Sophie

Sophie
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Date Last Visited
‎09-18-2023 05:17 AM
Level 2
Joined the community 10-02-2020
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  • solved badge Convert Person - without new account creation
    by Sophie name dot 10-14-2021 quickview

    Hi All!Our instance is connected with SFDC. We are considering to do lead to contact conversion via Marketo with the Convert person flow step, as we would like to get rid of the lead object in Salesforce. However we have seen that this step is creating a new account and opportunity. Our idea was to ...

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    Discussions
    1794 0 2
  • solved badge Re: Sharing programs
    by Sophie name dot 06-28-2021

    Hi!Thanks for the suggestion and I think it's a good solution if by default there is a low number of workspaces. However we are currently working with 39 WSs already and this number will still increase, so we are trying to avoid creating more WSs for different reasons.I really hope program sharing w...

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    Discussions
    2624 0 1
  • solved badge Sharing programs
    by Sophie name dot 06-24-2021 quickview

    Hi Everyone!I'm looking for a solution to share program templates we developed with workspaces in a way that editing is not possible on the originals, but it's possible to clone the program templates and then the users can edit the cloned version based on their needs. Sharing would be the perfect so...

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    Discussions
    2648 0 3

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Public Statistics
Date Registered ‎02-10-2020 09:12 AM
Date Last Visited ‎09-18-2023 05:17 AM
Total Messages Posted 6
Likes Received 4
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