Rachel_Egan

Level 7

Joined the community 08-06-2015

Level 7

San Francisco, CA

Badges

Accepted Solutions

136

259

125

View leaderboards

Filter by user contributions

Re: Field showing up in Field Mapping but not Field Management

by Rachel_Egan 10-20-2015

NOTE: While this doesn't solve for other fields that aren't mapping, it does solve for the Queue name/filter issue.

Discussions

3591 0 0
Re: Field showing up in Field Mapping but not Field Management

by Rachel_Egan 10-20-2015

I found this workaround in (although it's still a workaround and I haven't tested it yet). You can create a workaround by doing this:1) create a custom field in SFDC that sits on the lead object2) in SFDC, create a trigger where if lead owner = queue, then that field is filled in with the queue nam...

Discussions

3591 0 1
Re: What does the "not opened email" filter mean?

by Rachel_Egan 10-16-2015

Thanks Mel!

Discussions

1996 0 0
What does the "not opened email" filter mean?

by Rachel_Egan 10-15-2015

My coworker and I want to make sure we are using the smart campaign logic properly. We want to filter by people who have not opened ANY email in the past 90 days but we are a little confused about what the logic is for the "not opened email" filter.Does it mean that they have not opened ANY email? (...

Discussions

2113 0 2
Re: Scheduling Events

by Rachel_Egan 10-14-2015

I am looking for the calendar view as well. We have a roadshow happening in the next couple months and I want to make sure I'm creating the program properly.

Discussions

3007 1 0
Re: Event Attendees - Check-in without tablet

by Rachel_Egan 10-12-2015

Thanks Alex!

Discussions

2180 1 0
Re: Event Attendees - Check-in without tablet

by Rachel_Egan 10-12-2015

Thanks Kristen! We've been doing that a bit, just wanted to see if there are other options. I appreciate the reply!

Discussions

2180 0 0
Marketo and GoToWebinar Form

by Rachel_Egan 10-12-2015

My team successfully set up GoToWebinar with our Marketo account and we are using the GoToWebinar form, NOT a Marketo form, for registering for an upcoming webinar. Whenever we test run the registration form, the field data (first, last, email) isn't pulled into Marketo. Is there a step I'm missing?...

Discussions

1949 1 2
Re: SFDC Lead Ownership

by Rachel_Egan 09-29-2015

I would like to do this as well. We use SFDC Queues a lot and it would be extremely helpful if we could filter by Queue.I created a similar thread about field mapping to SFDC Owner ID (which MIGHT be the solution...) but it still seems rather convoluted. Any help would be greatly appreciated!

Discussions

2762 1 0
Event Attendees - Check-in without tablet

by Rachel_Egan 09-29-2015

Is there any way to check in people for an event without a tablet? My team is constantly running events (roadshows, trade shows, etc.) all over the world and we often have them in different regions but don't have the ability to check people in via a tablet. Often times it's our sellers running the e...

Discussions

2411 1 5