Level 9 - Champion Alumni
Joined the community 16-05-2012
Level 9 - Champion Alumni
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I'd do what Delinda or Michael said. 🙂
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When I sync up a MKTO Program and SFDC campaign and members automatically sync to SFDC how are they assigned? Does it use auto-assignment? If so, how can I change that?
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Dan, I should have invited you in for our integration weekend and subsequent madness!!! It's been quite a learning experience that I think deserves some documentation. We are integ...
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Dan, I'm living this situation right now. I'd be happy to chat with you if you want to connect with me in 2 weeks or so, when I'm hopefully on the other side of this thing. There a...
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Thanks Elliott! 🙂
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1109
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Thanks Elliott, I got that piece I think... should have mentioned it. So do you run a triggered smart campaingn in a non-synced program that says if a program member is synced to S...
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Sorry Michelle, I mis-spoke (mis-typed). We use yes/no on the form but it's a boolean field. In SFDC they display as checkboxes. checked = true as in YES I want those.We use the fi...
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I was going to say the same as Sheila, sounds like it was deleted in SFDC.
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We use the field/checkboxes method. You can see our preference page here:http://info.hyland.com/Email-Preferences.htmlSimple, but effective!
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I've typed this 3 times and lost it each time, so hopefully it makes sense! And hello MKTO community, sorry I've been MIA. I'm deep in the trenches of our SFDC implementation. We'r...
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