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Hi All,
i have two features:
feature 1: product 1, product 2
feature 2: product1,product3,product4,product5
i have configuration attribute to choose which feature to select 1 OR 2.
when i select feature 1, all the options in the feature 1 should be enabled and all the options from feature 2 should be disabled & removed.
I have written the product selection rule but it applies to all features and enables PRODUCT 1 from both feature 1 and feature 2.
can someone help me please?
Thanks,
Aravinda
5 answers
Hi Jayaprakash,
I have different products in S-Options and XS-options.
But the PIDs that are in S-Options are also in 'Credits S-Options' feature(so disbling the s-options PIDs also disables the Credits S option PIDs). Also, PIDs that are in XS-Options present in 'Credits XS-Options'.
Thanks,
Aravinda
1 answer
Hi @MJ Moure
,
Today (30-06-2025) is the last day to register for exam and you need to complete the exam before 13-06-2025 (SF exams)
There is no problem in attempting the exam the coming week.
Thanks
While verifying the step of this challenge https://trailhead.salesforce.com/content/learn/projects/customize-a-dashboard-with-einstein-analytics-advanced-editor/set-up-a-salesforce-direct-query?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-crm-analytics-and-einstein-disc-con
and previously completing successfully the previous challenges I got this error
I followed every step twice to make sure i was executing every step, there error message gives no explanation to why the verification failed.
#Trailhead Challenges
2 answers
Same here. Tried a few times. Made sure my name is in the same case when I signed up. Tried a new org. Did not work.
Hello! My company is changing names (so new URL, logo, brand, etc.). Does anyone have experience with something similar with their Pardot/Account Engagement instance? We know we will need to add a new domain tracker (and thus change our landing page URLs), create new templates, etc. But we would love to hear about gotchas and successes from someone who has gone through something similar.
2 answers
I will also note that as long as your prior domain remains intact, you can keep the old tracker domain in place, DO NOT REMOVE IT, as any asset that used the old tracker domain will also work with the new one, so you don't need to change anything except the root and the same asset will work as before.
Hi, everyone! Is this possible to show in one report:
- Opportunities (Grant record type)
- Payments
- GAU Allocations
I have looked online but did not see anyone found a solution. :( I am even open to a Joined Report, if I have to be! ;) Thank you!
@Salesforce.org MVPs @Salesforce.org System Administrators @Nonprofit Success Pack @Nonprofit Ask Me Anything (Global) @Nonprofit Hub #Nonprofit #Nonprofit Success Pack #NPSP
5 answers
Yes @Rachel Park Brayboy - just watch the filtering. You have to repeat it carefully across each block, which are entirely independent of each other. There are no inner joins (limit to records that are grouped in both blocks). https://ideas.salesforce.com/s/idea/a0B8W00000Gddr1UAB/only-show-joined-report-results-for-records-on-both-sides
Hello
I’ve created three custom Pardot (MCAE) forms:
- A contact form
- An unsubscribe form (as a form, not using the default unsubscribe page)
- A preference center (also built as a form for more customization)
I'm sending an email to a list of prospects — all of whom have the necessary fields filled out in their records (including email). However, when the recipient opens the email and clicks on any of the form links, the form fields (like the email field) are not prefilled.
This creates a critical issue, especially for the unsubscribe form:
- The form contains two fields: a hidden email field, and a visible Opt-Out checkbox.
- Since the email field is not populated automatically, the opt-out action cannot be submitted successfully.
I’m attaching screenshots showing what the prospect receives when clicking through:
- Contact form
- Unsubscribe form
- Preference center form
Could you please help me understand why the form fields are not prefilled, and what I can do to make sure the email address is recognized and passed through properly?
#Pardot B2b Marketing Automation
4 answers
In order for a field to prefill, the person must be previously cookied on the same device, cookies must be allowed in the browser, and the landing page used must have AE tracking code installed. The act of clicking a link from a tracked message does set a cookie, but the destination page may not take that handoff in order to pre-populate the fields. So "assuming" that the cookie is set these days is risky, especially in your scenario where email is a hidden field. The workaround is to use variables in your url that the email sets using merge tags. So for example on your unsubscribe form, you would format it as https://info.yoursite.com/formlink?email={{Recipient.Email}} This in effect "sends along" the prefilled values with the URL. This will work fine on an Account Engagement landing page or a Form used as a landing page. It requires additional work to pass the values if your form is embedded in an Iframe, since the form is not part of the 'top' window on on the loaded page. So the page has to pass the values in the URL to the embedded form via Javascript.
