Yes definitely possible. Although Marketo can’t see the parent/child heirarchy of campaigns, you can pull a smart list that says “member of campaign is” and select the corresponding salesforce campaign. If you want to see the results in salesforce, usually looking at the parent campaign will give you a breakdown of it’s children. To organize … Read more
Fortunately, opportunities reside at the heart of Salesforce, too. Even in the most basic out-of-the-box Essential version, the platform excels at helping organizations manage sales opportunities. Full Answer What are the best business benefits of Salesforce Lightning? 10 Business Benefits of Salesforce Lightning. 1 1. The latest innovation. For 16-plus years, Salesforce has defined the … Read more
Why would you Lock Records in Salesforce? Sometimes you would want to lock records in Salesforce so that they can no longer be edited or deleted. When a record has reached the end of its lifecycle, nobody should be allowed to modify the record any longer. How do I allow users to view reports in … Read more
You can find the Fast Lookup element under the DATA section of the Palette. Just like in the all of the other DATA Elements, we need to choose the Object that we are going to make an Update on. Make sure you type the name instead of scrolling down! Full Answer How do you do … Read more
Can I change the owner of a record in Salesforce? Yes, User A cannot change the ownsership of the record owned by User B. Only User B or Admin or a User with Modify All permissions can change the owner of the record owned by User B. Even Sharing settings will not come to the … Read more
All you have to do is change the email id of the guest user to a do-not-reply email, change the display name to a valid name. b. IF you want all the emails generated by salesforce to have a donotreply email, then go to customer portal settings and change the from email id and display … Read more
During the re-assignment phase of record processing, a rule entry with “Do Not Reassign Owner” prohibits a change of ownership. This was introduced because the original lead assignment feature always changed the owner (if the rule ran out of entries to match against, the default lead owner became the new owner). Full Answer Do you … Read more
Is it possible to add null values in a report? Please donot add “” or null or blank or – in the filter criteria just leave it blank. Save & run the report. You can create a dashboard using this source report.Null values will not appear for sure !! If my solution worked for you … Read more
As a result of this field setting being enabled, if both ‘Do Not Email’ and ‘Opted Out’ are selected on a prospect’s record, the prospect can be opted back in through either Salesforce or Pardot and will update their record upon sync. The only exception to this is if a prospect has been identified as … Read more
Select Do Not Contact. Click Save. When you save the record, Salesforce automatically selects the Do Not Call and Email Opt Out standard fields. In the Nonprofit Success Pack, navigate to the Contact record of the person you want to mark as deceased. Mark a Contact as Do Not Contact In the Nonprofit Success Pack, … Read more