General FAQs

Q: I have a question. What should I do?

A: First, try a quick search on MindTouch to see if there’s an article that answers your question. Putting a keyword or two in quotation marks can help bring the most relevant articles to the top of your search results.

If there doesn’t seem to be an article addressing the issue, it’s time to reach out to your Customer Success contact! Just log a case through the Support Portal, being sure to include much relevant, specific detail as possible.

Q: Who needs to be added to Full Circle permission sets?

A: Everyone at your company! Unless there’s someone who will never, ever, ever use Salesforce, all employees should be added to your FCI permission sets.

Q: Why can’t I add profiles to permission sets?

A: Salesforce doesn’t allow profiles to be added to permission sets at this time.

Q: I want to save time. Can I use the Salesforce data loader to assign permission sets?

A: Why, yes, you can! Here’s how Salesforce suggests that you do it.

Q: Which browser should I use for the best experience with Full Circle products?

A: Full Circle products work on any browser that supports Salesforce, so feel free to work from whichever one you prefer!

Q: Do Marketo score field updates affect Funnel Metrics?

A: Yes! Here’s how.

Q: We’re migrating our org to Salesforce Lightning Experience from Classic. What should I do to make sure my FCI products keep working as expected?

A: We’ve got a checklist for that!