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Ryan Splain

Solutions Consultant at SalesLoft

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Activity overview

Latest activity by Ryan Splain
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    Ryan Splain commented,

    Hey Joel Weinshank, A few thoughts here: Records that already exist in both systems (same email address) will be automatically linked, no action needed for those We can automatically create and li...

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    Ryan Splain commented,

    Hey Matthew Comanda I would say it's unlikely your email was clicked 14 times by humans within a minute of sending in 12 different countries. Here's some info from a thread a few months ago that I ...

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    Ryan Splain commented,

    Hey Marek Dlugos, Where are you looking for this information? We do have the ability to sync a boolean "Bounced" field to SFDC marked as true when an email bounces on the Activity. With this config...

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    Ryan Splain commented,

    Official comment

    Hey Richard Razon, Great question. Right now our unique identifier is limited to email address. Luckily, we're working on (and close) to deploying an alternate option to use the record IDs (Lead/Co...

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    Ryan Splain commented,

    Official comment

    Hey Bob Clary, I apologize Support wasn't able to help, this fell off my radar after the holidays. I've got the solution for you! We're going to use the concept of the Power of 1 "The Greatest Form...

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    Ryan Splain commented,

    Hey Brian, My understanding of this situation leads me to believe that the receiving server is modifying these to be attachments, most likely exchange servers depending how the prospect has it conf...

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    Ryan Splain commented,

    Hey Lynda, In my experience (past 3 years or so) there's never been a "Pause" button in SalesLoft. We typically adjust the step due dates (sometimes in mass) for holidays and OOO periods. I certain...

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    Ryan Splain commented,

    Hey Pete, You should be able to archive a cadence once you're done with it. Archive can be found by clicking the 3 horizontal dots next to the Cadence Name, archive. Cadence Actions KB Article.   ...

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    Ryan Splain commented,

    Hey David,   Do you have access to a tool like Demand Tools/Data Loader? You should be able to pull some reports to update data in mass. It's worth noting that some of these fields clear by default...

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    Ryan Splain commented,

    Hey David, If you want to clear out these fields when someone if removed from a Cadence you can build them into an automation rule person field update, example below:   Best, Ryan