Level 7
Joined the community 28-01-2015
Level 7
SLC, UT
Senior Manager, Marketing Operations
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Thank you!
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We have a SFDC custom object called Sales Orders. We acquired a company that uses this object, instead of the Opportunity object, to signify when deals close. Is it possible to tri...
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Very nice, thank you! That will rely on SFDC account owners making sure that new contacts have that field (whatever it ends up being) marked as true in order to qualify for the rec...
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One follow up question, if you don't mind. This method will onboard any contact under that account at the time that value changes. What would you recommend setting up for new conta...
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Thanks Devraj! That sounds like a good solution.
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We have a current onboarding campaign that triggers when a SFDC opportunity closes (using Opportunity is Updated trigger with trigger attribute: Entitled Issued field becomes True ...
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Sanford, I've got some time from 9-10am MDT tomorrow, if that works. After that, it's basically Halloween craziness, but if that time works for you, I'd be happy to hop on join.me....
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That's a good thought, Dan. Just tried that, but they are all coming up with a blank for that value.
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Using Chrome. I just got off the phone with support, and they think it's an issue of having multiple records, like you suggested. I checked that my record that was updating was in ...
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Just had a co-worker test. His Fill Out Form appears in the activity history, as do the parameters in the details; however, the Referred By field in the Lead Details is still blank...
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