Richard_Wasylyn

Level 4 - Champion Alumni

Joined the community 16-12-2013

Level 4 - Champion Alumni

Sr Director, Marketing Operations

Vancouver

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Sync leads to SFDC and assignment rules

by Richard_Wasylyn 01-31-2014

We only want to use lead assignment rules in SFDC for net new leads that go into the system. Should I be adding a choice to the sync flow to say - If create date is in the past 20 minutes use auto assignments otherwise do nothing.Is "create at" the correct attribute to use?

Discussions

1143 0 3

Integrations
Re: Writing to a locked field in SFDC

by Richard_Wasylyn 01-28-2014

It's not blocked from any updates. I can find the "Source" field and it's showing it's linked to the lead source fiels on the lead and contact in SFDC. I'm wondering if there is a workflow in SFDC that's causing the problems.

Discussions

1429 0 0
Re: Writing to a locked field in SFDC

by Richard_Wasylyn 01-28-2014

Where would I be able to check to see if the field is blocked from updating?

Discussions

1429 0 0
Writing to a locked field in SFDC

by Richard_Wasylyn 01-28-2014

We recently implemented SFDC and are writing data into the lead source field in SFDC. Right now the field is only editable by admin users and is a drop down type. We have our flows set up to change the data value of that field when a lead is synced with SFDC. The issue is that it doesn't seem to be ...

Discussions

1444 0 5

Integrations
Visited Web Page

by Richard_Wasylyn 01-24-2014

I'm setting up some interesting moments as well as program status changes based on viewing web pages on our website.When I add the campaign and trigger to say webpage IS and put the url I get the red squiggle underline saying the entry isn't valid. If I put contains then it seems to work however it ...

Discussions

1364 0 1

Lead Management
Re: New Lead or Contact created in SFDC delay in token population

by Richard_Wasylyn 01-23-2014

I'm having the same issue right now. I've set up a sales alert and in the body of the email we are dropping the SFDC ID into the URL so reps can link directly to the record in SFDC. I'm finding that when the record sync's the sales alert campaign send the email and isn't able to place the token.Shou...

Discussions

1286 0 0
Re: SFDC Lead Source - writing text into a picklist field type

by Richard_Wasylyn 01-23-2014

It does look like it's an issue in SFDC. I haven't been able to track down the specific workflow as or yet but still hunting.

Discussions

1995 0 0
Activity History in SFDC

by Richard_Wasylyn 01-23-2014

We are just implementing Marketo and testing the sync with SFDC. I've sent a few records over and it looks like the first form fill ends up logging itself in the activity history but subsequent form fills aren't updating in the activity history. Is this expected?

Discussions

2795 0 7

Integrations
Re: SFDC Lead Source - writing text into a picklist field type

by Richard_Wasylyn 01-23-2014

In the activity log it's showing that it's changing the data value from [null] to what we defined and then another trigger is changing it back from the lead source value to null.

Discussions

1995 0 0
SFDC Lead Source - writing text into a picklist field type

by Richard_Wasylyn 01-23-2014

I've seen this working before. Right now we are implementing Marketo and have a "change data value" on our forms to update the lead source. In Marketo we've added unique identifiers in the lead source but in testing the lead sources we defined in Marketo aren't coming through in SFDC. It's populatin...

Discussions

2027 0 5

Integrations