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Hi Folks, 

 I am confused about some Questions. Can someone please clarify them?  

 

What are 'Quote to Cash' and 'Lead to Cash'?  

 Can someone explain to me completely about 'Quote to Cash' and 'Lead to Cash'?

 Do these two come under Salesforce CPQ or Salesforce Billing?

 

#Salesforce CPQ & Billing  #Salesforce Developer  #Trailhead Challenges

1 answer
  1. Today, 12:17 PM

    Hi @Vadde Amaresh

     

    The quote-to-cash process covers the end-to-end functions related to sales activity for your organisation. Typically, configuring offers for a prospect is listed as the first true step of the QTC process. While there are often some sales activities that occur along with marketing functions even earlier in the buying funnel—cold calling, prospecting, inbound sales activities, and so forth—the opportunity to deliver a quote is generally seen as the first measurable, concrete QTC function. 

     

    Ref lead to cash -

    https://help.salesforce.com/s/articleView?id=sales.blng_lead_to_cash_parent.htm&type=5

     

     

    Thanks

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Hi Community, 

 

I love that we now have the ability to use dynamic related lists on the mobile app (beta).  I have enabled this in the settings but notice that the action buttons do not appear on the mobile app.   

 

Does anyone know if I have perhaps missed a step, or is this because it is beta and this will come, or is not part of the delivery?  

 

In addition, I am trying to get an object specific button to be visible on the mobile app, but when I add it to the page layout under the mobile and lightning actions, it appears on the activity tab, which I don't want.  I have tried creating a new button and adding it to the highlights panel with a form factor = mobile, but it doesn't show on the mobile app.  Is this also in beta? has anyone else experienced this and how have they got around it?  I'm pretty sure creating a screen flow and using a button for that will work, but it seems like  a lot to get around something which feels like the functionality is already there. 

 

Many thanks 

Natalie 

1 answer
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Is is possible to add a "$" to a formula number field? If so, how?  

 

#Sales Cloud

13 answers
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Step not yet complete in Curious Koala Playground 

An unexpected error occurred while inserting Account records and we couldn't check your work. Make sure the validation rule error message is correct, and that account records can be inserted in this org, then click "Check Challenge" again. If this continues, contact the Salesforce Help team. 

 

#Trailhead Challenges  #Validation Rule

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3 answers
  1. Jun 3, 4:34 PM

    Hi, @ayush soni

     

    A few months ago, I had the exact same error.

    The solution is quite interesting - you need to Save the Report, then open it again, and the "Contains" operator will become available.

     

    Sincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ

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Hi, does anyone here know how I can grab the "view in browser link" of an email from the data? If this is stored somewhere in SMC? I'd like to use this link to update an existing case in Sales Cloud, so I would need to have a dynamic value..  

 

#Marketing Cloud

1 answer
  1. Lukas Lunow (CloudWise) Forum Ambassador
    Today, 12:04 PM

    You will need to store it at sendtime, in your sendlog data extension - as it is not retrievable from any of the standard data views. Assuming you already have a sendlog in place, you should add a text field of 1000+ characters, and name it e.g. vawp. In your ampscript, following snippet should be added, ensuring the view_email_url value is retrieved, and assigned to the @vawp variable, allowing it to be stored:

    %%[

    IF _messagecontext == "SEND" THEN

    /* Assign the VAWP link to an AMPscript variable named exactly like your DE field */

    SET @vawp = view_email_url

    ENDIF

    ]%%

    Do keep in mind, that view_email_url is not always persistent, as described in this help article.

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Hi all,

In one of my Salesforce Data Cloud implementations, I’m working with a hierarchical product catalog that follows this structure: 

 

Parent Category > Subcategory > Product  

 (Note: The depth of the category hierarchy isn’t fixed. Some parent categories have multiple levels of subcategories before reaching the product.) 

 

 Example: 

Computers & Tablets > Desktop Computers > iMacs, Gaming Desktops, etc.

I'm trying to map this into the standard Product Category DMO, where each subcategory is linked to its immediate parent using a Parent Category ID

. The relationship is N:1 and modeled via self-join between Parent Category ID and Product Category ID. 

 

The challenge:

 

 When I segment users based on 

Category Name = ‘Computers & Tablets’, it doesn’t return any records. But if I filter by a leaf-level category like ‘Computer Towers’, it works, because that’s directly linked in the Product DMO.

This leads me to believe that Data Cloud doesn’t automatically roll up or infer relationships up the hierarchy during segmentation. 