We are trying to find a way to display the 4-4-5 period on the opp when the user selects a close date...there was a post from 2018 that seems to work...the only thing is that it cant calculate the correct period for those close dates outside of the given calendar year...for example 12/30/24 calculates "P12" instead of "P1" and 1/1/26 calculates "P1" instead of "P12"
If anyone has any suggestions on how we can get this to work..if would be appreciated
Case( FLOOR( ( CloseDate - DATE( YEAR( CloseDate),1,1) + MOD( DATE(YEAR(CloseDate),1,1) - DATE(2007, 1, 1), 7) ) / 7) + 1, 1, "P1", 2, "P1", 3, "P1", 4, "P1", 5, "P2", 6, "P2", 7, "P2", 8, "P2", 9, "P3", 10, "P3", 11, "P3", 12, "P3", 13, "P3", 14, "P4", 15, "P4", 16, "P4", 17, "P4", 18, "P5", 19, "P5", 20, "P5", 21, "P5", 22, "P6", 23, "P6", 24, "P6", 25, "P6", 26, "P6", 27, "P7", 28, "P7", 29, "P7", 30, "P7", 31, "P8", 32, "P8", 33, "P8", 34, "P8", 35, "P9", 36, "P9", 37, "P9", 38, "P9", 39, "P9", 40, "P10", 41, "P10", 42, "P10", 43, "P10", 44, "P11", 45, "P11", 46, "P11", 47, "P11", 48, "P12", 49, "P12", 50, "P12", 51, "P12", 52, "P12", 53, "P12", "P0")
1 answer
When does Week 1, Week 52, and Week 53 start? is it based on the first day of the year? the first day of the first week of the year? something else?
Hello dear Salesforce professionals and lovers,
We are setting up the case management process.
We receive customer requests through various channels, primarily email and phone, also some others.
Typically, a single customer interaction includes several separate issues, and each one should be tracked and resolved independently.
I’m looking for your advice on how to design our case management model in Salesforce. I am sure it is pretty common casing workflow, and I would like to listen to your experience, insight and best practices, if you have a similar casing model.
In our Salesforce we need to:
- Capture all issues efficiently when they originate from a single interaction
- Leverage standard Service Cloud capabilities to track, route, and report on cases
- Support different case types
- Ensure clear ownership and SLA tracking for each individual issue
What are some recommended best practices for structuring cases in this scenario?
Any advice, examples, or resources would be greatly appreciated!
Thank you in advance!
#Case Management
1 answer
,
Case Sources -
1. To align cases from email you can setup Email to Case feature
2. To align cases from Web you can setup Web to Case feature
To assign case to respective queue or users you can use assignment rules (Normal assignment, no additional logic) and if you want to assign to the user using skills,availability check etc you can use Omni channel based routing. It gives you an enhanced view on case management.
Inorder for you to troubleshoot cases live you can use case swarming mechanism which is available.
Coming to milestone and management --
Entitlement management is a module available which handles customer service based on agreed service level (This can be based on product,account,order etc). Based on this service level we can create an entitlement process and it will have milestones which a customer representative should approach for.
Milestones are separate entities which tracks the progress of the case based on pre-defined SLA.
If case is not resolved on particular time you can utilize escalation rules and get the same escalated to the respective manager.
Also for repetitive cases of same kind salesforce provides Incident and Change Management module.
1. When you have multiple cases associated to the same issue you can have an incident logged and can be used for tracking.
2. A problem is logged associated to that incident which will then be used for further analysis of the issue.
3. Once the problem is addressed change management module comes into picture and change is closed.
Once change is closed it resolves all associated incidents/ cases.
I think I mentioned key modules which you can use and explore in service cloud for case management.
Do let me know in case of any queries in implementation.
Thanks
I need help, I connected my slack org with salesforce, but the Slack Channel doesn't work, I can't see the messages, in slack I can access the record and edit it but the Slack Channel in salesforce doesn't work at all
#Slack Community #Slack Developers