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Thank you, Sanford. My apologies too for not providing more information. Our Custom Object is called Product Account. The Dedupe fields are Account Number, CIF, and Type. Link field is CIF, Linked Object name is Lead, Linked Field name is CIF, Source is UI. Our field types include mostly String with...
Hi @Michael_Florin and @SanfordWhiteman. Thank you for the help. I was using the wrong qualifier. Once I chose the correct qualifier, "in past", I was able to use the relative date ranges. Cheers!
Thank you for the reply, Sanford. I checked and do not have the particular filter. Is there a way to change the operator of a filter (or clone it) so it allows for text instead of the calendar/date-picker?Cheers
Congratulations, @SanfordWhiteman. I appreciate your engagement on these posts and rely on your comments to give me much needed insights when I'm looking for solutions. Well deserved, mate.
Congratulations, Jeff! I took mine on 25 July and passed too! I wasn't thrilled with the test administrator, but regardless, I am now also CERTIFIED!! 😊
Hello everyone. Are we supposed to be taking the certification test this week? Was there a specific date to have the certification test taken? Thanks!
Hi Jeff. I've only used segmentation to send a basic email that uses segmentation for a specific salesperson's contact info. I basically "borrowed" a field we do not use for my segmentation Smart List and populated it with the salesperson's name. A combined list with customer data and the borrowed f...
Section 4 sample quiz answers:People Performance False
Interesting, Jeff, that there is no header for that column like there is for the other columns ("Type", "Campaign Name", etc.). As for keeping those campaigns active or not, I would think you'd need to determine that on a campaign-by-campaign basis. Tough call, but good and interesting find! Thanks ...