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#Sales And Marketing7 discutindo

The sales manager asked that any new qualified leads be assigned to the sales people in a round robin rotation system, but I'm finding it's not that simple.

 

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? 
7 respostas
  1. 13 de jul., 07:28

    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.

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4 respostas
  1. 4 de jun. de 2020, 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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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 respostas
  1. 9 de jul., 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  

     

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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 respostas
  1. 5 de dez. de 2018, 20:49
    Hi all - thank you for your suggestions. After reviewing our options, we decided to go with Traction Complete.
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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 respostas
  1. 29 de jun., 06:32

    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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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 respostas
  1. 2 de jun., 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.

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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 respostas
  1. 31 de mai., 00:44

    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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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 respostas
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    4 de jun. de 2021, 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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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 respostas
  1. 29 de mai. de 2020, 04:07
    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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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 respostas
  1. 1 de mai., 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?

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