Data Quality & Management

Hi all,

As some of you know, it is not possible to sync emails between Salesforce and Outlook if Einstein Activity Capture is not activated, I mean this is a possibility. Activating EAC implies additional costs for more than 100 users and you data is not stored in Salesforce anymore but in AWS.

I've heard about Revenue Grid and someone added the alternative Cirrus Insight.

What is your experience as user either of Revenue Grid or Cirrus Insight? Would you recommend it?.

@Cirrus Insight and Revenue Grid Sales reps, please do not use my thread to write "please contact me", I would appreciate.

My customer would like to send invitations to their event attendees and them to receive notifications when they are invited.

Looking forward to knowing what your experience was.

@Salesforce Administrators & Developers, @* Customer Architect Community *, @* Sales Cloud - Best Practices *, @Data Quality & Management

Hi all,

I got dizzy trying to understand many sources regarding the use of "least active" and "most available" with Omnichannel.

I don't want the explanation of each of them. I just would like to know which are best practices in the real work world, which one to use in which situation or use cases (please no copy paste from the theory ;))? when is "least active" and "most available" in the real world used? or which one is the most used in the real world?.

@Salesforce Administrators & Developers, @Salesforce Administrators & Developers, @Data Quality & Management, @* Service Cloud *

Hi all,

I have some questions about Digital Engagement WhatsApp.

Unfortunately I could not find any information about Digital Engagement WhatsApp but so called "Business WhatsApp", so I am confused as I worked on a project where the integration of WhatsApp with Salesforce was part of it.

As Salesforce has been changing in years, does anybody know which is the most current version or what is the name of the most current version of Digital Engagement WhatsApp and especially, which are the current limitations by using it?.

@Salesforce Administrators and Developers, @Salesforce Administrators & Developers, @* Service Cloud *, @Data Quality & Management

This SELF_REFERENCE_FROM_TRIGGER error involving Rollup Helper began appearing this week when I merge contacts. It happens when I am merging using DemandTools, but it happened once when merging using the NPSP contact merge, so I figure DemandTools is not itself involved in causing the error. 

Here is the cascade of four error messages that appeared all together when merging two contacts using the NPSP contact merge:

Error: Rollup Helper cannot update parent record 003i0000026I80YAAS: SELF_REFERENCE_FROM_TRIGGER: 

Object 003i0000026I80YAAS is currently in a merge operation, therefore a trigger can not update it.

Error: A validation rule is preventing the record from saving: 

Rollup Helper cannot update parent record 003i0000026I80YAAS

Error: Merge failed. First exception on row 0 with id 003i0000026I80YAAS; 

first error: DELETE_FAILED, A validation rule is preventing the record from saving: 

Rollup Helper cannot update parent record 003i0000026I80YAAS: []

Error: Failed to merge the contacts. Error: System.DmlException: Merge failed. 

First exception on row 0 with id 003i0000026I80YAAS; 

first error: DELETE_FAILED, A validation rule is preventing the record from saving: Rollup Helper cannot update parent record 003i0000026I80YAAS: []

We are using the latest version of NPSP and Rollup Helper (v13.2 12/07/2018).

Does anyone have any advice or ideas?

@Salesforce.org System Administrators 

Hi all,

I am pretty new in the backlog administration. 

Suppose we have the following scenario:

There are Sales and Service teams in the company you are working and each has requirements around Salesforce. 

Which are best practices in the backlog administration?:

1. Create a different backlog for each team? (a backlog for the Sales team and a backlog for the Service team) OR
2. Create only one backlog and create user stories and put them in one common backlog for both teams?

The another question I have is, how do you distribute user stories?. I mean, do you distribute them by EPIC? can someone add an example?.

I would appreciate your comments.

@Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @Data Quality & Management

Hi all,

I created a custom link and added it to the Account page layout, saved it. When I go to an Account record I can not see the created custom link :(.

This is the custom link I created:

Does anybody know if I am missing something?. Does the visibility have to do with the use of Dynamic Form?. Although I don't see any Custom Link component to add to the Account Record Page.

@Salesforce Administrators & Developers, @Data Quality & Management, @* Sales Cloud - Best Practices *, @Salesforce Administrators and Developers

For companies who conduct joint mailings with affiliated companies who use a different database and set their own schemas with different metadata standards and account numbers/record IDs, do you have any suggestions for deduplicating the data beyond the usual hands-on approach dumping both datasets into Excel and using Excel to sort, identify exact duplicates, and then visually reviewing the data for duplicates?

Hi all,

I am wondering if WhatsApp can be used in digital payment companies and if so, in which cases?.

I can imagine that digital payment companies (e.g. PayPal, Amazon, etc.) can not make use of WhatsApp for helping customers when they have some questions using WhatsApp as this would require customers to send them (Customer Service) sensitive data.

I had the experience of implementing WhatsApp for customer service outside of the business hours but in the retail sector. In digital payment companies they have to be more compliant with certain rules (e.g. GDPR).

Does anyone have such experience or can say if WhatsApp is being used by some digital payment companies even if working with sensitive data?

@Data Quality & Management, @Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @Integration, @* Data Cloud *

Hi all,

I know I created a thread related to the topic where one of the responses was the use of Data Cloud.

I could not find out if you as user can integrate every kind of data with Data Cloud. I have read some blogs and books talking about Data Cloud, but it seems to be you can only integrate Contacts or Accounts to create a profile in the Data Cloud system. Am I wrong? Can Data Cloud integrate e.g. financial data or other data which is not related to contacts or account into Salesforce?.

What about Datorama? is that also another tool that can be used not only for the integration but for harmonization of data?.

Guys, I know this is not a very active community, but I would appreciate if experts could share their knowledge to this community.

@Data Quality & Management, @Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @* Data Cloud *, @Integration , 

Hi all,

I have not worked on integrations yet. I came across with a client, who is using different systems, from where data is going into Salesforce, even data coming from their partners. Which are best practices or how can be the data be harmonized in Salesforce?

@Data Quality & Management, @Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @* Sales Cloud - Best Practices *, @* Sales Cloud - Getting Started *, @Integration

@Amnon Kruvi, @Mikey Brown, sorry for disturbing you, do you have any idea?.