Feed

Hello.  

Just wondering if there are any Campaign Monitor users here that can help me understand if and how we can trigger an automatic email campaign to go out when a Contact is attached to a Campaign via Campaign Membership in Salesforce?  

I understand email campaigns can be automated and triggered if someone is added to a list or a segment, so I guess it is a question of if such an activity in Salesforce can result in a Contact being added to a list or get updated with a segment? And is it fiddly if we would want to repeat that behaviour for various, but not all Campaigns, through out the year? Would we need multiple syncs specific to these Campaign records and their members, and if Contacts are already synced onto our master 'All Contacts' list, what are the considerations for that?   

Thanks in advance for any advice! :) 

#Trailhead Challenges

"Users without View Setup and Configuration don't see Lightning components whose visibility depends on a custom permission even if this has been enabled for the user via profile or permission set(s)."

I've a use case where I need to provide "managed package" license and 2 Permission sets to the community user on "Permission assignment"(Custom Object) record creation.

Also, when the record of "Permission Assignment"(Custom object) is deleted, I need to remove the managed package license and 2 permission sets.

I am facing an issue on the deletion part-

A new flow is created on "Permission assignment" object when record is deleted. When I try to remove permission set and license removal in a single flow- it gives the below error-

The flow tried to delete these records: XXXXXXXXXXXX. This error occurred: MIXED_DML_OPERATION: DML operation on setup object is not permitted after you have updated a non-setup object (or vice versa): PermissionSetAssignment, original object: Permission_Assignment__c.

Anyone, any idea how to achieve this functionality?

Hi everyone,

I’m facing an issue with Omni-Channel routing and skill-based assignment in Salesforce.

Scenario:

• I have a custom Proposal object with two fields:
  • Language (used as the required Skill for routing)
  • Complexity (used to set the Skill Level)
• When a Proposal's Stage changes to Contract, two related records are created:
  • A Payroll record → should be routed to the Payroll Queue
  • An HR record → should be routed to the HR Queue
• Both queues have separate Presence Configurations and distinct user groups.
• Omni-Channel routing with skills is configured to match the Language field from Proposal and apply a Skill Level based on Complexity.

Problem:

Despite this setup:

• The HR record is sometimes assigned to users in the Payroll Queue
• The Payroll record is sometimes routed to users in the HR Queue

It appears that skill matching is working, but queue separation is not enforced as expected.

What I've Checked:

• Skills are properly assigned to users and matched with Proposal data
• Presence Configurations are tied to the correct Service Channels and Queues
• Each record is routed via its correct Queue in the Routing Configuration

My Question:

What could be causing records to route to users outside their intended queue, even when skills match? 

 How can I

Thanks in advance for your help! 

System.debug from my Apex test class are not being written to the logs.  System.debug from Apex classes are being written to the logs.  Statements from the test class were showing in the logs for a time but I can't get anything to show now.  I've deleted all log files so I shouldn't be out of space and output from Apex classes is logging fine.

Has anyone been able to call the Marketing Cloud API successfully from Salesforce sales/service via a flow action and update a subscriber status in the All Subscribers list?  If so, how did you do it? 

We want to be able to change the subscriber status from Active to Unsubscribed automatically via a flow if the Email Opt-Out box gets checked on the contact record in Salesforce.  We have marketing cloud connect in place and sync our contacts so the subscriber key = contactId.  Similarly, we want to be able to update the subscriber status from Unsubscribed to Active if the email opt-out checkbox gets unchecked in Salesforce on their contact record. 

Apparently REST API isn't supported to do this.  Salesforce support says use SOAP API, but we haven't been able to get this working. 

If anyone has done it, we'd love to know how you accomplished it. 

I'm getting frustrated with this challenge. I took note of starting a new playground for this module "Data Modeling" and not sure what steps I missed to create the customer field on 'Offer Object'. 

• Create a custom Master-Detail field on the Offer object
  • Data Type: Master-Detail
  • Related To: Property
  • Field Label: Property
  • Field Name: Property

I'm getting this error when I try to create the custom field. Any suggestions on why I can't create this in the Offer object, would be much appreciated.