Level 2
Joined the community 01-07-2013
Level 2
Palo Alto
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Thanks for the suggestion Sanford...I'm not familiar with Google Apps Scripting, but doing some Googling I came across a vendor called "itduzzit."https://www.itduzzit.com/connect/m...
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Hi Justin,Thanks for the suggestion. We don't have an ETL tool at the moment, so that's not an available option. Do you think there is another method that will allow us to push/pul...
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Our inside sales team has established a workflow that uses Google spreadsheets to manage their initial prospecting efforts. They would like to move the data into SFDC, but want to ...
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Hi Tara,Did you ever implement your Account Scoring model/system? I was just recently asked if we could develop an account scoring system and sketched out a simliar model to what y...
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Hi Josh,A belated thanks for your guidance. I'm revisiting this topic again.More specifically, I was interested in tailoring Organizations Email Report so that it would only show t...
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I recently added the Opportunity Influence Analyzer to our SFDC Opportunity view. Is it possible to change the default time frame from "last 30 days" to use the create and close da...
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Hi Birute,I was wondering if you could provide a little more detail with how you developed the time-stamp "method" of tracking time within each Lead Status state? Do I need to crea...
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The daily Lead and Organization RTP reports have been, at first blush, "interesting" to my reps. But virtually all of them have asked to be able to customize/filter the reports so ...
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I've been coaching them to use the Marketo Gmail plugin and they've been using it, but they're now asking if there's a way to schedule when the email gets sent. It turns out that t...
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Hey David,Did you ever get your questions answered? I'm curious what you found out.Thanks,-Eric
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