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Heads up we created two generic data streams via total connect queries from an SOQL where every row record represents a lead  in the Lead data streams and every row represents an opportunity in the opportunity data stream 

If I were to look at a given Month (let's say Jan 2025) and I would look at Lead count and Opportunity count to calculate a Lead to Opportunity ratio via Lead Count/Opportunity Count. How is this calculated? Is the percentage off the opportunities that were created out of the leads that were created in the same months or is this independent from when they were created? 

Example: 

Leads Generated = 10  

Opportunities generated (out of the 10 Leads) = 5 

Lead to Opportunity ratio = 50% 

OR 

Leads Generated = 10 

Opportunities generated (in total in that month) = 8 (5 from lead generated in January 2025 and 3 from Leads generated in December 2024) 

Lead to Opportunity ratio = 80% 

Does anyone know if this is customizable - would like to add all names of attendees and some custom fields we have in the event object?  I'm pretty confident the answer is NO.  If not does anyone have a good report template that would mirror this view?

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

Hi Iam Praveena. Iam facing issue in Agentforce Developer edition. when iam trying to setup the org using trailhead instructions, All Sites is not visible in search bar.

    Topic : Agentforce Developer org   Trailhead URL :https://trailhead.salesforce.com/content/learn/projects/quick-start-build-your-first-agent-with-agentforce/configure-an-agentforce-service-agent    Org URL : https://orgfarm-c4b6663c64-dev-ed.develop.lightning.force.com/lightning/n/Welcome        Reason for not showing some of the basic settings in this org. Can anyone please help me with this.     

Hi , 

Currently I am in " Use Summary Formulas in Your Reports" topic. I followed all the steps mentioned in the topic and created the  "Sales Rep Win Rates" report. After running the report , I cannot see the data. Can someone help here. 

Hello and TYIA,  

I am attempting my first reporting snapshot and have some questions off the bat. I would like to capture historical data showing the total number of accounts based on a couple of fields.  

First question, is it possible to capture account totals if there are over 2,000 accounts using a summary report format? Such as getting the number of accounts we have labeled as high value, medium value etc even if there are 20,000 labeled medium value? 

Second question, can multiple source reports feed into the same custom reporting object if they are all capturing different data from accounts? They will likely all need to be summary reports due to the large number of accounts.  

Thank you! 

The link behind "Administrator Practice Test"  under main heading "Prepare for Your Salesforce Administrator Credential" is https://trailhead.salesforce.com/help?article=Administrator-Practice-Test

This link displays a page with basically nothing on it.  

If this test is different than the practice test with title 

, I would like to take it.  

Hello, 

I have a validation that im trying to built to prevent users from changing a status to any others. 

AND( 

recordtype.name = Converted, 

Ischanged(status), 

TEXT(PRIORVALUE(Status)) = "Closed', 

$Profile.Name <> "System administrator" 

) 

#Salesforce Developer #Salesforce Admin #Formulas

Hello Trail blazers! 

If you go to Go to Account Settings > Connectors, I wanted to know in detail what does the option "Sync metadata" exactly do? Does it erase any existing data already in Account Engagement.  

I'm having an issue with bot clicks on emails we send out. I'd say 90% of the clicks are from bots and it's rendering our engagement metrics and MQLs useless. 

Our prospects are schools so would be implementing high level security features. 

Has anyone had this issue and overcome the problem? 

I've created a hidden custom redirect in the footer which adds them to a list and reduces their score, but as a lot of prospects aren't cookied, this doesn't always work.

@Andrew Mangano @Irfan Syed

I am working on creating my first Launchpad for our Mobile app.  But it's a real pain to find the correct item to add from the list of Available items as they are not listed alphabetically and does not support type to search. 

Is there an easier method that I have not discovered?