Joel Mayer
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Field Dictionary
Account Funnel Record Fields Field Name API Name Type Description Management Account FCRM__Account__c Lookup (Account) Lookup to the account for this Account Funnel Record. Managed Account...
FCI Release Notes for Funnel Metrics 1.36
Version 1.36 of {{rm_long_name}} contains a number of improvements and fixes. Highlights are below in the Release-at-a-Glance. Release Schedule Name Description Date Sandbox Update All {{rm_...
Admin Response Control Codes
Using Admin Response ControlThe FCRM__FCR_Admin_Response_Control__c field on the CampaignMember can be used to modify evaluation of incoming responses in a variety of ways. The field is set to a nu...
Video: Tracking the Funnel
10 - Opportunity Association
Filling In The Missing Links When it comes to determining which campaigns drove which opportunities, complete data is key. Opportunity Association helps link opportunities with the campaigns that i...
Reporting Training: The Optimizing Dashboard
Optimize to Your Heart's Content Your Optimizing dashboard helps you make the best possible decisions for your business. Here's how: Video Transcript Welcome to our video on the Optimizing da...
Matchmaker KB 1008: Fixing custom Account lookup data after upgrading to version 1.11.5.
Issue An issue discovered in version 1.11.4 and earlier affects customers using Matchmaker with their own custom lookup field. This issue sometimes caused the lookup field not to populate. Specifi...
11 - Lead and Account Visualforce Pages for Users
Matchmaker delivers two Visualforce pages that can be displayed on the lead and account page layouts. We recommend that as part of your deployment to users, administrators train them on the functio...
3 - Introducing Touchpoint Capture
The Buyer’s Whole Journey In digital marketing, a prospect typically enters your funnel by submitting a form on your website. Funnel Metrics records and reports on their steps, and Campaign Attrib...
11 - Overview of Aggregate Field Mapping Custom Metadata Type
Note: This topic is currently meant for Full Circle employees only. At no point should you be editing the existing Aggregate Field Mappings. This information is being provided for informational pur...