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Hi everyone, and thanks in advance! My org has MC Growth Edition and one of the asks from leadership is the ability to either reduce a Lead's Engagement Score to 0 or by a set number based on their Lead Record stage. Is this possible? I don't see how this would happen automatically using a Campaign Flow. Any help or feedback would be helpful. And thanks again! —Mike
Today, 1:52 PM People scoring is a concept which is a blend of sales cloud and account engagement feature. You can create custom scoring rules.
What I would suggest is to have a discussion with Sales team and understand the process how they converting the stage(i.e, is it based on web-visit, form submission, or interaction with sales rep) based on this you can easily configure scoring rules.
You can also create a standard/custom field to store the conversion details and incorportae same in your calculated insights or segmentation.
There are many articles on setting up basic configuration, but based on your business requirement you can tweak the setup.
https://help.salesforce.com/s/articleView?id=mktg.mktg_data_scoring_setup.htm&type=5Aishwarya T.P
NTT Data Inc.
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!
Today, 1:51 PM Since you're talking about Contacts, I'm assuming this is NPSP and not Nonprofit Cloud.
If it's NPSP, it's hacky, but have you thought about custom fields on the Contact - one for "July-September This Year" and one for "November-December This Year." Then you can use NPSP Customizable Rollups to create a Filter Group for each period and a Rollup of the Amount. Then you can easily have a Contact report that filters based on whether there are values in these fields. You could even do this for "Last Year" values if you want to have comparisons.
Hello - I am attempting to do a formula field on a Survey object to pull data from the Financial Account object. I already did a lookup field so the Survey object is a child of the Financial Account object. This is the formula I used on the survey object:
The field on the survey object is just blank and doesn't populate the data from the financial account object. I already double checked the FLS and permissions. Not sure what I am missing. Any help would be appreciated.
#Trailhead Challenges #Salesforce Field Service #Formulas #Lookup Relationship
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
Today, 1:46 PM Opportunity is parent to Payment. Opportunity is parent to GAU Allocation. You will need a Joined Report.
Hello there, everyone?
How are you doing?
I am having a problem with an email template and it is giving me a headache since I am not able to understand what is happening.
It is in a journey and, althougt the UI/interface tells me that users got it (I can see the number of users that went through that email), when I enter to the email analytics I see that the sends are zero. It seems the users follow the path but the email behave itself as it is not there. I can assure users did not receive the email because I am in the DE and I did not get it.
Has this happened to you before? Do I have to check something specific on the template? As I was saying, I could not find the problem.
The journey settings are ok.
Hope you can help me.
Thank you for your time,
Iván OZ
Today, 1:30 PM Hi @Iván OZ
Based on your responses, your are sending an email via Journey.
Few things to check.
Do health check of your journey..(there will be a small briefcase icon on top right near to version, check that one -- any queued records you will find there.
Check Journey analytics dashboard, check for this email in particular.
Check whether contacts are injected or have you kept any conditions to exit or take a different path.
Finally, you can use SQL queries with data views to check who has received that particular email and see how different that particular contact is. If nothing helps, raise support case, they can help you from backend.
Aishwarya T.P
NTT Data Inc.
Jun 27, 4:26 PM Before you can do this project, you must complete the
Build a Data Model for a Recruiting App and Customize the User Interface for a Recruiting App projects. The work you do here builds on the work you complete in those projects.
I am trying to insert the BundleBasedAdjustment record in an Apex Test class and getting a Salesforce Internal Error any ideas what i might be missing here is the code i was trying to run
@isTest
private class CreateRcaBundleWithAdjustmentTest {
@isTest
static void insertBundleBasedAdjustmentRecord() {
// 1. Create Bundle Parent Product
Product2 bundle = new Product2(
Name = 'Bundle Product',
IsActive = true,
Family = 'Hardware',
Type = 'Bundle'
);
insert bundle;
// 2. Create Component Product
Product2 component = new Product2(
Name = 'Child Product A',
IsActive = true,
Family = 'Hardware'
);
insert component;
// 3. Get Standard Pricebook and add PricebookEntries
Id stdPbId = Test.getStandardPricebookId();
insert new List<PricebookEntry>{
new PricebookEntry(Product2Id =
bundle.Id, Pricebook2Id = stdPbId, UnitPrice = 100, IsActive = true),
new PricebookEntry(Product2Id =
component.Id, Pricebook2Id = stdPbId, UnitPrice = 50, IsActive = true)
};
// 4. Create Selling Model
ProductSellingModel psm = new ProductSellingModel(
Name = 'One Time Model',
sellingModelType = 'OneTime',
status = 'Active'
);
insert psm;
// 5. Associate Selling Model to Products
insert new List<ProductSellingModelOption>{
new ProductSellingModelOption(Product2Id =
bundle.Id, ProductSellingModelId = psm.Id, isDefault = true),
new ProductSellingModelOption(Product2Id =
component.Id, ProductSellingModelId = psm.Id, isDefault = true)
};
// 6. Insert BundleBasedAdjustment
BundleBasedAdjustment bba = new BundleBasedAdjustment(
RootBundleId =
bundle.Id,
ParentProductId =
bundle.Id,
ProductId =
component.Id,
AdjustmentType = 'Amount',
AdjustmentValue = -10,
EffectiveFrom = Date.today()
);
Test.startTest();
insert bba;
Test.stopTest();
// Optional: Assert it exists
List<BundleBasedAdjustment> results = [SELECT Id FROM BundleBasedAdjustment WHERE ParentProductId = :
bundle.Id];
System.assertEquals(1, results.size(), 'One BBA record should be created.');
}
}
#Salesforce Developer
Step not yet complete in Agentforce
We can’t find the Get Sessions action. Make sure it has been created and has an API Name of 'Get_Sessions'.
#Trailhead Challenges