Benjamin_Ortiz1

Level 4

Joined the community 05-02-2015

Level 4

New York, NY

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Re: Stop Lead Nurturing after lead is converted to contact in SFDC

by Benjamin_Ortiz1 07-01-2013

Would it work if I set "Assign to: is not empty" on the lead is converted trigger?

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1433 0 0
Stop Lead Nurturing after lead is converted to contact in SFDC

by Benjamin_Ortiz1 07-01-2013

What would be the best way to stop lead nurturing once a lead is converted to a contact in SFDC? I tried searching for a trigger but all I see is the "lead is converted" trigger that looks like it is used to assign the lead to a new owner.

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1459 0 4

Lead Management
Lead Source Best Practice

by Benjamin_Ortiz1 04-22-2013

Currently we capture lead source (which is never overwritten), Lead Source Recent, and Lead Source Details.So for Example a webinar registraion for a new lead from our Facebook Page would look like:Lead Source: WebinarLead Source Recent: WebinarLead Source Details: Webinar:Facebook InviteHowever if ...

Discussions

3231 0 6

Lead Management
Re: Custom Layout Designer

by Benjamin_Ortiz1 03-28-2013

Ah, thank you!

Discussions

1857 0 0
Re: Custom Layout Designer

by Benjamin_Ortiz1 03-28-2013

Where would your edit this? I am in "Field Management" > "Custom Layout Designer"

Discussions

1857 0 0
Custom Layout Designer

by Benjamin_Ortiz1 03-28-2013

When creating a custom layout is it possible to insert dividers like this: http://screencast.com/t/OTHCs0ZwoLg

Discussions

1932 0 5

Lead Management
Send Marketo Email - Change Default Font

by Benjamin_Ortiz1 03-20-2013

When we send a Marketo Email through Salesforce the default font option is Tahoma - http://screencast.com/t/6v7jE7jYkaf. Anyone know how to change the default so we don't have to select from the pick list everytime we send an email.Thanks

Discussions

1316 0 1

Sales Insight
Re: Smart List Processing Time

by Benjamin_Ortiz1 02-14-2013

Thanks for your response,The smart list now reflects the same number as the event summary and GTW webinar. I assume that it just takes more time for a smart list to porcess and reflect this information.

Discussions

1892 0 0
Re: Smart List Processing Time

by Benjamin_Ortiz1 02-14-2013

Correct, the smart list only shows 71 members however when looking in the event summary and in GoToWebinar the number registered is 95.

Discussions

1892 0 0
Smart List Processing Time

by Benjamin_Ortiz1 02-14-2013

When running an event program our smart list seems to take awhile to reflect the actual progression status numbers in the program summary. Is there any reasoning for this? Is there a way to speed up the processing time of a smart list?

Discussions

1926 0 5