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Ok, so I know Salesforce has Tableau and there is PowerBi, however, I am wondering are there any other solutions or options for getting to more advanced reporting needs beyond the native reporting features in Salesforce?  We are reaching some limits to what we can do reporting wise in Salesforce, just because of the 4 object limit on report types and just due to the fact that not everything related to a Contact for example has other objects directly related to each other.  Like I said, I feel confident that Tableau or PowerBi could help, I am looking for ways to keep costs down and visualize as much data as possible in SF.  

One of my thoughts was Apsona and their multi step reporting.  But even then I am not sure.  So thoughts?  Suggestions? 

Hello 

I am using Database.

and passing lead list to convert the batch of leads with partial success. I am seeing in debug logs that account insert trigger fires multiple times. Example if 3 leads are send for conversion then account insert trigger fires 4 times.  

First time trigger process 3 leads and after that each lead one at a time. We dont have any customization that will cause such behavior. And this multiple time firing causes governor limits to hit.  

Is this expected behavior of Databse.leadcovert list with partial success, that the lead conversion happens separately for each lead & thus account trigger runs multiple times?  

I dont expect such behavior as its batch method which takes the list so all processes lead, account, contact, opportunity should be optimized to operate in bulk. 

Can someone help me to understand the behavior of the Databse.leadcovert list conversion method? 

Thanks 

Reeta

I am working with this package in a sandbox and struggling with the reporting side: https://www.beaufort12.com/mailchimp

Ideally we'd need to report on Contact > Mailchimp Membership *and* Opportunities (i.e. opportunities on a granular level, opposed to rollup opportunity values on the contact object). Suggestions very welcome! Am aware of third-party multistep reporting offerings but would prefer a more cost effective solution.

How do I pull a report of users that have logged into our salesforce instance via the mobile app? 

Hi #AwesomeAdmins

I am playing with Agentforce Agents in a sandbox for the first time. My use case is this: 

A user asks Agentforce to attach a specific product to an Opportunity, and provides the name of the product and the name of the opportunity. 

I've created the topic (called Attach Product Records). Now I need to create a flow and an action for it. 

The flow is an autolaunched flow. It has a Get Records for the Product object. I am stuck at the "Filter Product Records". I have selected "Name" as the field, Operator is Contains, but I am unsure which Value to choose. Where does the flow get it's input from? I am unsure what to choose here: 

Any suggestions on what I should select?  

In the module "Run a Flow Within a Flow", I am getting the error  in the Challenge "In the Get PBE element, we can’t find filters that check if 'Pricebook2Id' Equals 'PricebookID' and 'Product2Id Equals Get_Product > Id'." 

but i have re-checked my flow and it matched the instructions  exactly.  The flow is activated. What am I missing?!?

#Trailhead Challenges  #Flows

I am unable to see the "Template-Triggered Prompt Flow" in the org

when creating a Template-Triggered Prompt Flow. Please find the screenshot attached.  

Hi all, 

I haven't been able to find much information about the solutions currently in use, along with their advantages and disadvantages. I'd really appreciate it if someone could share their experience.

We have our list price locked in our system so our sales reps cannot change pricing. However, is it possible to unlock ONE product's list price in it's pricebook? and leave the rest locked? 

My thoughts are to unlock it, and then create a validation rule to lock all but that one option? But I'm unsure what that would be..  

The product name is "Miscellaneous" and it's in two price books, end user and reseller.