Paul_Johnson

Level 5

Joined the community 12-01-2016

Level 5

Salt Lake City, UT

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Re: Quick Trigger Question - Field Not being updated, but the age is

by Paul_Johnson in Product Discussions 05-23-2017
Latest Post

Thanks Chris,But was is the trigger attribute that sets the email off?
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Quick Trigger Question - Field Not being updated, but the age is

by Paul_Johnson in Product Discussions 05-23-2017
Latest Post 05-23-2017 by Chris_Johnston

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,...
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Data management vs. Salesforce data management

by Paul_Johnson in Product Discussions 05-16-2017
Latest Post 05-17-2017 by Dory_Viscoglio

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 Sale...
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Re: New Salesforce Field Not Syncing correctly

by Paul_Johnson in Product Discussions 05-08-2017
Latest Post

Josh, Thanks for the response. How does this work if i don't want to reassign the leads to people? Also, this won't create duplicate records or change lead status will it?
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New Salesforce Field Not Syncing correctly

by Paul_Johnson in Product Discussions 05-08-2017
Latest Post 12-11-2017

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...
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Email Bounce CRM Best Practices

by Paul_Johnson in Product Discussions 05-02-2017
Latest Post 07-06-2017

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 ...
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Re: email delivered numerous times to same person

by Paul_Johnson in Product Discussions 04-06-2017
Latest Post 04-06-2017 by Paul_Johnson

Thank you guys.
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email delivered numerous times to same person

by Paul_Johnson in Product Discussions 04-06-2017
Latest Post 04-06-2017 by Paul_Johnson

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 p...
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Re: Segment or Filter

by Paul_Johnson in Product Discussions 03-21-2017
Latest Post 03-21-2017 by Paul_Johnson

Thank you everyone!
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Segment or Filter

by Paul_Johnson in Product Discussions 03-10-2017
Latest Post 03-21-2017 by Paul_Johnson

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...
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