I Think SFDC ID is a system column view and it won't allow you to export. Try to add SFDC Lead ID and SFDC Contact ID. This will give you the ability to export your list with IDs i...
When you're in your instance, the top of the page should show your login name with a gren arrow pointing down. Click on that and you will see 3 choices, My Account, Logout and 'Abo...
That is just the nature of cloning programs at the moment.As part of your checklist after cloning a program is going into all your LPs and change the name (if your not happy with i...
Is this manually done by your Sales reps when creating the event/task, they click on the pick list and select Opportuinity then use the look up field to find the Opp?When triggerin...
@Rusty,Happy to share the code and instructions with any one in the community.Hi Rus, would very much like to see what you have done. Can you please share?
Thanks Cheryl!The trouble with copy 'n pasting, I missed my first line in my comment.. 🙂As Cheryl stated, must be in the Admin section not in the program setup section.
highlight the tag you want to add a new value first, then at the top of the tag section click on the 'New' pick list with the green plus sign.Select 'New Tag Value' from that pick ...
I don't think you can as more likely that the Step ID you see is a system field which will not be available to you for use in reporting, Smart list filters/constraints etc.