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An open-ended question: what are the best reports, etc. people have used with CPQ to report on aggregated revenue uplift types for amendments and renewals in CPQ? Context: if we can find a way to do it, we would like to find a way to report on $$ coming from new product upsells, price uplifts on existing products, and/or added seats on existing products so we can have a better understanding of which is contributing to customer growth over time. Any ideas / methods you have seen before would be appreciated! :)    

2 answers
  1. Josh Priem (Sojern) Forum Ambassador
    Today, 5:00 PM

    You'd need a few different things for all of that, but product upsells would be a report where Effective Quantity <> 0. You'd need to correlate that with prior quantity to know which is a new line upsell vs increasing quantity depending on your environment. As far as forecasting rev from upsells that would be doing reporting on the Sub, filtering by dates and adding a field to on the sub that either shows the new total at renewal or just the delta. 

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Hello everyone, I hope you're doing well. 

 

I'm currently working with Bundles, and I've noticed something unusual. When accessing the related list of Service Appointments within a Bundle, there's an option called "Edit Service Appointment." Upon selecting it, users are able to edit all fields, as if the "Enable full edit on records" option were enabled—however, it's not. 

 

I found an older post here in the group mentioning the same issue, but it didn’t have any replies. 

Is this standard behavior for Bundles? Has anyone come across this situation before? 

@* Salesforce Field Service * #Salesforce Field Service

  

Bundle Edit Records

 

 

Mídia (10).jpg

 

 

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1 answer
  1. Today, 4:59 PM

    Hello @Thiago Fernandes

     

    I've just tested your scenario. The Edit Service Appointment action is only available when the Enable full edit on records setting is checked (Setup > Field Service Mobile Settings). Once the Enable full edit on records setting is unchecked, the Edit Service Appointment action is not visible. 

     

    Could you clear cached metadata, log out from the Field Service Mobile App and check again? 

     

    Thank you! 

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4 answers
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Hello MC lovers, 

We're using a child business unit as a development/staging environment and it's plugged on the UAT SF Sandbox. Once a journey is finalized & tested, we package and deploy it to the Enterprise account.  

 

This works fine for the initial deployment, but I recently tried to deploy an update and the tool asked for another folder, and deployed a copy of everything (journey, content blocks, resources...).  

I'm kind of ok if there are multiple copies of the journeys, but for content blocks (reference, logos...), it's another story.  

 

However, I'm about to deploy another update that will bring even more blocks & resources, so I'm a bit wary about making a mess. And I don't want to redo the modifications by hand.  

 

What are the best practices when working in multiple environments?  

 

Thanks in advance! 

Damien

1 answer
  1. Today, 4:05 PM

    Hi Damien - I run into this all the time and haven't cracked it. As good as Package Manager is for moving data extensions and Automation Studio activities, it really struggles with journeys, and doesn't seem as smart about recognizing emails and content blocks, always wanting to create duplicates. 

     

    I've transitioned to only using my dev/stage account for testing new functionality,  and the majority of journeys using familiar features and techniques I build directly in my prod account. Packaging and installing emails and journeys doesn't seem worth the hassle.  

     

    I spent a lot of time trying to manually alter the packaged JSON file to delete the content blocks that already existed in my destination account (to prevent creating duplicates) but was never successful. I'd be curious if others have solved this issue.

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Once a support agent has resolved a case, the case is closed, and an email is sent to the client informing them of the successful resolution and closure. In this email, I would like to include a feedback link for the client, asking for their thoughts on the overall case resolution. 

 

To achieve this, I have created a record-triggered flow that sends the email once the case status is updated to "closed." Additionally, I have developed a screen flow to collect feedback. However, I need assistance in creating a link to the feedback screen flow that can be embedded in the email. This link should direct the client to the screen flow rather than to the organization’s homepage.

1 answer
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    Today, 3:58 PM

    Hey @Chinaza PhilipLeton,  you can create a public experience cloud site and embed the flow there. 

    In order to make the feedback link unique for your customer, pass some other parameters in your link which can be used for prefilling any information in the feedback screenflow but mainly will be used to store the feedback result back to your field on your record.

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Once a support agent has resolved a case, the case is closed, and an email is sent to the client informing them of the successful resolution and closure. In this email, I would like to include a feedback link for the client, asking for their thoughts on the overall case resolution. 

 

To achieve this, I have created a record-triggered flow that sends the email once the case status is updated to "closed." Additionally, I have developed a screen flow to collect feedback. However, I need assistance in creating a link to the feedback screen flow that can be embedded in the email. This link should direct the client to the screen flow rather than to the organization’s homepage.

3 answers
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    Today, 3:55 PM

    Hey @Chinaza PhilipLeton, you can create a public experience cloud site and embed the flow there. 

    In order to make the feedback link unique for your customer, pass some other parameters in your link which can be used for prefilling any information in the feedback screenflow but mainly will be used to store the feedback result back to your field on your record.

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Dear Trailblazers, 

I am trying to setup a webchat in my Hands-On Organization. 

 

I followed the process and so far it looked good. If I would like to Preview the page I created for the WebChat in Visualpage, the chat does not work. 

 

Does anyone has an idea what the problem might be? I already tried with different browsers, but it looks all the same. Attached the code I copied into Visualpage, which shows the chat, which does not react. I also add the error I get in the console, to have more details. 

 

Error Translation: Content-Security-Policy: The settings of the page have blocked the loading of a resource (frame-ancestors) on <unknown> because it violates the following directive: “frame-ancestors ‘self’” 

 

Your help is very much appreciated. 

Regards 

Julia 

 

#Services Cloud Omni-Channel

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Hello Everyone,  

I have just completed my Ranger Rank and Road to Ranger Quest April 2024 to get the Trailblazer Hoodie.  

Road to Quest trailmix : https://trailhead.salesforce.com/users/teamtrailhead/trailmixes/quest-road-to-ranger-april-2025

 

Do I get notified about receiving the hoodie?  

 

Can anyone tell me what is the exact process to get the Hoodie. 

1 answer
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    Today, 3:51 PM
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We have an urgent requirement to refresh our full-copy sandbox which is our main UAT pipeline environment. There are currently about 70 work items in there being tested or awaiting sign-off, with multiple project streams ongoing. Potentially also a lot of WI conflicts. 

 

Our full copy sandbox hasn't been refreshed since November, as there are loads of external systems that need to be reconnected and it can take up to a week to coordinate with all the involved teams. It's annoying and time consuming, but do-able.  

 

The thing that's really giving me pause though, is the process of swapping out the full sandbox in DevOps Center, as per the documentation here:

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

 

 

Has anyone done this before while there are a lot of outstanding work items? How has your experience been? Any gotchyas we should know about?

1 answer
  1. Today, 3:51 PM

    Man that sounds like a lot of open work items.  Going forward I'd maybe consider scratch orgs or independent dev orgs outside of the pipeline until they are at least pre-approved.

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