Bruce_Jeffers

Bruce_Jeffers

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Date Last Visited
‎10-11-2022 07:30 PM
Level 4
Joined the community 19-11-2014
Rank Icon Level 4
Austin, TX
  • solved badge Re: Change the default value of tags

    I'd love to know how to do this too, but have at least come up with a workaround.It appears that all our Tags are just sorted in alphabetical order, so the default always ends up being the first alphabetical choice....So for a workaround to make a 'default', you could have it start with the letter A...

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    2793 2 1
  • solved badge Re: Leads failing to qualify for triggers

    Maybe they were secretly hoping we wouldn't have noticed last week, being at Summit and all....

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    3915 1 0
  • solved badge Re: Leads failing to qualify for triggers

    We also have been experiencing this quite a bit, off and on, over the past couple weeks. Most of the failures/delays are in campaigns with 'Filled Out Form' or 'Lead is Created' triggers. Support's response was just to convert as much as possible to Batch -- but that of course can't work for certain...

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    3934 1 4
  • Re: Are you experiencing empty picklists in "source" and "reason" cons...

    Same, and have experienced this issue off and on for a while now. Would be great to understand why and get it resolved.

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    2028 0 0
  • Re: Password Required for Adobe Connect Events

    Hi Christine,1. Yes, you do need to have a 'Change Program Status' flow step and change the user to "Registered". Doing this step in Marketo is what sends the registrant's info to your Adobe Connect environment.2. About the Password -- you actually don't need to have the user type/create their own p...

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  • Re: Deleting Invalid Leads

    Hi Katie,Will try to answer your questions and provide some helpful info.1. In my experience, yes a previously-deleted lead can be re-created in Marketo with the same email address, by any lead-creation means (web form, list import, manual creation). However, any previous history with that previous ...

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    3218 0 0
  • Re: Deleting Invalid Leads

    Hi Anita,For question #1, I would check with the Admins of your Salesforce instance. There is no right/wrong answer. If the Salesforce Admins prefer to keep these records in SFDC (for reporting, historical info, etc) then you would not want to delete them there; only delete in Marketo. If they do no...

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    3217 0 2
  • Re: Conflicting Marketo-SFDC Lead Creation Info

    Hi Greg,Thanks for the response. Yes we do use the "Sync to Marketo" filter in our sync. I should have mentioned in my post that I already investigated that avenue. None of the Leads in question appeared to be blocked from the sync at any time. (We have a SFDC workflow that automatically sets this s...

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    1555 0 1
  • Conflicting Marketo-SFDC Lead Creation Info

    Hi Community,Any ideas on some weird SFDC sync behavior I noticed recently? We have some leads whose created timestamps between Marketo and SFDC are more than two weeks apart.According to SFDC activity history, the leads were created -- by our Marketo integration User -- on March 2, 3 or 4. However,...

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    1632 0 3
  • Re: Automatically Adjust for Daylight Savings Time in U.S.

    Make sure you have the right Region selected in your settings, as well as the right time zone.Example:"Central Time" has two different regions in the picklist: US/Chicago; and El SalvadorMy instance had "El Salvador" selected (which must not observe DST), rather than US/Chicago (which does observe ...

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Public Statistics
Date Registered ‎11-19-2014 02:12 PM
Date Last Visited ‎10-11-2022 07:30 PM
Total Messages Posted 99
Likes Received 39
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