Level 7 - Community Advisor
Joined the community 16-09-2020
Level 7 - Community Advisor
Seattle, Washington
Marketing Automation Manager
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Hello Community! My SFDC Admin and I have been working on some data cleaning and updates in recent weeks. Until the end of May, we only pushed leads to SFDC when they hit a lead s...
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@SanfordWhitemanmy apologies for the super slow reply - I never got a notification that you had replied here! Thanks for the hugely detailed explanation and for the potential solu...
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Perhaps I'm confusing the way things are referenced - as a non-developer/coder, I see things in terms of fields (that are either filled out or filled in by something) but some of o...
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@SanfordWhiteman- apologies for the confusion. We use the same base form (called Blank_Import Form) and we use it across multiple landing pages for our brochure downloads. The fie...
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Thanks@SanfordWhiteman- that's also where I ended up too but as it doesn't QUITE meet what I needed, I was hoping there was another option or way to build it out manually. The form...
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We have a page on our website that gives leads the option to download up to 6 brochures. While we use the same form on each landing page, they are separated by a form name identifi...
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Thanks@Katja_Keesom- this makes me wonder if that's why there is no filter/option for First Activity in a general sense! As we manage our leads with a First/Last Touch Attribution...
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@Jo_Pitts1- I was digging into a load of data with a colleague last week which led to me asking this question and I'm honestly not sure what I was trying to achieve with this filte...
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Thanks@Mariah_Mattick! I'll take a look through this to see if it gives me the information I would like to identify - there wasn't a field to pull in for Activity Type which would ...
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Hi Community, I've seen threads throughout the forums about identifying the First Activity for a lead but they all seemed to be either very specific to a particular program/campai...
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