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All About AppExchange

Welcome! This is a place to discuss the apps and consultants on AppExchange. Share your favorites, ask questions, and chat with Trailblazers and Salesforce employees. If you are trying to solve a problem, there is a great possibility that there is an app for that. Partners and developers are also welcome to showcase their solutions here.
Eric Smith (Technical Architect at RafterOne) Forum Ambassador
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Hi, we installed 'Personalization for Sales and Service Cloud' from APP Exchange to get the Event Stream on the Contact object with Marketing Cloud integration. This installed package gives great information on Contact objects like Brand Views, Manufacturer Views, and Event Stream. But, I cannot figure out a way to run a report on the same. Is there a way we can run report on Brand and Manufacturer views?@All About AppExchange @* Marketing Cloud Engagement *

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Hi All, 

 

Good day! Has anyone used

Record Clone app by SalesforceLabs in the app exchange https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G12chUAB&tab=r&_ga=2.147695479.1760339926.1738282453-534230957.1702880259

 

I'm trying to clone an opportunity with the Quote as it's a child object in Opportunities.

Yes it does clone the quote with the details but not the Quote Line Items, that comes with it. I have configured as below in the Record Clone setup as they have advised the demo. Am I missing something here?quote lin items.png

 

 

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Feb 5, 10:42 AM

    Hello @Avishka Hettiarachchi this is a duplicate post of https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000MXN5I0AX

     

    Please leverage tags and mentions, rather than pasting the same post on several topics groups. Eric

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Hi everyone! I run my own consulting company as an Admin with several non-profits in a similar industry around the country. There is a national screening tool that several of my clients use that is housed in RedCap and I am working with the owner of the tool to apply for some grant funding that would allow us to build an API connection to their tool into each non-profit's Salesforce Org (most are on NPSP). If this sounds like something you would be interested in partnering on and applying for funding together, please reach out and let me know! Deadline for grant application is Feb 28th, so a bit of a tight turnaround. 

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Ready to test your app security skills with our new game, Repair Shop? 🛠️ Help Codey fix the code powering his van while learning secure development best practices for Apex. Play now! Repair-Shop-Game (1).png

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I am wanting to use Enhanced Files from Salesforce Labs (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G5ssqUAB&tab=r

) since it meets the needs we have for uploading and downloading in mass but once I installed it in sandbox I was able to see the component and files but an end user is not able to see any files in the Enhanced Files section but can see the files in the Standard Files component. 

 

Any advice would be greatly appreciated, we are looking for a way to mass download all files related to a specific record.

1 answer
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Hi Everyone 

 

The concept here would be to set a goal (quota) for  users (quarterly/annually/monthly), then report on their progress against that goal based on Opportunities closed won

I am thinking  the best route for scalability will be creating a custom Object for Quotas related to the User and Opportunity Objects. Will need:

  1. custom Quota Object
  2. fields on Quota records (page layout) to hold User lookup, goal values, etc.
  3. relationship configuration (User, Quota, Opportunity)
  4. Flows (to update fields?)

Fields needed:

  1. Annual Goal Amount (manual entry currency field)
  2. Quarterly Goal Amount (formula field = Annual_Goal_Amount__c/4)
  3. Monthly Goal Amount (formula field = Annual_Goal_Amount__c/12)

Fields 'nice to have':

  1. Annual Attainment % (formula field = SUM('all Opps Closed Won' / Annual_Goal_Amount__c)
  2. Quarterly Attainment % (formula field = SUM('all Opps Closed Won this Qtr' / Quarterly_Goal_Amount__c)

(would like these 'nice to have' fields on the Goal record but if not possible, build logic at the report level)

Once the above is in place, we will need to figure out custom report types and dashboards to show the data we're building.

 

ASK: I am confused about creating relationship between QUOTA (custom object) USER and QUOTA and OPPORTUNITY

 

should i create lookup field on QUOTA which look up Opportunity or vise versa ?

should i create lookup field on QUOTA which look up User or vise versa ?

 

Please help me

 

@Trailblazer Community Cove@* Salesforce Platform *@* Sales Cloud - Best Practices *@Admin Group, Tunis, TN@All About AppExchange

2 answers
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As a customer (not ISV) How do we report on all installed packages and usage statistics?  We are trying to determine which apps could potentially be uninstalled.

@Kashi Ahmed

3 answers
  1. Jan 18, 10:30 PM

    Hi people! @Mark Bruso 

     

    Clearly I'm a little too late to the party, I'll just be dropping my suggestion for anyone who comes by this question post looking for this requirement! 

     

    Although its clear that there's NO standard functionality in salesforce that supports this sort of reporting, there's one free AppExchange application I found which does this job! 

     

    Here's the app I found "

    App Usage Analyzer from Bounteous":

    https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000DiYEbUAN

     

    (Do mark this answer as helpful if I was of any help! Really appreciate it!☺️)

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