Every time the Sales reps have to look up manually the Opp stage of the customer to report the status of the process. keywords are used to tag the conversations to direct the Sales rep for better assistance. How do I use a keyword or tag in the intercom coversations when the customer wants to know about his/her Opportunity stage in the process.
Related
I have been looking for ways to list/access the list of users with with their respective type licenses(Partner or Admin or Community) running/executing apex on our org but have not found anything explaining how I can do that.
Any help to help understand how I can achieve this will be greatly appreciated.
Unclear.
There's some tracking "user X used visualforce page/apex class Y" but Event Monitoring is a paid addon, bought separately or as part of Shield (better field history tracking and encryption). You should be able to experiment with it in your Developer Edition / Trailhead Playground before deciding to buy.
Without that... you'll have to marry few queries together but the results will be so-so.
SELECT Name, UserType, Profile.UserLicense.MasterLabel, Profile.UserLicense.LicenseDefinitionKey
FROM User
WHERE IsActive = true
for license types. This is about "main" user license. Your user can have "feature licenses" (Salesforce Content User, Marketing User, Knowledge User...) that are just checkboxes on user record. And can have permission sets assigned with some managed package licenses for example.
For async jobs (scheduled, queueable, batch, #future...) you should be able to query the AsyncApexJob (keeps logs for 1 week I think) or CronTrigger + CronJobDetail to see scheduled jobs. That'll include dashboard & report runs too though, filter them out using that cronjobdetail
Last but not least you can query who has access (via profile or permission sets) to run class X - but that doesn't mean they actually run it. For that you'd need to query. Some sample queries for that are in SetupEntityAccess documentation.
I am trying to use the "Sales Force data" as the entry point to our journey. This is the first time I am exploring this option using the Marketing cloud "Salesforce Data" connector in journey builder.
We need to capture Updates of Contacts in the sales cloud and trigger some action. So we configured the data entry point - Object chosen Contact. Chose Contact Id for "Select who to inject into the journey". Added. Choose the option to capture "Is Updated" and for our criteria chose Lat Modified Date greater then April 1st 2020. Added all contact fields we needed in the Data Extension and saved.
I can confirm that the data extension was created successfully. The journey was activated successfully.
I go to sales force sales and updated the contacts by changing the phone number or Address related fields and save. However I do not see the data flow into the marketing cloud data extension.
If I try the journey with entry point data source Contact inserted - it is successful.
What could I be doing wrong?
Thanks
Regards
Sid
We got help from sales force support - The records we were trying to modify already had a last update date greater than the one set in our criteria. We have to work around this by handling an update scenario in the journey design and creating a synchronized data - to sync contact/account objects in salesforce with marketing cloud every 15 minutes
I'd like to be able to tag affiliate links with some extra information so that I can map successes to information inside of my system.
Is there any way I can include a custom identifier or payload of data with the affiliate link that Amazon will allow me to inspect when I receive a report of successful sales?
The only thing I found is the tracking ids from
Manage Your Tracking IDs page.
However this ids are limited to 100 values by default (you need to contact amazon for more). This is what they answered me:
I understand you'd like to view reporting within Products Advertising
API.
All reports are housed on your Associates account for you to view the
activity of your links.
We do offer multiple tracking IDs so that Associates can track the
activity of individual links easily and accurately.
You can create up to 100 tracking IDs in your account by visiting the
Account Settings section of Associates Central. You'll find a link in
the Account Information section labeled Manage your tracking IDs:
https://affiliate-program.amazon.com/gp/associates/network/your-account/manage-t...
Once you've created your additional tracking IDs, to view these IDs,
please log into Associates Central (http://associates.amazon.com).
Once logged in, click on the drop down box under Tracking ID to change
which ID you are working with.
If you are interested in receiving more than 100 tracking IDs, please
first create this amount via your associate account in Associate
Central. If you have already created 100 tracking IDs in your account
and are needing additional tracking IDs, please use the link below to
write back to us with a detailed description of how you'll be using
these additional ID:
So I have this idea to add a field to Contacts, where they autofollow Users they are associated with. My Idea is to be able to have User A create Contact A, and Contact A to be associated with (And hence autofollowing) User A, B, and C.
Does anyone know of a plugin that does this/have any idea of where I should start doing this? I just can't figure out how to edit the Chatter code on an enterprise account, or add functionalities to the Chatter codebase.
Is this possible? Any ideas of where to start would be awesome.
Exact method would depend a bit on your contact-users association. You could write a trigger on contact insert/update and make userEntitity records between the user who made the contact record and the associated users.
Have a look at the chatter cheat sheet: http://developerforce.s3.amazonaws.com/website/pdfs/Chatter-cheatsheet_final.pdf
ps: you may get more response at https://salesforce.stackexchange.com/ , which is specialized on salesforce subjects.
I have a website and I would like to implement a paid subscription service. Its a simple service with only 2 types of plans. For now, ill just use Paypal. But im a little lost before start, mainly with the data model.
My main question for now is, what information do I need to keep for each subscription? Do I need to implement a shopping cart for this (dont think so)? Im not asking for a detailed explanation, just a few lights or resources to find a way to start. Thanks.
Depends on what technology you're using. Basic payments work a bit like this
-> You send them to paypal with a plan (you define the plan on paypal)
they know which amount to charge
you can pass custom parameters which they will pass back
Customer fills in application
<- paypal tells you that your predefined plan got purchased
in this same request, they send a lot of info about the payment including a GUID and your params
-> you ask paypal "hey, some one just told me this plan GUID got purchased, can you confirm"
<- paypal service returns 'yes'
-> you take the customer's ID from the params that you attached when you sent them to the paypal service and update them to "paid" in the database, or whatever
That's it in a nutshell...
Look at any subscription card mailer from any magazine and you can get an idea of what kind of data you will have to record. Start and end date for the subscription would be a good thing to keep, and what kind of plan the user is subscribed to. Once you have the end date, you just need to run a query to get the records of the users that have access. Something like
Select * from users where subscription_end_date is >= today
I'm sure there will be a lot of other columns that will go into your final product, but that will be up to you to decide what data you want to keep. What are the different states that a subscription can be in? Can someone be subscribed to both services at the same time?
PayPal does a decent job if you want to charge the same amount every month. However, if you anticipate your users making changes to their subscription plans (upgrades/downgrades) or needing to provide credits to their account for customer support purposes, PayPal would require that you cancel the subscription...and then have the customer re-subscribe.
[Full disclosure - I am a co-founder of Recurly.com]
Recurly handles the upgrades and downgrades, and provides automated customer emails to be sent out to your customers (on your behalf) for every event confirmation, and invoice that occurs. You also have a full account management dashboard and reporting so that you don't need to build this yourself.
Best of all, if you ever decide to leave PayPal, and move your business to a standalone payment gateway, Recurly stores all of your credit cards in a PCI compliant vault so you don't need to ask you customers to come back and re-subscribe. (PayPal will not return your customer credit card information). You simply configure your new gateway in Recurly, and payments will be processed without any interruption to your business.
Here is a blog post we wrote on the topic:
http://blog.recurly.com/2010/08/top-ten-reasons-to-use-recurly-vs-paypal-for-recurring-billing/
-Best of luck.
-Dan