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Maresa Blanchard asked in #TrailblazerCommunity
Yesterday, 6:05 AM
Feedback Wanted: The Impact of Shipping Costs on State Profit Margins (Scatter Plot)

Hi everyone, 

I just published a new visualization analyzing the relationship between logistics and regional profitability using a classic Superstore dataset, and I would love to get your feedback and critiques! 

 

My Tableau Public Link

 

I wanted to explore: How does the relationship between shipping costs and profit margins vary across different US states? My goal was to test whether high shipping rates are driving specific regional markets into negative profitability. 

 

How I Built It:

  • X-Axis: AVG(Shipping Cost) to look at the typical expense of shipping a package to that state.
  • Y-Axis: AGG(Profit Margin) using a custom calculation (SUM(Profit) / SUM(Sales)).
  • Color: Red-Green Diverging palette based on profit margin to highlight the baseline break-even mark.
  • Size: SUM(Sales) to show the total revenue volume and risk scale for each state.

 

What I’d love feedback on:

  • Clarity: Is the scatter plot format easy to interpret for proving a relationship, or would a map style view actually have been better?
  • Visual Encoding: Does using the size of the bubbles for total sales make the financial impact clear, or does it make the grid feel too cluttered?
  • Design/Formatting: Any tips on improving the label placements or formatting to make it look cleaner and more professional?

 

I appreciate any notes, pointers, or formatting tricks you can share! 

 

Thanks! 

 

#TrailblazerCommunity  #Trailhead  #Tableau Desktop & Web Authoring  #Data Management  #Tableau Public  #Analytics

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Taylor Counihan (Data Analyst at ADA Australia)
May 13, 3:38 AM
Conga Merge Fields

Hello,  

 

Does anyone know what format these fields should be entered in within a Conga template, or whether there’s an issue with my URL link?  

 

Thank you!   

  

Conga Merge Fields

 

image.png

 

 

 

#Data Management

1 answer
  1. Gage Payne (Upsource Solutions)
    May 20, 5:25 PM

    Hi Taylor, 

     

    It's been awhile since I last setup a Composer Solution (got so frustrated with it that we built MergeUp 

    MergeUp - Native Salesforce Document Generation

    ) but I remember how to get the merge field syntax. 

     

    If you look at this article: 

    Use the Template Builder to Construct your Template | Conga Documentation Portal

     

     

    In the screenshot at the top where you can select the Template Builder, don't click that, INSTEAD click "View Data" which is right above it, this will export you all the available merge fields for that specific solution with the exact format you need.

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Dmytro Demianenko (Data Residency for Salesforce at InCountry) posted in #Salesforce Developer
May 20, 1:24 PM

Hi guys, it feels like data residency requirements are popping up in more and more countries, and Salesforce teams now have to adapt their architecture around them. 

 

The common workaround usually becomes: 

* regional orgs 

* duplicated integrations 

* country-specific processes 

 

It works, but expansion into new countries becomes slower, and the setup gets harder to manage over time. 

 

At InCountry, we help companies localize only the regulated data, so Salesforce stays global, and teams can enter new markets much faster without rebuilding their existing architecture. 

 

Happy to share more if relevant. 

 

#Salesforce Developer  #Salesforce Admin  #Data Management  #Data Cloud  #Service Cloud

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Arvind Jegatheesan (Wyndham Destinations)
Jan 15, 2019, 7:33 PM
How can you show a record type picklist on a flow screen?
When i use record type, I only get the option to show and choose record type ID. How can I show the actual text values? 

 

Ultimately, I want this flow screen to lead to another flow screen that shows related picklist values for other fields based on the record type selected in the beginning. 
45 answers
  1. Pattie Milner (Pattie's Studio)
    Apr 10, 2019, 9:29 PM

    Hello community and anyone else that stumbles back onto here!  I am getting a few questions about my answer, so I would like to clearly post a correct one that is based on the new Flow Designer (as my original one was based on the old one).

    On a Screen element, drag a Picklist Input field onto the layout.

     

    I called my picklist "Record Types" and the Data Type is set to Text.

     

    For Select Choices section, click the Choice box and choose "+ New Resource"

     

    The Resource Type should be Record Choice Set.

     

    I named my set "Record Type Choices".

     

    For the Object drop down, select "Record Type"

     

    Change the Condition Requirements to be "Conditions are Met"

     

    For the Field, select "sObjectType", equals, and choose the Object your record types are related to (Account, Task, etc.)

     

    Scroll down to "Configure Each Choice", this is where you set your labels and values.  Label is what you actually see in the drop down list and the value is the actual value of that choice.  Set the Choice Label to be "Name", choose the Data Type to be Text, and then Choice Value should be "Id".

