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I need to reschedule my webassessor exam since my business trip was planned... however , no avaliable date can be selected from test center...is there possibility to change the testing from onsite to online?  

 

#Trailhead Challenges

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I found a short document about the salesforce subscription management which was a beta release in spring 24. I'm not able to find any recent documentation about it. Have anyone implemented the subscription management and recurring orders in salesforce B2B commerce cloud? Can someone provide more details on it.  

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Hi, we are currently working on community sites SNA pages. We didn't do custom static resources but We made changes directly on the page with Html Editor, and published the changes. But i am wondering if this is the correct method. and on how to test this Page... since it doesn't have url. Please help me on that. 

 

#Experience Cloud

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Hi All, 

 

I have a checkbox field (default checked ) on Lead object. I want this checkbox field checked by default while a lead is created from Marketo. We have a SF user record which is connected to this. Now when I login as that user and create a lead record, this checkbox is checked by default. But when I was checking the report where the Leads coming from Marketo this checkbox is unchecked. How do I fix this?  

 

Thanks in advance!

14 answers
  1. Today, 6:33 AM

    More precisely, when you create a record in salesforce directly, the "Create " action is happening while syncing/integrating from other apps, the function "insert" is happening.  So while inserting if we are not providing the value, that field will be null. 

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2 answers
  1. Today, 6:26 AM

    Hi , 

     

    I was able to resolve the issue.

    1. deleted the 'Subflow-Create Generator Opp Product' sub flow and created again... made sure all the the errors are resolved in this particular flow [ until activate the flow error comes ] 

     

     

    2. deleted the v2 of Add Generator Product to Named Opps and created again referring to the latest 'Subflow-Create Generator Opp Product' sub flow [ while you create new version name should be same ] 

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007O2VQ5SAN

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1 answer
  1. Today, 6:13 AM

    Hi , 

     

    There are two possible problems/ or things you have missed. 

     

    1. The field is not added to the page layout. You can this by going to Object Manager>>Account>>Page Layouts>>Account Layout and search for the Support Plan Start Date. If this is not added to the Page layout do add this.
    2. The Field level security for the user profiles. Goto Object Manager>>Account>>Fields and Relationships>>Support Plan Start Date>>Set Field-Level Security. And make this field visible to all the profiles in your org.

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000CgvRfSAJ

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000JgRaP

     

    I was able to figure it out. The reason the Has Support option was missing was because it needed to be created in the previous module.

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000Pj4Yr

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Hi, 

 

I’ve been searching online but couldn’t find a clear answer, so I wanted to ask:

  • Is it possible to update a Salesforce object from a child Business Unit (BU) to another BU?

 

I know one option is to create a CloudPage in the parent BU (where the Salesforce sync is set up) and use it as an endpoint. But I’d prefer to use the REST API if possible, for better security. 

 

I also considered triggering an API via Journey Builder as a complementary option to the REST API approach. In this case, I would create a Data Extension to store the information coming from the child BU and then set up a Journey that processes the data and calls the Salesforce API. However, this could add extra complexity to the solution compared to simply using a CloudPage endpoint.

Any advice or best practices would be really appreciated.  

 

Thanks! 

 

#SFMC Implementation

1 answer
  1. Khyati Mehta (SmartBridge) Forum Ambassador
    Today, 3:20 AM

    Hello Daniel, 

     

    So directly updating a Salesforce object from a child BU isn’t really possible unless that BU has its own MC Connector set up — which usually isn’t the case, it's mostly just in the parent BU. So your idea of hitting a CloudPage in the parent BU from the child one is actually a solid and commonly used workaround. You can expose a secure REST endpoint on the CloudPage, send the data from the child BU, and let the parent BU handle the Salesforce update. It keeps things clean and more secure. Now about the Journey Builder idea — it’ll work too, but yeah it’s a bit heavier. You’ll need to store the data in a DE, trigger a Journey, and then make the API call to Salesforce from there. It adds some layers, so if you’re good with managing a CloudPage securely, that might still be the smoother option.

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