namattison

My apologies for the delayed response here... I noticed I missed a notification of the latest reply. As you've noted, changing the choice in Flow Step 5 to "If SFDC Type is not Contact, Lead" should prevent Lead records from reassigned to the queue, which seems to be the desired outcome. If the reco...

A couple options: 1) If using the "Send Alert" flow step, you can select "Send To: None" and then enter your colleagues' email addresses (separated by either a comma or a semicolon) in "To Other Emails:". This will exclude these email sends from the results of the newsletter delivery. 2) You can in...

Try updating the filter logic to "ALL", since all filters should be applied; and see if it results in 671 (or fewer) people qualifying to receive the email.

Is there a "Sync Person to SFDC" flow step assigning the record to a queue in Salesforce? As noted in this article, Marketo will create a duplicate Lead record in Salesforce in this scenario since Salesforce will not add Contact records to a queue. The article describes some workaround suggestions i...