I am trying to mass delete files from SalesForce Content using the contentdocumentid (obtained from an export of the ContentWorkspaceDocument object).
The error message that I am getting is the following: "Cannot complete this operation. You cannot remove a document from its owning workspace. : "
Thanks for your suggestions.
Yes, there's a free Google Chrome Extension to perform this action.
Checkout -
https://dumpingcloud.com/mass-delete-files-in-salesforce/
If you want to import all existing emails from a PST file, the right method depends on where you want those emails to be imported. It is important for a large mailbox to keep the folder hierarchy, attachments and message properties rather than exporting individual emails.
In case the destination requires a different email format, then you may try
DataVare PST Converterfor bulk PST conversion. It can process single PST or multiple PST files in a folder and export the mailbox data to MBOX, EML, EMLX, MSG, NSF, TGZ, HTML, MHTML, PDF and IMAP file formats. Conversion preserves folder and subfolder hierarchy, email properties and attachments.
For a complete mailbox, batch processing is useful because all selected PST data can be handled together. The Date Range filter can also be left unused when the intention is to process the entire PST rather than a specific period.
Before importing the complete mailbox, test a sample PST and verify the resulting folder structure and attachments.
Is there a way to do this? I can't figure out anyway to show this field using either an Account report or an Activity Report.
I want to create a report that shows information just for the most recent Activity for a set of Accounts.
Any ideas?
Thanks!
@Lesbia Espinal which Report Type are you trying to use? Actvities with Contacts? Actvitities with Accounts? or something else?
Since so many of the leads that come in through the website are spam (another problem for another day), the leads that come in are assigned to a lead assignment queue that's currently 2 members of the marketing team to qualify them.
Once they're qualified (Status field update), that gets pushed over to the director of sales. Then if he goes to change the owner of the lead to the queue, how does the queue know to rotate them correctly?
I used this link (https://www.shellblack.com/administration/create-a-round-robin-lead-or-case-assignment-rule/) as a guide to help set it up with the additional fields that can help, but I'm not sure how to put it all together to make it easier.
Any thoughts?
Salesforce doesn't natively support true round robin when a lead is reassigned to a queue. Sending the lead back to the queue won't automatically assign it to the next rep.
A better approach is to trigger the assignment when the lead status changes to Qualified
using Flow (or Apex if your logic is more complex). The flow can identify the next rep in the rotation and assign the lead directly.
If your routing rules go beyond simple round robin (availability, territories, workload, etc.), get your hands on tools like LeadAngel, LeanData, or Kubaru. They are often used to handle that automatically instead of maintaining custom automation.
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
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!
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
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?
Trying to lean salesforce here :)
Thanks
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.
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.
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
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.
