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Thursday, July 31, 2025

MCAE: Open Prospect user interface with Prospect ID

If you have the Prospect ID, you can open the Prospect detail with the following URL with parameters:

With the Pardot user interface:
https://pi.pardot.com/prospect/read/id/179597888
https://pi.pardot.com/prospect/read?id=179597888

With the Account Engagement user interface:
https://mydomain.lightning.force.com/lightning/page/pardot/prospect?pardot__path=%2Fprospect%2Fread%2Fid%2F179597888




Monday, July 28, 2025

B2B Marketing Analytics app: sfdc_internal__B2BMA

B2B Marketing Analytics, a CRM Analytics app within Salesforce designed to analyze marketing and sales data. It leverages datasets from Account Engagement (formerly Pardot) and Salesforce to provide insights into campaign performance, prospect behavior, and overall marketing effectiveness. 

You can create the B2B Marketing Analytics app from Analytics Studio, select B2B Marketing Analytics, and follow the wizard.



You need to enter your Pardot Account ID, then select optional features, such as Account-Based Marketing, Multi-Touch Attribution, Prospect and Activity dataset, etc. If you stopped with the following error:

Unable to create app based on template: [sfdc_internal__B2BMA].

* Your org does not currently meet minimum data requirements to proceed. Please fix the following issues before creating a 'B2B Marketing Analytics' Application:

In the 'sfdcDigest_Contact_CWA' node, the 'pi__grade__c' field doesn't exist, is deprecated, or isn't accessible to the Integration User. In the 'sfdcDigest_Contact_CWA' node, the 'pi__score__c' field doesn't exist, is deprecated, or isn't accessible to the Integration User.

You need to adjust the fields in both Lead and Contact, the Account Engagement Score (pi__score__c) and the Account Engagement Grade (pi__grade__c) fields, to make them visible (as read-only is sufficient) to the Analytics Cloud Integration User profile. 

From the object manager, open each field and update the field-level security settings to grant visibility to the Analytics Cloud Integration User profile. 

Re-create the B2B Marketing Analytics app from Analytics Studio, and you should be able to pass the error.

Once the app is created, it can also be seen in the "Auto-Installed Apps" in the setup menu.





Monday, July 14, 2025

Salesforce Field history tracking on Record creation

In Salesforce, field history tracking can be setup for both standard and custom fields. 

On Record Creation
No, field history tracking does not log the initial values when a record is created.





On Record Update
Yes, it tracks changes to the specified fields when they are updated. It logs the old value, new value, user who made the change, and timestamp.


As noted in the last screenshot, the Mailing Country should ideally be auto-updated (from Flow, Trigger, etc.) after the record is created; however, the order can be misleading, as they have the same timestamp. If we use SOQL, will we see the difference? No, they may have the same exact milliseconds



Reference:

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