Amber_Hobson

Thanks! That seemed to work, but I don't seem to have a case is closed trigger. Does anyone do this with Marketo? Maybe I'm missing something. I have that a contact was added to a case, but nothing that would let me send something out once the case has been completed.

It happened with the update. Find the role that you have for whoever is having the problem and go into admin and add the option for "import list." We were having the same problem with a few of our custom roles and I found that this morning.

The problem that I have with doing it this way is it then shrinks my SFDC to be smaller than I want it to be. 😞

My only question is that are all of the spare leads that are bad in Salesforce? I know we have a lot that are not in Salesforce. So,if they aren't, you can delete them and have remove from SFDC = false and that won't hurt your API calls.

The one thing that I would suggest since we have a similar field is to house it at the contact level, not the account or opportunity level. Our sales reps seem to care a bit less over what fields are on the contact than they do for the account and then you should be able to run a few campaigns to pr...

Doesn't the report subscription only give you numbers? If her account managers are anything like mine, they want the actual details sent to them rather than just a number. What we do is have a smart list set up to pull registrants for them, but I have to manually export it every day to send out to t...

The other thing is that we create all of our emails within our programs. We actually anymore only use design studio for template creation. So, being able to approve in bulk in design studio really doesn't help us at all.