michellechopin

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 model, we do time stamp the first set of data we get from a lead (Original Form Fill, Campaign, Source etc) in SFDC (...

@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 filter/field. I think we were trying to identify whether SFDC and Marketo used the same create date and thought that First ...

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 have made it easier so if this is a suitable filter on Source Type, then I might have what I need.

That's what I thought too but wanted to get an expert's insight first. I may keep it as an extra security option and see how things go moving forwards. Thank you again for your review and support, @Mariah_Mattick. I'm going to circle this past our stakeholders and get this live ASAP so we can start ...

Thanks @Syrus_Behbehani - I had found this previously but as it goes specifically into the exam guides, it wasn't clear that this was learning materials vs final study options for the exam. Do the two different guides differ other than in name and which is retiring? Is the content the same throughou...

Thanks so much for the feedback, Mariah! With your comments in mind, here's how I've updated each SC - for both, I kept the Passed to Salesforce = False filter but if that's now redundant I can remove it. 1. Trigger CampaignAdded SFDC Type = empty filter to the smart list 2. Batch CampaignReplaced t...

After trying again today, it seems that the Success and Status columns pertaining to programs aren't columns you can add to a View like this. With that being said, has anyone found a way to get monthly data for Program Performance? I'm trying to backfill for February and can't seem to find any solu...