Paul_Johnson

Hey guys, Hoping you can help me with a quick question. I need to send an email based on a trigger of a date field becoming 30 days old. In this case, it's part of the opportunity, "last activity date". The attribute field is NOT changing in this case. If the last date of activity is June 1st, and i...

Hoping this is a good question. I have a Sales Ops instance that is pretty complicated. We have partner records which is a custom object and because of historical mishaps, the Salesforce instance is a bit messy. The sales ops team does NOT want marketing to work on de-duping or cleaning the records ...

My Sales Ops team created a new field in the the salesforce opportunity. The field is "number of quotes", which counts the number of quotes associated with the opportunity. The new field populated the number of quotes and is accurate in Salesforce. I now have this field in my marketo instance. But i...

I'd love to get some input on best practices of actions you should make take place in your CRM after emails start bouncing. Any ideas? Should I remove the email address? notate on the email field something like "this email address is invalid"? Create a new field in salesforce stating the email is in...

I recently sent out an email with a smart campaign. I received feedback from a prospect telling us he received the email 47 TIMES....HORRIBLE.I only received this feedback from 1 person on the list of those that received it. In his activity record it only shows him being delivered the email 1 time. ...

Hey team,I'm trying to better organize our Marketo instance. At our company, we work heavily on Sales verticals. We sell to Inside SMB, k12, Higher Education, Channel partners, etc.As expected, one of my vital tasks is to ensure it's heavily regulated that emails don't get sent to the wrong vertical...