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.
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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
Thanks, Tom
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!
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.
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?
I need to implement Opportunity Splits to our existing instance that splits has never been used. I was able to successfully do it in my Sandbox but I have tried twice now in production and get this error message: "The script enabling opportunity splits was unsuccessful. To properly revert your organization, please contact customer support via the salesforce.com Help and Training portal." I have submitted a ticket and I haven't heard anything back from SFDC. I'm scouring the internet and can't find anything about this. Has anyone ran into this before?
Same issue here. There is a clause in the opportunity split config screen about "Check for Mass Operations". This suggests that automation pertaining to Opportunity may need to be disabled before proceeding with this action. I am going to try that and report back.
Update: I applied the permission set to my own user, but it is possible that Salesforce is using the system user to do this. I will try applying this permission set to the system user and try again.
I am getting an error :'Can’t resolve merge fields Review the quick text merge fields for errors or try inserting them again.'
I am not to figure out why, I get these even if I am using the fields from drop-down menu.
The quick text folder is shared with me. The field I am trying to use the quick text on is on the event object and the merge fields are Lead fields related to the event.
I am unable to resolve the issue through debug logs as well so I am at a dead-end here. Any inputs would be appreciated.
Thanks in advance for your help.
Hi,
Same issue here,
User can see the quick text but can't use it and it displays the merge fields error
To fix : manually share the quick text with the user.
Opportunity Recycler - Now Available Free on the Salesforce AppExchange
With a bit of nostalgia, 15 years after my original posting on the Trailblazer Community, I am pleased to share a new free app on the AppExchange: Opportunity Recycler.
Over my years of working with Salesforce in various organizations, I’ve seen a need for a better way to handle Opportunities that are temporarily lost due to reasons related to customer purchase timing.
If you think this might be a solution that could benefit your organization, please take a look.
Trying to lean salesforce here :)
Thanks
Hello,
Self Service Portal (SSP) has been deprecated and was replaced by Customer Portal for newer orgs. However, both are now considered legacy, and Salesforce currently recommends
Experience Cloud for self-registration and customer portal needs. Licensing is still required, with different options based on access and usage.Please advise....
Hi!
I am looking at an integration of our Quickbooks Online account with Salesforce (Lightning Platform Starter - Enterprise Edition + Lightning Sales Cloud - Enterprise Edition).
I understand installing the Quickbooks Online app, however, what I need to do is generate quotes and invoices from within Salesforce and have them sync with Quickbooks.
Any advice on where to look at making this possible? Thanks!
-Hasan
I’ve set this up before, and the key thing is deciding where quotes/invoices are actually created vs just synced.
The native QuickBooks app can cover some basics, but if you want to generate quotes/invoices in Salesforce and reliably sync them to QBO, you’ll need clear object mapping (Opportunity -> Invoice/Sales Receipt, etc) and a consistent ID to avoid duplicates.
What worked for us was keeping quote/invoice creation in Salesforce, then syncing those records to QuickBooks with the right structure and status. We used Skyvia (https://skyvia.com/data-integration/integrate-salesforce-quickbooks) for that part so we could control the mapping and when records get pushed (only after approval). That way sales works fully in Salesforce, and finance gets clean transactions in QuickBooks.
I want to pass the gclid parameter from the browser to a Pardot iframe for visitor's that convert on our site from a Google Ad.
I have this working with normal forms using the scripts provided by Google and have them implemented via GTM: https://support.google.com/google-ads/answer/7012522?hl=en-AU&co=ADWORDS.IsAWNCustomer%3Dtrue&oco=1. The gclid successfully passes into Pardot/Salesforce via a hidden form field.
But I haven't been successful at getting this to work with the Pardot iframe.
I thought this might provide the answer, but when I implement it the Pardot iframes don't load on the page anymore. https://help.salesforce.com/articleView?id=000269753&type=1&language=en_US
Has anyone been successful at accomplishing this? Any ideas without moving the iframes to form handlers?
Thanks for your help.
Yeah this is a common issue as iframes create a security boundary that prevents the parent page from directly accessing or modifying the form fields inside the iframe. The GCLID gets captured on your main site but can't be passed into the Pardot iframe form.
You have a few options here:
1. Switch to form handlers - (which you mentioned wanting to avoid) - This would let you embed the form directly on your page where your existing GTM setup would work.
3. Use a tool like Attributer that can handle this automatically - It captures the GCLID when someone first lands on your site, stores it in a cookie, and then writes it into hidden fields on Pardot forms (including iframes). This works because it operates at the form level rather than trying to pass data across the iframe boundary.
You could also try appending the GCLID as a URL parameter to the iframe src, but Pardot would need to be configured to capture URL parameters and write them to hidden fields, which isn't straightforward.
