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Rick Gutlon asked in #Sales Cloud
Jul 9, 5:47 PM
Mail Merge / Word Document / Blank Field / Nested IFs

Hi - can someone help me troubleshoot what (I think) should be a simple mail merge issue with nested IF statements? See attached image of code ... when the record type is Organization and the Primary Contact Title is not blank

 I've got spacing issues in the merged document. Otherwise it works w/o error. Thanks! 

 

Ms. Jane DoeManager, Community Relations, 123 Investments 

82 Anywhere St W1A  

Boston, MA 02109 

 

Mail Merge / Word Document / Blank Field / Nested IFs

 

@* Sales Cloud - Best Practices * @* Sales Cloud - Getting Started *

 

 

#Sales Cloud

1 answer
  1. Kriss Lugo (Evolving-Consulting)
    Today, 11:03 PM

    Try this: 

     

    { IF "{ MERGEFIELD ACCOUNT_FORMAL_GREETING }" <> ""  

      "{ MERGEFIELD ACCOUNT_FORMAL_GREETING }"  

      "{ IF "{ MERGEFIELD ACCOUNT_RECORDTYPE }" = "Organization"  

         "{ IF "{ MERGEFIELD ACCOUNT_PRIMARY_CONTACT_TITLE }" <> ""  

            "{ MERGEFIELD ACCOUNT_PRIMARY_CONTACT_TITLE }"  

            "" 

         }"  

         "{ MERGEFIELD ACCOUNT_NAME }"  

      }"  

    } 

    { MERGEFIELD ACCOUNT_BILLINGADDRESS } 

    { MERGEFIELD ACCOUNT_BILLINGCITY }, { MERGEFIELD ACCOUNT_BILLINGSTATE } { MERGEFIELD ACCOUNT_BILLINGPOSTALCODE }

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Reshma Deshmukh asked in #Sales Cloud
Jul 9, 7:47 AM
Why is a new Lead created via Web-to-Lead not auto-converted to an Opportunity when a matching Account already exists in Salesforce?

 It has been observed that when an Account already exists in Salesforce, and a new Web-to-Lead form is submitted with matching Account details, a new Lead record is created but is not automatically converted into an Opportunity.

Existing Account record is identified as duplicate on the lead, even though the Account Name/Zip code values are not matching.

Is this expected Salesforce behavior?

1 answer
  1. Kriss Lugo (Evolving-Consulting)
    Today, 11:02 PM

    It's the expected behavior. If you want this to happen you will need to create an automation (could be a flow or apex depending on your skill level). 

     

    Take into consideration that there could be duplicate accounts in the system. That's why it's better for someone to review the lead and convert manually to ensure any necessary steps are taken before conversion

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Rachel Linder (Sr. Salesforce CPQ Developer at Cybereason) asked in #API
Today, 10:55 PM
Connected Apps and Using APIs

Hello, 

I have a free demo org as I am learning about connected apps and being able to use and connect API's to other applications.  

 In my demo org I have created a Connect App and under "API (Enable OAuth Settings)" I ticked Enable OAuth Settings and then provided full access. 

  

What am I trying to understand now is my next steps to be able to access the API's and build queries within the API's. Is this possible? 

  

 What steps should I take? I am learning this as I no longer have a developer to help with these items. 

 

Are there trailheads that can walk me through all the steps needed to connect to the external app/site and creating queries using the API? 

 

 Thank you. 

 Rachel  

 

#API  #Integration

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Ana Belen Barrionuevo (AE Director at Mulesoft) asked in #Trailhead Challenges
Today, 10:50 PM
Step not yet complete in Agentforce: We can’t find the agent named CC Service Agent in your playground.

Hi everyone! i need your help, i did all the trailhead, received the email with Congratulations! coral-cloud was published successfully and is now live on the following domain(s) etc, etc but when i press to verify step it saids this: Step not yet complete in Agentforce

We can’t find the agent named CC Service Agent in your playground. 

 

Can you help me please? 

 

#Trailhead Challenges

1 answer
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Tonya Lee asked in #Email
Today, 7:14 PM
Email to Opportunity functionality

Hi there, 

 

Has anyone done an Email to Opportunity set up before? I know this isn't a native functionality so I'm wondering if anyone has any experience with creating a solution or know of an app that would accomplish this? 

 

Thanks in advance, 

Tonya 

 

#Email

1 answer
  1. Kriss Lugo (Evolving-Consulting)
    Today, 10:52 PM

    Hi, you could use this Email2Lead app: https://appexchange.salesforce.com/appxListingDetail?listingId=0ca271cd-e3ba-4300-b995-9bacaf823500

     

     

    The ideas is that a lead will be created and then use a flow to auto-convert the lead:

    https://salesforcetime.com/2024/03/11/using-flow-to-convert-leads-in-salesforce/

     

     

    Make sure you check for duplicates before converting so you can associate the record to the correct account/contact. 

     

    Using this will allow you to use a kind of standard process, you don't need code (just a flow and an app) and you could do something like if there is no matching account then leave it as a lead so a user can qualify the account before moving forward instead of creating an account without any vetting 

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jaya chhabra (Salesforce) asked in #Trailhead
Today, 9:01 PM
Question

I am from customer service background, certified salesforce administartor,want to pursue BA, should my advancement be to first complete Sales & service Cloud certification?Or directly  any other suggestion will be highly appreciated. 

 

#Trailhead

1 answer
  1. Steven Trumble (Skie) Forum Ambassador
    Today, 10:46 PM
    Probably the Business Analysis certification will be more relevant if you don't have that yet
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Neal Bair asked in #Trailhead Challenges
Today, 9:20 PM
Cant not find Record ID from value list

Challenge not yet complete in Data Cloud 

In the Get Bookings element, we can’t find a condition requirement for 'Contact Equals Contact from Get Contact > Record ID'. 

 

#Trailhead Challenges

1 answer
  1. Steven Trumble (Skie) Forum Ambassador
    Today, 10:45 PM
    Send screenshots of your configuration in the flow
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Bitota Hearvey (CSG Operations Analyst at Salesforce) asked in #Trailhead Challenges
Today, 10:03 PM
Action won't complete loading. Unable to move forward to the next step.

In this is the trail: 

  1. Become an Agentblazer Champion
  2. Connect Data Cloud to Agentforce and Prompt Builder
  3. Bring External Data into the Contact Page Layout

 

I'm trying to get to the next step where I go to the Data Cloud Related List on the Contact object for the ExternalReservation object, but the Object Status of the ExternalReservation data model  

Action won't complete loading. Unable to move forward to the next step.

 

object is still processing. It's been processing for almost 2 hours. I keep refreshing the page and there's no progress. 

 

#Trailhead Challenges

3 answers
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Jagadesh Kumar Bandaru (Senior Software Engineer - Salesforce at T- Mobile) asked in #Trailhead Challenges
Today, 8:54 PM
testIterableForLoop failed(), check Error message for more details.

I am unable to proceed further on the "Get Hands-On with an Iterable Variable in For Loops" module. I tried several ways but still stuck with the above error. I have created brand new trailhead and updated code as per earlier posts but in vain. Any help would be greatly appreciated 

 

#Trailhead Challenges

1 answer
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