Hey all! I tried looking for a way to easily keep this data clean in Salesforce, but I'm having difficulties with it. It seems when leads are converted or even with the way our adm...
I'm using the program SFDC campaign sync. I do not set up a separate flow action to sync these together. The current webinar that I'm looking at has 42 people that show the status ...
I'm trying to figure out why some of my attendees for a webinar are not syncing to Salesforce. I have my program set up very simply for this one. Basically, we have a program in Ma...
There are also other factors. If they looked at it from a different IP address that wasn't the one Marketo has cookied, then that can throw it off, for example.
Did you look at the date range set up? I know that when I go into it, I have to set it to 14 days back to see anything and the only ones that come up are a couple that are owned by...
I thought, and I could be wrong, that this was all web activity for leads/contacts that were owned by whoever was logged into Salesforce. So, if I'm rep A, I would see any activity...
I want to ask this again since I never got a response last time... I'm looking for some best practices to see which way it is better to do a long-term multi-email campaign.I can ei...
Can I create custom views in Sales Insight and share them with others? For instance, all of our internal people want the same views for their best bets that currently meet certain ...
The best way to do it is to have a separate profile and everything within Salesforce that serves as only the database sync. Then set that profile up in the admin section with the o...