Here is the Screenshot
We Have created the B2B Marketing Analytics Dashboard for the Account Based Marketing ( AMB), But few of the attributes for Salesforce Pardot were not showing the accurate results, Instead we are getting no results found for the "Avg.Engagement Score by account" and "Sales events by account". It would be great help if somebody could tell the exact issue why it is not populating it. Thanks in Advance.
Note : enabled CRM analytics on the System.
I tried creating the new dashboard from the scratch, but could not work it.
Related
I recently configured Service Cloud for my organization and for the most part it is working great. We do have an issue I can seem to solve though. The first time an internal employee submits a case (email-to-case), there is not a contact record to associate with the case, so the help desk must spend time creating a contact record for the employee before they can proceed with resolving the case. Is there a way to automate or sync with Office 365 to create a contact record for each employee?
I have considered and/tested the options below, but none do what I want:
I have already set up and tested Einstein Activity Capture. This is a great tool but will not sync internal (same email domain) contacts into Salesforce.
I know I can automate an export from Office 365 into an AWS S3 Bucket and then use AWS AppFlow to create/update contact records. This one is feasible, but I have to imaging there is a way to integrate the two platforms without exporting data into a staging area.
I can't use anything that requires manual intervention, like Data Loader.
I have a custom attribute EmployeeNumber in AD, while creating CRM users when I write UserName for e.g Imran.Ahmed it automatically fetches some information from AD and fills form with that information ie first name, last name and phone number etc. Now I have added one more field in CRM to store Employee number in CRM. But CRM is not fetching it from AD.
How can I get information of custom attribute EmployeeNumber from AD to CRM form? I have been searching on internet and found some links that are saying that we have to write a plugin or call Javascript from CRM form but is there any way through which I can automatically get information from AD?
I am not aware of any AD side configurations to sync extra columns into CRM system user record. Or how to add more data to pull in the platform service when you tab out the username. Am sure you are not gonna get that information/control over that integration from Product team.
You can try this codeplex solution by reverse engineering/extending it to achieve the requirement. Or some Graph API calls to achieve it in some timely jobs.
We have our internal HR system to read/sync such data using SSIS + Kingswaysoft connector into CRM.
I'm having a problem with Microsoft Graph API... Currently I have a web application that has an openid integration with Microsoft/Azure using the common v2 endpoint.
We are trying to get the signed in user company name and job information. The official docs say that we need to make a request to the MS Graph API.
We are testing it on Microft Graph Explorer but it doesn't seem to work.
We've selected the 'User.Read' as a permission in our app, then tried these endpoints:
https://graph.microsoft.com/v1.0/me/
https://graph.microsoft.com/v1.0/me?$select=companyName,jobTitle
https://graph.microsoft.com/v1.0/users/?$select=companyName,jobTitle
In MS offical doc (https://developer.microsoft.com/en-us/graph/docs/concepts/permissions_reference) on User/Remarks sections, it clearly says that
"On reads, only a limited number of properties are returned by default. To read properties that are not in the default set, use $select"
Is this doc outdated?
I've tried to reach MS support for developers, but they answered saying that I should ask this on Stack Overflow...
So probably there are no official support for developers?
Is it really possible to get the company name and job title from a MS account?
Thanks in advance!
edit. Update question with MS graph explorer screenshots
edit.2. Update screenshot with proper encoding.
Also, it's a MS account not an Azure account, since our web app accepts both of them on the common v2 endpoint.
Update
My goal was trying to get the Work Info section from a MSA account.
The documentation is correct, by default we only return a subset of user properties:
id
userPrincipalName
displayName
givenName
surname
jobTitle
mail
mobilePhone
businessPhones
officeLocation
preferredLanguage
If you want a different set of properties, you can request them using the $select query parameter. The queries you provided in your question should work fine. For example, when I execute https://graph.microsoft.com/v1.0/me?$select=companyName in Graph Explorer (after logging in with my credentials) I get the following:
{
"#odata.context": "https://graph.microsoft.com/v1.0/$metadata#users(companyName)/$entity",
"companyName": "MICROSOFT"
}
Update Regarding MSA
When using Microsoft Graph against a Microsoft Account (MSA) there are several differences in what properties get surfaced. As an MSA is by definition a personal/individual account, organizational properties such as Job Title and Office Location are simply not applicable.
I would like to understand if there is any API which can help us find the Office 365 user account information from my Excel add-in javascript code.
Eg- Let's assume a user with Office email account abc#xyz.com launches Excel, downloads my add-in from Office store and uses it.
I want to capture this user info from my app for the various users who downloaded/using my app.
Is there an API in apps for office to achieve this?
No, there is not currently an API in Office add-ins in Word/Excel/PowerPoint that exposes the user information for the person logged on to the Office clients.
In Outlook add-ins you can retrieve this information.
// Example: Allie Bellew
console.log(Office.context.mailbox.userProfile.displayName);
// Example: allieb#contoso.com
console.log(Office.context.mailbox.userProfile.emailAddress);
See the userProfile object documentation for more information.
To add to Doug's response: while it doesn't expose the user's email address, you can get a unique identifier for the user from the entitlement token, provided your app is in the Office Store. See https://msdn.microsoft.com/en-us/library/office/jj164035.aspx for more info.
The UserId property of the entitlement token response (https://msdn.microsoft.com/en-us/library/office/verificationsvc.verifyentitlementtokenresponse_members.aspx) is the purchaser ID. Per the documentation above, "This is an encrypted value of the Microsoft account used by the person who purchased the app".
Hope this helps,
~ Michael Zlatkovsky, developer on Office Extensibility team, MSFT
Here's one that seems to puzzle everyone, including my Salesforce rep.
I setup a trial of a Force.com platform org. I'm logged in as the administrator, and want to convert it to a paid subscription, so I start looking for a Checkout link. It's not in the App menu where some help pages say it should be.
Image of app menu
nor is it at the bottom of the left nav stack in Setp where you often see it. Nor is it on the System overview page.
I've searched this on the SF community and online. Everyone, including my rep says I just need to edit myself as a user and check "Checkout Enabled".
And yet, I cannot find this on this User edit screen, or on any of the other profile or permission set screens.
User edit screen
I'm clearly missing something obvious. What is it?
So I've just heard from my Salesforce sales rep, and she had to have someone in Salesforce OPS turn on Checkout for me. I guess there are some accounts that can't access it without vendor intervention. If I find out differently, I will post here.