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Guilherme Sequine (Marketing Cloud Specialist at Gentrop) asked in #Trailhead
Today, 6:22 PM
MC Next - Sandbox to Production

Good afternoon everyone, hope you are doing well. 

 

I would like to ask a few questions regarding sandboxes in MARKETING CLOUD NEXT, which came up as I started on a new project. To give you some general context, this client basically wants to do all the development in the sandbox, and once everything is validated and tested, deploy it to production—which is totally fine.

 

 

However, here are my questions: 

 

1 - Regarding WhatsApp: Can I perform the setup configuration, warming, and testing all within the sandbox? My concern is whether I will need to replicate this entire process in production later on. If there is an ideal scenario or best practice, I would like to understand how to proceed with this step. 

 

2 - Regarding Email: Similar to the WhatsApp situation, my main question is about the domain/subdomain in the sandbox. When doing all this setup, do I need to perform the IP/domain warming normally? Is it necessary to create a domain/subdomain to work in the sandbox as well, and then repeat the same step for production? Or is the process different for a sandbox? 

 

In short, these are my main questions, but just to reiterate: this client wants everything to be developed and tested in the sandbox, and we will only deploy to production once everything is validated.

Because of this, I have these questions so I can understand the best way to move forward. 

 

Thank you. 

 

#Trailhead  #Salesforce Developer  #Salesforce Admin  #Salesforce  #TrailblazerCommunity  #Marketing Cloud

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Divyanshi Verma (Developer at Sagar group of institutions Bhopal) posted in #Trailhead Challenges
Today, 11:24 AM

One thing I love about Salesforce is that there's always something new to explore! ✨

Every day brings a new opportunity to learn, practice, and improve. 🚀

#Salesforce #Trailhead #KeepLearning#Trailhead Challenges
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Bill Hare (Sr Systems Analyst at Fidelity Investments) asked in #Salesforce Admin
Oct 13, 8:43 PM
Probably a sharing issue?

Hi all! I think I can't get around this but I'm wondering if anyone has any ideas. I have two lines of business (line a and line b) and line b wants to see some information from line a. Previously this has not been needed or possible. 

 

I have managed (using a looking field on the opportunity and a sharing rule) to make that happen. The problem is that if line b runs an account report (for example) they get line a info and we don't want that to happen. If I remove the sharing rule that makes this whole thing work - what I created falls apart. 

 

I'm thinking the only way is do something thing that would require a LOT of work and probably involve bringing in a developer - one or more of the following 

- custom dl account reference object 

- screen flow search 

- custom LWC 

anyone have any other thoughts/ideas? 

Thank you in advance as always for any help!  :) 

 

#Salesforce Admin  #Salesforce  #Sales Cloud  #Automation

3 answers
  1. dhanush gunda (singingbirdapps.com)
    Today, 11:20 AM

    Your instinct about the screen flow is right, and it doesn't have to need a developer. 

     

    The core issue is that sharing is all-or-nothing at the record level. Once line B can see a line A Account, it shows up in every report, list view and search. You can't share a record for one screen but hide it in reports. 

     

    So flip the approach: 

     

    1. Remove the sharing rule, so line A Accounts stay private to line A. 

    2. Build the screen flow you mentioned, launched from a button on the Opportunity, and set it to run in "System Context Without Sharing". The flow can read the line A record through your lookup and display only the specific fields line B needs. 

     

    3. Show it on the Opportunity page as a screen flow component or quick action, so there are no reports and no broad visibility. 

     

    Watch out: system context also bypasses field-level security. Be deliberate about which fields the flow displays, and document it for your security or audit team (relevant at a firm like yours). 

     

    If line B also needs to report on that information, add a small custom object or a few fields on the Opportunity, filled by a record-triggered flow with a copy of just the fields they need. That gives line B something reportable without opening up the Account.

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愛子 千葉
Oct 20, 7:26 AM
顧客の詳細情報を入力する良い方法をアドバイスお願いします

「取引先責任者」について、 

既存の項目以外に、詳細情報を追加入力したいと考えています。 

項目としては20項目以上追加する予定なのですが、 

追加するデータは、A部門しかアクセスできないようにしたいと考えています。 

 

その場合、 

①「取引先責任者」にぶら下がる「別オブジェクト」として 

新たにオブジェクトを作成し、そこに項目追加していく方法が良いか 

②もしくは、既存の「取引先責任者」オブジェクト内に必要項目追加し 

項目アクセス権限で制御した方が良いのか 

どちらの方がレポート作成、権限設定など含め運用がしやすいでしょうか。 

 

②の場合、表示項目が多いとレイアウトが下に長くなるので 

それはあまり良くないなとは思っているのですが、 

同じオブジェクト内の方がレポート等作りやすいのかな？ 

という思いもあったりで迷っております。 

 

①②以外にも、他にもっと良い方法があればぜひご教示願います。 

どうぞよろしくお願いいたします。 

 

 

#Salesforce  #Trailhead Challenges

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Abby M asked in #Trailhead
Yesterday, 8:10 PM
Attach LinkedIn profiles in Salesforce

Is there a free version to do this on the Contact object? 

