Level 10
Joined the community 07-12-2010
Level 10
San Francisco, CA
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Hi Jason, access to Sales Insight is indeed done via Profiles. Permission Sets are unfortunately not covering page layouts (that would be nice). So generally you would have to crea...
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Whoever built the data management campaigns in your Marketo instance did a very good job in identifying you as an employee 🙂If possible, contact that person to find out how to byp...
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Ashley, I recommend you open a support ticket so they can look at the specifics. Without the specifics, it's hard to know exactly what's wrong.
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I'm fairly sure you can use tokens in Date and Datetime fields, however, they need to match type. So for Date fields you can use only {{system.date}} and for Datetime fields you ca...
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You could consider copying the referral data to custom fields using a Trigger Campaign. Then you should have a choice which referral info to keep.
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With the solution suggested by support, you should probably stop using Associate Lead, so you don't create dupes anymore. WOuld that be possible?If you cannot avoid created dupes, ...
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Yes, you can do that, but you will have a significant drop-off, because a lot of people won't click the email. Also, if people don't "confirm" their email, will you still send them...
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First part is correct. The Munchkin code on the sign-up page generates a unique Cookie ID, which you save in a custom field in SFDC (as part of the form submission). This custom fi...
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That's strange, I would run it by our tech support team, so you can find out why the dupes were created in the first place. If those dupes are not in SFDC (the field "SFDC Type" is...
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Nick, take a look at this file on Dropbox. It shows a solution that doesn't create dupes. You will need to capture the Cookie ID and save it in SFDC, then associate the anonymous a...
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