Level 10 - Champion Alumni
Joined the community 01-09-2015
Level 10 - Champion Alumni
Portland, OR Metro
Founder | Principal Consultant
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It sounds like you're hoping that the field value matches one of the possible picklist values in SFDC so that it syncs correctly. Correct me if I'm misunderstanding.If that's the c...
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Hi Mili,By validate, do you mean make sure that it's in an acceptable format (name@non-genericdomain.com) or are you actually referencing an SFDC campaign in particular?
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I've used Zapier (they have a free version which is nice!), but there aresome good ones out there! I'd recommend looking at some of the reviewsfirst though, because I've also run i...
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If you're feeling fancy, you can create report subscriptions that go to an email parser, and use that to dump the information into a pre-formatted Excel file or Google sheet that g...
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I haven't attempted to reference velocity script tokens in MSI emails (I'm assuming that's the type of script you're referencing but correct me if I'm wrong!). However, I have hear...
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Hey Ashley,To piggy-back off of Amanda's and Devraj's responses, now is a good time to go through all of your landing page and email templates to make sure there aren't any referen...
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It's possible that you're sending to a different email address that's forwarded to the deleted one (e.g. johndoe@acme.com is deleted, you email janesmith@acme.com who left the comp...
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You probably have a filter called "Has [Name of your custom object]". If it's not available in the smart list of the smart campaign, you can put it in a standalone smart list and r...
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Alternate workaround, you could create smart campaigns in your Marketing Activities area with rules. Example: pretend your custom object is called Hotel Stay and you want to segmen...
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We don't have a checklist like this at the moment. When we first started having a review process, we used Trello cards with checklists for each, but now we just have a rule that an...
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