#Sales Cloud183 人正在讨论

Hi,

We are trying to figure out an option that would enable our sales users to send emails to their lists with a pre-built HTML email. Is it possible through sales engagement? How can we execute this?

@* Sales Cloud - Best Practices * 

I have been a SFDC since 1999 and have successfully completed multiple Org Swaps for clients that were backed into corners due to poor implementations or layers of Scar Tissue.    

In 27 years I have never had an AE forced the client to purchase more than 1 license (of equal level (EE, UE) to provision the new Org.    I have a situation now where a Non Profit Client (On UE NPSP) is being told by AE and his VP that the only way they will support an Org Swap is for the client to purchase 10 additional UE Sales Cloud Licenses in order for Ops to Provision the New Org.   

Is this the new Policy at SFDC?    In June, I just completed an Org Swap for another Non Profit and they had no similar requirement.    

Looking for other consultants, Partners, or SFDC folks to weigh in here.   Thanks 

#Nonprofit   

When exactly is an Opportunity Product created (in regular Sales Cloud)?  Is it when you select/click on the Product in the add Product window or is it when you click Save?   

Reason why I'm asking is because we created a custom Discount field that works with a Flow which shows the Discount Amount if the Sales Price (API Name Unit Price) is different from the List Price.  HOWEVER, the field only updates after you click Save (saving it to the Opportunity), then Edit, and then Save again.  I was thinking when I did a Fast Field Update (before Save), the Discount field would quickly calculate when you enter a Sales Price.  But it does not.  The User needs to go in, edit the Sales Price, then the Flow is triggered, clicks Save, and Discount is calculated.   

So, does that mean the Opportunity Product is only created after selecting the Product and clicking Save?  Is this because the Opportunity Product is a junction object?  I understand there's CPQ and now Revenue Cloud, but need to get the simple things first and trying to reduce clicks.  Let me know what you know or what you're done in the past.  Thanks! 

#Salesforce Admin  #Sales Cloud  #Trailhead Challenges  #Trailhead

Some of our opportunities were accidentally changed to a different owner and they need to be changed back but some of these users are now inactive.  Is there a way to update the owner to an inactive user?

Hello everyone,

I have integrated SharePoint with Salesforce using 

File Connect. Currently, we are using only one SharePoint site, but now we would like to add one or two more SharePoint sites to Salesforce Files.

Should we follow the same process for adding additional SharePoint sites, or is there any other configuration required?

What would be the recommended approach to achieve this? 

Thank you in advance for your guidance and suggestions!  

Validation includes:

1. Check if mobile number is valid number by checking the digits (e.g., 10 digits for India mobile number)

2. Get the country code based on mobile number entered.

3. Number type, whether a number is mobile number, fixed-line or toll-free.