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Joined the community 17-04-2018
Level 2
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Hi,Quick question. In your activity log; what do you see for detail on a "Convert Person" Activity Type? We use SFDC as a CRM. I see the sales owners name in the detail.
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by Jason_Alford1
in Job Opportunities Discussions
02-25-2019
Latest Post 02-25-2019 by Jason_Alford1
We are an innovation-driven organization and work in a highly collaborative environment—our clients and community are at the center of everything that we do. We are O'Reilly. Behin...
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I like coming to the board to see how other people do things, and see if someone is doing something similarWe don't want to pass leads with a small company size off to our sales te...
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Hi,Putting records in a 3 month wait step for some reason kind of makes me uneasy (maybe I'm overreacting), but is there a good alternative I could use instead?Maybe I could do som...
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Hi,So for our lifecycle we're thinking we're not going to allow leads to be pushed to the sales team unless they have some type of a demographic score (we haven't determined how hi...
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Hi,I'm curious if anyone has had this situation before. Our SFDC team would like it set up that once a lead has been converted to a contact that we don't allow any updates to the r...
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Hi,How is this done? Should there be a change data value flow step for activity history that I'm just not seeing? Or do we just use something like interesting moments?
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