Level 8
Joined the community 16-11-2011
Level 8
Israel
Marketing Operations Manager
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Hi Caryl, as Elliott said, the workflow rule will update only the record that were changed.
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Thanks for the idea Elliot. We can achieve something similar with a workflow rule in SFDC, for example:Evaluation: when a record is created & editedCriteria: ISCHANGED (Custom roll...
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Hi All, I created a roll-up summary custom field in SFDC (under accounts), which counts opportunities with a certain filter.For some reason, I get only 0's in Marketo, and in SFDC ...
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One solution is exporting all leads into an excel and filtering only the ones that "First Name = Last Name" , then create a custom field in Marketo. Create a column in the excel fo...
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This is not a duplicate.Are there any conditions that an email won't appear in sales insight? (bounces / errors etc...)
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Yes, they do appear in the activity log. I opened a case to support, hopefully they will be able to solve this..
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I'm referring to the email tab within "Sales insight" section.Should the emails have any specific settings?
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Hi Nicole, we are using Sales insight (mainly Interesting Moments and web activity tabs). However, I have a case that a lead recieved several emails, but those emails don't appear ...
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We're syncing activities on "Email Sent" to Salesforce. This causes hitting our data storage limit quite fast, as we're sending many nurturing emails. Is there any good way to av...
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I woulddefinitely like to see all leads as contacts under these accounts. The process is not firm enough, so there are some cases that existing customers are left as leads..Do you ...
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