Rachel_Peden2

Rachel_Peden2 · ‎01-21-2016

Excellent. Yes, we have noticed the same with the API limit issues- and your response about formula fields makes a lot of sense. Thanks for sharing your workflows for this- very helpful!

Rachel_Peden2 · ‎01-21-2016

I wish it was maintained in SFDC! That would make it a lot easier. Thanks for your help!

Rachel_Peden2 · ‎01-21-2016

Hi Ashley- Yes, I am trying to add more data points about the Lead Owner- in addition to those fields that already exist. For example, some of our sales team would like to include both an office phone, and a cell phone number in the emails that go out. Another instance is that our SMB sales each has a unique promo code that they can provide to customers to save a % off their purchase- while also crediting the salesperson for the sale. Just two of the instances of the use that we anticipate. The If/Then option makes sense in my mind- I will try that out and see how it works. Thanks! Rachel

Rachel_Peden2 · ‎01-20-2016

I am working with our sales team to help further customize the emails that they send to prospects and clients. One of these initiatives, is to add more information about the Lead Owner within the Marketo emails that we use. Currently, the field options for the "Lead Owner" information are: First Name, Last Name, Email, Phone, Job Title. Does anyone know if there is a way to add more options to this picklist? I have access to a Salesforce developer if that is needed-- just wondering if this is even possible.

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Date Registered	‎03-20-2015 08:57 AM
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Re: Is there a way to create more {{lead.Lead Owne...

Re: Is there a way to create more {{lead.Lead Owne...

Re: Is there a way to create more {{lead.Lead Owne...

Is there a way to create more {{lead.Lead Owner}} ...