Level 5
Joined the community 17-02-2017
Level 5
Camberwell
Co-Founder and Director
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Hi Veronica.As far as I can tell. I only did a Convert. However there is another factor at play. The convert was not done in SF manually.I performed the Convert through RingLead, w...
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Hi Steven,That's what I'm trying to say. The activity logged a "Convert Person", AND through that conversion, it appears that it also Merged a two records. So you, this makes sense...
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Hi Sant Singh Rathaur, Thanks for taking the time to respond. Yes, I agree that is an obvious test to conduct, however I am looking for expert community knowledge of these "reason...
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I just converted a lead to a contact in Salesforce, and then the record triggered a score update:This is despite having a criteria on our score triggers (which are global, not camp...
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If we learn a person is no longer at the company, we must preserve their history at their previous location.If we do not know where they movedMark person record inactive Leave emai...
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Yeah I think that the dream of a single record for each person on the planet is flawed. You need to snapshot records and create new records if they move to a new account.
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I think this has really helped. Thanks guys.We're adding an "Inactive" field. As we grow and we inevitably integrate our back office ERP with CRM, I have to consider that you have ...
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Here is another one:A new event generates a new email address for the same person, at the existing company. The old email has bounced as invalid, the new one is good. Do you merge ...
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Or are you saying, only if the new information came from a marketing campaign? So dependent on source, take a different action.I am sure a solution like bizible would want to prese...
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Hi Jay I agree with your thinking. That said, here is another thought.Imagine an account manager is on the phone to a customer and they find out some person is no longer there. Do ...
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