Ask Search:
Janise DismukeJanise Dismuke 
Attempting to have users fill out a text box after they have choosen their product on the first page and click the wrench
Best Answer chosen by Janise Dismuke
Erik HammelErik Hammel

Hi Janise, you can specify a Configuration Field Set on the parent Product record and/or the Product Feature.  Creating a text field on the Product Option object and a text field on the Quote Line object with the same API name and field type will enable the field to be editable.  

There is a few feature coming out for Product Option drawers that might be worth waiting for:

 

Global Attributes & Product Option Drawers  (https://community.steelbrick.com/t5/Products-Bundles-Knowledge-Base/Global-Attributes-amp-Product-Option-Drawers/ta-p/18580)

SyphersSyphers 
I would like to use the Rollup Helper for a specific contact role.  This will allow me to create a field validation rule that requires at least one contact with this role based on other information.  I am doing this for custom objects but I don't see a great way to do this for a specific contact role.

Has anyone tried this before?  
Best Answer chosen by Syphers
Mayank SrivastavaMayank Srivastava
Syphers, I just tried it and for some odd reason, I don't see the Role field as an option. I normally use Declarative Roll Up Summaries since I have the flexibility to write my own queries with it. If you are game for it, install it and then perform a setup similar to the one below:

User-added image

Relationship criteria:
WHERE Role = 'Business User'
Oliver FringsOliver Frings 
Hello,

Does anyone have experience with this error message in Journey Builder? It occurs when when want to test or activate my Journey. When I Make an Email validation of my Template based Email there is no error. 

Thanks for answering.

Oliver.

The error message

Error occured during triggeredsend publish and activation. The email specified for the job did not pass validation. EmailId: '373' EmailName: 'Email_Signup_DOI' Additional info: {"errorMessage":"Publish triggered send error. The triggered send could not be published because the attempt to create a new job failed. See inner exception for detail.\r\n TriggeredSendID: 7881607b-47ec-e611-9ac1-1402ec653a5c\r\n Triggered Send Name: Email_Signup_DOI - 9d6aaccd71ab44a28171b3c42cda26e9\r\n ClientID: 7294707\r\n CustomerKey: 502"}
Best Answer chosen by Oliver Frings
Ines GarciaInes Garcia
Hi Oliver, 

The job is failing, I do think you should open a case with Marketing cloud team quick, just give them a call: https://www.marketingcloud.com/uk/contact-exacttarget/
They will probably want to search for the error messages.
Jolene WhiteJolene White 
I have attempted to hack the URL to write value into the 'Name' field, but it doesn't work.  
It works when in classic mode for all other fields except the standard 'Name' field.
It doesn't work in Lightning for any field.
I don't want to force the users to enter a value in the 'Name' field then update it with a workflow.
I can't set a default value for the 'Name' field.

Is the only way to do this through a VF page and Apex?
Best Answer chosen by Jolene White
Jigar ShahJigar Shah
Jolene, these are the possible options that you could possibly leverage

1. There is no direct substitute available for Url hacks in Salesforce Lightning Experience as compared to Salesforce Classic

2. You could use a couple of alternatives or solutions to address this limitation in Lightning Experience
  • Use Quick Actions to pre populate the values using Visualforce
  • Use the custom button that triggers a Flow with a wizard that has the required screen pre populated with values.
  • If you have the flexibility switch back to Salesforce Classic until this is supported
Reference Links
Not sure if you have already seen this links but some of these could prove helpful to you in solving the url hack problem within Lightning Experience.
  • https://salesforce.stackexchange.com/questions/117208/lightning-url-hack-issue-with-prepopulating-fields-on-page-load
  • https://www.slideshare.net/MikeWhite44/preparing-for-lightning-replacing-url-hacks-with-actions
Please do not forget to mark this thread as SOLVED and answer as the BEST ANSWER if it helps address your issue.
Seth ReamSeth Ream 
We have a custom Survey object to store clients' answers to a survey for a specific product. For each question, we have a field with five picklist options using the format "# - Response" (i.e. "1 - Not at all satisfied", "2 - Somewhat satisfied", etc.).  I'm struggling to create the formula fields to calculate the score and assign a category based on the score.

The formula field to calculate the score needs to pull the number from each of response and add it to the total.  I couldn't figure out how to do exactly that, so here's my workaround:

CASE(Frequency_of_Use__c, 
"1 - Never", 1, 
"2 - Once a week", 2, 
"3 - 1-5 times a week", 3, 
"4 - 1-5 times a day", 4, 
"5 - 5-10 times a day", 5, 0) 

CASE(Sales_Team_Success__c, 
"1 - Not at all successful", 1, 
"2 - Slightly successful", 2, 
"3 - Somewhat successful", 3, 
"4 - Very successful", 4, 
"5 - Extremely successful", 5, 0) 

