Questions tagged [sales]
The sales tag has no usage guidance.
95
questions
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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
3
votes
1
answer
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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.
- 3,350
3
votes
1
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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
3
votes
0
answers
3k
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Lack of Opportunity Queue - What's the best workaround?
Salesforce does not have the functionality to assign and Opportunity to a queue. Looks like the feature has been requested and discussed a lot on Salesforce Ideas - https://trailblazer.salesforce.com/...
- 1,307
2
votes
1
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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
votes
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 ...
- 2,583
2
votes
1
answer
59
views
OpportunityFieldHistory in Apex test class (field tracking - NewValue)
i'm new to learning about Apex Test Class.
I have business logic that needs to check the value of 'OpportunityFieldHistory' == 'ClosedWon' in a class to create a record (Contract).
I'm making a test ...
- 43
2
votes
1
answer
479
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?
- 395
2
votes
1
answer
47
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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
2
votes
1
answer
58
views
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
2
votes
3
answers
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 ...
- 4,047
2
votes
0
answers
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
- 340
2
votes
1
answer
325
views
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
2
votes
0
answers
33
views
Can we rename the message appeared in the Activities
Is there a way to rename or change the highlighted message in the below image.
- 3,350
2
votes
0
answers
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 ...
- 21
2
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0
answers
370
views
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 ...
- 3,170
1
vote
1
answer
4k
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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
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1
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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.
- 266
1
vote
1
answer
2k
views
Submit button in LWC for submitting fields from Various objects
I have a requirement and i am stuck with it.
Description:
I have to create a Custom LWC form where the form should contain fields from various objects using lightning-edit-record-form but i need a ...
- 473
1
vote
1
answer
171
views
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
vote
1
answer
4k
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How to check if the Salesforce org is using "Salesforce Express Connect"?
I wanted to know if there is any way in Salesforce to check if "Salesforce Express Connect" is being used.
Currently, I am not sure if we can check anywhere in Salesforce org to confirm if &...
- 646
1
vote
1
answer
1k
views
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
1
vote
1
answer
424
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.
1
vote
1
answer
52
views
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 ...
- 3,170
1
vote
0
answers
487
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Change State and City of Standard Lead Address Fields to Custom Dependent Picklists
We are using the standard Address field on Lead currently, while sales manager complains users input various wrong data for State and City in either English or local language, and he wants to replace ...
- 11
1
vote
0
answers
394
views
Salesforce integration of quip (Free trial)
Hello i want to integrate Quip in a salesforce sandbox to create a Proof of concept for a client. I created a quip domain with the free trial. Than in the domain i linked it to my salesforce sandbox. ...
1
vote
1
answer
158
views
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 ...
- 123
1
vote
0
answers
4k
views
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
1
vote
0
answers
52
views
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
1
vote
0
answers
822
views
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 ...
- 3,350
1
vote
0
answers
701
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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
1
vote
2
answers
129
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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
...
0
votes
2
answers
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 ...
- 1,554
0
votes
1
answer
31
views
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
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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 ...
- 2,583
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 ...
- 1,554
0
votes
1
answer
51
views
Error: Apex Trigger - Read only record (Opportunity/Quote)
I'm taking my first steps in Apex.
I'm trying to make a trigger with bulk that has the following requirements:
The opportunity should be advanced to the 'Value Proposition' as soon as it has your ...
- 43
0
votes
1
answer
636
views
Flow - Copying one Field Value to Another Field
I just want to preface this by saying I am new to building out flows, so lots of trial and error, just wanting to guidance and advice!
I am wanting to create a flow that copies a currency(numeric) ...
- 21
0
votes
2
answers
242
views
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 ...
0
votes
1
answer
1k
views
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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votes
1
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128
views
Advanced lookup filter logic on Opportunity
I have a business requirement (US) stating that when creating an opportunity record, I should be able to select in the Account name lookup field, only the accounts that either I own or in which I'm a ...
- 103
0
votes
1
answer
153
views
Tracking A/B Test Marketing cloud in Sales
We have done some A/B testing and we have not been able to generate any kind of object in Sales like the IndividualEmailResult of the normal mailings.
I don't know if there is any way to collect this ...
- 25
0
votes
1
answer
481
views
Account Forecast VS Advanced Account Forecast in Manufacturing Cloud
What is the significant difference between an Account Forecast and an Advanced Account forecast in the Manufacturing cloud?
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25
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Limiting the options in an Opportunity to a linked Account?
We have sales reps approaching different school sports teams. Rather than making a different Account for each team, we have one account for the school and a list of sports that are present at that ...
- 107
0
votes
3
answers
1k
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How to remove company field from lead?
I searched but there is no option to remove company field from lead. I made a look up field for account to relate desired account with lead. so I no need to have company field. But it is required ...
- 1
0
votes
1
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7k
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Could not retrieve the username after successful auth code exchange. Due to: The REST API is not enabled for this Organization [duplicate]
I am trying to setup Salesforce connection with VS code . Getting below error when trying to authorize :
Could not retrieve the username after successful auth code exchange. Due to: The REST API is ...
- 1
0
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1
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6k
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Error: Compile Error: Comparison arguments must be compatible types: String, List<String>
I'm facing an issue with the below code. Can anyone help me to fix the issue.
Error : Error: Compile Error: Comparison arguments must be compatible types: String, List at line 30 column 20
Error line ...
- 25
0
votes
1
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5k
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How we can deploy einstein bot from one sandbox to other sandbox using change set?
I want to deploy my Einstein chat bot from one sandbox to other sandbox using change set. Can someone help me the steps how we can deploy chatbot using change set ?
- 1
0
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1
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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.
...
- 3,350
0
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1
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921
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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 ...
- 1