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Joined the community 10-04-2024
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Just wanted to check to see if I am setting this up right. I read a few things that made it seem like I did this correctly, but I am still unsure. I am setting up new lifecycle segments and for our "Growth" segment, they need to have gone "live" in the last 90 days. Since the "Readiness" stage is b...
539 1 1
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Any recommendation on which process is the easiest to implement?
672 0 1
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I was hoping to get some insight on how I could create a field that would show who the modifying user is when records are created. We have a number of pipelines used and when troubleshooting issues/data, I thought it would be really helpful to be able to pull lists by who the modifying user was rath...
817 0 3
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I think I might be confused. We will have a custom object (hasn't been created yet) named Onboarding Interaction. Within that, there will be boolean fields listed like: - Contract Received / Signed (true/false)- Policies & Settings submitted (true/false)- Property Amenities submitted (true/false)-...
1990 0 1
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It will be in boolean fields with the task name. Example: CL Property Amenities
2001 0 3
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So here are the tasks they need to complete during onboarding: Policies & Settings (1)Property/Amenties submitted (2)Rooms & Rates (3)Photos submitted (4)Tax Information (5)Property Overview (6)Pre Live (7) We will have our data engineering sending this data through to a custom object in boolean fie...
2031 0 5
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I am looking to write up some velocity script for a new project. We want to send out dynamic emails to our partners that have outstanding onboarding tasks to complete. We want them to receive an email every few days that will list 3 (or less depending on how many tasks they have left to do) tasks th...
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Yes, it's just one field that I need to have rounded. We don't create multiple custom object records, just update the fields.
2049 0 2
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This is great, thank you. If you don't mind can you telling me how I would incorporate my custom object field in this? I am receiving the number through a custom object field and need my token to round the integer and display in my email. Thank you!
2075 0 4
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