Feed

We need to get some important metrics from Service Cloud Voice, such as Caller Time in queue, caller IVR selection, average handle time, talk time, wrap-up time, pick-up rate, lost calls, etc... but I can't find the solution with the Voice Call object. I see that voice calls are included in activities as well. I have found another object Voice Call Metrics but is not available in SETUP. There is almost no information related. 

Any suggestions? 

I need to be able to retain the below Salesforce Account ID (custom field) when merging these 2 accounts. Is there a way to do that?

I am sending an email through Email tab of Chatter Publisher component from a Case Record page. The recipient are Salesforce user as well as User verified email ids. Even though I can see email logged in the system (showing up in activities as well) but emails are not showing up in recipient inbox.     Any help and suggestion will be much appreciated. Thank you.     

Hey everyone,

I'm relatively new to the industry and eager to dive into Marketing Cloud, could someone please share their experience or insights on the roadmap for Salesforce Marketing Cloud certifications?

Specifically, I'd love to know:

1. Entry-Level Certifications: Which certifications are the best starting point for someone new to Salesforce Marketing Cloud? Any recommendations on where to begin?
2. Progression Path: What does the roadmap look like after obtaining the entry-level certifications? Are there specific certifications that build upon each other?
3. Career Impact: How have Salesforce Marketing Cloud certifications helped your career progression or job opportunities? Any personal success stories?
4. Study Tips and Resources: Any tips on preparing for these certifications? Are there particular study materials or resources that were especially helpful for you?
5. Industry Demand: From your perspective, how is the demand for Salesforce Marketing Cloud certified professionals? Is it a growing field?
6. Challenges: Were there any challenges you faced while pursuing these certifications? How did you overcome them?

How to create Custom button for Check-in & check-out / Attendance Punch-in and punch-out button in Sales cloud platform, and enable it in salesforce Mobile application - which i would like to use it for Sales team to track their visit 

Field: Preferred Retailer Data Type: Lookup(Account) Object: Contact  

Lookup Filter Criteria: Preferred Retailer: Record Type Name equals Retailer 

Filter Type Required. The user-entered value must match filter criteria. 

Error Message Account should be of type Retailer. This is not getting triggered on UI 

This Object is added on Lightning Record Page and also Part of some Triggers. 

I cannot see any error triggered when I select Business Accounts and Person Accounts

Hey there - 

I have an existing long text field in the Opportunity object; ~4k records with up to 5k characters in the field 

I need the data to handle rich text formatting 

Two options, as I see it for a simple person like me: 

1. Change the field type of the existing field from long text to rich text. Seems straightforward. I tried it and lost all line breaks. I was able to restore, but don't want to mess with that again if I can avoid it. 

2. Create a new RTF field, same character limit as the text field, and export/import the existing data into the new field. I've tried that with Data Loader on a set of 10 records. Here are the steps I took, based on advice from Salesforce Support and Agentforce chat: 

  a) Export 10 Opportunity records from Data Loader (Opportunity ID and old long text field data) 

  b) Open file in Notepad, confirm line breaks are intact, save as .csv file with UTF-8 encoding 

  c) Import (Update) newly saved file into Data Loader (long text data into new RTF field) 

Even though it looks right in a report, when I view the opportunity record all the line breaks are gone  

Don't know what I'm doing wrong. Have open tickets with Salesforce AND Data Loader support teams, had a screenshare session with a Salesforce support tech, and still couldn't get it to work with their help.  

Any tips? I'm quite afraid to try option 1 again, so would prefer an option 2 solution, but appreciate all input! 

I am displaying a collection of records in a data table. When a user selects a record, the details of that record are displayed using a screen action component. The user can then check a box labeled "Add Comments", which reveals a text input where they can enter comments related to the selected record.

After entering their comments, the user clicks an "Action Button" labeled "Save Comments", which triggers an autolaunched flow to save the comments to the selected record.

My current challenge is this: After saving comments and returning to the data table to select a different record, the previously entered comments are still displayed on the screen. I would like to:

1. Refresh or update the entire record collection displayed in the data table to reflect any new changes (i.e., newly saved comments).
2. Clear all previously entered values (especially the comments field) from the screen flow when a new record is selected.
3. Ensure that if the user selects the same record again later, all previously saved comments (including the newly added ones) are correctly displayed.

How can I achieve this functionality in the flow to ensure a clean user experience when switching between records? @Adam White @Eric Smith

When converting a lead to an existing account it is often challenging to identify the correct account as we have multiple businesses with same named accounts that are differentiated by a customer id and division.  I'd like to be able to display the customer id in the Lead Conversion below where you see the Account Name and Sales Rep to aid the sales people in selecting the correct account.  Is there a way to do this?  I do not know visual force so am doubtful that I can create a new lead conversion screen. 

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