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Hi Folks,
We are looking to create a report that can do the following:
1. Contacts that gave between July -September
AND
2. Contacts that gave a second Year End gift - so between November-December
They then want to import those contacts into a campaign.
A joined report can show me both of those opportunity lists, but it seems like a manual cross check, which is daunting. I also looked at doing a filter for contacts that gave between July-Sept, gave 2 gifts that year, and are not recurring donors. But there are still a bunch of outliers that just randomly gave an additional gift that year, not necessarily year end.
Any insights would be greatly appreciated!
5 answers
Depending on how often this needs to be done, you could try SOQL.
This should work, but I haven't verified the results 100%. You can tweak with more filters. Test with smaller date ranges to help you feel confident with the result.
select id from contact where
contact.id in (SELECT ContactId from Opportunity where CloseDate >=2024-07-01 and closedate<2024-10-01 and IsWon=true and RecordType.Name ='Donation' and npe03__Recurring_Donation__c = null)
and
contact.id in (SELECT ContactId from Opportunity where CloseDate >=2024-11-01 and closedate<2025-01-01 and iswon=true and RecordType.Name ='Donation' and npe03__Recurring_Donation__c = null)
Guide for SOQL = I use SF Inspector Reloaded
An Admin's Guide to SOQL + Examples | Salesforce BenOnce you have the Contact IDs, you can use the import wizard to add them to a campaign.
Add or Update Campaign Members with the Data Import WizardEffectively doing the same as the previous three great suggestions.
I am going through Trailhead, largely the Salesforce Associate Trailmix. (I'm a PM working with SF SME's and so am not looking for in-depth knowledge.). I got to a module that wanted me to install apps and packages. It wanted me to Connect an Account and use Salesforce. I did not have a Salesforce account so I signed up for a 30-day trial.
I got the email, verified the account, answered the questions. And when I go to connect to Salesforce it says (like it does anytime I do this with any software for the past 40 years) that it doesn't recognize me or my password. One minute after setting it.
Do I need this 30-day trial? And why isn't it accepting my login credentials? I am using Edge and double-checked my credentials in the Password manager. They are spot on. But Salesforce refuses to acknowledge them. So, currently stuck in a doom loop.
#Trailhead
2 answers
Ajaypreet Singh Saini (Grantbook) 
Forum Ambassador
Hey @Jim Stewart, can you please try doing that in incognito window of your browser once?
Note: If you are completing a trailhead module, you can create a trailhead playground org to work on for your module. You can spin one from the link below and select "Connect Playground" button
I´m trying to enable a SDR Agentforce in Opportunity Record Page (Enable Sales Coaching in Agentforce challenge ) but SDR Agentforce Component doesn´t exist to drag and drop. Could anyone help me ? I´ve confirmed the permissions but I really don´t know what could be
My screen :
2 answers
Hello Ana, is your SDR Agent enabled in your org? You should also check the user license; it should be User License: Einstein Agent.
Hello.
We are currently using MIAW (Messaging for In-App and Web) to respond to inquiries from end users. For example, is it possible to automatically launch a chatbot when there is no activity from the end user on the FAQ site for a certain period of time (such as after 1 minute of opening the FAQ site)?
4 answers
You can implement your custom solution using Launch chat API. Easier way to do is through Invitations feature which is on the roadmap. Could be released in the next 1-2 releases. https://developer.salesforce.com/docs/service/messaging-web/guide/launch-chat.html
5 answers
the data source object not available in the additional condition for filter records
#Trailhead Challenges
3 answers
Thanks @Ajaypreet Singh Saini . i had selected "Unified Individual ccid" instead of "Unified Link Individual ccid"
Hi Team, I am stuck on a Trailhead course:
- Become An Agentblazer Champion: Bring External Data into the Contact Page Layout
I cannot figure out what I have done wrong
4 answers
This is still an issue. I tried creating a new playground today with no luck. Specifically the ExternalReservation does not show up as a Data Cloud Object when creating the new Data Cloud related list.
Hi Guys, We are using global state and country picklists on one of our projects. We discovered that not many countries have states defined in the Salesforce global state and country picklist. One requirement is to allow users to manually enter states or provinces for some countries because there are no consistent standards. We also have a legacy data migration requirement where states were entered incorrectly for some international countries. I want to know how to handle this situation: on our online forms, we want users to type in states and provinces if they don't match the standard list, and for data migration, how do we record states that are not part of the standard? I dislike using a custom field to manage this, but how do you handle exceptions to the state and country picklist feature? @Admin Tricks@Admin Addicts
2 answers
Thanks @Olajide Otolorin -Prince for your reply. It seems to be that way as of now. There used to be fields for text-only data, which we explored to populate, but it seems not to work, given how tightly it is integrated with the state and country picklists. So the solution is to allow custom fields for every international state and province, which is not a good idea to implement on your UI forms. For data migration, it is better to load all the custom provinces from the legacy application with a one-time metadata API update.