Level 8
Joined the community 18-10-2016
Level 8
Sydney
Technical Support Engineer
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Hi Raymond,I would suggest consulting with your legal team to ensure you are compliant with sending emails via the CC option.However regarding if the person who is CC in the email ...
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Hi Andrea,The best person to help with these questions would be your Customer Success Manager or your Account Executive.You could request for a new sandbox to be commissioned -> th...
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Hi Sanjeev,I believe you cannot limit what emails/activities are shown on MSI and you cannot limit it by assets either.Just out of curiosity - why do you plan on limiting certain a...
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Hi Sanjeev,That checkbox refers to actually pushing the actual email as a template into MSI so that the sales team members can send the email through MSI to their own customers. Ar...
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Hi Carla,Ensure that when you are building complex engagement programs using nested programs that send out their own cadence of emails, you pause the record from the engagement str...
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Hi Sid,My assumption here was if all the webpages you listed would contain the munchkin - just a check.However, as Jay mentioned, it would be good to see your smart list filters. B...
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Hi Sid,Just my thought - do those webpages contain the Marketo munchkin tracking code?ThanksFloyd
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Hi Christopher,I believe this is what support is saying.Your field "Portfolio Majority" sits on the Account object. When you are converting the lead and attaching this lead to an a...
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Hi Jessica, Is there a way to add a lead to a specific SFDC campaign only after they have become an MQL? I wish there was a two point flow step that I could use like :I do not see ...
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Also regarding BCC: BCC Options But the BCC option should mostly be used if you are looking to keep every email for auditing purposes and I think you can only specify one email add...
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