Level 3
Joined the community 30-07-2013
Level 3
Austin, TX
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Two years ago we also tried syncing specific emails to activities within SFDC, however it ended up creating alot of noise within the activity stream for Sales reps. Today we've tra...
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Ideally you'd give everyone in the marketing department at least read-only access to SFDC. It might be worth it to pick up a phone and call your account manager to ask if they woul...
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When we do complex smartlist building or when we want to see what's happened with that lead quickly in Salesforce, sometimes we need to go back and forth between the information th...
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