Joel Mayer
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Updating Status Values
If you're using Salesforce, then every now and again, you probably review and revise the status values you use to track customer engagements and opportunities. This usually means the following thre...
Updates After Opportunity Close
Feature On occasion, customers ask why Full Circle might update a closed opportunity. This question tends to arise in cases where the customer has a validation rule in place to prevent updates ...
Understanding Dates in Funnel Date Stamps
Funnel date stamps can be stored in date or DateTime fields. Dates do NOT store timezone information. So whatever date is set, will appear as that date everywhere. There’s no way for a funnel date...
Tracking Activities or Touches on the Campaign Member
Business Case What if your company wants to track how many rep activities or "touches" took place when following up on a lead or contact record? Sales development team managers may wish to measure:...
The Funnel in Funnel Metrics 1.21 and prior
General Funnel Overview Many companies use the lead, contact and opportunity objects to try to track what happened to a person from initial engagement to closed won/lost opportunity. Response Man...
Scalability and Large Data Volumes
Overview Customers sometimes ask about Full Circle's scalability to support large Salesforce orgs with over 10 million records. Full Circle is highly optimized to scale. This article details what t...
Removing deprecated fields from the Campaign object
How to delete fields marked "Deprecated" in the managed package.Full Circle Response Management, Version 1.39.X.Deprecated Fields on the CampaignOn the Campaign object, you may see 12 managed packa...
Removing deprecated fields from the Campaign Member object
How to delete fields marked "Deprecated" in the managed package.For Full Circle Response Management, Version 1.39.XDeprecated Fields on the Campaign MemberOn the Campaign Member object, you may see...
Opportunity Won Date
Opportunity Won Date Funnel Metrics tracks date-related funnel stage information on the Campaign Member. This information includes fields that specify when specific funnel stages were attained; how...
Opportunity Gating with a Validation Rule for Passive Mode
Limit Opportunity Creation To Originate from Leads or Contacts The Audience for this article is Salesforce System Administrators. The administrator should also have access to the Response Manage...