 

Question:

 

 What’s the best-practice approach to make the top-level categories (like Computers & Tablets) usable in segmentation logic? Should we flatten the hierarchy before ingesting the data, or is there a way to handle this natively within Data Cloud? 

 

(Attached: Existing Product Category file structure for reference.)

 

Thanks again for you help!

2 answers
  1. Today, 12:03 PM

    Thanks Ashish, that’s a great point and I completely agree with your concern. 

    Yes, the approach of using fixed fields like TopLevelCategory, MidLevelCategory, and LeafCategory works only when the hierarchy always has the same number of levels. But as you mentioned, if your product categories vary in depth—sometimes two levels, sometimes four—then hardcoding those levels into separate fields quickly becomes difficult to maintain and doesn’t scale well. 

    A better approach would be to use a single custom object called something like Product_Category with a parent-child relationship. Each category record would have a lookup to its parent category. That way, you can build any depth of hierarchy. For example, "Gaming Desktops" would have "Desktop Computers" as its parent, and "Desktop Computers" would have "Computers & Tablets" as its parent. This structure gives you flexibility to support any number of levels. 

    If you want to display the full path somewhere, you could also include a text field called something like FullCategoryPath and populate it with values like "Computers & Tablets > Desktop Computers > Gaming Desktops". You could generate this path using a bit of Apex logic by walking up the hierarchy. 

    So in short, you're absolutely right to avoid hardcoded field levels in your use case. A self-referencing custom object is the more scalable way to model this kind of hierarchy. 

     

    SOQL for full path (pseudo-code): 

     

     

    public String buildCategoryPath(Product_Category__c cat) { 

        String path =

    cat.Name

        while(cat.Parent_Category__c != null){ 

            cat = [SELECT Name, Parent_Category__c FROM Product_Category__c WHERE Id = :cat.Parent_Category__c]; 

            path =

    cat.Name

    + ' > ' + path; 

        } 

        return path; 

     

    Computers & Tablets (Parent: null) 

    └── Desktop Computers (Parent: Computers & Tablets) 

        └── Gaming Desktops (Parent: Desktop Computers) 

     

    Scales to any number of levels

    Clean data model

    Easy to query recursively (e.g., in Apex or SOQL with WITH clauses in future Data Cloud versions) 

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5 answers
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 To fetch the count of related Invoice__c records per Account using parent-to-child SOQL.

 

i have written the code like below but it doesn't work,please give me correct code.

 

1. List<Account> accList = [      SELECT Id, Name,             (SELECT Id FROM Invoice__r)      FROM Account      WHERE Id IN :accountIds  ];    for (Account acc : accList) {      Integer invoiceCount = acc.Invoice__r.size(); // Counts the number of child records      acc.Total_Invoices__c = invoiceCount; // Assuming this is a custom field  }    update accList;          2.List<Account> accList = [      SELECT Id, Name,             (SELECT Id FROM Invoice__c)      FROM Account      WHERE Id IN :accountIds  ];    for (Account acc : accList) {      Integer invoiceCount = acc.Invoice__c.size(); // Counts the number of child records      acc.Total_Invoices__c = invoiceCount; // Assuming this is a custom field  }    update accList;      If I count the contacts per each account, it is working as expected   list<Account> accList = [SELECT Id,Name,(SELECT Id FROM Contacts) FROM Account WHERE Id IN:accountIds]; for(Account acc : accList ){ Integer TotalContactsCount = acc.contacts.size(); acc.totalContactsCOunt = TotalContactsCount; }     but the above invoice to account is not working      

3 answers
  1. Jun 11, 3:57 PM

    Hi, @Vadde Amaresh

     

    Make sure if between Account and Invoce object you have relationship (probably on Invoce object a Lookup or Master-Detail to Account). 

     

    In your code we can see, what you used Invoice__r, but you need to check exactly what the child name looks like, because it might, for example, look like this:  

    Child Relationship Name: Invoices__r 

     

    After that, your code should look something like this: 

    List<Account> accList = [

    SELECT Id, Name,

    (SELECT Id FROM Invoices__r)

    FROM Account

    WHERE Id IN :accountIds

    ];

    for (Account acc : accList) {

    Integer invoiceCount = acc.Invoices__r.size();

    acc.Total_Invoices__c = invoiceCount;

    }

    update accList;

     

    Sincerely, 

    Mykhailo Vdovychenko 

    Bringing Cloud Excellence with IBVCLOUD OÜ 

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