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#Sales And Marketing14 discussing

I'm trying to delete an Account record type, but it says that one of my user profile has it selected as the default. The user profile is called "External Who." When I try to click on it from the screen where it notifies me that it's using that record type as a default, Salesforce says I have insufficient privileges to view that user profile. I'm a System Administrator.

 

When I go to the "Profiles" section under "Manage Users," I don't see a user profile called "External Who." It's as if it doesn't exist. I also can't select that profile when editing a user. I can't see who created it or how. The biggest issue is that it is tied to the record type I want to delete.

 

Has anyone run into this before? How do I fix it?
25 answers
  1. Feb 4, 2016, 6:51 PM
    Here is an update on how to do this if you use the new Enhanced Profile User Interface.

     

    First thing to do is **disable** the Enhanced Profile User Interface checkbox in the User Interface

     

    Setup> Customize> User Interface> Setup Section> Deselect  Enable Enhanced Profile User Interface> Save

     

    Proceed with the following Steps:

     

    1)Follow this click path:

     

    Setup> Manage Users> Profiles> System Administrator> Navigate to Record Types> Click the Edit Link on the Object in question's Section

     

    At this Point you will be at the Edit Record Type Settings Page for the Object.

     

    2)Copy the URL from the address bar on your browser and paste it into note pad:

     

    https://naX.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=xxxxxxxxxxxxxxx&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

     

    3)Now follow this click path

     

    Open the external who profile, (or any others you need to update)

     

    You might get an insufficient privileges, that is fine we just need the ID from the profile.

     

    4)Copy the 15 digit Salesforce Id from the URL in the Address bar of your Browser:

     

    yyyyyyyyyyyyyyy

     

    5)You are now going to replace the id in the Edit Record Type Settings Opportunity Page ( the first id number right after the "jsp?id=" in the URL ) with the Id from the Chatter Free User.

     

    This:

     

    https://naX.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=xxxxxxxxxxxxxxx&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

     

    Should now look like this:

     

    https://na5.salesforce.com/setup/ui/profilerecordtypeedit.jsp?id=yyyyyyyyyyyyyyy&tid=Opportunity&pn=System+Administrator&retURL=/xxxxxxxxxxxxxxx

     

    xxxxxxxxxxxxxxx was replaced with yyyyyyyyyyyyyyy

     

    6)Now copy the modified Url and paste it in the Address bar of your browser and hit enter.

     

    7)You will now be able to remove the value by highlighting it and selecting remove. Switch the Default record type to whatever you like and hit save.

     

    NOTE - If no Record Type is wanted the default will HAVE to be "-Master-"

     

    Once you are finished you can turn Enhanced Profile User Interface back on.
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Hi,

 

I am trying to mass delete files from SalesForce Content using the contentdocumentid (obtained from an export of the ContentWorkspaceDocument object).

 

The error message that I am getting is the following: "Cannot complete this operation. You cannot remove a document from its owning workspace. :  "

 

Thanks for your suggestions.
15 answers
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I want the emails to be associated to the contacts they were sent to and/or from. 
8 answers
  1. Aug 17, 9:11 AM

    If you want to import all existing emails from a PST file, the right method depends on where you want those emails to be imported. It is important for a large mailbox to keep the folder hierarchy, attachments and message properties rather than exporting individual emails. 

     

    In case the destination requires a different email format, then you may try

    DataVare PST Converter

    for bulk PST conversion. It can process single PST or multiple PST files in a folder and export the mailbox data to MBOX, EML, EMLX, MSG, NSF, TGZ, HTML, MHTML, PDF and IMAP file formats. Conversion preserves folder and subfolder hierarchy, email properties and attachments. 

     

    For a complete mailbox, batch processing is useful because all selected PST data can be handled together. The Date Range filter can also be left unused when the intention is to process the entire PST rather than a specific period. 

     

    Before importing the complete mailbox, test a sample PST and verify the resulting folder structure and attachments.

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When creating a report there is a special field called Last Activity which is very helpful. In addition to showing the date of the Last Activity, I would like to also show additional pieces of information from that Activity such as the Subject field.

 

Is there a way to do this? I can't figure out anyway to show this field using either an Account report or an Activity Report.

 

I want to create a report that shows information just for the most recent Activity for a set of Accounts.

 

Any ideas?

 

Thanks!
9 answers
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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 answers
  1. Jul 13, 7:28 AM

    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 answers
  1. Jun 4, 2020, 11:11 AM
     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 answers
  1. Jul 9, 1:25 PM

    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 answers
  1. Dec 5, 2018, 8:49 PM
    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 answers
  1. Jun 29, 6:32 AM

    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 answers
  1. Jun 2, 11:11 PM

    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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