When evaluating whether a field is being used or not, Field Management allows me to see all of the Forms, Smart List and Smart Campaigns, where the field is referenced, which is he...
This block should also apply to older anonymous leads that are auto-merged with a known lead. Even if the known lead doesn't have a value in the initial online source attribution f...
Hi Jeff, where do I find the 18 digit User ID field in SFDC? I looked in the User object field list and none of those fields (Name, Username, etc.) have a button for changing their...
Also, theWhy do I see the error "INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY" and how can I fix this? Resource lists several possible causes. Another one that I've found is when ...
We have a 'Web Referral' smart campaign for referrals from sources other than the ones I noted in my previous comment. It has a Visited Web Page trigger has a 'Referrer is not empt...
Hey Courtney, I dont use the Original Referrer field value because it is only a text field that can hold 255 characters, the original referrer can be much longer, especially on pai...
When an anonymous leads is crated during a visit to our website, we set values in ithe newly created record's 'Initial Online Source' field and other fields that tell us the source...
The new the 'in past before' date operator is a great addition to the date field filters. Please add the 'in past before' date operator to the Lead History filters with Date of Act...
Apologies in advance for the rather lengthy use case example that follows, which many of you may have experienced. However, it provides context for my suggestions at the end.We rec...