I would test what Dory suggests. I haven't done this because there are often multiple formats per country, such as Brazil or UK depending on mobile or landline as well as if someon...
You need to make a table mapping the values.Value 1 = > New Value1Value 2 => New Value 1There isn't an implication except for your reports. Be careful as you do this using Change D...
CRM Fusion makes Demand Tools and Dupeblocker.Here's how I do this:1. Dupeblocker in SFDC to prevent salespeople from adding dupes.2. Demand Tools or RingLead to clean up the datab...
I like Joe's solution.You may have to run the record through a Webhook attached to a mapping/zip code service to identify the correct dealer. I would worry that Joe's solution coul...
Wow, Joe is on fire today.That would be my guess too. A triggered campaign isn't going to let you know ahead of time.You may need to modify your Email to be Operational=TRUE to fun...
Hi Laura,I work at Perkuto (thanks Joe!) and we have Marketo and SFDC consultants. I was just in DC last week for another client. Please email me at josh@perkuto.com so I can learn...
Great question. I always thought it was B, after the last Cast that had content for that lead. I assume this because of the Chart displays how many leads are close to Exhaustion.So...
You can split your method by Offer vs. Channel or Why vs. How.Use Last Touch/First Touch fields.The history will have to be done by SFDC Campaigns/Programs. I've got more on how to...