Sales And Marketing | Salesforce Trailblazer Community

2020年6月3日 20:50

How can I edit the page layout used when converting leads? My users will always select Choose an Existing Account and will always Create New Contact. UI Lightning

4 件の回答

Deep Singh (Krispcall)
2020年6月4日 11:11
No. You cannot modify the Lead Conversion page layout instead you can create a new custom page and call it from a new custom button.

To your second question, You need to have support to enable the "Apex Lead Convert" feature. Once this was enabled, navigate to Lead Settings and check "Require validation for converted leads". This finally gave me the screen that provided options as to/to not create contacts & accounts.

https://help.salesforce.com/articleView?amp;language=en_US&id=000334707&type=1&mode=1

コメントを追加

回答を記入...

0/9000

2019年7月25日 18:01

Einstein Lead Scoring - “Modeling Failed” Error

Hi All,

We’ve set up Einstein on our developers org. Per the requirements in the readiness report, we’ve created 1000 leads and converted 120 of them to contacts, accounts and opportunities. When we start the process of lead scoring, it says it takes 24 hours to process , but after 24 hours it fails with a message “Modeling Failed - We are unable to set up Einstein Lead Scoring for your org at this time”. We tried again and again and it always fails.

Opportunity scoring is stuck with a message “After Einstein Opportunity Scoring is enabled, it can take around 48 hours before the initial processing is complete and users start seeing scores.” – It’s always the same message and the status never changes.

We checked and re-checked our settings based on the following help pages and it seems like we should have satisfied all requirements:

https://help.salesforce.com/articleView?id=einstein_sales_considerations.htm&type=5 (https://help.salesforce.com/articleView?id=einstein_sales_considerations.htm&type=5" style="color:#.0563c1; text-decoration:underline)

https://help.salesforce.com/articleView?id=einstein_sales_setup_enable_lead_insights.htm&type=5 (https://help.salesforce.com/articleView?id=einstein_sales_setup_enable_lead_insights.htm&type=5" style="color:#.0563c1; text-decoration:underline)

https://help.salesforce.com/articleView?id=einstein_sales_setup_enable_els_errors.htm&type=5 (https://help.salesforce.com/articleView?id=einstein_sales_setup_enable_els_errors.htm&type=5" style="color:#.0563c1; text-decoration:underline)

Does anyone have any idea what “Modeling Failed” means? Is there anything else that Einstein is looking for in order to generate scoring for leads and opportunities?

Thanks for your help!

8 件の回答

srikanth sri (Dell)
7月9日 13:25
Einstein Lead/opportunity Scoring requires a full sandbox with sufficient historical data from a production org. Developer Edition orgs and scratch orgs do not have the data history required to build a scoring model. So in summary you will be able to test it only in the Full copy sandbox and that to it will only give the accurate scoring based on the historical data that you have. In short you can test the functionality how will it work but you should not compare it to your production

コメントを追加

回答を記入...

0/9000

2018年10月19日 20:07

Lead Matching to Accounts

What do others use for matching leads to accounts?

We are looking at two options right now:

1. A combination of a process builder and flow that would look at the lead email domain to account domains and assign based on the information

2. An app called Traction Complete.

Does anyone have experience with either option or do you use anything else to gain more insight on potential existing relationships with the lead's company/account?

4 件の回答

Brittney Widmer (Capella University)
2018年12月5日 20:49
Hi all - thank you for your suggestions. After reviewing our options, we decided to go with Traction Complete.

コメントを追加

回答を記入...

0/9000

2013年3月28日 10:10

Self Service Portal / Customer Portal self registration

Hi all, i would like to ask is there any Self registration for SSP like in Customer Portal? Trust that after Spring 12 new org no longer have SSP so does it mean Customer portal replaced SSP? And customer portal needs to purchase licesens right?

Trying to lean salesforce here :)

Thanks

4 件の回答

Maulik Shah (CRMJetty)
6月29日 6:32
Yes, SSP was retired after Spring '12 and Customer Portal replaced it. It does support self-registration — enable it under Setup → Customer Portal → Edit → Self-Registration Activated. You can map self-registered users to a default Role and Profile.
And yes, licenses are required (Customer Portal Enterprise or Manager, depending on access needs). Salesforce later evolved this further into Experience Cloud, which offers even more flexible self-registration and branding options.
If license costs are a concern, third-party portal solutions on AppExchange can be a cost-effective alternative with self-registration built in.

コメントを追加

回答を記入...

0/9000

2021年2月8日 16:37

Dashboard subscription email

Hi, I have created an email subcription for one of my dashboards which gets sent to a wider team. However, the order in which the widgets appear in the email is different to the dashboard layout and its quite confusing. Is there a way to reorder how the information is presented in the email to make it more logical?

