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Hi!  Hoping someone can help. This is a strange one to me.   

 

First step, I created a formula/lookup field on the Account object (to be able to pull data onto the Account from a Standard object related to the Account).  Then I created a second formula field on the Account to pull data from that Standard object.  After creating the formula field it seems the same % value is being captured for all accounts in my report.  When I did a spot check - they should not all be the same. I can't wrap my head around why its only capturing the one percentage across all accounts.  Any help would be greatly appreciated!    

 

Here is the screen shot of the report - and from the actually account record- it should reflect 80% on my report.    

 

Help with Formula/Data for report

 

The Standard Object I am pulling the data from...

Screenshot 2025-04-07 at 10.55.15 AM.png

 

The new formula field I created...all say 60%

Screenshot 2025-04-07 at 10.55.02 AM.png

 

#Data Management  #Sales Cloud  #Reports & Dashboards

11 answers
  1. Today, 9:47 PM

    Try this 

     

    Create a new Custom Report Type:  

    https://help.salesforce.com/s/articleView?id=xcloud.reports_enhanced_defining_report_types.htm&type=5

      

     

    Select Account as the Primary Object and then WITH Related Contracts  

     

    Also include all of the Contract fields through the custom Lookup(  Terms_and_Condistions__r ) field that you created on the Account object.  

     

    Then create a report that shows ALL of the Contracts that are connected to that Account record in your earlier screenshot

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I am attempting to complete the trailhead but I keep receiving message that 6 topics not found for Experience Management, however, all 6 plus the ones that were defaulted are there.  I have attempted this both ways - removing the defaults and only the 6 listed instructions and also leaving them there and adding the 6.  I receive the error both ways so am unsure how to proceed.? 

 

#Trailhead Challenges

3 answers
  1. Today, 9:43 PM

    Hi @Sunshine Robinson,

     

    We assume this issue needs further review and we may need access to your playground. We will reach out to you via email to investigate further. 

     

    ++CreateTrailheadCase 

     

    You can ignore the command above, it is a tool used by our Agents to tell the system to create your case.  

     

    Thank you! 

0/9000

Hi Trailblazers,

I'm hoping someone can shed some light on an issue I'm encountering with a Flow designed for an event signup form.

Goal: The goal is simple: when a user submits the event RSVP form, an autoresponder confirmation email should be sent out immediately.

Problem: I've built a Flow (likely a Form-Triggered Flow in Marketing Cloud Growth,) that triggers on the form submission. However, the 'Send Email' action only seems to work correctly if I place a 'Wait' element before

it, configured for a 24-hour delay. 

 

When I try to set the 'Wait' duration to something minimal like '1 minute', or if I remove the Wait element entirely, the Flow encounters an error and the email doesn't send. 

 

Error Message:

When attempting a shorter wait time, I receive the following error message:  

 

Flow Error: Cannot Send Immediate Email After Form Submission - Requires Wait?

 

Outlook-tc0x1ggm.png

 

 

Outlook-mnizt253.png

 

 

 

5 answers
  1. François Perret (Bamsoo) Forum Ambassador
    Today, 9:38 PM

    @MinYoung An

     

    Very strange, i did not see this requirement of adding a Wait Activity before the Send Message Activity from a long time. I'd recreate a Campaign, and in that new Campaign a Form Triggered Flow (Signup Form) with all the defaults, and then try to activate it. 

    This is exactly what I did in my screenshot and it works. So, if it does not, well, case time. Else, you can modify your new Flow.

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error- insufficient access rights on cross reference id . 

& if you change the input values as triggering lead-lead it, the error shows-  limit exceeded or no recepients. pl help

 

#Trailhead Challenges

3 answers
  1. Today, 9:31 PM

    Hi @Ashay Bhojane,

     

    We assume this issue needs further review and we may need access to your playground. We will reach out to you via email to investigate further. 

     

    ++CreateTrailheadCase 

     

    You can ignore the command above, it is a tool used by our Agents to tell the system to create your case.  

     

    Thank you! 

0/9000

Hey All, 

I have a cadence with 3 steps:

  1. Immediate email
  2. Follow-up email - after 5 days
  3. Custom Task after  - after 5 days

The last step contains a flow automation attached with the standard auto launched flow to update lead path 

BUT it seems my third item never get completed, and the auto launched flow is not triggered 

How can I achieve the result of unquailing a lead if he is not engaging after the 2 first emails? 

 

 

 

 

 

 

Cadence Autolaunched Flow: Update Lead Path  is not triggered

 

 

2.png

 

 

3.png

 

 

 

0/9000

Hello, i've been studying for a while now and i feel kinda lost, i don't know if i'm ready for a job or not, haven't got the salesforce administrator certification yet because i'm struggling to find job offers in my country, and i wanna know what do the companies want in an employee, is it mandatory to have a degree from university?, is it needed to have something else than the admin certification?, could i work in another country remotely? 

Please someone who has been through this, i'll gladly take your advice

0/9000
2 answers
  1. Today, 9:26 PM

    Hi @Gabriela Ciurea,

     

    Can you please check with the above suggestions and let us know if the issue still exists or is resolved? If it is resolved, please post the solution or mark any one of them above which helped you to resolve your query as "Best Answer" to close this thread. 

     

    If not, kindly provide a few more details of the badge & URL on which you've got stuck and also the error message would be helpful.

     

    Thank You!

     

    ++TrailheadHelpFollowUp

0/9000

Hi everyone,  

 

I’m looking for recommendations on webinar software that integrates well with Sales Cloud and/or Marketing Cloud Account Engagement. We need something that works smoothly for large, interactive webinars, including easy event invites, follow-ups, and lead management.

 

From your experience, which platform (think Zoom, WebEx, On24, GoToWebinar, or others) offers the best integration? Are there any you'd recommend avoiding?  

 

Thanks!

3 answers
  1. Today, 9:26 PM

    We've run into issues with the Zoom integration to Pardot when trying to sync Zoom Webinar custom questions (using their registration form) back to Pardot. 

     

    The sync to the three different lists (registered, attended, absent) seems to be working fine so far. However, the Zoom custom questions are supposed to be able to create/sync to Pardot fields, but it's not getting pushed through. We can get ALL the custom questions to sync to ONE field in Pardot, but that still means manual clean-up. Tried to get support from Zoom since it's their integration with no luck in resolving so far (and the sense that they don't want to look into this further for us). 

     

    Perhaps this is just some weirdness with our account set-up, but did want to share our recent experience with you. If you are considering Zoom's integration to Pardot and are planning to use custom questions, make sure you confirm that you can get it work before you go too far.

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Défi encore en cours dans Cunning Badger Playground

In the Create Opp Product element, we can’t find a field value that sets 'PricebookEntryId' to 'Get_PBE > Id'. 

 

#Trailhead Challenges

3 answers
  1. Today, 9:24 PM

    Hi @YASSINE OUAHILAL,

     

    Can you please check with the above suggestions and let us know if the issue still exists or is resolved? If it is resolved, please post the solution or mark any one of them above which helped you to resolve your query as "Best Answer" to close this thread. 

     

    If not, kindly provide a few more details of the badge & URL on which you've got stuck and also the error message would be helpful.

     

    Thank You!

     

    ++TrailheadHelpFollowUp

0/9000

Hello! I don't understand why I can't verify the final step when I have everything done. The platform says that I do not have Agentforce Agents "On" when I clearly do...  

Why does the platform mark my step as not completed?

 

 

Screenshot 2025-04-07 18.08.12.png

 

 

 

#Trailhead Challenges

1 answer
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