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EMEA Admin Office Hours - 12/3/20

  • March 10, 2020
  • 2 replies
  • 86 views

baji_bathula
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This thread is for the Admin Office Hours session for Thursday March 12th,2020. Submit your questions to this thread and we'll address them during our session at 1p-3p GMT

There is no need to register for the sessions anymore. If you have a question, please post below or join the meeting. I will go in order of posts below or joining the session.

Thanks!!

GoToMeeting:

https://global.gotomeeting.com/join/860695853

You can also dial in using your phone.

United States: +1 (571) 317-3117

Access Code: 860-695-853

More phone numbers

United Kingdom: +44 330 221 0097

2 replies

MariaTuregano
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  • Helper ⭐️
  • March 11, 2020

Thanks @baji_bathula.

My questions;

-Is it possible to pull emails attached to the opportunity in Salesforce  and Accounts into timeline? If so, how can we do it?

-I am trying to map CSA Assigned field in one of the relationships rules, but not available in dropdown. But I can see it was this field is being passed along in the Final Merge. How can it be added into the dropdown? 


MariaTuregano
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  • Helper ⭐️
  • March 11, 2020

Adding one more;

-We noticed few days ago that our access token expired. We have now reauthorized the Salesforce connection and it seems working properly. But my rules are still failing. Any idea why?