Mark_Farnell

Is it possible to create a view, not a report, in SFDC of the top 100 leads, by lead score, per lead owner and status e.g. engaged. My use case is that my telemarketing team use the list view to make calls from SFDC (we use the phone field with click to dial via SFDC) and they want to see the top ...

On our webinar programs we schedule a reminder for 1 or 2 hours before the webinar; it's done as a "batch-run-later" campaign.However, this particular campaign was not set on a recent webinar and we lost c. 60% of our usual attendance due to this. So the first thing is to say that, anecdotally at l...

The reason for this is that we use Ringlead to import data, to de-duplicate existing contacts, direct to campaigns. We find it a better de-duplication tool than just uploading direct to Marketo.All our campaigns are synced to Marketo programs, but Acquisition Date and Program are not updated when t...

Is this possible? i.e. when an opportunity reaches a certain stage e.g. proposal, and a checkbox (on the opportunity) has been set to true, e.g. send email x, an email is sent to the contact which has a defined contact role on the opportunity e.g. decision maker.My use case is in SFDC.My work aroun...

I have a use case where a specific user needs to send an Outlook email based on a trigger on a field in Salesforce. i.e. when a certain condition is met, an email is sent from that specific person to the lead/contact.I've seen the Marketo Outlook plug in, but that looks more like writing and sendin...

Is it possible to block certain email suffixes from completing forms (with a message to advise why) e.g. @gmail.com, @outlook.com, @competitor-domain.com?Would it involve some form of custom script/html/code?I assume we could not send information to these email addresses by adding them to a black li...