If the relationship between the custom object and the account is "Mater-Detail" Relationship, you can add a rollup summary field (Master object = account, summarized object = custo...
Hi Breno, is there any bypass for that?I'm not sure I want leads to wait 15 minutes for their assets after a form fillout, just for the lead owner's details will appear on the sign...
We're sending out an email with the requested assets after any form fillout on our website.I'm wondering about how much time do I need to "wait" for SFDC details (mainly lead owner...
That's a great idea Cary! in case you're using Salesforce, you can use a workflow rule to "fix" any first letter of first and last namesI found this link very helpful:https://succe...
We want to use "Page Views" column from "Web page activity" report, into other usages: smart lists and SFDC ReportsIs this possible? can I use a smart campaign for any webpage visi...
I'm trying to apply some rules to unique forms we have on our website (Trial & contact us forms), I want that the lead status will change whenever a lead fills out these forms (exc...
You need to create a smart campaign that sync leads that filled out a form to SF, something like: Smart List: Trigger - Fills out form is "Resource form" Flow: Sync Lead to SFDC ...
Hi Josh, I'm not familier with RCA, but I was able to get this information with the following process:1. I created a custom number field in SF (under leads) and synced it to Market...