Sherry_Hale

Level 4

Joined the community 02-01-2013

Level 4

Badges

Accepted Solutions

105

View leaderboards

Filter by user contributions

Re: Missing Comment Field

by Sherry_Hale 04-25-2013

It was indeed a cashing issue! Thank you 🙂

Discussions

1021 0 0
Missing Comment Field

by Sherry_Hale 04-25-2013

I am missing the comment field after a couple of test forms completion passes. I have progressive profiling enabled but I have the comment box unchecked, yet when I go to fill the form out for the 3rd time of testing, the comment box is missing now from the form on the landing page. Any ideas as t...

Discussions

1032 0 2

Lead Management
Form Action - Send Email

by Sherry_Hale 04-24-2013

How do you make a form send the completed information from the form to an email address? Example, we want all completed forms on a specific landing page to be sent to our general sales email to be vetted out.

Discussions

991 0 2

Lead Management
Re: Change Contact Ownership to Account Owner Upon Creation

by Sherry_Hale 04-18-2013

Ahhh it worked! I am just impatient and didn't wait long enough! Yay!

Discussions

961 0 0
Change Contact Ownership to Account Owner Upon Creation

by Sherry_Hale 04-18-2013

What would the flow be if when a contact is created, I wanted the owner to be changed to whomever the account owner is? Here is what I tried but it didn't work:Trigger: When lead created and sfdc type is contactFlow: If account owner last name is Smith, Owner name is Smith (I thought this would m...

Discussions

976 0 1
Re: Allow For Account Object Updates

by Sherry_Hale 04-18-2013

When you blocked the fields, did you also check all of the "Block updates from" options or leave salesforce sync unchecked? There are so many fields to go through one by one and check all of those boxes. Is there a simpler way or is this it? I'm happy it's an option, just looking for any time save...

Ideas

2601 0 0
Re: Allow For Account Object Updates

by Sherry_Hale 04-18-2013

I reopened the ticket to see what kind of response I would get and it was a favorable one. I've posted below. I do have a question for you both though....when blocking for field updates, besides company information like phone, address, name, is there anything else I definitey should block? Right ...

Ideas

2601 0 0
Re: Make me feel better / Share your mistakes

by Sherry_Hale 04-18-2013

Mine isn't funny at all, but I get into trouble sometimes with cloning. People registering for a webinar (webex event integration) were getting a confirmation email from an old webinar 3 months prior. Embarassing and not easily fixed, but had to manually register everyone.

Discussions

2324 0 0
Re: Allow For Account Object Updates

by Sherry_Hale 04-17-2013

Yes, we just want to have one custom field updated and that was the reply we were given. Shall I reopen the ticket or contact someone else?

Ideas

2601 0 0
Allow For Account Object Updates

by Sherry_Hale 04-15-2013

I am requestion this feature because it's extremely valuable to be able to have certain flags turned on and off depending upon a value change. Below is the reply that currently, only leads and contacts are able to be edited.--------------Thank you for contacting Marketo Customer Support. My name is...

Ideas

2627 0 8