#Sales Cloud토론 중인 항목 187개

@Gonzalo Pacheco

Enable and Access Lead Assignment Rules

1. Go to Setup → Lead Assignment Rules.
2. Click New to create a new rule (or edit an existing one).
3. Give the rule a name (e.g., “Demographic & Productivity Assignment”) and save it.
4. Make sure the rule is active. Only one rule can be active at a time.

Define Rule Entries

Each rule can have multiple rule entries, which are like “if this, then assign to that user/queue.”

1. Click on your rule → New Rule Entry.
2. Define criteria for the entry:
   • Lead Fields: You can use standard or custom fields (e.g., location, industry, lead source). 
      Example: State = "California" → assign to West Coast team.

   • Logical operators: AND/OR combinations for multiple fields.
3. Select Assign To:
   • User: assign to a specific salesperson.
   • Queue: assign to a group (useful if you want round-robin assignment).

Handling More Complex Criteria

You mentioned needing to assign leads based on:

1. Lead demographics – straightforward with rule entry filters.
2. Seller productivity - number of prospects – Salesforce rules cannot directly check dynamic user stats, like how many leads a seller already owns.
3. Workarounds:
   • Use Queues and Flows instead of assignment rules.
   • Build a Flow that:
     • Checks how many leads a seller currently has.
     • Checks tenure or productivity fields on the User object.
     • Assigns the lead dynamically.
4. Seller tenure – you can store this in a custom field on User and reference it in a Flow for assignment.
5. Number of prospects handled – similar to productivity, you’ll likely need a custom roll-up field or Flow to check and assign accordingly.

Order of Rule Entries

• Salesforce executes rule entries top-down.
• First entry that matches a lead stops further evaluation.
• So make sure the most specific rules are at the top, and general rules at the bottom.

Create test leads that match each rule entry and make sure the lead gets assigned as expected. If using Flows for dynamic assignments, monitor debug logs to ensure logic works.

Hi Angela,

Reporting on Salesforce Surveys can definitely be a bit confusing because the survey data is spread across multiple objects (such as Survey Invitations, Survey Responses, Survey Question Responses, and Survey Question Scores).

If you're using a custom report type with Survey Question Scores as the primary object, try adding fields like Survey Name, Question, Response, Score, Respondent, and Submission Date, then group by Survey and Question to make the report more meaningful.

These resources are a good starting point:

• Salesforce Help: Reports for Salesforce Surveys
• Salesforce Help: Survey Data Model
• Salesforce Trailhead module: Get Started with Salesforce Surveys
• YouTube search: "Salesforce Survey Reporting" or "Salesforce Surveys Reports and Dashboards" (there are several walkthroughs that explain how to build useful reports).

If you can share what you're trying to measure (e.g., CSAT, NPS, average score by question, response rate, etc.), the community can suggest the most appropriate report type or dashboard approach.

Great question, the proposal send/edit/sign loop is one of the more frustrating gaps in native Salesforce.

On Sdocs specifically: it's solid for generating documents from templates, but collaborative editing back-and-forth with clients tends to require workarounds (shared links, exporting to Word, etc.).

For a more end-to-end flow, a few teams I've worked with use 360 Smart Docs,

 it generates proposals directly from Salesforce data (quotes, opportunities, custom objects) as Word or PDF, has built-in eSign so clients can sign without any external tool, and docs auto-attach back to the record. The Word template builder also means your team can update proposal templates without developer help. 

AppExchange listing: https://appexchange.salesforce.com/appxListingDetail?listingId=994f0c85-2adb-4c30-9e67-40f391c1fc2a

That said, if your proposal workflow is fairly simple, Sdocs + DocuSign is a reliable combo too really depends on how much you want to keep inside Salesforce vs. stitching tools together.

Hi @Philippe Jublot

CPI - Consumer Pricing Index is by default available only in revenue cloud where price will automatically modify after a specific time. You need to build a custom feature for this. 

Something like - 

1. You will have a field which stores the value of number of days 

2. A field to store multiplier (If its specific to product, you can have it in product level or some metadata) 

3. A scheduled flow which runs daily which checks whether the purchased date+60 = TODAY or not 

4. If yes apply the logic

Hi @Thanikonda Koushik

- Check below steps 

• DKIM Key Activation: Sandbox refreshes copy production DKIM keys in an Inactive state. Go to Setup > DKIM Keys and activate or recreate them for this sandbox.
• Domain Verification: Go to Setup > Authorized Email Domains and ensure your sending domain is verified via TXT record.
• Fallback Bypass: Go to Setup > Deliverability and check "Use a substitute email address for unverified domains" for an immediate workaround.
• Email Relay TLS: Your logs show Sent via TLS: False. Go to Setup > Email Relays and change the TLS setting to Required, matching your Office 365 Exchange connector rules.