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I work with a large contact database that currently exists in Excel format, and the file contains tens of thousands of records. I need to convert the contacts into VCF files for another system. Most of the online converters I have found seem designed for small files, and I am not comfortable uploading a huge customer database to an online service because of privacy concerns. 

I am therefore looking at desktop-based Excel to vCard conversion tools. Has anyone tried

SysTools Excel to vCard Converter

with a very large Excel file? I would like to know whether it can handle thousands of contacts without crashing or skipping records. 

 

#CRM Configuration  #Data Management

1 个回答
  1. 今天,13:29

    @mathew0406 micheal

      

    Of all the things to do in the world, literally ALL of the the options available (here's just a few)     

     

    • Teach a child to read 
    • Help an elderly person
    • Donate to a food pantry
    • Adopt an animal from a shelter 
    • Plant a tree

     

    Instead, you chose to post spam in this Community.  Your parents must be so ashamed of you.

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Hello, 

 

We have a validation rule so that it is required to have either a phone, email or linkedIn profile as a requirement to save the contact. It works when you add a new contact from the contact tab, but when we try adding it from the organization it isn't popping up. 

 

Any idea what is going on and/or how to fix it? 

 

Thanks in advance. 

 

#Salesforce Admin  #Salesforce  #Data Management

11 个回答
  1. 今天,05:56

    Hi @Rosie Lewis

     

    A few good leads came out of that thread here's the synthesis and what's actually likely going on: 

    The LEN vs ISBLANK swap doesn't matter here. For text fields, LEN(field) = 0 and ISBLANK(field) behave identically that's a red herring, not your bug. Also, the AND() logic is correct for what you want (block save only if every field is empty) that's not broken either. 

    The real cause is almost certainly one of these two, in order of likelihood: 

    1. A Screen Flow or Quick Action is creating the Contact via a path that bypasses validation. If "adding from the organization" (Account) uses a Screen Flow's Create Records element, Flow has a checkbox "Skip the validation rules" (formerly "Skip Salesforce validation rules for this record") that developers sometimes enable to avoid friction. If that's checked, the rule never fires for that path, even though it fires normally when a user saves via the standard Contact edit page. This matches your symptom exactly: same rule, same object, but silently doesn't fire from one specific creation path.
    2. A Quick Action ("New Contact" on the Account's Contacts related list) is pre-populating one of the seven fields, most commonly MailingStreet, via a "Predefined Field Value" on the action. If that field gets auto-filled from the Account's Billing Address, the AND() condition is no longer all-blank, so the rule correctly doesn't fire it's not being bypassed, it's legitimately satisfied by data the user didn't type in themselves.

    How to confirm which one, without guesswork:

     

     

    • Setup → Object Manager → Contact → Buttons, Links, and Actions check if "New Contact" on the Account page is a Quick Action, and if so, open it and check "Predefined Field Values."
    • Setup → Flows - search for any Screen Flow referencing Contact creation, triggered from the Account page (button, Lightning page component, or Flow action). Open its Create/Update Records element and check the "Skip Validation Rules" checkbox.
    • If it's Lightning, also check whether the "New Contact" button on Account is a Lightning App Builder-placed Flow component rather than the standard related-list New button - that changes where to look entirely.

    I hope you find the above information helpful. If it does, please mark it as Best Answer to help others too.

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We have a scenario to load data from AS400 to Datacloud. Has anyone gone through this without using mulesoft or FTP. Please suggest the options .

1 个回答
  1. 9月7日 14:43

    Think of AS400 → Staging Layer → Data Cloud.

    • MuleSoft/FTP are common, but not mandatory.
    • The most sustainable approach is to stage AS400 data in a modern warehouse (Snowflake, Databricks, BigQuery) and then connect that warehouse to Data Cloud.
    • This gives you flexibility, scalability, and avoids the limitations of direct legacy integration.

    My recommendation: Use an ETL tool (Informatica, Talend, Boomi, Jitterbit) with AS400 JDBC/ODBC drivers to move data into Snowflake or Databricks, then register that source in Data Cloud.

    This avoids MuleSoft/FTP and aligns with Salesforce’s supported ingestion patterns. 

     

    Glad to help! If this answers your question, please consider marking it as the

    Best Answer—it helps others in the community find the solution more easily. Thanks!

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Hi Team,

I'm working on populating fields from my Snowflake Zero Copy Source, which is mapped to a Custom DMO (Profile type), onto the Contact page layout. This Custom DMO has a direct 1:1 relationship with the Individual DMO. And, the Account Contact DMO (Contact Object) also has a direct 1:1 relationship with the Individual DMO. 

 

After unifying the Contacts, I'm unable to transfer attributes from the Custom DMO to the Contact page layout. These are the condition I have checked and my setup meets both of them i.e.,

  1. For the related list, I can only use either the Profile or Engagement DMO.
  2. The DMO used for the related list must undergo identity resolution and have an established relationship with the Individual DMO.

Are there any other conditions I should verify? Does a Zero Copy data source support Data Cloud related lists? Any insights from you all would be greatly appreciated!

Thank you.

