong?
I've created an opportunity report using the Actual Revenue object, but the accounting department noticed that the amounts shown are consistently wrong by varying amounts. Where does that field get ...
- 23
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1
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364
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Use CRM field change to act as a trigger for a contact getting into a SFMC journey
I'll appreciate your help,
We have already established MC connect to our client's CRM (SF Sales).
In the CRM, we have an Object that is connected to a second object.
We want that a certain change in ...
- 11
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vote
1
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3k
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Can we select server location of salesforce?
Is it possible for us to select specific location of Salesforce Sales cloud while purchase ?
i.e. : Server should be at Ohio.
- 286
2
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0
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36
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Can we rename the message appeared in the Activities
Is there a way to rename or change the highlighted message in the below image.
- 3,392
1
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178
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Setting due dates for autogenerated cases
Based on a business days value (1 = business day 1, 12=business day 12) and taking account of the below I would like to generate a due date based on a created date.
- Default business hours,
- ...
1
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0
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845
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Lightning Scheduler for the external web page
We have enabled lightning scheduler in our org and we need to add the scheduling app in our external website.
I have setup all the things given here, but still I can't see anything in my external ...
- 3,392
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3k
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Account owner not able to add Account Team
I'm facing a issue where an Account Owner is not able to add Account Team Member.
He is able to see all the users but still after clicking Add Team Member button, option to select user is not visible.
...
- 3,392
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sfdc.keystone.catalog.core.impl.StorePools$ExtentInNoStoreException Error
Has anyone come across this error? The only clue I had were exception emails received and had the following detail:
Developer script exception from Org : 'InvoiceUtility' :
sfdc.keystone.catalog....
- 557
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14
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Internal Server Error on Twilio Component to Send Bulk SMS to Campaign Members [duplicate]
We have installed Twilio App for Salesforce and configured it. The 1 to 1 Contact message is working fine, while Bulk SMS to Campaign Member is showing Internal Server error as below:
Error ID: ...
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1
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31
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Salesforce introduction for Sales people [closed]
I need to give an overview of the Salesforce platform to Sales people in my organization. What topics should I cover and are there any readily available guides?
- 910
2
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1
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60
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Process Builder is not updating all the fields
Thanks in advance.
I have a process builder which will update 5 different fields as an update action
Once the user gives Year1 and x value it should calculate the values for all other year fields. ...
- 61
0
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989
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get Sales Order Line on Rest API
I created some Sales Orders and Sales Oredr Line on Sainbox.
I get Sales Order on Rest API
(https://cs20.salesforce.com/services/data/v45.0/sobjects/Sales_Order__c/a1Jm0000001u5ttEAA) - return Sales ...
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3
votes
1
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1k
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Can we purchase Apex Classes in Professional Edition
I want to know if we can purchase Apex Classes in Professional Edition.
I know we can purchase Workflow rules at an additional cost, wanted to check if same is also applicable for Apex classes.
- 3,392
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Sum of opportunity amount on account records [duplicate]
I have one field that calculates last year's sum of donation amount using a managed package. My requirement is to create a new field on Account object to calculate sum of total opportunity amount from ...
- 21
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112
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MCC for Sales cloud
We are going live with MCC in a few Days.
During Installing the Package we need to Perform this step
'After login, select who to install the package for.'
https://help.salesforce.com/articleView?id=...
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2k
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Sales Path deployment issue
A new stage has been added in Opportunity and a new Sales Process is been created for which the stage value available for edit is updated. A sales path is created for a record type where the new ...
0
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0
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625
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Find state from Area Code
Our leads come in with just a phone number. I am looking to populate a custom field for the Lead State based off of that area code. I have already added a custom formula field to populate the time ...
- 49
0
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1
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520
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You cant view this page because you don't have permission or because the page isn't supported on mobile devices Salesforce
I have a process builder which does a chatter posts on a user's home page upon satisfying some conditions. The chatter posts consists of a link also which upon clicking re-direct the user to the ...
2
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1
answer
481
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?
- 405
-2
votes
1
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273
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Website Behavior Data in Sales Cloud
We have a business using both Sales Cloud & Marketing Cloud. We'd like to know what our leads did during their visits on our website (pages visited, documents downloaded, etc.). What is the best ...
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744
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'No Related list to Display' error in Salesforce lightning Expr for only one User
We have a User who can not see related list of the Opportunity (Classic and Lightning both) though he owns few records if not then he is there as Sales team member in Opportunity. He is getting an ...
