Hi all,
I am on my search of a good data quality tool which should not be expensive.
Which data quality tool would you recommend from your experience?.
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Hey @Lena Wong, have you tried Salesforce optimizer and Health Check tools in salesforce?
Hi, We are looking for some recommendations or help with the following.:
How can we manage Lead to Account match when there are multiple Accounts with the same name, but maybe different country/state etc - how do they know what account to associate a lead too?
For example a lead comes in with the email domain of
and company as Becky Test Account.
Becky test account is in Salesforce as an Account, this account has a few accounts with the same name but have different or the same country and states.
Becky test account - US - New York - Tom Hardy as the Account Owner
Becky test account - US - California - Jeffery Wright as the Account Owner
Becky test account - US - New York - Maggie Smith as the Account Owner
Becky test account - UK
Has anyone been able to link Leads to Accounts? If so how?
I would also recommend a duplicate rule on Account, which will prevent the creation of new account if similar also exist. Otherwise a flow can be implemented which will convert the lead and map the leads to converted account by taking care of the duplication. The flow can be called from custom button. The native Lead Conversion can only be utilized with the help of duplciation rule otherwise conversion feature of salesforce cannot be customized according to this usecase.
Hi all. Hoping someone has a good trick for this; I've exhausted all the suggestions I can find on it. Stacked bar chart component is sorted by a bucketed field. I don't really care whether it's 1 to 9 or vice versa but it's randomly out of order for stages in between. I've tried renaming both the stages and the buckets with 1, 2 or 01., 02. etc but it still won't behave. I know this has been a weird bug for a while but wondering if anyone cracked it. I even tried a sort order formula field to force it but no luck.
Please see screen shot - why won't #5 behave? Thanks.
#Sales Cloud #Reports & Dashboards
Even with this sort order formula field in grouping, it still puts it out of order:
CASE(
TRIM(TEXT(STAGE_NAME)),
"1 - Need Identified", "01. 1 - 3 Pipe: Disc to Prove Concept",
"1 A - Discovery", "01. 1 - 3 Pipe: Disc to Prove Concept",
"1 B - Business Evaluation", "01. 1 - 3 Pipe: Disc to Prove Concept",
"2 - Problem Defined", "01. 1 - 3 Pipe: Disc to Prove Concept",
"2 A - Technical Qualification", "01. 1 - 3 Pipe: Disc to Prove Concept",
"2 B - Validate Solution", "01. 1 - 3 Pipe: Disc to Prove Concept",
"3 - Solution Proposed", "01. 1 - 3 Pipe: Disc to Prove Concept",
"3 - Proving the Concept", "01. 1 - 3 Pipe: Disc to Prove Concept",
"4 - Criteria Evaluation", "02. 4 Upside: Negotiation",
"4 - Negotiations", "02. 4 Upside: Negotiation",
"5 - Contracting", "03. 5 Commit",
"5 - Commit", "03. 5 Commit",
"6 - PO Received", "04. 6 - 8 Closed",
"7 - Order Released to Production", "04. 6 - 8 Closed",
"7 - Back ordered", "04. 6 - 8 Closed",
"8 - Product Built and Shipped", "04. 6 - 8 Closed",
"8 - Awaiting Delivery", "04. 6 - 8 Closed",
"05. 9 Rev Rec"
)
How many opportunity record do you need to close?
Are there any addition fields that are reuired when the Opportunity Stage is set to Closed Won or Lost?
I'm not receiving emails from a subscribed dashboard.
I've already followed the troubleshooting steps mentioned in the article below, but the dashboard emails are still not being delivered:
https://help.salesforce.com/s/articleView?id=005103353&type=1
Has anyone experienced a similar issue? Are there any additional settings, permissions, or email deliverability checks that I should verify?
Any suggestions would be appreciated. Thanks!
,
Make sure the user who created the dashboard subscription has an email address that is allowed to send out emails by your DKIM setup / Authorized Email Domains setup.
Hi Friends,
My Salesforce org was initially set up incorrectly, leading to a significant amount of bad and duplicate data. This issue is now interfering with our ERP integration as that was also setup wrong and brought in bad data too. I believe that a full reset of the org might be the best solution.
However, I’d like to reload only a subset of records while ensuring that their associated activities are preserved. Could anyone provide guidance on the best approach to achieve this?
Thank you in advance for your help!
Hi @Lisa Pazienza,
Best approach would be spinning up new sandbox and have backup of all records along with metadata and try to add only relevant components along with data in new org. Repeat same in your production org else you can contact your AE to setup new production org.
Reset an organization data to default
https://help.salesforce.com/s/articleView?id=000386032&type=1
Thanks!
I am trying to setup my 2048 dkim key. I have a 1024 key that is active. I created a new key, entered the cname records at my isp, did a nslookup to verify the new entry and after 24 hours, the 1024 key is still active and the 2048 is not. And I do not see any option to change it. How do I de-activate 1024 and activate 2048?
Please check the below article below, which might be helpful.
Hi everyone,
I noticed a behavior in our org and wanted to check if this is standard or custom.
When I create a new Contact directly from an Account record (via the Related List), I leave the Contact's address fields blank. However, upon saving, the Contact's Mailing Address automatically populates with the Account's Shipping Address.
Is this standard Salesforce behavior handling this mapping in the background?
Thanks in advance for the insight!
Hello everyone,
We are currently working on optimizing our sales process in Salesforce and are encountering some challenges. Our sales team follows an account-based approach, meaning each sales rep manages a fixed portfolio of accounts and actively searches for the right contacts—whether they already exist in the CRM, via Google, or through LinkedIn.
In our previous CRM, all contacts were directly linked to the respective company. However, it was difficult to clearly differentiate their status (e.g., unqualified, contacted, qualified, engaged in a business relationship, already had an opportunity, or even purchased).
When implementing Salesforce, we decided to follow the classic distinction between Leads (no opportunity yet) and Contacts (starting from the first opportunity). To maintain the connection to the account, we linked the Account via a Related List to the Lead.
Now that we have been using this setup for a while, some challenges have emerged:
Does anyone have experience with this setup or a recommendation on how to best structure account-based sales in Salesforce? How can we efficiently manage Leads and Contacts without losing visibility of activities at the account level?
We would really appreciate any insights, best practices, or practical solutions!
Thanks in advance!
Birgit
I’d avoid duplicate Leads. A single CRM record keeps data cleaner and reduces confusion. Many teams track SDR activity on existing Contacts using ownership, status fields, campaigns, and Opportunity attribution rather than creating duplicate Leads. The reporting may take a little more setup, but it’s usually worth it for better data quality.
Is there a way to customize the Related List Quick Links Columns view by user? Our renewal team wants to see certain columns that do not pertain to the rest of the team. I know how to add and change the order of the columns.
My guess is a new page layout.
#Sales Cloud
We recently had a business requirement to create a lightning web component (LWC) that looks and acts like Salesforce's standard "Related List Quick Links" component because, at this time, the standard Salesforce version of the component cannot support configuring links to:
In case anyone else has a similar requirement, and the standard "Related List Quick Links" isn't meeting your business needs, I added what I created to a repo you can find here: https://github.com/tee-oh/lwc-custom-related-list-quick-links.
The "Custom Quick Links" component that I created does support configuring links to all of the following and should play nicely in non-console and console:
Feel free to reach out if you have any questions but hopefully it helps someone out there.
