Sherry_Hale

Sherry_Hale

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Date Last Visited
‎05-13-2021 06:06 PM
Level 4
Joined the community 02-01-2013
Rank Icon Level 4
  • solved badge Wait & Check in Flow

    Is there an option after the wait step in the flow, to "check" a field? Example: Trigger: Opportunity createdFlow: Wait 30 days and then check to see if opportunity is at a 10% stage, if not then send a sales alert?

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  • solved badge Re: Field Updates in SFDC

    I'm hoping that it's looking at the same field - i did not change the API

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  • solved badge Re: Field Updates in SFDC

    Hi Jeff,No, it's still showing the old field name but it's not throwing errors so I don't know what to think?

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  • solved badge Field Updates in SFDC

    If a field name is updated in SFDC, will the field update in an existing flow in Marketo? I changed a name from Version to Vendor and am hoping I don't have to update all flows with the new name, but that it will default to the new name.

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    3310 1 8
  • solved badge Re: Send Trigger Email to Specific Contact

    So the answer was very easy....it was ME doing something wrong with the send email address in the test lead I was using. Here is the easy and correct way to do this:SMART LIST:Trigger - Data Value Changed (and pick the field that will be changed. This MUST be a field that exists in both instances, ...

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  • solved badge Re: Send Trigger Email to Specific Contact

    Thank you Jenn but you can only send an alert to the owner of the account or contact, not the contact or lead

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  • Re: Import tradeshow list without creating duplicates

    Anyone? Marketo folks?

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    2418 0 0
  • solved badge Re: Random Sample For Sales Alerts

    Steve, You solution works perfectly!!!!! I was thinking that because it was a visited page and not a form it wouldn't work but I didn't read carefully enough. THANK YOU, THANK YOU, THANK YOU!!! Can you solve my other issue regarding sending an email to a contact when a field change is made on the...

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  • solved badge Re: Random Sample For Sales Alerts

    Josh, That wont work because we use a queue - all leads are assigned to a general pool until a rep obtains an opportunity. This is why I have round robin set up. I need to be able to stop the round robin though if there is an open activity. Any way to do this?

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  • solved badge Re: Send Trigger Email to Specific Contact

    Seriously? There is no way to send an email to a contact based upon a triggering action such as the product manager turning on the flag and that would prompt an email on that record to be sent to the email on that record?

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Public Statistics
Date Registered ‎01-02-2013 05:55 AM
Date Last Visited ‎05-13-2021 06:06 PM
Total Messages Posted 105
Likes Received 6
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