#Sales Cloud191 人正在讨论

Hi, We are looking for some recommendations or help with the following.: 

How can we manage Lead to Account match when there are multiple Accounts with the same name, but maybe different country/state etc - how do they know what account to associate a lead too? 

For example a lead comes in with the email domain of 

test.com

 and company as Becky Test Account. 

Becky test account is in Salesforce as an Account, this account has a few accounts with the same name but have different or the same country and states. 

Becky test account - US - New York - Tom Hardy as the Account Owner 

Becky test account - US - California - Jeffery Wright as the Account Owner 

Becky test account - US - New York - Maggie Smith as the Account Owner 

Becky test account - UK 

Has anyone been able to link Leads to Accounts? If so how? 

I'm not receiving emails from a subscribed dashboard.   

I've already followed the troubleshooting steps mentioned in the article below, but the dashboard emails are still not being delivered:

https://help.salesforce.com/s/articleView?id=005103353&type=1

  Has anyone experienced a similar issue? Are there any additional settings, permissions, or email deliverability checks that I should verify?   

Any suggestions would be appreciated. Thanks!  

@* Sales Cloud - Best Practices * 

Hi Friends,

My Salesforce org was initially set up incorrectly, leading to a significant amount of bad and duplicate data. This issue is now interfering with our ERP integration as that was also setup wrong and brought in bad data too. I believe that a full reset of the org might be the best solution.

However, I’d like to reload only a subset of records while ensuring that their associated activities are preserved. Could anyone provide guidance on the best approach to achieve this?

Thank you in advance for your help!

I am trying to setup my 2048 dkim key. I have a 1024 key that is active. I created a new key, entered the cname records at my isp, did a nslookup to verify the new entry and after 24 hours, the 1024 key is still active and the 2048 is not. And I do not see any option to change it. How do I de-activate 1024 and activate 2048?   

@* Sales Cloud - Getting Started *  @* Service Cloud * 

Hi everyone,

I noticed a behavior in our org and wanted to check if this is standard or custom.

When I create a new Contact directly from an Account record (via the Related List), I leave the Contact's address fields blank. However, upon saving, the Contact's Mailing Address automatically populates with the Account's Shipping Address.

Is this standard Salesforce behavior handling this mapping in the background?

Thanks in advance for the insight!    

Is there a way to customize the Related List Quick Links Columns view by user? Our renewal team wants to see certain columns that do not pertain to the rest of the team. I know how to add and change the order of the columns.  

My guess is a new page layout.  

I am against entering duplicates into CRM. However, the current SDR Lead Process is to enter Leads in Prospect Status regardless of whether they exist in the CRM. Leadership can track and report on Opportunities created during conversion and convert the Lead into an existing Contact. We have Contacts that just exist in the CRM and are not current Customers. Leadership wants the Contact to be worked as a Lead even if already a Contact.   

How are other companies handling this and tracking ideas if we halt entering in duplicate Leads? Are any companies entering duplicate Leads?   

If we halt entering in Lead duplicates, one idea is to have an SDR Owner on existing Contacts, along with the original Contact Owner. A new picklist field for tracking on the Contact, and a field on the Opportunity to credit the SDR. We currently add both Leads and Contacts to Campaigns.  The downside is more reports and more list views for the SDRs.   

@* Sales Cloud - Best Practices *  @* Sales Cloud - Getting Started *