- 357
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192
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Lead Sharing within Teams
I am in a fix, looking for some Salesforce admin support on Lead Sharing. We got high numbers of TLs & then thier Teams. Sharing/Access to leads with Role hierarchy or creating groups would be an ...
- 63
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2
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244
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Add the contents of an autonumber field in the lead object as a suffix to a custom field in the lead object
I'd like to add the contents of an autonumber field in the lead object as a suffix to a custom field also in the lead object.
I have an autonumber field called Enquiry Number. S-{000000}
I also have ...
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1
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76
views
Sum up all the Unit cost from Asset to Account
I am having a Unit Cost field in my Asset. There can be multiple asset for single account.
So, Now i need to add all the Unit Cost associated in Asset to Annual Revenue in Account.
No 'Roll up ...
- 1,727
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2
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3k
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remove duplicate from list and create non-duplicate id set
I am trying to remove duplicate and creating a set and list with non duplicate values related to field ord__c . Trying to minimize the code as far as possible. Let me know if I can handle the same ...
- 2,593
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1
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4k
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Receiving with ?????? in instead of Japanese characters
When I am trying to send mail with the Japanese template through email message code, I am getting ??????? in the subject line instead of Japanese characters.
The template works fine when I use it ...
- 65
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2
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132
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Apex performance issue - Happening in the first time in 6 AM to 9 AM in EST
I am attaching debug log which is showing CPU is all most hit limit.
Number of SOQL queries: 2 out of 100
Number of query rows: 5619 out of 50000
Number of SOSL queries: 0 out of 20
...
1
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1
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428
views
Not able to find sales path setting option in the setup menu
I am not able to find sales path setting option in the setup menu.
2
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1
answer
3k
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Removing Duplicate from map
I have created a map of type
Map<Id, Set<Id>> missingProduct= new Map<Id, Set<Id>>();
Set<Id> prd = new Set<Id>();
However on running the loop and storing the ...
- 2,593
0
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41
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How can we get Realtime Sales Alerts
How can we get Real Time Sales Alerts and deals and how to Connect our salesforce to customers in just one click?
0
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1
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2k
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Deployment - Picklist - Opportunity Contact Role
I am trying to deploy a picklist item on Opportunity Contact Role, as you can see as follows:
I cannot find that item in "Component Type" list.
How can I add that picklist item to the outbound ...
- 1,606
0
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2
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2k
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Unit test - testing emails
I need to create a unit test class that will check if an ongoing email is having set the bcc and the cc, and also if the subject has been set.
I know I can get some details from the emails, as ...
- 1,606
2
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1
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51
views
Preventing record creation for a specific time without code
I have a simple problem and I don't want to use any code whatsoever.
I have a custom object "GIFT__c" as detail to the Account object. I created a field in the custom object named "Color" with RED, ...
- 23
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3
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2k
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How to deal with partially won opportunities?
This is what a typical sale looks like at our company: a customer contacts a sales person, requesting a quote for a number of products. These products are comparable, differing in e.g. brand or ...
- 4,453
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1k
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Email to Case Premium with Sales Cloud License
Can I install and use Email to Case Premium App without having the Service Cloud License. I have a client that only has Sales Cloud and want to use some of the Cases functionality.
Thanks
Sanchit
- 422
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1k
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Sales Cloud or Service Cloud
This may be a very basic question but once I login to an org how do I determine if it's on Sales or Service Cloud?
Items checked - In Company Information , Service Cloud licenses are there .
- 847
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59
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Apply an elevator pitch and CTA above the fold on a webpage [closed]
Not to sure if I'm in the write place but I'm a web designer trying to expand my skills into marketing and copyrighting.
It can take anywhere between 3 to 8 seconds for someone to decide if your ...
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417
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Is there any way to enable global search for custom object without creating tab or without exposing tab to user
I am trying to enable custom object in global search without creating tab. I think that is not possible.
http://cloud4good.com/announcements/best-practices-for-using-salesforce-global-search/
As per ...
- 3,212
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63
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Account - Setting a constraint on accounts that need to be converted into partner accounts
There is an option on the Account object called "Enable As Partner", as you can see below:
I want to allow users to convert an account to partner as long as this account has an Account Primary ...
- 1,606
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67
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Mismatch in the fields viewed from setup and workbench
I am looking at the fields on Order Product (OrderItem) from setup and from workbench. On #1 there is a product lookup which is not present when viewed from workbench #2. Same is with pricebookentry ...
- 3,212