How can I edit an already created Entry Event? One of the main Journey Builder elements is an Entry Event. You can create one directly at a Journey Edit Page (1), or on Entry Event Administration Page (2). NOTE: Entry Event = Entry Source. The Entry Event is the newest terminology, but you can come across […]
Trailhead Superbadge Error: Challenge not yet complete… There was an unexpected error while verifying this challenge – how to solve?
ERROR DESCRIPTION If you landed on this page you have most probably come across the error message below: “Challenge not yet complete… here’s what’s wrong: There was an unexpected error while verifying this challenge. Usually, this is due to some pre-existing configuration or code in the challenge Org. We recommend using a new Developer Edition […]
Salesforce Tips: How to Map a Lead Source to the Account Source Upon Conversion
The lead conversion process has always had its shortcomings. One of the most common issues was the fields mapping upon conversion. For quite a long time it was only possible to have a one-to-one type of mapping – when each lead field can only be mapped to one field from either Account, Contact or Opportunity. And […]
How to add months to a date with Salesforce formula with ADDMONTHS function – (Spring 18′ Release)?
Adding months to a given date is a very common use case. But accomplishing this with a formula field of a field update formula used to be a tricky task. In the latest Spring 18′ release (only available in Sandbox preview for now) of a new function called ADDMONTHS it has become 10 times easier. Below […]
Why a user can’t see a list of Import Activities created by another user in Salesforce Marketing Cloud?
IMPORT ACTIVITIES UNDOCUMENTED VISIBILITY ISSUE: I have come accros a Import Activities visibility issue on one of my projects and I think it is quite a common one. I spent a week with the support and they weren’t able to help me solve it. Turns out it gets fixed in 2 clicks. ISSUE: An admin […]
Marketing Cloud Account billing issues – beware of Contact Limit !
MARKETING CLOUD CONTACT LIMIT Marketing Cloud Account comes with a limited number of Contacts that are included in your subscription (aka Contact Limit). The issue is, most of the Users and Consultants do not have a clear understanding of what this Contact Limit means exactly and why is it important. Many have an erroneous understanding of the […]
Reports & Dashboards Specialist Superbadge – Challenge 6
CHALLENGE 6 – REPORTS AND DASHBOARDS SECURITY I consider the order of challenges slightly illogical. First, they suggest to create all the reports and dashboards and only at the very last step ask to organise it into folders, which is a very cumbersome work. Thus, I would suggest starting the work with this challenge so […]
How to get a detailed performance metrics for a Pardot Engagement Studio Program?
PARDOT ENGAGEMENT STUDIO REPORTING As user-friendly as this tool is, the Performance Metrics and in particular, a shareable format of Performance metrics is not its strongest suit. The only option that Pardot offers out of the box is (Engagement Studio Reporting) is very limited. If you have a Pardot account and you would like to have an […]
How to connect to the Salesforce Marketing Cloud FTP server ?
Marketing Cloud FTP – connection guide: When I had to get my export out for the first time I did struggle for 3 hours to figure out hot to get into the Marketing Cloud FTP folder where it was stored. If you are a hopelessly struggling like I was here is your rescue boat (there […]
Winter 18′ Release: Setting Task Reminders in Lightning
If you were used to Task Reminders in good old Classic, you probably found that there was no reminder field to set a reminder in Lightning. Good news, starting Spring 18′ it’s no longer the case.