Grant_Booth

Grant_Booth

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Date Last Visited
‎02-25-2022 12:58 PM
Level 10
Joined the community 01-08-2013
Rank Icon Level 10
Sr CRM Administrator
Portland, OR
  • solved badge Re: Installed Marketo Sales Insight into SFDC - but the fields are mis...

    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 required for Professional Edition, since in Professional Edition the sync user's access to fields is determined by page layout ...

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  • Re: Sales emails activity not syncing to both opportunity and account

    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 Opportunities? Could you post a screenshot or two to explain?Thanks,Grant

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  • solved badge Re: Dealing with a lead who has multiple records

    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. There is a built in feature called "durable unsubscribe" that references a master email address table on the Marketo back-...

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  • Re: Best way to track a large number of leads?

    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 purposes. The same leads would then be in both the larger list and the smaller list.

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    1484 1 2
  • solved badge Re: Email Address Change - Automatically Resubscribe?

    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, it would be extremely hard to implement. If the recipient doesn't disclose to you what their alternate email addresses...

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  • Re: UTM parameters

    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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  • Re: UTM parameters

    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 Web Page smart list filter, adding the querystring constraint to it. That will tell you which leads have done so. Like t...

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  • solved badge Re: How to format a date type?

    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 realized this. I don't think there's an out-of-the-box solution for this, and it would require using javascript to set a v...

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  • solved badge Re: Merging cells within table

    Hi Karen,You can just highlight the desired cells and then use the Merge Cells button:

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  • solved badge Re: Importing Untrusted List does not create new leads?

    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 certain fields for an "untrusted" source but allow it for a "trusted" source. Like Josh said though, it doesn't relate to the ...

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Public Statistics
Date Registered ‎08-01-2013 09:42 AM
Date Last Visited ‎02-25-2022 12:58 PM
Total Messages Posted 451
Likes Received 394