I am trying to import marketing form data from an export of submissions to a custom object I have created a custom object (called Marketing Forms) to track form activity Demos Webinars Ebook downloads Etc I created a many to 続きを読む

We have numerous marketing forms but only one seems to populate when I create a contact based list or report to show "Form Name". This property is blank in all cases but one. I've also created a workflow which timestamps a form submission (e.g. demo 続きを読む

Our company has Customer Success Managers assigned by Company. I would like to send emails to clients via an email template where the signature (using a token) is dynamically determined by the Customer Success Manager associated with that company. 続きを読む