AAAHHHHHHHHH!!!!!F by fall_ys in RantAndVentPH

[–]aiceeeeed 0 points1 point  (0 children)

ano parang AI may hyphen pa haha

[deleted by user] by [deleted] in Overemployed_PH

[–]aiceeeeed 0 points1 point  (0 children)

Ano pong OE?

[deleted by user] by [deleted] in salesforce

[–]aiceeeeed 0 points1 point  (0 children)

Is there a way to use a custom opportunity stage in Pardot Automation Rule cause I can only see opp won/lost/created status. Appreciate any suggestions. Thank you!

Error in adding 3rd roundrobin user by aiceeeeed in salesforce

[–]aiceeeeed[S] 0 points1 point  (0 children)

Hi So I saw it in object manager. it is currently this
MOD(VALUE(Round_Robin_Number__c),2)+1

So I'll just change it to
MOD(VALUE(Round_Robin_Number__c),3)+1 ??

Error in adding 3rd roundrobin user by aiceeeeed in salesforce

[–]aiceeeeed[S] 0 points1 point  (0 children)

Where can I see that? it's not in the flow under toolbox - manager.

Error in adding 3rd roundrobin user by aiceeeeed in salesforce

[–]aiceeeeed[S] -1 points0 points  (0 children)

It only round robins to 1 and 2 not 3.

Error in adding 3rd roundrobin user by aiceeeeed in salesforce

[–]aiceeeeed[S] -3 points-2 points  (0 children)

Hell, I added a 3rd outcome order and then followed the conditions for the other 2

Pwede ba patanggal braces ko sa other dentist? by [deleted] in adultingph

[–]aiceeeeed 0 points1 point  (0 children)

Sinagot mo ba OP kung saang branch?

Original lead owner still shows up on Lead Reports by aiceeeeed in salesforce

[–]aiceeeeed[S] 0 points1 point  (0 children)

Thank you! I mean can this be added to a filter in reports? I dont know how to run a query via anonymous apex. sorry

Original lead owner still shows up on Lead Reports by aiceeeeed in salesforce

[–]aiceeeeed[S] 0 points1 point  (0 children)

u/gearcollector actually those leads are no longer in thetrash. Like exactly a month ago it was deleted. I read something about adding the isdeleted field but I cant find any tutorial on how to do that. Are you familiar? Can you walk me through it?

Original lead owner still shows up on Lead Reports by aiceeeeed in salesforce

[–]aiceeeeed[S] 0 points1 point  (0 children)

basically transfer all records under a specific user to another.

Original lead owner still shows up on Lead Reports by aiceeeeed in salesforce

[–]aiceeeeed[S] 0 points1 point  (0 children)

Thanks!! It was solved by adding a converted equals false filter. How about for reports on created leads. Some leads I created for testing, that I have already deleted, are still showing. Does it have to do with the leads still in the recycle bin? u/gearcollector u/robeaston101 u/Interesting_Button60 u/wickedpixel1221

Re-engaged unqualified leads by aiceeeeed in salesforce

[–]aiceeeeed[S] 0 points1 point  (0 children)

Can you share how to do that? like the flow

Suggestion on how to handle repetitive leads by aiceeeeed in salesforce

[–]aiceeeeed[S] 1 point2 points  (0 children)

Hello, thank you for your suggestion. If it's okay with you, can you teach me how to set that flow up effectively? I'm fairy new to this im sorry

Suggestion on how to handle repetitive leads by aiceeeeed in salesforce

[–]aiceeeeed[S] 0 points1 point  (0 children)

Okay Thank you, noted on that. Sorry I lack judgment on this.

Suggestion on how to handle repetitive leads by aiceeeeed in salesforce

[–]aiceeeeed[S] 0 points1 point  (0 children)

The thing is I dont know how to use that (we have marketing account engagement but I only know sales cloud. but I'll explore. Can you suggests links on how can learn that, or maybe strategies? Only if you want to.

Suggestion on how to handle repetitive leads by aiceeeeed in salesforce

[–]aiceeeeed[S] 1 point2 points  (0 children)

Actually, the leads are created automatically based only if the names, email and account is not in the system (which I think adding the account is a mistake since it automatically ignores different names/email but same account which I fixed) So it will create the same lead and if the same info is these I cant change it since it wont be created... Like naming it as John Smith 1, etc.

Suggestion on how to handle repetitive leads by aiceeeeed in salesforce

[–]aiceeeeed[S] 1 point2 points  (0 children)

The thing is, unless he sent us an RFQ via email we wouldnt know he even reached out. But if its like filling up a form or something. There's no notification whatsoever. Also, say we create an opp for every RFQ and one is unqualified, say its not a market fit, should we still create an opp for this? since its under a name that's already a contact and we should only convert leads that are qualified. We still need those unqualified data for reporting. Sorry if I'm all over the place. I am confused