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If you're being disciplined with your temp fields then it can be a good solution. I have seen that get horribly out of control and I avoid it whenever I can.
Grace - Yes, your response was what caused me to ask the question. The solution you're proposing should work though. Honestly for years all of us have been giving the advice that if you want to use the same form for entering multiple people (like on an ipad at a trade show or something) you tell peo...
Quick question... is he by any chance using the same email address for each person he's registering?
After a lead has been converted in Salesforce all its fields are locked and can no longer be edited. The lead ceases to be relevant after conversion as all future changes should be on the Contact, and relevant fields mapped between them, so if you need to update Source in future, it should be on the...
Hey Andy - I used to use this connector extensively. I wrote an initial response here but then I re-read your question.Your question seems to imply that the reason you want this is to prevent Marketo from sending reminder emails etc for fillouts if the survey is already filled out. This can absolute...
It can sometimes be a provisioning issue where a box hasn't been ticked enabling the feature. Log a support ticket and if you're meant to have it, they'll switch it on for you.
Honestly, if it were doing that it'd need to be a workflow or formula of some kind, and you would see the result in the Contact record just by looking in the page layout as well. So if you can't see that, it's unlikely. Reports are just a reflection of the data in the field. It's more likely you hav...
I'm afraid not - it literally is kind of a "secret" feature, and for all the reasons Sanford mentioned can often not be the right solution. There are three rules to it:1. A "secondary" dedupe criteria can be added, but it will then apply across ALL imports of that type. For instance, you could have ...
It's been on and off the roadmap for years. I think the PMs have put this in the too hard basket seeing as there's a lot of third-party solutions out there. But please everyone keep voting on the idea. I raise this at every Summit in the roadmap Q&A session just to annoy the new breed of product man...
Is it urgent to change this, because I can think of a few ways to do it, but they're annoying and messy.1 - do what JD says and see if people are in the Wait Step2 - Assuming they are, go to the Campaign Members for the campaign and run a single flow action to add all the people who got the first em...