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We bypass it for MSI. I use a blank template, add my plain text, then publish for sales to use. So the email simply has the plain text and that is it - since the object of the tool is to make it personable like it is coming for a SFDC user, you don't add unsubscribe - just as if a sales member used ...
Got it, thanks Sandy for the insight! Our dev professional, Jon, is having issues with the API now and we have gone through all the community articles and didnt solve anything, so he will be posting his question here soon if you want to offer anymore of your expertise thanks again! you're always so...
It is because you don't have those custom string fields set up. I would recommend doing so moving forward, but in the meantime, it looks like Dan had some insight below. If you need help on setting up those fields and integrating them with your CRM, let me know.
Sandy, you got it. Correct. I don't mind having to write in the API workflow to create the lead first, then update the lead object record with the custom activity. But, I didn't want to do it if it was not necessary.So, it did not auto-create leads when we tested custom objects, is custom activity t...
+1 to what Keith said. I was going to tell you the same thing, we always add the utm_source= filter as it closely examines that certain piece of data. Adding a query string 'catch' in my opinion won't always work the way you want it and you want to pay attention to the utm_source= filter anyway for ...
Hi everyone, we are new to custom activities and custom objects. After exploring and doing some research, we realized custom activities is the right way for us to go. However, when we were testing custom objects, we noticed it didn't read net new leads and sync them over via list import or API - is ...
Thanks for writing this up Macarena Mazzeo - it is in my goals to have this certification within a year, so this is really helpful, thank you! Seems challenging, but I think it is a wonderful certification to have.
Hey John Mattos - just read this and we are implementing custom activities. However, I have a question - how about net new leads? If someone is new and is doing the custom activity I set up - are they added to the database from REST API? Or, do I have to run via the API to add them first to the dat...
How about for custom activities? Sorry, but net new leads - will it import or do we have to write it in the API to add to the database directly before running the custom activity API?Thanks!
Awesome thanks Sandy. You're very helpful! I am going to give this a try and we will see.Thanks again for sharing your knowledge.