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Hello, One of our instances has integration with Microsoft dynamics and it provides a specific flow step to create purposeful duplicates for lead and also has an option to create either lead or contact. I have learnt that this is only possible with dynamics integration and we sell more than 50 produ...
Hello, I was working on reviewing our audit trial for a specific asset and was thinking if Marketo engage can offer additional functionality in this space to add or delete additional attributes to provide more insights/details and create custom views. Thanks,Vineela.
Hi, I think it will be good if we have an option to select all the email assets that are currently in approved with draft state and bulk approve it when we update an email template. Currently, if we have 1000s of assets in the system that are using a specific template and if we make any improvements...
Thanks Zoe. We also try to enforce users to import data using our templates and have workflow rules built in salesforce to alert teams when they do not have enough information. However, we often run into situations where folks don't comply or are ignorant and don't understand the implications of bad...
Hi, I think it would be great if we have the ability to configure some fields to be required/mandatory during List imports at an instance level to avoid bad list imports and to maintain data hygiene. Thanks,Vineela.
Hi @Sreekanth_Reddy , I was looking into this feature for one of our instances and when i reached out to our CSM, she thinks we should just enable it and had provided me with the Go live with Dynamic chat in just 15 mins video that you shared. However, i am still not sure if this feature is already ...
Hi, I wonder if many people will benefit by having the form fill date added to the export from UI when we try to create a smart list for form fills for a specific form. Thanks,vineela.
Hi, Was just wondering if there is an easy way to export only the fields that have been blocked in the admin section along with the block updates from value so it is easier to the admin to go through the list and make changes based on their business need. Thanks,vineela.
Hi,It would be great if Marketo provides an export feature(excel or ideally PDF format) to share account insights dashboard with stakeholders or sales teams. In TAM, Marketo provides a dashboard for individual accounts where it provides account activity, performance, top people, interesting moments...
Hi, I think it would be great if we have a multi-select option to select more than one tag value for a specific tag in the system.ex: Lets say i have a tag named Vertical and I would like to select more than one picklist value during the program creation step. Currently, we either have to select one...