Grégoire_Miche2

Hi OUida,It is likely that your email template set a min height for the section, making it stay even when it's empty.You need to have the template developer look into this.-Greg

Can you paste here a screen shot of the fields in your edge object ?-Greg

Hi again Steve,Have you linked the "productspurchased" to the "product" table (with a link field in the productspurchased table) ?I just tried it and had not problem publish the edge (product) table even before the bridge one.I have not heard that the features were sold separately. That's weird.-Gr...

Hi Steve,depending on what you want to achieve 2 solutions :The Bridge object should have 2 link fields. One towards the lead or account object, another one towards the edge object. Works for a lead <- course member -> model (The bridge in fact enables the n-n link)Or the Edge object should have a l...

Hi Angela,Yes it will, but you should block it only for form fillouts, not for SFDC updates. The drawback is that it will also prevent mere leads to update their company names.A sophisticated alternative is to always copy the company name in a proxy field, only for contact, when the update comes fro...

Hi Susan,You may want to integrate a few things that were written here a few weeks ago:Re: Salesforce Implementation with 3-year old Marketo Database-Greg

Thx a lot Kristen.-Greg

Hi Jeff,Yes, your point re tasks is true.The last way we use to assign leads or contacts to SDR's is to add them to a specific SDR campaign, that has statuses such as "New / Could Not Reach / Reached-Not Interested / Reached-Renurture / Reached-Meeting set". Then the SDR work on campaign members. It...

With regards to my first point above (Marketo not seing every lead or contact), some more reading:"Sync with Marketo" mysteries part 1"Sync with Marketo" mysteries part 2​ -Greg

Hi Jeff,Very nice post, covering the key points on this. A few additions if I may:Amongst the issues in SFDC, there is this one: it is impossible to assign contacts to queues, which is often the mechanism used to assign MQL's. This leaves only the status to detect contacts that should be worked by x...