Tip #59: Marketing List Form Layout for List Type

Marketing List Form with Type in upper left column

On the Marketing List entity one of the required fields is Type, which is a two option field with the default value of Static. If you are in a rush as you create a new marketing list, give it a name, set targeted at – contacts, leads, accounts it is now ready to be saved. […]

Tip #57: Secure Real-time Workflow Execution

Real-time Workflows

Executing real-time workflows has it’s own security setting. It is in addition to and separate from executing a background workflow. Open up the security role, move the Customization tab, scroll down to Miscellaneous Privileges and assign the appropriate scope. FacebookTwitterGoogle+