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Hi Brittany-Here is the link: SFDC Sync: Campaign Sync - Marketo Docs - Product Docs
Hi Anupam-Instead of controlling it at a Profile level inside of SFDC, you should be able to grant the MSI visual force elements via Permission Set (which is easier to control than swapping Profiles). The current MSI licensing theory is that if you have the plug-in, you should also have the MSI tab ...
Hi Jason-Couple of questions - how are the team members shown in your CRM today? Are they lookup fields beyond native ownership fields? Contact Team members? You could set up some sort of email distribution email alias that you could send the alert/email to - but if you represent these folks as v...
Hi Kenneth-Great post - couple of questions, one suggestion, and possibly one bug/issue.Questions:To facilitate the type of detail submission that you mention (which I fully support!), will the interface of the Case submission be changing to direct more of the "guided" details that the support team ...
Hi Brian-I second Kimi's reply - we had a similar situation - however, make sure that you put a field in to hold the value of the email address of the lookup of the "secondary" owner to be able to use the Other email functionality.Thx.
Hi Dory-Our implementation has been rather rocky as well - wondered if you could shoot me any insight your teams had (i.e. vendor issues, unrealistic expectations of product and what it gave them, etc). My email is brigid.greenway@dynatrace.com.Thanks!Brigid
Hi Dan-Does your team use Office365? We send approximately 18 reports daily to ourselves and some people have them showing up in the new Office 365 folder called "Clutter". Just an idea to double-check!
Hi Meghdeep-I believe that you have to select either JSON or Form/URL as your request token encoding.
Hi Christina-I'm in the final stages of taking GS live - so I'll try to post anything that I find as "gotchas" to your post.Thanks,Brigid
The value of the flames and stars are stored as fields - so it goes a bit beyond the Sales Insight window as it will be sending a (potential) new value - so it will increase the amount of data that they are going to sync at any given time - hence the Friday afternoon suggestion.