2 件の回答

Carrie Thomas
6月2日 23:11
Has this been addressed? I would also like to be able to reorder how the widgets appear in the email subscription for my dashboard. I want to make the email presentation more logical and show the charts that are in the dashboard in the same order in the email.

コメントを追加

回答を記入...

0/9000

2020年2月7日 17:28

ETL Data between PostgreSQL and Salesforce

Is there a service that offers bi-directional movement between PostgreSQL and Salesforce?

I am currently using a service that pulls data from PostgreSQL into Google Sheets and an add-on that uploads from Sheets to Salesforce. My goal is to automate this and cutting out steps would be helpful. That being said, bonus points for a service that offers scheduled moves. :D

6 件の回答

Jordan Sanders (Operational Excellence Group)
5月31日 0:44
We've used Skyvia (https://skyvia.com/data-integration/integrate-salesforce-postgresql) for a similar setup because it supports both PostgreSQL and Salesforce, can run scheduled synchronizations, and handles bi-directional syncs without needing Sheets as a middle layer. Once it was set up, the scheduled jobs were pretty much hands-off.

If you have more complex transformation requirements, tools like Talend or Informatica are also worth a look, but for straightforward scheduled syncs between PostgreSQL and Salesforce, they may be more than you need.

コメントを追加

回答を記入...

0/9000

2021年6月3日 18:17

Reporting on attendees field

Hello,

I am trying to pull an activities report based on events. I can all of the standard fields as well as my custom fields. But I can't seem to pull in "attendees" into a report. Any help would be appreciated.

9 件の回答

Tom Bassett (Vera Solutions) Forum Ambassador
2021年6月4日 12:29
Hi Eugena,

If you want additional reporting options I believe you will need to create roles.

In my Developer Org I have more options as I have some roles setup

Thanks, Tom

コメントを追加

回答を記入...

0/9000

2020年5月29日 1:59

After selecting roll up summary field , if i select SUM but the field aggregate is not(froze) showing anything.. Any help will be appreciated thanks

After selecting roll up summary field , after i select SUM but the field aggregate is not(froze) showing anything.. Any help will be appreciated thanks....

2 件の回答

Kundan Kumar Jha (Infosys)
2020年5月29日 4:07
Hey,

Formula fields that include related object merge fields are also not allowed in roll-up summary fields. When you refer to a roll-up summary field in a list view or report, you can't use certain qualifiers, including: Starts with. Contains.

The types of fields you can calculate in a roll-up summary field depend on the type of calculation. For example,

: Number, currency, and percent fields are available when you select SUM as the roll-up type.

: Number, currency, percent, date, and date/time fields are available when you select MIN or MAX as the roll-up type.

https://help.salesforce.com/articleView?id=fields_about_roll_up_summary_fields.htm&type=5

https://trailhead.salesforce.com/en/content/learn/modules/point_click_business_logic/roll_up_summary_fields

Thanks!

コメントを追加

回答を記入...

0/9000

2013年4月4日 17:25

Person account fields

I have Person Accounts enabled. I added a new field to the Account object. There appears to be no way to define some fields only for Person Accounts and some only for Business Accounts. When I added the field, its API name ends in __c. Looking at other Q&As, I would have expected it to end in __pc. Have I missed something in the field definition process?

If it is true that both Person and Business Accounts share the same set of fields (ignoring for now how Contact fields are combined with Person Accounts), some of the "advantages" of using Person Accounts seem to be unclear. Essentially one has to strip out many irrelevant fields for layouts a user will see when dealing with either Account type.

3 件の回答

Lucy Searcy
5月1日 19:37
So if you have person accounts, how do you know when to use an account field last_activity__c vs a personcontact_last_activity__pc field on a record page?

For example, on a person account record, how do you know which of these fields to use?

コメントを追加

回答を記入...

0/9000

2021年8月19日 17:35

The script enabling opportunity splits was unsuccessful

I need to implement Opportunity Splits to our existing instance that splits has never been used. I was able to successfully do it in my Sandbox but I have tried twice now in production and get this error message: "The script enabling opportunity splits was unsuccessful. To properly revert your organization, please contact customer support via the salesforce.com Help and Training portal." I have submitted a ticket and I haven't heard anything back from SFDC. I'm scouring the internet and can't find anything about this. Has anyone ran into this before?

4 件の回答

Vaughn Goodsen
4月17日 23:05
Same issue here. There is a clause in the opportunity split config screen about "Check for Mass Operations". This suggests that automation pertaining to Opportunity may need to be disabled before proceeding with this action. I am going to try that and report back.

Update: I applied the permission set to my own user, but it is possible that Salesforce is using the system user to do this. I will try applying this permission set to the system user and try again.