Paul_Johnson

Level 5

Joined the community 12-01-2016

Level 5

Salt Lake City, UT

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New Design Studio??? Anyone have it?

by Paul_Johnson 06-15-2016

Hey just wanting to see if anyone has been given access to the new design studio? Highly anticipating it and hoping I get access soon!

Discussions

2440 1 6
trigger not working

by Paul_Johnson 06-07-2016

trying to send off a smart campaign. This trigger is not working for some reason. Let me explain what I'm trying to do:I want to send out an email when an opportunity's stage is changed to "closed won"As long as:deal type is new accountteam is one of the mentioned teamsand the total closed seats on ...

Discussions

1203 0 1
Social Posting for multiple accounts

by Paul_Johnson 06-07-2016

Pardot has a feature where you can post something to linkedin and it will post to multiple users' feed (from your company) if they have opted in. Is there anything like this available with Marketo?

Discussions

966 0 1
Customer Activity Analysis

by Paul_Johnson 05-23-2016

Hello!I need some help with a report I'm trying to run. I'd love to be able to see the most common activites closed our accounts (customers) ran through? Things like specific web pages that were visited, specific forms that were filled out, etc. Could anyone help me with this?

Discussions

1888 0 2

Sales Insight
Re: Trigger When enters Smart List

by Paul_Johnson 04-19-2016

How does this look?

Discussions

3759 0 1
Re: Trigger When enters Smart List

by Paul_Johnson 04-19-2016

Thanks for the help! Like this? Or do I still need to add Added to Opp?

Discussions

3759 0 3
Re: Trigger When enters Smart List

by Paul_Johnson 04-19-2016

Right now this is what i'm using to trigger the campaign. However, only about 1/3 of the people in the smart list are being sent the email. That being said, I image it's because it's only being sent to people who's opportunity is updated after they are already in the smartlist. Correct?

Discussions

3760 0 5
Re: Trigger When enters Smart List

by Paul_Johnson 04-19-2016

Thank you!The goal here is to send out an email when the opportunity is marked as one.....as long as either it doesn't need approval from a manager or it has been approved by a manager.

Discussions

3760 0 1
Trigger When enters Smart List

by Paul_Johnson 04-19-2016

Hello! Is there anyway to create a trigger when a lead becomes a member of a smart list? I'm having a hard time triggering a campaign to be sent out because all the changes made to the lead happen before they enter the smart list. I hope this makes sense!

Discussions

3853 0 10

Lead Management
Linking lead and Partner in Form

by Paul_Johnson 03-03-2016

Hope I can word this question correctly. I am trying to create a form in which a partner of ours can go to the form, fill out who they are are, and fill out the referral they are giving us. I am hoping to link this information in Salesforce. Hoping to have the partner linked to the lead referral. Al...

Discussions

1808 0 2

Lead Management Partners