#Sales Cloud196 personnes en discutent

Hi Team, 

I have a requirement to capture Instagram/Facebook DM enquiries into Salesforce and store them as records for further lead qualification.

Could you please suggest if there is any standard or low-cost approach to bring these DM messages into Salesforce without using third-party middleware such as Zapier or Make.com? 

 what would be the recommended architecture to avoid duplicate lead creation when the same customer sends multiple DMs?  

 Any guidance or best practices would be really helpful.  

#Sales Cloud  #Salesforce Developer  #Integration

Hi everyone, 

I'm currently importing Leads manually using Salesforce Inspector, but I noticed that the Lead Assignment Rules are not being triggered during the import process.

Everything works fine when creating Leads manually from the UI, the correct owner is assigned based on our active assignment rules. However, when I import Leads via Salesforce Inspector, the records are created, but they retain my user as the default owner instead of being routed according to the assignment rules.

Is there a way to trigger assignment rules when importing data via Salesforce Inspector?

Hello community:   I have a question. In CRM, are cell phone numbers usually saved with a plus sign (+) before the number, or without +?   Thanks.    

My email to salesforce has a limitation to finding the exact match of a contact. How have you limited it based on a business unit for duplicate contacts. We have two business units and have permissions in place to limit what is seen between the division but not prevent the records. I decided to disable the automapping for an user and re-code after. Anyone have a better solution?   

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Hi everyone,  Seems we have a few System admin users which we have narrowed down that are actually under review for whether they are actually in use.    They are not real users and possibly used for other activities like mail sending, integrations, etc. We plan to fix this, as such I wanted to know of ways we can identify or look for where they are actually being used.   

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?.

#Sales Cloud  #Integration  #Data Management

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 

test.com

 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? 

Hi,    I am currently cleaning up/adding mailing addresses to some orgs. We want to make sure there are Provinces in our data.    I have 2 issues that I am seeing:

1. For some provinces they show up in lowercase in a report, but when I look in the org, they are capitalized as it should be. Example:  in the report Ontario is on but in the org Ontario shows up as ON.
2. I have added the addresses to the org, but nothing shows up in the mailing State/Province on the report.

Any clues as to why this is happening and if it's fixable.    Thanks in advance

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