nickurbaniak

I'm trying to figure out a way to create a Salesforce Event from a scheduled meeting from Conversational Forms/Dynamic Chat. The meeting is booked in/via Outlook, but does not create a Salesforce event. I know there might be a way to integrate Salesforce to Outlook and filter Meetings to only create...

I am facing an issue with Dynamic Chat. I am attempting to assign Chat records to their current owner in Marketo/Salesforce, but there doesn't seem to be a way to have a realtime lookup of our database to determine if a person interacting with Dynamic Chat exists in our database before they decide t...