what the hell i have re mapped more then 10 times but it still showing like this only
#Trailhead Challenges #Salesforce Maps #Mapping #Contact Mapping #Lead Conversion Field Mapping
Hi Jithin,
I am a member of Trailhead Help, Can you please let us know if it's related to the Trailhead module? If yes, please help us with the Trailhead module and share the URL of the unit.
Thank you!
++TrailheadHelpFollowUp
So SF Maps isn't reading the majority of the Leads in our Org and I have no explanation as to why.
To test the validity of the addresses, I created a custom object with just lead names and addresses (I called it 'Map Points') and SF Maps plots all of these 13,000 records accurately.
So we know that:
What I've tried:
What's even more perplexing is that there are cases where the "Maps Nearby Map" component on the Record Page correctly plots a point, but the SF Maps app does not. This makes no sense, as they're using the exact same data and method. As far as I can tell, SF Maps is randomly choosing not to plot markers for certain records and there doesn't really seem to be a rhyme or reason as to why.
Does anyone have any idea what's going on?
Okay, so I think I figured it out. A couple of notes here for people who are trying to configure SF Maps as well.
Hi,
We use account engagement.
On Salesforce, I added a custom checkbox type field “registered in the customer area” to the Contact object. The default is Unchecked.
In Account Engagement, we have added a custom “customer area registration” field (see screenshot)
A scenario has been defined and must be launched when the field value is true
However, when the box is checked on Salesforce, nothing is launched.
Can you help me ?
Try changing the field type in Account Engagement to radio button. It's what's generally recommended to match to a salesforce checkbox. See details here.
Hi
We are trying to delete data stream but keep hitting the below error. The remove mapping field seems to be blacked out. TIA
#Mapping #Data Cloud #CDP #Marketing #Marketing Cloud
Hi @Esha Jones
Before you delete this data stream you need to remove the mappings that are created by the data bundle and the underlying data lake object of all of its dependencies. When attempting to delete a mapping that is mapped to a primary key field on a Data Model Entity in Salesforce Data Cloud using the "Manage mapping" button, the error "Please try again.
To remove primary key mappings from a data model entity, click the "Remove Mappings" button from the Data Model Entities screen on the right-hand side. Note this removes all mappings from the Data Stream to the selected Data Model Entity.
Although the S3 connector does support conditional deletion, which means that you can delete the data stream without implicitly deleting the underlying DLO. Refer to both links for a better understanding of how to delete data stream.
https://help.salesforce.com/s/articleView?id=000394823&type=1
https://help.salesforce.com/s/articleView?id=sf.c360_a_delete_data_model_object.htm&type=5
My company just moved to Salesforce Essentials from our old system, Vtiger. I was reasonably competent in Vtiger but was not there for the setup. This is my first exposure to Salesforce of any kind, and of course, setup and administration have fallen to me.
When I need to figure out how to do something, it is frustrating to have to wade through all of the articles that explain how to do that particular task, looking for the few which are for, or include Essentials.
Is there a resource – book, blog, etc. with extensive, up-to-date info on administering Essentials?
Thank you for posting in our Essentials Community and welcome to our Ohana!
There are many resources available for the Essentials Edition specifically:
1) Our Hands On Workshops & Training Videos Website
https://essentials.salesforce.com/workshops/2) Our Essentials Success Hub
http://pages.mail.salesforce.com/gettingstarted/salesforce-essentials/3) One of the best videos to help you get up and running with the basics setup features is the 'Setting up your Organization'
https://essentials.salesforce.com/workshops/?video=setupLet me know if you have any specific questions, or how we can continue to assist you in your Essentials journey.
Looking for help on creating a mapping for webform values to values within SFDC. We use ISO codes as integration values for state and county but want to leave the full name State and County on our webforms. Then map to the ISO codes when syncing to SFDC
I do this often and have a few different ways to do this.
Start by looking at that form. You can have the full names as the form LABELS and the ISO codes as the form values. Standard practice for form dropdowns.
Other options:
Automation rules work, but you end up using them all to solve this.
It takes me about 6 hours to build an Engagement Studio program to do the if this value, change to that value pairs. (Super secret trick, engagement studio doesn't need to send email at all - I use it like process builder but for Pardot)
I also wrote API code to solve this issue.
https://thespotforpardot.com/2019/02/14/a-v-day-gift-fixing-state-country-mismatches-between-salesforce-pardot/I have a much more advanced version of this code that my clients use to solve this - plus a lot of other little nuances that we encounter with Pardot data.
Mapping isn’t just for reps to plan their days or managers to plan territories —it’s a useful tool for executives as well. Mapping can be used as a visual reporting tool, making reports more digestible and understandable at a glance. Here are some ways executives can get the most out of mapping technologies.
Does anyone have any ideas on how to map responses onto the case record? I would like to be able to have the responses that are answered end up as a field on the case record. I have the lookup added to show the survey invite as a related list but that is not really as useful as having it on the case record it's self.
Hi, How do I bypass the mapping error to continue with importing?
Hey Pardot Experts!
My question is all about creating custom fields. I tried to create a field in Pardot called Salesforce Lead Status in Pardot. I wanted to be able create this custom field to then create a dynamic list that would help us suppress mailings to leads whom we've disqualified because they don't fit our ICP or they work for competition. I tried to do this and we mapped to a field for lead_status_c and one called lead_status and we found just about every other lead status vlaue (and some we don't use, like 'junk') but those two when we mapped to it. There was also another choice that was similar, but again did not have the right field values (Diqualify Doesn't Fit ICP and Disqualify Competition). I'm assuming that there isn't a limit to the fields, considering it added one our company does not use in Salesforce. Is there a limit to field vales when you look at a field to which to map? Is there another reason why we're not seeing the correct field values?
Thanks for the (pre-emptive) help!
Greg Cameron
Marketing Manager
Glance Networks
Well, there's a default Salesforce field for Lead status already. It has API name of just 'Status' but I think the Label (pretty name) is Lead Status.
If you have a bunch of fields and can't figure it out... then most likely you have Pardot already mapping to it. (if you already are mapping to it, then you won't be able to pick it again, you know?)
So back where you were, under Admin > Configure Fields > Prospect Fields.
And in the Custom fields, look for the column for
SALESFORCE.COMFIELD NAME.
The name in that column is the API name in Salesforce.
Look to see if you already have a Pardot field mapping to a Salesforce field name of just 'Status.'
Or look for other fields mapping to your new Salesforce custom fields. See what you have.
