Level 10
Joined the community 26-11-2014
Level 10
Paris
Partner, PRM & CRM
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"then share this folder with the global campaign." should read "en share this folder with the global workspace" "In this SHARED folder, then create a static list and add all your c...
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Hi Morgan,Use dynamic content. It takes a segmentation, meaning it's easy to do it based on status, not on activity (you would have to translate the activity in a status field). se...
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I am listening too Dan And agreed this is not going to fly with many customers, especially the ones who have purchased advanced analytics.Also, as a partner, I apparently do not ha...
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In fact, it's a paid add-on, so one has to pay for it to get it.-Greg
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Hi Nick,Log ideas rather than questions . People can vote and they are reviewed by Product Management.Idea 1: pre-fill known fieldsThere are a lot of discussions and ideas already ...
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Hi Raul,answers belowAccess Control: Who is accessing the data and it is from the office or at home? Should it be allowed only at the office?Admin cannot be restricted. All other u...
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Hi Shane,If you have created fields, you can populate them with values that will differ from one contact to another, though an import. All contact fields are available as tokens un...
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Hi Niti,If the 2 SC are in different workspaces, you will not be able to refer them cross workspaces. The best way is to create a folder in the "group list" section of the lead dat...
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Hi Algirdas,Look into the activity log of the persons that show discrepancies and search for SFDC sync activities. Look at the activity detail and check if the activity shows an er...
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Yes, this is very true !At the end of the day, we have a couple of situations in which, as HQ and local DPO and lawyers are having different recommendations and the Marketing team ...
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