10 votes
Accepted

Salesforce B2C vs B2B

Salesforce is primarily set up using a Business to Business (B2B) model as compared to a Business to Customer (B2C) model. It uses Accounts to represent a Business and Contacts to represent ...
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  • 40.4k
8 votes
Accepted

What to expect in the Sales Cloud exam?

Sales cloud examination ,you will need to put your consultant hat .The first and foremost thing that you should be aware of is "Typical Sales Cycle".Right from campaigning to opportunity closure you ...
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7 votes

Salesforce Integration - An exception occurred while saving the integration

I've seen this error a bunch of times and the only solution that has worked 100% of the time is to delete the package and reinstall. But you should follow these steps below before deleting and ...
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  • 4,343
7 votes
Accepted

Data Extension Synchronisation of child BU

Yes, but you would have to upgrade to multi-org. With multi-org, you would be able to connect the parent with your Salesforce org using one API user and choose which objects should synchronize, and ...
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  • 10.4k
6 votes

How can I see emails sent from Marketing Cloud on Salesforce Records?

This is a standard feature of the Marketing Cloud Connector. It is built by default to transmit the tracking information back to Salesforce. Here's what you need to do In Marketing Cloud - Tracking ...
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5 votes
Accepted

Salesforce: Log in as other user

Please follow below instructions to Enable the "Organization Admins Can Login as Any User" feature: Enable the "Organization Admins Can Login as Any User" feature With this feature enabled, ...
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  • 13.3k
5 votes
Accepted

Replacing Salesforce Marketing Cloud Connect with REST API

I will not recommend replacing the Marketing Cloud Connect, with REST API. If your use case is sending a confirmation email, when e.g. a new consumer is created as a contact, you can either use ...
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5 votes

Bidirectional Data flow between SFDC and SFMC

Nope, nothing out of the box apart from the things you mentioned. Here's a little visual I did some time ago showing all the OOTB data synch features of Marketing Cloud Connect. Anything beyond ...
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  • 10.4k
4 votes
Accepted

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

There is no way to programmatically get a specific status that is has a Status Category (StatusCode) of Activated ('A') or Draft ('D'). If you don't care about the specific status but just that you ...
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  • 28.7k
4 votes
Accepted

How to restrict uploading exe file in salesforce

We can control the download behaviour of the files using configuration(Point & Click). However as far as i know we do not have any standard declarative way in which you can control the file to be ...
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4 votes

Marketing Cloud Campaigns Vs Sales Cloud Campaigns?

They are entirely different features to start with. In Marketing Cloud the 'Campaign' is just a way to tag your content with a keyword to easily find related content and activities, and see it on ...
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  • 5,372
4 votes
Accepted

Querying sales cloud object

You can't do this in Query activity, however it is possible in AmpScript (e.g. in an email or CloudPage). You can a.o. fetch all leads where their region is set to 'west': %%[ var @rs Set @rs= ...
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4 votes

Correct Sales Cloud life cycle understanding?

Can you all tell me whether this flow/understanding is proper? Also if you have much more detailed & simplified flow charts, please do share. You can see the precise ERD (Entity Relationship ...
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  • 433k
3 votes

Salesforce: Log in as other user

Verify if that user is active by navigating to Setup > Administration Setup > Manage Users > Users. Locate your user in list and verify Active column is checked. Verify if user has granted you login ...
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  • 745
3 votes
Accepted

manual sharing in partner community

You can't share an opportunity with a user you don't have permission to see can you? If your Partner Portal Users aren't visible to one another, then manual sharing isn't going to work for them. You'...
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  • 40.4k
3 votes

Avoid SOQL inside For loop in trigger

i think that your better solution is dont use a query public static void mostRecentRead (List<Book__c> bkList){ Case[] updateCases = new Case[]{}; for(Book__c b : bkList){ if(...
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  • 1,498
3 votes
Accepted

Salesforce history log

Does anyone know if Salesforce keeps a history log of record changes and is able to provide that for a fee? They can provide a log of records that were changed via Historical Event Logs, but that ...
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  • 433k
3 votes
Accepted

Salesforce Contact's Email Sends empty

The Email Sends list will only populate with email sends made to individual contacts / leads. If it's added onto the page layout, you will see that Send Marketing Cloud Email link in addition to the ...
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  • 2,075
3 votes
Accepted

Email Address updated in Sales Cloud, MC Email sent to Old Email address

You can set up a scheduled automation that reads the updates from the synchronized data extensions and writes them to the All Subscribers list. The necessary activities in the automation are: SQL ...
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3 votes

How do we scan barcode in Salesforce?

In my experience, handheld scanning devices act just like any other input device. Simply put your cursor in the field where you want the bar code's numbers and scan the barcode. The numbers will show ...
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3 votes
Accepted

why i'm seeing "Standard page view" & "Standard page edit" link on every visualforce page

Figured it out, this is due to another chrome extension. I removed it and those links doesnt show up anymore.
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3 votes

Email Delivery Settings Salesforce

Someone from System Admin profile has activated Email Relay. So, before activation, you will see a menu link (Email Relay Activation). After clicking that link following screen is displayed. And ...
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3 votes

How to see tracking of emails sent through marketing cloud in sales cloud at lead & contact level?

If you have already done the integration, you are just probably missing this step: https://help.salesforce.com/articleView?id=mc_co_update_page_layouts.htm&type=5 You can find all the info about ...
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3 votes
Accepted

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

Run a script in Automation Studio in SSJS: <script runat="server"> Platform.Function.TreatAsContent(Platform.Function.ContentAreaByName("contentarea")) </script> Then in the Content Area,...
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  • 4,343
3 votes
Accepted

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

Synchronized Data Sources work with the Sales or Service Clouds. So you do not need to have both. Documentation on Synchronized Objects can be found here: Synchronized Data Sources
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  • 1,255
3 votes
Accepted

Is it possible to inject a contact into a Marketing cloud journey based on an event in SalesCloud?

It is indeed possible and very simple. You should use Salesforce Data Event in Journey Builder: A Salesforce Data Event is an action in Sales or Service Clouds, such as creating or updating an ...
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3 votes
Accepted

Facebook to Salesforce Sales cloud / Service cloud Integration

First of all, depending on what actions you would like to take with those leads, remember that some form of consent is needed in order to send them an email, etc. Grabbing everyone who liked your fan ...
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  • 10.4k
3 votes
Accepted

Not getting custom field on Add Contact Roles

This is quite doable (in Lightning only). When editing the OCR page layout, you have to edit the Multi-Line Layout, not the layout for the OCR detail page. This is covered in a Knowledge Article
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  • 62.3k
3 votes
Accepted

Marketing Cloud journeys from MC connect

Well.... "it depends". If your journey is relying alone on the journey data, and you don't have any contact deletion process in place, the contact will just continue through the journey. If there are ...
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2 votes

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

Mohith mentions "field service management" as being included with Service Cloud. This is a bit squishy. I wouldn't say that there is anything that is inherently Field Service-y about service cloud. ...
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