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#Sales Cloud169 utenti parlano di questo argomento

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#Salesforce Admin  #Salesforce Developer  #Sales Cloud

1 risposta
  1. Oggi, alle 00:31

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1 risposta
  1. 3 set, 16:21

    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.

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1 risposta
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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:

  1.  Capture WhatsApp enquiries as Salesforce Leads/Contacts. 
  2.  Maintain the WhatsApp conversation against the Lead/Contact record. 
  3.  Automatically assign enquiries to the appropriate team member. 
  4.  Send automated/approved WhatsApp messages from Salesforce. 
  5.  Eventually connect WhatsApp enquiries to our Sales/Export pipeline. 

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

1 risposta
  1. Ieri, 16:17

    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.

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3 risposte
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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

1 risposta
  1. 1 set, 15:34

    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

     

     

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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.

šŸ”¹ The Business Problem

In our process:

  • Sellers manually create Prospect Accounts in Salesforce.
  • Once a prospect becomes a customer, the Customer Account is automatically created in Salesforce through an integration with another system.
  • The original Prospect Account remains in Salesforce.
  • This can result in a Prospect Account and Customer Account representing the same company i.e, duplicate accounts.

Previously, sellers had to identify these duplicates and submit a ticket manually so an Admin could merge the records.

šŸ”¹ 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

šŸ”¹ 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:

  • Get Duplicate Record Items: Retrieve the Duplicate Record Items associated with the Duplicate Record Set.
  • Loop Through Duplicate Record Items: Loop through the Duplicate Record Items and assign the relevant Account/Company Name to a Flow variable.
  • Find the Matching Account: After the loop, use Get Records on the Account object to find the corresponding Account based on the Account/Company Name stored in the Flow variable.
  • Flag the Prospect Account: When the matching Account is found, update the Prospect Account and set our custom Duplicate Account checkbox field to True.

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

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.

 

Flow 2.png

 

Flow 3.png

2 commenti
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Hi, 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 * 

3 risposte
  1. 27 ago, 19:30

     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. 

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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! 

3 risposte
  1. 19 gen, 09:56

    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

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