 

If there's a first name/last name match via LinkedIn?  

 

#Trailhead  #Salesforce Developer  #Salesforce Admin  #Salesforce  #Data Management  #Sales Cloud

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Yesterday, 10:27 PM

    Hello @Abby M, if you do not plan to request LinkedIn, and just navigate to it, you may create a custom field that will host the linkedin identifier of the contact, with a hyperlink formula to create the link to the linkedin page, on your contact detail page.  

    Example : https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A9C2QSAV

    Eric

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Abby M asked in #Salesforce Developer
Yesterday, 7:58 PM
Quote - Add Product Issue/Bug

Is anyone else having this issue? When I go to add a product to the quote (after already adding one previously), I cannot go back in and add another. The pricebook comes back up, I click "save" and nothing happens. The ONLY way I can add another product is if I hit "view all" and add from the product button there. It's never done this to me before. Seems like a glitch?   

Quote - Add Product Issue/Bug

  #Salesforce CPQ & Billing

 

#Salesforce Developer  #Salesforce Admin  #Salesforce  #Data Management  #Reports & Dashboards  #Products

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Jane lee (Salesforce Technical Architect & Developer | 5+ Years at CRM Masters Infotech) asked in #Salesforce Developer
Yesterday, 9:47 AM
Why do CRM implementation projects fail, even with the right software?

 Many businesses invest in a good CRM system but still struggle to get the results they expect. Employees may find the system complicated, data migration can create errors, and the software may not fit the company's actual workflow. Sometimes, teams don't receive proper training or clear guidance on how to use the CRM.  

 

#Salesforce Developer  #Salesforce

1 answer
  1. Usman Khan (Volgsol Technologies)
    Yesterday, 12:13 PM

    Hi, in my opinion CRM implementation projects often fail not because of the software, but because of how it is implemented. Businesses sometimes focus more on technical features than on understanding their actual processes and users' needs. Poor planning, inaccurate data migration, lack of user training, resistance to change, and limited involvement from stakeholders can all lead to failure. A successful CRM implementation is not just about choosing the right technology; it's about aligning people, processes, and technology to achieve business goals.

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Amal IBN EL HOBYB (Consultante CRM & Data at Uprizon) asked in #Salesforce Admin
Yesterday, 8:32 AM
Google Workspace SSO and Salesforce Phishing-Resistant MFA

 Hi everyone,

Has anyone configured Google Workspace SSO with Salesforce to support Phishing-Resistant MFA without prompting users to register a passkey in Salesforce after SSO login?

Google Workspace sends an unspecified in the SAML AuthnContextClassRef (ACR), so Salesforce does not recognize the authentication method used.

Is there a way to address this through SAML ACR/AMR attributes or Salesforce identity verification settings?

Thanks!  

 

#Salesforce Admin  #Salesforce Developer  #Salesforce  #TrailblazerCommunity

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Vinod Palne (Senior Consultant at Capgemini)
Yesterday, 3:10 AM

🚀 What is an Action Plan in Salesforce FSC? Explained in 5 Minutes!

In Salesforce Financial Services Cloud (FSC), Action Plans help financial services professionals organize tasks and follow structured processes for activities such as client onboarding and financial reviews.

If you're learning FSC, understanding Action Plans is a useful step toward exploring how Salesforce supports real-world financial services workflows.

🎥 Watch the beginner-friendly explanation here:

 

https://www.youtube.com/watch?v=UolkGS4KEwg

Let's discuss! Where do you think Action Plans are most useful in FSC — client onboarding, financial reviews, or other banking processes?

 

#Salesforce

 

 

#Financial Services Cloud

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Shubham Baghel asked in #Salesforce Developer
Oct 21, 9:58 AM
I have documents in Salesforce that need signatures. Can I send them for eSign without downloading them first?

#Salesforce Developer #Salesforce #ESignature

2 answers
  1. Tushar Jadav (Biztech IT Consultancy PVT LTD)
    Oct 21, 10:30 AM

    Hello @Shubham Baghel

     

    Yes, you can send documents for electronic signature directly from Salesforce without downloading them first. By using a native e-signature integration—such as

    Docusign eSignature for Salesforce

    , BoldSign, or Sign Made Easy—you can attach files already stored in your CRM records or use automated templates. 

    https://docsmadeasy.com/blog/how-to-generate-send-documents-for-esign-in-salesforce/

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