Several members of my team and I have been experiencing a weird bug in our instance, and I wanted to see if anyone else was seeing the same thing. When we clone an email, change th...
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...
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...
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...
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 ...
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....