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Nice idea.-Greg
Hi Biran,Yes, this is correct.-Greg
Hi again Jaclyn,Only 3 account owner fields should be available: Account Owner email addressAccount Owner First NameAccount Owner Last NameThe problem is that they are not account fields but User fields. Try to update the users. Then try to change the owner of an account to another owner, then back....
Hi JasonYou are right to be concerned. Many things can happen in between and the fact that leads in wait steps can be easily forgotten there makes it dangerous. We prefer to use static lists. We add leads to static lists and remove them from the list when the wait period is over.For durations in the...
Floyd and Sonali's answers are correct.If you observe duplicate creation, it means something is broken in your lead conversion process. Check to start that you are using a standard conversion process.-Greg
Marketo ABM Option will cover all your needs except for add buying. -Greg
Floyd is right, there is no possibility to query companies if there is not at least one contact in the database for them.Once this is done, the company update date is not available either. If you want to search on this field, the simpler is to create a formula field copying this update field. This f...
Hi Jaclyn,I am not sure I understand. Are you talking about accounts ? Fields ? Filed values for large number of accounts ?If it's about field values, try updating these accounts after making sure that the fields appear in the admin -> field management.Test it on a few accounts and check the result....
Hello Joke,Long time no chat Better open a new thread than adding a comment to an old one.You should use a custom object for this. That would be easier.-Greg
Hi again Soledad,The problem with sending email with SFDC is that they are not sent by Marketo, so not tracked by Marketo for clicks and cookies will not be reconciled if people click the email.-Greg