#Sales Cloud169 人がディスカッション中

Progress looks different every day, but showing up always counts. ✨🚀

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 * 

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. 

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,

We are trying to figure out an option that would enable our sales users to send emails to their lists with a pre-built HTML email. Is it possible through sales engagement? How can we execute this?

@* Sales Cloud - Best Practices * 

I have been a SFDC since 1999 and have successfully completed multiple Org Swaps for clients that were backed into corners due to poor implementations or layers of Scar Tissue.    

In 27 years I have never had an AE forced the client to purchase more than 1 license (of equal level (EE, UE) to provision the new Org.    I have a situation now where a Non Profit Client (On UE NPSP) is being told by AE and his VP that the only way they will support an Org Swap is for the client to purchase 10 additional UE Sales Cloud Licenses in order for Ops to Provision the New Org.   

Is this the new Policy at SFDC?    In June, I just completed an Org Swap for another Non Profit and they had no similar requirement.    

Looking for other consultants, Partners, or SFDC folks to weigh in here.   Thanks 

#Nonprofit   

#Salesforce Admin  #Sales Cloud  #Trailhead Challenges  #Trailhead

Some of our opportunities were accidentally changed to a different owner and they need to be changed back but some of these users are now inactive.  Is there a way to update the owner to an inactive user?

Hello everyone,

I have integrated SharePoint with Salesforce using 

File Connect. Currently, we are using only one SharePoint site, but now we would like to add one or two more SharePoint sites to Salesforce Files.

Should we follow the same process for adding additional SharePoint sites, or is there any other configuration required?

What would be the recommended approach to achieve this? 

Thank you in advance for your guidance and suggestions!