MQL Count on Account page on SFDC

Highlighted
Anonymous
Not applicable

MQL Count on Account page on SFDC

Hi,

Just wanted to reach out of anybody has the this issue. (not sure if this has been asked before)

I wan to keep track on how many MQL per account has in SFDC. SFDC will not roll up from child to Parent.

I'm trying to see how many meetings get booked on an account level with MQL's on it.

The problem we have is that a lead might come through but recommend another contact for our service.

If anybody can point me in the right direction.

Thanks

Marlon

2 REPLIES 2
Highlighted
Level 7 - Champion Alumni

Re: MQL Count on Account page on SFDC

Marlon, I would try posting this in the Salesforce community if you don't have any luck here. Interested in seeing the solution as well.

Anonymous
Not applicable

Re: MQL Count on Account page on SFDC

I finally did get an answer after months. The way to do it is via flow. Instead of counting how many contacts per account, you count how many MQL's