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13 votes
Accepted

Confused: Lightning Service Console only for Salesforce Classic?

I believe you've stumbled into a web of overloaded terminology and recent release changes. Here's a bit of history of the console naming and current state of affairs that I hope clears it up. Before ...
Paul H.'s user avatar
  • 1,338
11 votes
Accepted

Contact Data Decision Split for synchronized Salesforce DE leads to wrong path

Debugging results (together with Salesforce): I debugged this issue together with Dave Hacker, who is Sr. Technical Product Manager, Data Products at Salesforce Marketing Cloud. Concluding our ...
Markus Dang - formerly Slabina's user avatar
7 votes

what is difference between caseteams and queues?

A case team is simply a group of individuals working on a case; there are multiple people involved in the resolution of the case. For example, a case might need a service tech to take care of the ...
sfdcfox's user avatar
  • 495k
7 votes
Accepted

Pass line break to Long Text Field from Journey Builder

Instead of using HTML, you should use newline and carriage return: Concat("Example: ", @field1, "\r\n", "Example: ", @field2, "\r\n")
Lukas Lunow's user avatar
  • 21.7k
6 votes

How to sync (bi-directional) a field between service cloud and marketing cloud

There is no possibility of using the native connector for performing a two-way sync. Data from your Sales/Service Cloud will only be synced to Synchronised Data Extensions in Marketing Cloud. You have,...
Lukas Lunow's user avatar
  • 21.7k
5 votes

How Get Parent Field in Attachment?

There is a feature you can use in your own orgs, via a pilot feature, called TYPEOF, that allows you to get a parent field for a concrete type. That query looks like this: SELECT Id, Name, TYPEOF ...
sfdcfox's user avatar
  • 495k
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, ...
sfdc's user avatar
  • 13.7k
5 votes

Marketing Cloud SMS to Service Cloud Case

Maybe this will help someone else, as I had some trouble to find this in the documentation. If you want to save or further process an inbound SMS, you can use MSG(01) variable. Help (https://...
Björn Schubert's user avatar
4 votes

How to tell how many custom objects you can create?

On Enterprise Edition you have up to 200 Custom Objects permitted with up to 500 fields per object. With the Service Cloud licence this is not changed, but you need a Service Cloud licence for every ...
Dave Humm's user avatar
  • 5,111
4 votes
Accepted

How to deal with caseTeamMember Trigger

As a workaround, You can create a custom VF page which will take input from the user to add the members to a case and use it as List button. In the controller, You can validate the details before ...
sanket kumar's user avatar
  • 15.4k
3 votes
Accepted

Salesforce Email Quick action not shown in Case Feed View

Finally i found the Answer - We need to change "Email Deliverability" Settings to "All Emails" instead of System Emails or No Access.
Nirmallya Ghosh's user avatar
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 ...
Amit Jain's user avatar
  • 827
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'...
crmprogdev's user avatar
3 votes
Accepted

How can we maintain access to the creator a Case at all times, even when its owner has been changed to Queue

You should leverage Case Team functionality. Basically, whenever Case ownership changes you should add the user to a case team as member and provide read/write access to that user. Here is the ...
Santanu Boral's user avatar
3 votes

UPDATE VIEWSTAT not working in test class

This is probably covered as a known limitation of unit testing. As mentioned in Isolation of Test Data from Organization Data in Unit Tests: There might be some cases where you can’t create certain ...
sfdcfox's user avatar
  • 495k
3 votes
Accepted

Why should a Sharing and Visibility Designer split an account instead of reviewing the sharing rules for a UNABLE_TO_LOCK_ROW error?

I think I have to try to tackle this one because I passed that exam this morning! There's two layers, I think, to this sample question. One is that Salesforce is trying to see whether you're able to ...
David Reed's user avatar
  • 93.2k
3 votes
Accepted

Rest api version v45.0 not working

v45 is Spring 19. If your org is not on Spring 19 you won't be able to access v45 API. A quick way to see the which version your org is to just log in and see the loading animation. If this is the ...
Pranay Jaiswal's user avatar
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,...
Jackson Chen's user avatar
  • 4,725
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
Jeremy's user avatar
  • 1,265
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 ...
zuzannamj's user avatar
  • 14.4k
3 votes
Accepted

How to merge multiple RetriveSalesforceObjects call into one rowset variable in ampscript

There's no equivalent of the JavaScript array1.concat(array2) for AMPScript rowsets, so any method of building a single rowset from two rowsets is a bit clunky and will involve a couple of loops. Here'...
Macca's user avatar
  • 8,256
3 votes
Accepted

How to check if a Date is within Business Hours for Multiple TImezones

The easiest solution, if you are able to use Apex for this checking, is to first convert the user's date/time value to the business hours timezone then apply the check. Perhaps something like (you ...
Phil W's user avatar
  • 36.8k
3 votes
Accepted

Can i add Salesforce developer org or Sandbox Org into Social studio?

Yes, you can: Configure Social Studio Automate to connect to one or more Salesforce orgs. Once connected, you can enable automated rules to send posts directly to those orgs and open them as new ...
zuzannamj's user avatar
  • 14.4k
3 votes

Email Opt Out in SFSC and "Marketing Cloud Unsubscribe" impact different fields -- possible to reflect the same outcome?

hasOptedOutOfEmail is a field that is created from the Marketing Cloud Connect Managed Package and has effects on the integrated sends with Marketing Cloud, e.g. if you choose to send to campaigns / ...
Jonas Lamberty's user avatar
3 votes
Accepted

Is there a way to update Case Assignment Rules in bulk?

As you mentioned before you can indeed use the metadata api to retrieve your assignment rules thorugh the package.xml file like this for this it is easiest to use visual studio code and the salesforce ...
Gilhil's user avatar
  • 473
2 votes
Accepted

Service Cloud User and Feature License

The 'Service Cloud User' box has been around for quite some time. This is the permission that a user requires in order to get access to a console app. You wouldn't see this box if you don't have a ...
Paul H.'s user avatar
  • 1,338
2 votes

Subject line Chinese Character issue in Salesforce

It seems that there is a problem with the encoding. Go to Setup->Communication Templates->Click on the Email Template and check if it is set to UTF-8 for the email template. Alternatively you ...
Marc Zaharescu's user avatar
2 votes
Accepted

Initiate service cloud (console) macro using workflow/APEX

There is no way to execute a macro other than client-side. Other than a user manually clicking play or hitting enter from the widget, the only way to execute it would be by using the console's ...
Paul H.'s user avatar
  • 1,338
2 votes

Case Reason on Case Close layout

Case Reason is a picklist field and you can add custom values based on your requirements into this picklist. Salesforce allows that. In case if you need additional field like "Reason for Closure" (...
Santanu Boral's user avatar
2 votes

Pipeline Report

This should do you: Click "New Report" Expand "Opportunities" Click "Create" Find the column "Created Date" Click the small down arrow next to the "Created Date" Click "Group by this field" Click on ...
Patrick's user avatar
  • 121

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