Miray

Was this field created recently in SFDC? If possible, could you also take a screenshot of the Field Management search view?

Anytime. I am glad the link is the correct one!

Hi, Here is the video link from MUG Deep Dive : https://www.youtube.com/watch?v=ffbOae4LxHw its a really good sources and yes we recommend to build the transition from one stage to other outside of RCM in order to maintain your RCM easily

Hi I agree with all the comments. However, if the person already exists in your CRM, I would recommend checking with your CRM admin to determine the best way to handle the records. In most cases, they would prefer to preserve the activity history and do not want to delete the record. Just be cautiou...

I've used Cvent with several different companies, and I've noticed similar issues across the board. While they aim to make many things customizable, the reality is that users often don't have as much control as they need. In many cases, you end up relying on their additional services to get the most...

Hi , I agree with @Darshil_Shah1 l. Just wanted to add a couple more points. Some tools are pretty accurate for the US and CA but don't perform as well globally. It's also important to know if you need account enrichment or person enrichment. For example, D&B is great for account info but not as ac...

I will add another filter " Was Sent Email " , your criteria should be like this , Was Sent Email is X and Email and Not Opened Email is X , if you recently sent the email you can use Date of Activity in the past constraint as well

Hi,If you have a campaign naming convention and include the campaign type in the name, you might use something like "Campaign Contains -EM-" to indicate the type. In our case, each channel has an abbreviation, so we can easily identify the campaign type. For example, "-EM-" stands for promotional em...

Hi @rebekahlaw1017 No, they will not go through the request campaign. Only those who qualify moving forward will go through it. If people have already been in your smart campaign and passed the request campaign flow, you should add them to the request campaign manually.If you have few leads, you ca...

I agree with Darshil. The largest download typically occurs the first time you download all the data, which can use up your entire Bulk API credit for the day. However, once you have that initial download, subsequent updates should fit within your daily limit, depending on the size of your data. If ...