Level 10
Joined the community 01-08-2013
Level 10
Portland, OR
Sr CRM Administrator
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A quick clarification to my comment - it's not required to have these fields on the page layout of the lead and contact objects in *Enterprise Edition* of Salesforce. It IS require...
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Hi Kelly,When you say the activity logged is not syncing to Opportunity, are you referring to the Opportunity's Activity History, or do you have the Sales Insight section on your O...
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Hi Cheyne,In answer to your questions:1. Marketo has a built-in safeguard such that if duplicate leads qualify for the same campaign/program, it will only send to one of them.2. Th...
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I would just give them a separate list. If you want to add them into the same list as the other 100k, you can, but then you could also add them to a different list for tracking pur...
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I suspect the reasoning for this part of the act is the challenge of knowing whether or not two separate email addresses are associated with the same inbox. If it's possible at all...
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Oops! I'd had the page open for a little while as I was working on something else, so I didn't see your response. Thanks Sanford
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If the Munchkin tracking code is present on the page (see Admin > Munchkin), then it should capture the visit to the page in the lead's activity log. Then, you can use the Visited ...
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The functions Breno referred to were part of a beta product, which is not available to customers. I'm not certain it was ever generally available, and I think Breno may not have re...
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Hi Karen,You can just highlight the desired cells and then use the Merge Cells button:
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The "untrusted" v. "trusted" distinction, as far as I know, really only exists for the purpose of blocking field updates. The idea is that you can choose to block updates to certai...
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