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주제#Sales And Marketing

#Sales And Marketing토론 중인 항목 7개

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Laurie Lundstrom (FEI, Inc)
2020년 6월 3일 오후 8:50
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
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  1. Deep Singh (Krispcall)
    2020년 6월 4일 오전 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
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Ronnie Mansoor
2019년 7월 25일 오후 6:01
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!

 

 
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  1. srikanth sri (Dell)
    7월 9일 오후 1:25

    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  

     

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Brittney Widmer (Capella University Operations Analyst - Employer Solutions)
2018년 10월 19일 오후 8:07
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?
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  1. Brittney Widmer (Capella University)
    2018년 12월 5일 오후 8:49
    Hi all - thank you for your suggestions. After reviewing our options, we decided to go with Traction Complete.
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Hong Yik Lim
2013년 3월 28일 오전 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
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  1. Maulik Shah (CRMJetty)
    6월 29일 오전 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.

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Laura Saunders (Masternaut)
2021년 2월 8일 오후 4:37
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?
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  1. Carrie Thomas
    6월 2일 오후 11:11

    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.

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Jet Expedited (Jet Expedited Project Coordinator)
2020년 2월 7일 오후 5:28
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
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  1. Jordan Sanders (Operational Excellence Group)
    5월 31일 오전 12:44

    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.

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Eugena Nelson (BEN Director, Operations)
2021년 6월 3일 오후 6:17
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. 

 

 
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  1. Tom Bassett (Vera Solutions) Forum Ambassador
    2021년 6월 4일 오후 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

     

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

     

    Thanks, Tom
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Afrin Sadathullah (HCL America Scrum Master)
2020년 5월 29일 오전 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....
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  1. Kundan Kumar Jha (Infosys)
    2020년 5월 29일 오전 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!
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Jeanie Schauerman
2013년 4월 4일 오후 5:25
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.
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  1. Lucy Searcy
    5월 1일 오후 7:37

    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?

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Sean Frazer (Dental Intelligence Director of Rev Ops)
2021년 8월 19일 오후 5:35
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?

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  1. Vaughn Goodsen
    4월 17일 오후 11:05

    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.

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