Level 10
Joined the community 26-11-2014
Level 10
Paris
Partner, PRM & CRM
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We some times need to create lists that exclude leads that will qualify for a campaign so that we can exclude them from another or suspend some nurturing.For the moment, the only o...
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Hi Chloe,Just remember one thing : reading a cookie from domain A when the lead is navigating in domain B is considered as a Cross-Scripting (XSS) technique and is considered as ex...
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Hi Kyle Rassel,There is a feature in Lead performance reports that few people know of : custom columns, that may do the trick. Here is how to use it :Create 10 smart lists, one for...
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Hi AJ,To get it though the API, you will have to export activity logs and sort them out. It's not an easy task, as there is nothing such as a "became member of a campaign" activity...
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Hi again Jason,Account Num is a SFDC standard field that gets synchronized by default.-Greg
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Hi Nate,Ask support, but I would be surprised if this is possible.Surprising there is no long text field available.-Greg
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Hi Mindy Westerman,Have you tried to use the Engagement Stream performance type of report ?-Greg
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Hi again,That's normal. It means they are new leads that have been acquired by the program. Which is why they need to be created in SFDC.-Greg
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Hi Annaliese,Apparently; the lead source field has been made mandatory on SFDC side.Create a smart campaign :2 filters :member of program = True, program = [your program]Lead sourc...
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And also : vote here :
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