Amey_Shivapurka

Thanks Sandford. I will look into the webhook piece Understood, but competing platforms don’t have full feature parity. Even when Product A is generally referred to as having “a superset“ of Product B’s functionality, that doesn’t truly mean everything, at every level of detail, is in Product A!Comp...

Hi Christiane, Yes, only 1 retailer per Customer so that is an option (and I kind of already suggested this), but the client is adamant in avoiding adjustments on the SFDC side, so I am trying to determine if there is some way this can be done in Marketo given everything we have. The client is comi...

No that won't work because there could be case where the customer has an asset, but no product coverage and so they would just see that one. So this issue of duplicates serial number only happens when the customer has coverage

Yes, it is ordered by purchase date descending and it is filtered by just assets that were created yesterday. The duplicate serial numbers are being created when the customer has purchased a product coverage (which is always purchased after the original asset is created). So in the table example I s...

Hi @Jo_Pitts1 , yeah I used that solution as my base and its got me close. I was able to get a list of all the asset type. A sample output is below for a customer is below. The first 2 rows is just what I want and then not show the red text rows. Because the serial number column and product protecti...

Thanks @SanfordWhiteman - I'll do that.

What I mean is that they have opportunities showing in their Person Detail > Opportunities tab, but then that person doesn't show up in "Has Opportunity" Smart List filter and no other criteria.

@SanfordWhiteman It is pretty bare, just using the has opportunity. The issue is that there are contacts with opportunities in their person detail but they don't have the add to opportunity task, which is what I believe this filter needs and why they are not showing up in the smart list. Are there o...