     

    Here are a couple screen shots of my Task Record Type Picklist, where you get a choice of "System Task" or "Standard Task" (the names I currently have for Task Record Types).

     

    Hello community and anyone else that stumbles back onto here! I am getting a few questions about my answer, so I would like to clearly post a correct one that is based on the new Flow Designer (as my

     

    User-added image

     

    I hope that clarifies it for everyone!
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Shridhar Patankar (Principal Software Engineer at mastercard) asked in * Data 360 *
Jun 11, 2024, 2:13 PM
Marketo Connector for Data Cloud for to sync Leads

Anyone knows if there are any connectors available in Data Cloud to connect to Marketo to pull all Leads in Data Streams?

5 answers
  1. saaki jumi
    May 18, 12:20 PM

    As far as I know, Salesforce Data Cloud still doesn’t offer a fully native Marketo connector for pulling Leads directly into Data Streams. Most companies are using APIs or middleware platforms like CData, Skyvia, or Striim to keep lead data synced between systems.

    If you’re planning a custom integration, Marketo’s REST and Bulk APIs are probably the most flexible option for large-scale lead imports and near real-time syncing. I also came across this related resource while researching integration workflows:  

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Julie Nguyen
Mar 10, 2011, 2:07 AM
Issues inactivating record types from certain profiles
I'm trying to inactivate an opportunity record type and it won't allow me to until I remove the assignment on the following profile:

 

Package License Manager

 

External Who

 

Chatter Free User

 

Chatter Moderator User

 

When I try to access the first 2 profiles, it tells me that I have insufficient priviledge but I am the System Administrator.

 

When I try to access the last 2 profiles, there's not a place where I can unassign the opportunity record type.

 

I need help getting the opportunity record type unassigned from these profiles.
26 answers
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Neha Trivedi
Feb 10, 2021, 11:15 PM
Lookup Component in flow
Hi,

 

I am creating a lookup component in my flow and getting this error "The "fields" query string parameter contained object api names that do not correspond to the api names of any of the requested record ids. The requested object api names were: [User], while the requested records had object types"

 

I have created a a lookup field on the custom object thats looking up to the user. In flow i created the lookup component and the source of the object is the custom obj and custom lookup field that i created. It is looking up names but getting this error too. How do i resolve this?

 

TIA
12 answers
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Rohit mathur (Consultant at Infosys)
May 18, 3:34 PM
SOQL and SAQL Join

Hi Folks,    I have a requirement where I need to get data of some dealerships in real time which I can do using SOQL and I need to create a table to show that real time data with another column for which Im getting data from a dataset.    Im not able to join both data and create a single out put. Please help with with good ideas.    for ex:  Live data is like    Dealer name      Real time sale  D1                         23  D2                          45  D3                         *    Dataset data is like   Dealer name      previous sale  D1                         45  D2                         10  D3                         90      Output expected :     Dealer name      real time sale  previous sale  D1                         23                    45  D2                         45                    10  D3                         *                        90   

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Aruna Rapole (Sr. Analyst, Application Development • IT Life, Annuity, Dist at LincolnFinancial)
May 11, 10:13 PM
OwnBack up seeding template for Person account

I am creating load the data from OwnBack up to sandbox using seeding template.  trying to load Is Person Account=true Account related Tasks  and also Is Person Account=true Contact related Tasks(Some of the tasks are directly tied to the Contacts with who).      Trying to figure out the object mapping.    Root  -- Account(Is PersonAccount=true) -->Child-->Task                                                                      Child-->Event  -- Contact(Is PersonAccount=true)-->Child-->Task                                                               -->Child-->Event  Is this correct order of mapping. I am I missing anything.  Can anyone help to figure out.     

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Chris Uttley (Salesforce Consultant at Casesys)
Mar 17, 2021, 6:40 PM
Case - Lightning - Path - when Closed is clicked, Mark as Complete does not appear
In Lightning, for Case, I have a Path for Salesforce Support cases. When the Case is open, and I click on Closed on the Path bar, the Mark As Complete option does not popup.

 

I cannot figure out why. There is another system admin (like me) for which Mark As Complete does appear when Closed is clicked.

 

Any suggestions as to the cause of this?Case - Lightning - Path - when Closed is clicked, Mark as Complete does not appear
2 answers
  1. Monica Arolla (ABC)
    May 14, 3:50 PM

    @Chris Uttley

      To see the "Mark As Complete" option on the lightning page, Go to edit mode on the lightning page and click on the path then on the right hide side you get to see a checkbox please uncheck that then you can see the "Mark As Complete" button. attached the image below. 

     

    To see the

     

    Hope this helps!! 

     

    Thank You, 

    Monika. 

     

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