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Apparently, thx to @Jep_Castelein2 , this is in fact now available, and you just need to ask support for it. see https://www.linkedin.com/feed/update/urn:li:activity:6684515964203225090/ -Greg
If you really want to make sure no lead will be pushed to SFDC, based on a rule, here is an example on how to do it (in this example, it's based on which partition the lead is stored in): Create a field "Sync to SFDC" in SFDC, on the LEAD object, type checkbox.Do the same on CONTACTS, but as a formu...
Happy to see this one becoming a reality. Do I get a tee shirt ? 😉
You do not need this. Just sync to SFDC and assign the contact to a lead queue and this will create a new lead.It's really not recommended, though.-Greg
Hi Yifat Danieli ,You will have to separate the fields used for data entry on forms from the fields you use to store the data, that sync with the CRM. Then you will have to create the logic to exchange information between the 2 fields. For the later, the best it to use webhooks, that can implement a...
Duplicates other ideas: Greg
Hi Justin Cooperman,The truth is that it has been a long time Marketo has not released any of the top ranked ideas from this community, and we have been awaiting Sky and its promises for a very long time, especially with regards to the possibility Sky offers about fixing many of the small bugs that...
HI Sean Richards,I did. We recommend the usage of Flows in Salesforce, that enable to create wizards without having to code. The the wizards can have multiple steps, ask questions conditionally to previous answers, and fire multiple updates. For example we will create a "qualify lead" wizard that w...
Hi Sarah,The Sky UX will offer the possibility to add labels at all levels, down to assets in a program. But I am not sure it has other utility than searching and filtering.-Greg
Hi Erik Heldebro,Unfortunately not. And since the merge with Adobe, I have somewhat lost my connection with the PM -Greg