Benjamin_Ortiz1

Level 4

Joined the community 05-02-2015

Level 4

New York, NY

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Where's the "Add Stream" Button?

by Benjamin_Ortiz1 07-03-2013

According to the guid shouldn't it be here http://screencast.com/t/hdh3JKT1adrJ ?

Discussions

702 0 1

Lead Management
Engagement Stream Cadence

by Benjamin_Ortiz1 07-03-2013

Say I have an engagement program with 7 emails. Once a lead enters this program I want them to recieve email 1 right away, email 2 in 15 days, email 3 in 7 days etc....How do I accomplish this with stream cadence? It looks like I can only set a recurring time like "12PM on Monday every 2 weeks"

Discussions

1481 0 4
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?

Discussions

1311 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.

Discussions

1337 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

3060 0 6

Lead Management
Re: Custom Layout Designer

by Benjamin_Ortiz1 03-28-2013

Ah, thank you!

Discussions

1736 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

1736 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

1811 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

1234 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

1713 0 0