Iryna_Zhuravel4

Level 8 - Champion Alumni

Joined the community 05-03-2014

Level 8 - Champion Alumni

San Diego

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MSI on Account and Opportunity Objects

by Iryna_Zhuravel4 08-05-2015

We are currently using MSI only on lead and contact objects in SFDC, but according to documentation it seems to be possible to add it to Account and Opportunity as well. MSI was installed in our SFDC about 5 years ago, and no changes to how it works were introduced ever since, perhaps at that time M...

Discussions

1821 0 1

Integrations Sales Insight
Schedules and Favorites in RCE - anyone using them?

by Iryna_Zhuravel4 07-29-2015

I wanted to rename a report in RCE and got this warning message that mentions "schedules" and "favorites"? what are these favorites and schedules? it's the first time I come across any mentioning of them

Discussions

1381 0 2

Reports & Analytics
Re: Revenue Cycle Model

by Iryna_Zhuravel4 07-22-2015

Hi Michelle, here are the answers to your inial questions:1. To connect 2 inventory stages click on the inventory stage, once it is selected you will see this 4 dots/connecting points appear on its sidesClick on one of the points and start dragging, you will see a transition arrow coming out, now ...

Discussions

2689 3 0
Re: Deleting Leads From Marketo Only and not Salesforce

by Iryna_Zhuravel4 07-17-2015

it's good you mentioned interesting moments! If you delete a lead from Mrkt all the interesting moments and other lead activity history (web, score, email) you see in MSI will be lost, because MSI works as a sort of window form SFDC into Marketo, so once you delete a record in Mrkt MSI has nothing t...

Discussions

2658 0 0
Re: Deleting Leads From Marketo Only and not Salesforce

by Iryna_Zhuravel4 07-16-2015

Hi Dane,we had an almost identical situation a while back when we wanted to reduce our marketo database size. We had a lot of old inactive records, Marketo charges for database size and we didn't want to waste money on those dead leads, but still wanted to keep them in SFDC for historical reasons, a...

Discussions

2658 4 2
Re: Predictive scoring: Infer vs. Lattice

by Iryna_Zhuravel4 07-10-2015

Hi any updates n this? We are also looking into predictive scoring now and it would be great to get some insights

Discussions

1118 0 0
Re: Mass unpublishing emails to Sales Insight

by Iryna_Zhuravel4 07-07-2015

That's a good point, Bill! if you are no longer using those emails, then it should work, let us know the results once you try this solution.

Discussions

2717 0 0
Re: Is there any way to subscribe to a Revenue Cycle Explorer dashboar...

by Iryna_Zhuravel4 07-07-2015

Vote up the idea -

Discussions

1154 0 0
Re: Subscribe to RCE Dashboard?

by Iryna_Zhuravel4 07-07-2015

It doesn't seem to be possible, but this would be very useful, I created an idea for this -

Discussions

965 0 0
Subscribe to RCE Dashboards

by Iryna_Zhuravel4 07-07-2015

Would be great to be able to subscribe to RCE dashboards, not just individual reports (similar to how you can subscribe to dashboard in SFDC).I often get requests to subscribe people to some of the key dashboards we have in RCE, but there is sadly no way to do that and I have to instead subscribe th...

Ideas

1508 49 1