Level 9 - Champion Alumni
Joined the community 16-10-2013
Level 9 - Champion Alumni
Philadelphia, PA
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There are different schools of thought about duplicates in Salesforce - for example this SFDC Admin Best Practices suggest to avoid them, but I have also seen them created on purp...
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I absolutely agree with Kenny and Sanford. I would not use queues, though, since contacts cannot be added to queues and that would still create duplicates. You could assign records...
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Try to avoid scoring at the individual webinar level - use a global program . You could also import the full scoring program from the library and use that one. Here is how to Impor...
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I set up a smart list in the Lead Database that I reference as an exclusion. If someone is part of this list, they are blocked. Any criteria applies:Unsubscribed = trueEmail Invali...
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Gina, could you please post a screenshot of what you are seeing?
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Audrey, je vais essayer de répondre en français. Le token que tu cherches est {{SP_Send_Alert_Info}} . Voici les instructions sur comment l'utiliser : Use the Send Alert Info Token...
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Hi Diane,Here is a link to the glossary: Resource for Newbies: Glossary of Icons. The one you pasted is a cached smart list. It is not really a warning - it just tells you the data...
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Hi Deniz, I would start with reading Understanding Engagement Programs. This is going to show you how to technically set up a nurture. Then read this 2015 Definitive Guide to Lead...
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Hi Nicholas, It would work either way. If you go with Option 2, you would wait until the day after the event and then you would change status.
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Deepak, Marketo does not play well with duplicates and implementing the process you are looking at would probably create a number of headaches connected to duplicates (difficulty i...
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