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 (...
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 fi...
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,...
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}}) w...
This needs to get back to the top of the pile as it can become a huge problem. This is especially difficult to deal with when inheriting systems with hundreds of unnecessary custom...
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 was...
Recently we updated our Industry values and it took hours to not only find every form using the Industry field (hint; 99% of our forms), but manually editing each of these forms, a...