HI, we are currently locked out of our Vertical Response account due to what Vertical Response is saying is a SalesForce API call limit issue. Our SalesForce rep has sent me here. I need to find out what's causing us to hit this limit as this has never happened before, the SF rep said this is a something development would have to look into.
How do I find out what is causing us to hit this threshold in a 24 hour period?
We are currently using a single Salesforce account to manage all our brands (currently three) and a third party platform (Pardot) to create landing pages and forms for lead acquisition. Pardot works by linking one Salesforce record to a single Pardot record and syncing the two together. If a lead submits multiple forms for different brands the original record is updated instead of a new lead record being created in Salesforce. This is a problem for us because our sales reps do not cross-sell between brands.
As a work around we would like to have Salesforce create a new lead record whenever a form is submitted and the brands do not match, even if the email addresses are the same.
The final lead flow should something like the following: 1.) De-dupe the incoming email address -If the email address doesn't currently exist in Salesforce then create a new lead. -If the email is a duplicate then compare brands. 2.) If the brand matches then update the current record. 3.) If the brand doesn't match then create a new lead record and assign the new record to a sales rep.
I am having an issue with one of our workflow rules not firing an email notification when it should. We use Pardot forms and have created a custom field for the form name that is updated in Saleforce everytime a Pardot form is submitted. We use a workflow rule to check if the lead already exists in Salesforce and if it does we then send out a Lead Update notification to our sales reps.
The issue is that if a lead already exists in Salesforce but not in the Pardot database and then the same lead submits a Pardot form no email notification is fired. If the lead already exists in both Pardot and Salesforce then the notification triggers correctly. The rule we are currently using to trigger lead update notifications is below. Both 'pi__last_activity__c' and 'Form_Name__c' are dependent on a Pardot form being submitted.
This is my first attempt at writing a Salesfroce trigger so please bear with me.
The company I work for has three different brands that all use the same Salesfoce account. Each brand has several sales reps that cross-sell different products within their specific brand but DO NOT cross-sell between brands. It is important that each sales rep within each brand maintains ownership of their lead whenever a new form submission comes in and the Principle Interest matches their brand. I am trying to write an Apex trigger that will do the following when a new form submission comes in.
1.) Check for a duplicate email address in Salesforce. 2.) If a duplicate email address is found it will then compare the Principle Interest of the record currently in the database with the Priniciple Interest of the incoming form. 3.) If the Principle Interests match then the current record is updated in the database and the lead owner is left unchanged. If they don't match then a new lead record is created using the information from the form submission and a new lead owner is assigned.
I think I have # 1 and #2 taken care of but #3 is givining me a lot fo difficulty.
This is the trigger I have written so far.
trigger SetLeadOwner on Lead (before insert) { for (Lead myLead : Trigger.new) {
List<Lead> dupesLead = [ SELECT Id, Principle_Interest__c FROM Lead WHERE Email = :myLead.Email ];
Set<String> BrandOneSet = new Set<String>(); List<String> BrandOneList = new List<String>(); BrandOneList.add('PrincipleInterest1'); BrandOneList.add('PrincipleInterest2'); BrandOneList.add('PrincipleInterest3'); BrandOneSet.addAll(BrandOneList);
Set<String> BrandTwoSet = new Set<String>(); List<String> BrandTwoList = new List<String>(); BrandTwoList.add('PrincipleInterest4'); BrandTwoList.add('PrincipleInterest5'); BrandTwoList.add('PrincipleInterest6'); BrandTwoList.add('PrincipleInterest7'); BrandTwoList.add('PrincipleInterest8'); BrandTwoList.add('PrincipleInterest9'); BrandTwoSet.addAll(BrandTwoList);
Set<String> BrandThreeSet = new Set<String>(); List<String> BrandThreeList = new List<String>(); BrandThreeList.add('PrincipleInterest10'); BrandThreeList.add('PrincipleInterest11'); BrandThreeList.add('PrincipleInterest12'); BrandThreeSet.addAll(BrandThreeList);
if(myLead.email != null){ if (dupesLead.size() == 0) { // check for duplicate emails. if none found, create new lead. // insert myLead; } else if (dupesLead[0].Principle_Interest__c == myLead.Principle_Interest__c) { update dupesLead[0]; } else if (BrandOneSet.contains(myLead.Principle_Interest__c) && BrandOneSet.contains(dupesLead[0].Principle_Interest__c)) { update dupesLead[0]; } else if (BrandTwoSet.contains(myLead.Principle_Interest__c) && BrandTwoSet.contains(dupesLead[0].Principle_Interest__c)) { update dupesLead[0]; } else if (BrandThreeSet.contains(myLead.Principle_Interest__c) && BrandThreeSet.contains(dupesLead[0].Principle_Interest__c)) { update dupesLead[0]; } else { // What happens if the Principle Interests don't match up // insert myLead; } } // End (myLead.email != null) } // End (Lead myLead : Trigger.new) }
We are currently using a single Salesforce account to manage all our brands (currently three) and a third party platform (Pardot) to create landing pages and forms for lead acquisition. Pardot works by linking one Salesforce record to a single Pardot record and syncing the two together. If a lead submits multiple forms for different brands the original record is updated instead of a new lead record being created in Salesforce. This is a problem for us because our sales reps do not cross-sell between brands.
