Sherry_Hale

Level 4

Joined the community 02-01-2013

Level 4

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Re: Wait & Check in Flow

by Sherry_Hale 08-20-2013

Can you tell me how to activate it?

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2777 0 0
Re: Wait & Check in Flow

by Sherry_Hale 08-19-2013

I see the above and that is what I started with but I am not clear on how to pull in the opportunity stage....can you clarify what RCM is?

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2777 0 0
Wait & Check in Flow

by Sherry_Hale 08-12-2013

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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2789 0 7
Re: Field Updates in SFDC

by Sherry_Hale 07-30-2013

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

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3079 0 1
Re: Field Updates in SFDC

by Sherry_Hale 07-29-2013

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?

Discussions

3079 0 0
Field Updates in SFDC

by Sherry_Hale 07-25-2013

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.

Discussions

3174 1 8
Re: Send Trigger Email to Specific Contact

by Sherry_Hale 07-10-2013

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, ...

Discussions

4241 0 0
Re: Send Trigger Email to Specific Contact

by Sherry_Hale 07-10-2013

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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3473 0 0
Re: Import tradeshow list without creating duplicates

by Sherry_Hale 07-10-2013

Anyone? Marketo folks?

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2293 0 0
Re: Random Sample For Sales Alerts

by Sherry_Hale 07-10-2013

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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2008 0 0