CASE(TouchTour_Reliability__c, 
"1 - Not at all satisfied", 1, 
"2 - Not so satisfed", 2, 
"3 - Somewhat satisfied", 3, 
"4 - Very satisfied", 4, 
"5 - Extremely satisfied", 5, 0) 

CASE(Customer_Service_Satisfaction__c, 
"1 - Completely dissatisfied", 1, 
"2 - Dissatisfied", 2, 
"3 - Neutral - I have no experience with your customer service", 3, 
"4 - Satisfied", 4, 
"5 - Completely satisfied", 5, 0) 

CASE(Repeat_TouchTour_Customer__c, 
"1 - I would advise against using TouchTour", 1, 
"2 - I would not feel comfortable recommending TouchTour", 2, 
"3 - I am neutral", 3, 
"4 - I would recommend TouchTour if asked", 4, 
"5 - I would go out of my way to recommend TouchTour", 5, 0)

While this formula isn't ideal, it does work so I'm not too concerned about it. I would prefer to re-create it as noted above so that updating it will be less of an administrative burden in the future. The real issue I'm having is creating the formula field to assign a text value based on the score.  This, I thought, would be the simpler formula to write, but I'm getting a compile error and thus am unable to save it.

IF(Satisfaction_Score__c < 9, "Detractor",
IF(Satisfaction_Score__c < 13, "Negative Neutral",
IF(Satisfaction_Score__c < 18, "Neutral",
IF(Satisfaction_Score__c < 23, "Satisfied", "Ambassador"))))
"Error: Compiled formula is too big to execute (6,416 characters). Maximum size is 5,000 characters"

Is this because the other formula is so long? I'm surprised it let me save it, but I don't know why it won't let me save this one since it's much shorter.

Any help would be greatly appreciated!  Thanks in advance.
Best Answer chosen by Seth Ream
Jigar ShahJigar Shah
Seth,

Formula fields are auto computed and cannot be updated neither manually nor through automation. In order to compute the Satisfaction Score through a workflow do the following.

1. Create a new Workflow Rule on Survey that executes every time a record is created and updated.

2. Create a new Number field to hold the Satisfaction Score.

3. Add a Field Update workflow to update the Satisfaction Score field using the Use a formula to set the new value option and use the existing formula to compute the Satisfaction Score.

You can then use this number field to determine the text to be dislayed based using a simple formula containing IF statements as stated earlier.

Hope this helps.
Barbara KuntzBarbara Kuntz 
I have a workflow in place that notifies owners when a case due date is pushed.  I am tracking the old/new values in case history.  Case owners would like to see both the old AND the new due date.  How can I access or retain the old due date for this purpose?
Best Answer chosen by Barbara Kuntz
Deepak AnandDeepak Anand
I think you will have to capture that in a separate Date Field.

In other words you will have to create a Date Field on the Case called - 
  1. Label: Old Date
  2. Type: Date
And then use a Workflow Rule + Field Update to get that populated - 
  1. Setup | Create | Workflows & Approvals | Workflow Rules
  2. New Rule
  3. Select the Object: Case
  4. Evaluation Criteria: created and every time it's edited [2ND OPTION]
  5. Rule Criteria: formula evaluates to true
  6. Formula
    AND(
        ISCHANGED(Date_Field__c),
        NOT(ISBLANK(Date_Field__c))
    )
  7. Click Save & Next
  8. Under Immediate Workflow Actions, click Add Workflow Action to select Field Update
  9. Select the Field to Update - Old Date
  10. Use the below Formula: 
    PRIORVALUE(Date_Field__c)
  11. Click Save
  12. Hit Done
  13. Activate
That should do it. Now, you can use this field in your Email Templates.
Daniel GreeneDaniel Greene 
Need to limit each user/profile to what options appear when choosing a "Case Status". What is the best way to achieve this?

Application Engineer (4 Visible)
  • Advance replacement
  • Advance replacement - Pending Approval
  • Pending Customer Feedback on solution
  • RMA issued - Pending Receipt
Quality Assurance (2 Visible) 
  • RMA Received Pending Fulfillment
  • Manager Review
Support Management 
  • All visible 
User-added image
Best Answer chosen by Daniel Greene
Deepak AnandDeepak Anand
The best use case for Record Types! Together with Record Types, Page Layouts and Profiles, we can acheive this.

Have a look at this - Tailor Business Processes to Different Users
Karleen MendozaKarleen Mendoza 
I have my users putting in their change requests in the Ideas object currently. Sometimes, there is a need for more information, so a new comment is entered. Is there a way to create a WFR so an email alert gets set to the Idea owner/creator? Similar to how case comments work?
Best Answer chosen by Karleen Mendoza
Shannon ZdanowiczShannon Zdanowicz
Sorry,   use Evaluate the rule when a record is created, and every time it's edited.    I grabbed the wrong one. 

