Level 10 - Champion Alumni
Joined the community 08-06-2016
Level 10 - Champion Alumni
Santa Barbara
Marketing Operations Manager
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I agree with Blane McMichen. Another thing I've seen is formatting issues - if you have hidden characters in your CRM and when you export you remove formatting so those hidden cha...
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Depending on your company's size, you could always create a marketing knowledgebase and allow people to contribute to it. They could include their logic for smart lists or links di...
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Yes, this is exactly what I thought they'd have to do (create the duplication mechanism) but wanted someone with experience to say that's what would have to happen. I did not know ...
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HALP! We currently use the out of the box connection to SFDC and using contact roles I'm able to get a full circle view of my leads -> customer lifecycle and an OK attribution mode...
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I knew the right click feature existed so you can easily jump to different parts of a program or within a smart campaign, but I never took the time to use it before. You bring up a...
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What kind of actions do you normally take to make forms ADA compliant Ryan Garcia? Just curious.
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I'm going through something similar in SFDC. When we were a tiny company, everyone wanted admin rights because they "needed rights to do XYZ" that only admins have. In such a small...
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I often get lists like these from the event coordinators, where they share the general names of all attendees but not how to contact them. I have either an entry level person or an...
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Hi Veronica Holmes - yes, that's what I was thinking. But have you built this yourself before and if so, what issues did you run into or things you wish you'd known before you sta...
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Does anyone else use a custom Lead Source field in Marketo, rather than the out of the box Lead Source field that connects to Salesforce?I'm frustrated by the lack of functionality...
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