Danielle_Wong

Level 8 - Community Advisor

Joined the community 01-02-2016

Level 8 - Community Advisor

Holmdel, NJ

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Re: Default Program - Track Link Clicks and Opens in SF Activity

by Danielle_Wong 03-12-2016

Okay. The clicks and opens are the things I care about tracking most. So as long as they are syncing in the activity history, then I'm good!! Thanks Sanford!- Danielle

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Re: Default Program - Track Link Clicks and Opens in SF Activity

by Danielle_Wong 03-12-2016

Hmm let me make sure I understand correctly. so if someone opened an email and clicked. Only the opened email will be logged. We won't know if the person clicked?- Danielle

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2710 0 6
Re: Updating Lead Assignment

by Danielle_Wong 03-11-2016

okay, i feel like an investigator! i'll dig around and see what happens. Thanks for the input!

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2081 0 0
Re: Updating Lead Assignment

by Danielle_Wong 03-11-2016

We had updated it in SFDC a few weeks ago. And it's still assigning leads in a certain territory to the wrong person. So we're thinking it's on the Marketo side because it's a web form completion that keeps being assigned to the wrong person.

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2081 0 2
Re: Updating Lead Assignment

by Danielle_Wong 03-11-2016

I took a look, and doesn't seem like I have any programs that assigns leads to our sales team. So there isn't a settings area where I can update lead assignments?

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2081 0 0
Updating Lead Assignment

by Danielle_Wong 03-11-2016

I have a new lead owner that needs to receive all leads that a previous user would normally receive. Where do i go to update this?

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2133 0 6
Re: Default Program - Track Link Clicks and Opens in SF Activity

by Danielle_Wong 03-09-2016

okay, here's what my sync options look like. So SF should have these logged in activities automatically?

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2710 0 9
Re: Default Program - Track Link Clicks and Opens in SF Activity

by Danielle_Wong 03-09-2016

This is good info, thanks! And yes, change program status is in the flow.

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2710 0 0
Default Program - Track Link Clicks and Opens in SF Activity

by Danielle_Wong 03-09-2016

It looks like Email Programs are able to update my Salesforce activities for a lead whenever they click/open an email. However, I am wondering if I were to use a Default Program with an Email channel, if the Salesforce activities for a lead would record clicks/opens. Or would I have to set up trigge...

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2772 0 13
Re: Calculating Number of Leads

by Danielle_Wong 03-08-2016

okay, tried that too, but still took awhile. I finally got the number. TY

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1136 0 0