Here is a screen shot
User-added image
Bryton PillingBryton Pilling 
I have created a custom theme layout type for use in our community, which uses a custom theme layout component. This works fine for custom pages in our community. However, when I assign a custom theme layout to the article detail page, the template sections in the drag and drop interface do not update to the custom ones. However, if I look at the page structure button on the left, they show up in there. I can confirm the custom theme layout is fine, because it works on pages other than the article detail page, and it is a VERY simple custom theme layout. I have taken the code from documentation here - and even tried with no modifications to the code at all:

https://developer.salesforce.com/docs/atlas.en-us.lightning.meta/lightning/components_config_for_builder_theme_layout.htm

Has anyone else been able to successfully change the theme layout for the article detail page in the napili community?
Best Answer chosen by Bryton Pilling
MiglenaMiglena (Salesforce.com) 
Hello Bryton,

I am unable to find anything about this issue, so may I suggest you join the Community Cloud group and post this question there as some of the people in this group might have more insights for you: 
https://success.salesforce.com/featuredGroupDetail?id=a1z30000006IDZGAA4
Thank you.
Marcel SeerMarcel Seer 
Hi community,

I am not quite sure what would be the best way to track the performance of my adwords and facebook campaigns. I would like to know which channel for advertising works better for the goal of getting new prospects, facebook or adwords. I am interested especially in the cost per new prospect.Furthermore I would like to identify which banner performs best when comparing adwords banners with each other.

At the moment I have the problem that adwords does not seem to fetch conversion data because it cannot figure out how to count the following path: adwords banner > conversion-page with pardot form as an iframe > thank you page on my domain.

Facebook does show conversions to mee, but I am not quite sure if the data is reliable and all in all I want to see all the data in one place which would be pardot.

How would you manage this szenario?
Best Answer chosen by Marcel Seer
Kristin SchutzKristin Schutz
Hi Marcel!

We use Facebook, Google Adwords, and Pardot all together. So I think I can provide some help here. There are a few steps (details below)
  • Set up your Google Adwords conversion pixel, and place it on your website
  • Set up your Google Adwords and Pardot connector
  • Set up your Facebook conversion pixel, and place it on your website
  • Set up Facebook traking in Pardot using custom redirects

This is a long answer, so bear with me :)


Google Adwords Conversions:
1) Have you set up your conversion pixel in Google Adwords? If not, you will need to to this first. This is done within your Google Adwords account:
https://support.google.com/adwords/answer/6095821

2) Place your new Google Adwords conversion tag within the code of the "Thank You" page after someone fills out your Pardot form. 

This conversion pixel will be active for any and all of your Google Adwords banners. So you will be able to see which banners gave you conversions (form completions). It should look something like this in Google Adwords:

Google Adwords Conversions by Campaign

Google Adwords Conversions by Ad


Google Adwords and Pardot:
1) Do you have the Google Adwords connector with Pardot? To set this up:
Sign into Pardot, Admin > Connectors >  + Add Connector

You will need the Pro edition to use the Google Adwords connector (http://www.pardot.com/pricing/)

This will create a new Pardot campaign called "Google Adwords." And you will be able to see when a prospect converts (fills out your Pardot form) after clicking on the Google Adwords ad. This is what it would look like in Pardot:


User-added image

User-added image

As you can see, this prospect came from our Google Adwords campaign. The first thing she did was click on our ad. Then she filled out our  Contact Us form (a Pardot form handler), and triggered the Google Adwords conversion code on the Thank You page after filling out the form.  Our Thank You page is not hosted through Pardot, just  FYI. 

So there are two elements here: The Google Adwords conversion pixel on your Thank You page, and the Google Adwords connector with Pardot. 

Does that make sense? Does that help at all? 


Facebook Conversions

1) You will want to set up a Facebook conversion pixel as well, and place it on your Thank You page.
https://www.facebook.com/business/help/336923339852238
 
2) Go to your Ads Manager. At the top left, there is a drop-down menu. Click "Pixels."  

User-added image

3) Follow the steps to create a conversion pixel, and then place this conversion pixel in your Thank You page code.

This will show you which Facebook ads gave you converted leads (form submissions). But you will view this information within the Facebook reporting interface.


Facebook and Pardot

Pardot does not have an ads connector to Facebook yet. It has a social posting connector, but it does not have an ads connector like Google Adwords.

So to see in Pardot which prospects clicked on your Facebook ad, I suggest the following in Pardot:

1) Create a campaign called "Facebook Ads." 

2) Create a custom redirect with the link to your Contact Us page (or the page where your form is). 
Marketing > Content > Custom Redirect

A custom redirect is a tracked link in Pardot. It will send the visitor to your end URL, but uses a tracking link instead.
More on custom redirects: http://help.pardot.com/customer/portal/articles/2134373-creating-custom-redirects

3) Place this custom redirect within your Facebook ad. 

When someone clicks on your Facebook ad, it will trigger the custom redirect (which will log the activity in Pardot). If the visitor completes your form, it will trigger the Facebook conversion pixel.


Does this help/make sense?

Let me know if you have questions. I'm happy to respond again!