Feed

What is your go tool analytics tool for Account Engagement data analysis?  My client has B2B Marketing Analytics in CRM Analytics, but we are finding that the out of the box dashboards don't give us everything we need, or we can't easily customize them.  What is your go to tool to analyze how campaigns are performing month over month, prospect engagement over time, form tracking, etc?

Hi, 

Users are posting spam in their native language on the community site. Is there any way to restrict this or validate the language being used for posting. 

Thanks

I'm on a project that's at the beginning stages of building an Org that will ultimately have a large number of users whose access rights will vary greatly by user function/role.  

The current design is to use only 1 or 2 Profiles, and manage all of the access needs via Permission Sets and Public Groups.  Is this a recommended approach?  

My concern is that certain features which are dependent on Profiles - like Field-Level Security, Record Types, etc - don't support using Perm Sets and Pub Groups.  

Is there a best practice for determining how many Profiles an org needs, out of the gates, versus Perm Sets and Public Groups?    (FYI, the current design is to not use the OOTB Role Hierarchy either...in case that impacts this decision)  

Thanks, in advance!

#Best Practices  #Object Access  #Profiles  #Profile  #Best Practice  #Best Practices Advice  #Permission Set  #Service Cloud

When I go to add a new Action Element to my flow, I am unable to configure a new action the only options are to select a core action from the available categories. Please advise. 

I follow each and every step (and have done so five or six times by this point), and when I go to check the challenge, I receive this message:  "Challenge not yet complete in Playful Fox Playground; We can't find a field labeled First Sale Date on the Account Object. How do I create the "Account Object," once the whole opportunity steps have been completed (per the upper/first section of instructions as per the linked page above)? 

認定アドミニストレーター資格の更新 (Spring '25)のハンズオン

について質問です。 

何度も試しているのですが、以下の内容が出て、完了できていません。 

「View Account Fields」(取引先項目の表示) 権限セットは作成済みですが、 

オブジェクト設定に入っても、ユーザーの外部ログイン情報しかなく、Account (取引先) オブジェクトが見当たりません。取引先をQuick searchしてみましたが、該当しそうになく、概要を表示も試しましたが、Addできそうにありません。 

何卒お知恵をお借りできましたら幸いです。 

引き続き、何卒よろしくお願い申し上げます。 

I have uploaded the pdf corresponding to the Salesforce Object and want to extract the data from the that pdfs through the prompt template  

Is there anyone who can help me regarding that/