I’m installing insight but it’s very frustrating. The instructions state to follow EXACTLY however, the screen shots appear to be out-dated. On page 11 of 20 in the instructions, it says to map the following options:
Last Interesting Moment Date Last Interesting Moment Desc Last Interesting Moment Source Last Interesting Moment Type
The problem is there is NOT a mapping field for the date AND there is one that isn’t even listed on the instructions called Last Interesting Moment
What do I do? Skip over these fields? I would think a date would be important to know.
When did you download the MSI package? Just recently?
There should be a last interesting Date field on the contact object. If you are doing the mapping from the lead object in SFDC setup it should appear in the dropdown as "Contact.Last interesting Moment Date"
Where did you get the guide that you are using can you send me a link?
"Contact.Last interesting Moment Date" this was not there BUT that being said, when I added it to the page view it was an option to pull into the page view? Not sure if that make a difference. I have a meeting with my consultant today so she can review. Thanks!