My SFDC administrator is asking me to do something I am not sure can be done. He wants to create a look up table in SF to drive the association between a given lead and the relevan...
We are beginning to leads that appear to respond to email, by clicking links, but we are seeing no other activity (2300 leads) Since this isn't a small number of leads, we begin to...
We are implementing Cloudingo on the SF side to reduce the incidence of duplicates. One issue we are seeing is the Cloudingo agent consuming resources that result in sync errors. W...
We recently learned that the use of SFDC Type in segmentations is not supported. We have discovered segmentations rely on data value changes in order to move from one segment to an...
Our account data is a mess - dirty data, duplicate accounts, no standardization etc. To fix that, our IT team has purchased a clean set of accounts and account data they plan to lo...
We have been using a normalized lead scoring system whereby changes in scorable data values initiative the lead to run through the set of scoring campaigns. It has a lot of pluses,...
I want to create an email performance report and exclude the operational emails like event confirmation and reminders. I know that I can pick the campaigns to include one by one. B...