Katie_Bullinge2

Katie_Bullinge2
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Date Last Visited
‎01-28-2020 02:06 AM
Level 2
Joined the community 23-12-2014
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Farmington, UT
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  • solved badge Re: Converting all Leads to Contacts
    by Katie_Bullinge2 name dot 10-24-2016

    Hey Megan,We operate the same way in Salesforce, however there are some complexities to our lead conversion in SFDC. We required a valid Company name (excluding things like "#N/A", "Unknown", "asdf", "test", etc) and Country to convert the lead to a contact and account. If the lead does not have tho...

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  • Re: Deleting Invalid Leads
    by Katie_Bullinge2 name dot 06-06-2016

    Hey Bruce Jeffers​We have a similar situation with additional complexity -- hoping you can help me out.We've setup a custom sync rule with Marketo Support to halt a sync to SFDC if the "Hide from Marketo" field is checked. It's been working great for us, but now we want to take it a step further. We...

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    3303 0 1
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Date Registered ‎12-23-2014 09:01 PM
Date Last Visited ‎01-28-2020 02:06 AM
Total Messages Posted 4
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