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Thanks Charles but how do new contacts and leads get the True turned on when added to SFDC?wouldn't jeff's suggestion work the same as mine jsut that instead of a field filter it is a member of campaign filter?also i subscribed to this discussion but never got any emails when you all posted. do i ne...
so i see you can stil change label text but is that all? what about size of font, color of font? i want my field font size larger than the label fotn size and i want to change color to someothing other than bold black.
i need to block about 15000 contacts that are in salesforce from synching to marketo (don't want to pay for them). so i was going to add them to a SFDCcampaign called "dont' synch' and then delete the records in marketo only then in mareketo write a smart campaign that says if memeber of SF...
how would you suggest i block a group of contacts from synching over. i want to delete them from Marketo but want to keep them in SFDC. my thought was add them all to a campaign and then do a smart campaign that says if member of SFDC campaign don't sync to marketowill this work?
hi there So, i learned how to create duplicate leads (add to queue smart campaign) but when i add an interesting moment to the campaign flow the original contact gets the interesting moment in Sales Insight but the newly created duplicate lead does not. i tried a separate smart campaign with just ...
i found out only way i can have leads created for people already in SFDC as Contacts is to create another campaign under all my programs that adds responders to SFDC queue.support sent me an article that says why this is great but with no details on how to actually set up. i have looked all over and...
hi therewe are finding the best practice for working with SFDC is to allow for duplicate leads in SFDC. We prefer that iif someone is a contact but has a new activity that a lead be created (if there is already a lead then their status gets updated with "new activity"). this way our sales people on...
i have noticed that there seems to be a limit as to how many interesting moments show on the account record in SFDC. for example i have an account with interesting moments going back to March 2013 on the individual contact records but on the Account record only ones back to last month are showing.do...
hi theremy sales people often go to their sent folders and open emails they have previoulsy sent to prospects to cut and paste copy into another email - unfortunately this triggers that the email was opened.any way to create a campaign to stop this from happening? at this point the opened stat nean...
i want to have 2 fields on a form but set it up so that only 1 of the fields is required- if they fill out question A they don't have to do B or if they fill out B they don't have to do A. but they have to do one or the other.does anytone know how to do this or if it can even be done?