Following. I have the same question.This chart is a guide for smart campaign processing, which would not include the system processing for segmentation updates.Generally, segments ...
When all else fails, use "Member of Smart List" as your choice filter. Creating smart lists allow you to extend the functionality of the "choice" options and customize your criteri...
It would depend on how your lead lifecycle program is reacting to the lead scores. To be safe, I'd turn off your lead lifecycle triggers while you conduct your rescoring exercise.
We have been using Etumos and I really enjoy working with our assigned consultant. They are really knowledgable regarding working with complex, enterprise-level orgs. Edward Unthan...
One thing you may want to consider is synching your lead lifecycle program with a Salesforce campaign and building your "New" versus "Recycled" differentiation in the CRM through a...
I completely agree on naming conventions for a couple of reasons.They enable you to develop cleaner reporting and find your programs and assets more easily.When you create your lea...
Unfortunately, I don't believe you can use a token with this flow step (Someone let me know if I'm wrong). The owner attribute from Salesforce is a reference to the person's user I...
I would agree with Sanford's statement. The issue is related to your Salesforce system requiring a certain data value to create a record and the sync is providing an unrecognized v...
I concur with what Nik says. GDPR (and other data privacy laws) are intended to protect individuals' privacy and as such, third-party name purchases fall outside these boundaries.A...