商談オブジェクトに紐づく活動が何件あるのかレポートで抽出したい。どの様にしたらいいか。
#Salesforce Admin #Salesforce Developer #Sales Cloud
商談オブジェクトに紐づく活動が何件あるのかレポートで抽出したい。どの様にしたらいいか。
#Salesforce Admin #Salesforce Developer #Sales Cloud
Hi Barb,
I couldn't find a confirmed public Known Issue tied specifically to Winter '27 for this yet, so this may be new/unreported so far. A few things worth checking first, since these are the most common causes of activities suddenly disappearing after a release:
1. Setup > Record Page Settings — check if "Default Activities View" got reset to "Related List" instead of "Activity Timeline" (or vice versa) for affected users/profiles. Releases sometimes reset this default.
2. Check if it's a permissions/FLS issue on Task/Event fields specifically introduced by a release-related metadata change, rather than the timeline component itself.
3. Ask affected users to try Personalize view (gear icon on the Activity component) to reset their individual view — a stale personalized setting can also break post-release.
Reference:
https://help.salesforce.com/s/articleView?id=000388794&language=en_US&type=1
If none of that resolves it and you can reproduce it consistently, worth opening a case and referencing Winter '27 explicitly — if others in this group hit it too, it'll likely get logged as a Known Issue soon.
Hi ,
It appears there is a known issue regarding case objects.
https://help.salesforce.com/s/issue?id=a02g7000008VQKzAAO&title=activity-timeline-fails-to-load-for-users-lacking-read-access-to-the-case-object
Hi Salesforce Community,
I am working with Tamas Society, an Indian nonprofit organisation. We have received Salesforce Enterprise Edition (10 donated users) through the Salesforce nonprofit programme.
We want to integrate WhatsApp with Salesforce so that we can:
My question: Does our donated Salesforce Enterprise license include the required Messaging / Digital Engagement / WhatsApp functionality, or do we need an additional Salesforce product/license?
If an additional product is required, are there any free or discounted nonprofit options available through the Salesforce nonprofit programme?
I would particularly appreciate guidance on the exact setup path and any additional licenses/entitlements we should request.
Thank you.
#Sales Cloud
Hi Tamas Society team,
Confirmed: your 10 donated Enterprise Edition licenses don't include WhatsApp — that functionality lives in Digital Engagement, a separate paid add-on to Service Cloud Enterprise/Unlimited, priced per-user (retail ~$75/user/month). It's not bundled free with the Power of Us donated licenses.
Direct answers to your questions:
1. Do donated licenses include WhatsApp? No. You'd need Digital Engagement added on top of Service Cloud.
2. Is nonprofit discount pricing available for it? Yes — Digital Engagement is listed under Salesforce's Nonprofit Pricing page as one of the products eligible for discounted (not free) nonprofit rates through the Power of Us program.
What each of your 5 requirements maps to:
1-2. Capture WhatsApp enquiries as Leads/Contacts + log conversation — Digital Engagement creates MessagingSession/MessagingEndUser records tied to Lead/Contact automatically.
3. Auto-assign to team member — Omni-Channel routing (included with Service Cloud) handles this once Digital Engagement is active.
4. Send approved outbound WhatsApp messages — needs Meta-approved message templates plus the WhatsApp Outbound Messages entitlement.
5. Connect to Sales pipeline — standard, since Leads/Contacts converting into Opportunities works the same regardless of source channel.
Next step: Since you're already an approved Power of Us nonprofit, contact your Salesforce Account Executive (or your nonprofit-specialist partner) directly and ask specifically for nonprofit pricing on: Service Cloud Enterprise (if not already included) + Digital Engagement (WhatsApp channel). They can quote the exact discounted rate for your org size.
Reference:
https://www.salesforce.com/nonprofit/pricing/
Worth asking your Account Executive if a Nonprofit Cloud edition bundle already includes Digital Engagement at a lower combined cost, rather than adding it separately — bundling sometimes prices out better for smaller orgs like yours.
is there any other way through which we can complete this trail?
#Trailhead Challenges #Trailhead #Salesforce Admin #Salesforce Developer #TrailblazerCommunity #Sales Cloud #Certifications
There was a post about the same error yesterday as well. The ID for this package has been changed several times in the past.
I encourage you to get help from the Trailhead support team.
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000JeXW9
I tried it too, and it certainly won't install.
Has anyone integrated whatsapp with Salesforce, I need to create case record using WhatsApp, and related activities like create a case, share latest update etc. pls suggest in case there is any document
#Salesforce Developer #TrailblazerCommunity #Sales Cloud #Service Cloud
Hi Raviraj,
Try the below path:
1. Enable WhatsApp as an Enhanced Messaging Channel in Service Cloud, connecting your Meta Business/WhatsApp Business account.
2. Set up Omni-Channel routing (queue + routing config, or an Omni-Channel flow) so incoming WhatsApp sessions land with the right team, including support for bot-based routing.
3. Auto-create a Case from an incoming message using an Einstein Bot or Flow — the bot captures the customer's intent, and on unresolved/escalation intents, invokes a flow action to create a Case, tagging it back to the messaging session.
