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What type of campaign would this be for? Can you simply exclude the segment in the "choice" statements of the flow steps and remove them there?
Finding and fixing broken records is always high priority for our team. What we have difficulty with is finding criteria to use when searching for lead records who's sync to SFDC (or any other CRM) has failed. There's the "Not Synced to Salesforce" criteria, but that doesn't cover an attempted sync ...
It would be great to see the background/settings/criteria of a custom form in the Form Editor without automatically creating a draft. This is especially difficult when trying to find and fix errors as it also puts all of the assets using the form into draft as well.
It would be extremely beneficial when weighing the pros and cons of our programming to be able to pull SmartLists of leads based on programs of a specific custom type. For example, searching for any leads that had a Success Moment in a program marked with a specific tag like Channel=Email Program, o...
Recreating this Idea as my old login was removed...Using the SFDC ID field as criteria in SmartLists and/or in SmartCampaigns and as a token in flow steps (i.e. {{lead.sfdc id}}) would be extremely beneficial for mass clean-up.Thanks
I would vote for it, too!
Yes, I've recently inherited a system and I'm doing some cleanup with lead records that do not have email addresses. It occurred to me when trying to pull a SmartList that SFDC wasn't an available option which set me off on this path. I created the "SFDC ID_Value" field as a way to push the SFDC ID ...