1 个回答
  1. 9月7日 14:35

    The key condition you’re missing is that Salesforce Data Cloud related lists are only supported for ingested DMOs that have undergone identity resolution and are tied to the Individual DMO. Zero Copy sources can be mapped and unified, but they do not

    currently support related lists on CRM page layouts. 

     

    Why Zero Copy Doesn’t Work for Related Lists

    • Zero Copy = Federation, not ingestion
      • Data Cloud registers external tables as Data Lake Objects (DLOs) and queries them in place. 
      • The data stays external; only metadata and query paths are stored.
    • Related lists require ingested DMOs
      • Related lists on CRM page layouts depend on identity resolution and relationships built on ingested DMOs.
      •  Federated (Zero Copy) DMOs don’t materialize inside Data Cloud, so they cannot be surfaced in related lists.
    • Supported downstream features
      • Zero Copy DMOs do work for segmentation, calculated insights, and identity resolution.
      • They don’t support related lists or page layout rendering because those require local object materialization.

    Glad to help! If this answers your question, please consider marking it as the Best Answer—it helps others in the community find the solution more easily. Thanks!

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Here is my situation: We use Teams Webinar and then import the list of registrants/attendees into Salesforce.  Typically this is a mix of both contacts and also new leads.  

 

When I import to the campaign, it seems I need to have separate lists for leads and contacts, but this requires manual effort for us to cross reference the list and see who is a lead vs. who is already a customer.  

 

The simplest way I can figure to do this is to first import the list as "Update existing contacts" then manually remove all of the contacts from the CSV and import again as "Update and create new leads", but there has to be a better way to do this!  Please let me know what I am missing.  Thank you!

2 个回答
  1. 9月7日 13:51

    We had a similar webinar import process and the annoying part was always splitting existing people from new ones before loading anything. Once it became a regular thing, we used Skyvia (https://skyvia.com/connectors/salesforce) to handle the matching against Salesforce first, update the records that already existed, and only create new ones when there wasn’t a match. That saved us from cleaning up the CSV by hand every time.

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Hello Trailblazers,

We PDF files attached to one of our objects that we need exported frequently. I have only been able to use the Data Export to download all of files but I am not able to find the ones I need. I also used Data Loader but again, I am not able to effectively filter for the files related to a specific object or owned, or created by a specific user. I appreciate hearing about your experience or insight on this.

Thanks,

Kharaam

6 个回答
  1. 2024年1月12日 18:09

    Hi Kharaam, per this help article, in order to successfully export or query all Content Documents and Files in the org, the permission 'Query All Files' must first be enabled. Once this is enabled you can use Data Loader to export files via the Content Document object. 

     

    Note: You'll need to manipulate the exported data to be able to download the files. Here's a YouTube video for one approach that doesn't seem too difficult.

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Hi All,

 

I have created embedded service deployment for chat service.

 

When I click on Chat with an expert buttom, It is not loading the chat window. It is showing only Loading.Thisfunctionality is not working only for one website remaining all the websites it is working.

 

Pre chat form is not loading

 

Thanks in advance.

 

Regards

 

Deepak
2 个回答
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Is it possible to do mass edits from a related list similarly to how they are done from List views (using inline editing)?
2 个回答
  1. 9月3日 21:01

    In the meantime of https://ideas.salesforce.com/s/idea/a0B8W00000GdlpwUAB/inline-editing-for-related-lists being delivered, in the Winter '27 release, this new feature can solve what you're looking for: 

    Process Multiple Records with Screen Flows from List Views and Related Lists -

    https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_screen_mass_quick_action_264.htm&release=264&type=5

      

    In the meantime of being delivered, in the Winter '27 release, this new feature can solve what you're looking for: Process Multiple Records with Screen Flows from List Views and Related Lists - I just

     

     

     

     

    I just completed a new screen flow for one of our long-term requests here and it came out beautiful!

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I think I already know the answer to my question, but is there anyway to report on the information within Marketo Sales Insight from within SFDC? I have searched far and wide within the reporting and have not been successful. I've been told some apps can help with this, but if I can avoid going that route, it would ideal. 

 

Yes, we do have the activity history related list showing emails being sent through Marketo, but the details are better in sales insight and we cannot report on web activity and scoring from the activity history related list. 
4 个回答
  1. 9月3日 20:56

    We had this issue with Marketo too. Some of the data we wanted for reporting just wasn’t available in Salesforce, so we pulled the pieces we needed from Marketo into Salesforce with Skyvia (https://skyvia.com/connectors/salesforce) and reported on them there. Not sure it works for everything in Sales Insight, but it solved the reporting gap we had.

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I'm attempting to change one of my end user's email addresses. Everything is running smoothly and the new email address is receiving the verification email from Salesforce, but there is no link for the end user to verify the email address change.
6 个回答
  1. 9月3日 20:43

     Today we had a user receive the same email screenshotted by Seva Tsurikov, the one notifying the user of an attempted email changed, but with no verification link. We had the user update her own email instead in the Profile icon > Settings > Personal Details page. Salesforce Help site Agentforce AI chatbot was wrong many times about the potential reason for this, and finally it said it could just be a glitch in Salesforce and that I could submit a case if needed. 🙄

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