4. Send updates back on the case (like "latest update") using Messaging Components — reusable structured message templates (Question, List Selector, etc.) that reps or flows can push into the WhatsApp thread, including dynamic content pulled from the Case record.
5. For proactive/automated updates outside an active session (e.g., status changed to Resolved), use Template-Based Automated Messages — these require Meta-approved templates and the WhatsApp Outbound Messages SKU.
The exact Trailhead module walking through this entire flow end-to-end (WhatsApp setup → routing → messaging components → case creation) is "WhatsApp for Agentforce Service," which I'd start with since it's hands-on with the Ursa Major Solar org.
References:
-
https://trailhead.salesforce.com/content/learn/modules/whatsapp-for-service-cloud/get-started-with-whatsapp
-
https://trailhead.salesforce.com/content/learn/modules/whatsapp-for-service-cloud/extend-whatsapp-with-messaging-components
-
https://help.salesforce.com/s/articleView?id=service.messaging_whatsapp_templates.htm&language=en_US&type=5
I implemented a Salesforce automation to simplify how we handle duplicate Prospect and Customer Accounts. Sharing the approach in case it helps other Salesforce Admins facing a similar scenario.
🔹 The Business Problem
In our process:
Previously, sellers had to identify these duplicates and submit a ticket manually so an Admin could merge the records.
🔹 The Solution
I built an automation that follows this process:
Duplicate identified → Prospect Account flagged → Duplicate Account button + bell notification displayed → Seller clicks the button → Email sent to Service/Admin team → Admin reviews and merges the accounts
🔹 Implementation Steps
1. Create the Matching Rule and Duplicate Rule : A Matching Rule and Duplicate Rule to identify a Prospect Account and Customer Account as duplicates based on our internally defined matching criteria.
2. Create a Record-Triggered Flow: Record-Triggered Flow that runs when a Duplicate Record Set is created or updated.
Within the Flow:
3. Display the Duplicate Account Button + Bell Notification: Duplicate Account button/action to the Account Lightning Record Page and configured Conditional Visibility based on the Duplicate Account checkbox.
When the checkbox is set to True, the seller sees the Duplicate Account button along with a bell notification. This gives the seller an immediate indication that Salesforce has identified the Account as a duplicate and that the records need to be reviewed/merged.
4. Notify the Admin Team: When the seller clicks the Duplicate Account button, an email is automatically sent to our ticketing system and Admin reviews and merges both Prospect and Customer accounts.
Here are screenshots of the flow:
#Salesforce Admin #Flow #Sales Cloud
Progress looks different every day, but showing up always counts. ✨🚀
#Trailhead #Sales CloudHi, We're working on sending offline conversions from Sales Cloud to Google Ads. I've been tasked with researching best practice so I'm hoping someone out there has done this in a way that works well. Specifically, I'm wondering how you have gone about populating the GCLID in Salesforce and assigning it to Opportunities. 1. If someone clicks multiple ads do you retain multiple GCLIDs or overwrite the existing GCLID? 2. If a user clicks an ad and there is no immediate conversion, but a conversion occurs 6 weeks later from a non-Google campaign, do you assign the GCLID to the Opportunity or do you only assign to opportunities that result directly from a click? 3. Do you associate GCLIDs with specific campaign members or with contacts generally? I have my own thoughts on this but have been asked to research best practice, so any feedback as to how other businesses handle this would be much appreciated. FYI we intend to use opportunity created, opportunity stage changes to 'Sale Recorded' and opportunity stage changes to 'Sale Complete' as conversions. We use Sales Cloud (we don't have Account Engagement or Marketing Cloud). Thanks!
@* Sales Cloud - Best Practices * @* Sales Cloud - Getting Started *
I’d keep the GCLID history tied to the lead/contact and carry the relevant one to the Opportunity. For multiple clicks, keeping the history can make attribution much easier later.
When exactly is an Opportunity Product created (in regular Sales Cloud)? Is it when you select/click on the Product in the add Product window or is it when you click Save?
Reason why I'm asking is because we created a custom Discount field that works with a Flow which shows the Discount Amount if the Sales Price (API Name Unit Price) is different from the List Price. HOWEVER, the field only updates after you click Save (saving it to the Opportunity), then Edit, and then Save again. I was thinking when I did a Fast Field Update (before Save), the Discount field would quickly calculate when you enter a Sales Price. But it does not. The User needs to go in, edit the Sales Price, then the Flow is triggered, clicks Save, and Discount is calculated.
So, does that mean the Opportunity Product is only created after selecting the Product and clicking Save? Is this because the Opportunity Product is a junction object? I understand there's CPQ and now Revenue Cloud, but need to get the simple things first and trying to reduce clicks. Let me know what you know or what you're done in the past. Thanks!
Hi @Don Spire
An Opportunity Product is created only when you click Save. Selecting a product or entering the Sales Price does not create the record. Since it’s a junction object, before-save logic can’t run until the record exists, which is why the calculation happens only after saving