As a work around we would like to have Salesforce create a new lead record whenever a form is submitted and the brands do not match, even if the email addresses are the same.
The final lead flow should something like the following: 1.) De-dupe the incoming email address -If the email address doesn't currently exist in Salesforce then create a new lead. -If the email is a duplicate then compare brands. 2.) If the brand matches then update the current record. 3.) If the brand doesn't match then create a new lead record and assign the new record to a sales rep.
I am having an issue with one of our workflow rules not firing an email notification when it should. We use Pardot forms and have created a custom field for the form name that is updated in Saleforce everytime a Pardot form is submitted. We use a workflow rule to check if the lead already exists in Salesforce and if it does we then send out a Lead Update notification to our sales reps.
The issue is that if a lead already exists in Salesforce but not in the Pardot database and then the same lead submits a Pardot form no email notification is fired. If the lead already exists in both Pardot and Salesforce then the notification triggers correctly. The rule we are currently using to trigger lead update notifications is below. Both 'pi__last_activity__c' and 'Form_Name__c' are dependent on a Pardot form being submitted.
This is my first attempt at writing a Salesfroce trigger so please bear with me.
The company I work for has three different brands that all use the same Salesfoce account. Each brand has several sales reps that cross-sell different products within their specific brand but DO NOT cross-sell between brands. It is important that each sales rep within each brand maintains ownership of their lead whenever a new form submission comes in and the Principle Interest matches their brand. I am trying to write an Apex trigger that will do the following when a new form submission comes in.
1.) Check for a duplicate email address in Salesforce. 2.) If a duplicate email address is found it will then compare the Principle Interest of the record currently in the database with the Priniciple Interest of the incoming form. 3.) If the Principle Interests match then the current record is updated in the database and the lead owner is left unchanged. If they don't match then a new lead record is created using the information from the form submission and a new lead owner is assigned.
I think I have # 1 and #2 taken care of but #3 is givining me a lot fo difficulty.
This is the trigger I have written so far.
trigger SetLeadOwner on Lead (before insert) { for (Lead myLead : Trigger.new) {
List<Lead> dupesLead = [ SELECT Id, Principle_Interest__c FROM Lead WHERE Email = :myLead.Email ];
Set<String> BrandOneSet = new Set<String>(); List<String> BrandOneList = new List<String>(); BrandOneList.add('PrincipleInterest1'); BrandOneList.add('PrincipleInterest2'); BrandOneList.add('PrincipleInterest3'); BrandOneSet.addAll(BrandOneList);
Set<String> BrandTwoSet = new Set<String>(); List<String> BrandTwoList = new List<String>(); BrandTwoList.add('PrincipleInterest4'); BrandTwoList.add('PrincipleInterest5'); BrandTwoList.add('PrincipleInterest6'); BrandTwoList.add('PrincipleInterest7'); BrandTwoList.add('PrincipleInterest8'); BrandTwoList.add('PrincipleInterest9'); BrandTwoSet.addAll(BrandTwoList);
Set<String> BrandThreeSet = new Set<String>(); List<String> BrandThreeList = new List<String>(); BrandThreeList.add('PrincipleInterest10'); BrandThreeList.add('PrincipleInterest11'); BrandThreeList.add('PrincipleInterest12'); BrandThreeSet.addAll(BrandThreeList);
if(myLead.email != null){ if (dupesLead.size() == 0) { // check for duplicate emails. if none found, create new lead. // insert myLead; } else if (dupesLead[0].Principle_Interest__c == myLead.Principle_Interest__c) { update dupesLead[0]; } else if (BrandOneSet.contains(myLead.Principle_Interest__c) && BrandOneSet.contains(dupesLead[0].Principle_Interest__c)) { update dupesLead[0]; } else if (BrandTwoSet.contains(myLead.Principle_Interest__c) && BrandTwoSet.contains(dupesLead[0].Principle_Interest__c)) { update dupesLead[0]; } else if (BrandThreeSet.contains(myLead.Principle_Interest__c) && BrandThreeSet.contains(dupesLead[0].Principle_Interest__c)) { update dupesLead[0]; } else { // What happens if the Principle Interests don't match up // insert myLead; } } // End (myLead.email != null) } // End (Lead myLead : Trigger.new) }
