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Yes, this can be done. There are a couple of things to keep in mind so please contact the Marketo Services team for more information on this approach.
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No. Once you sync a Marketo instance to a Microsoft Dynamics CRM instance you cannot sync that same Marketo instance to a different Microsoft Dynamics CRM instance. You can however change the sync user to a different user within the same Microsoft Dynamics CRM instance.
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Yes. You will need a dedicated Microsoft Dynamics user for the purpose of the integration. We call this user the Sync User.
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Marketo natively supports the following versions of Microsoft Dynamics CRM: Microsoft Dynamics CRM Online.  Authentication types supported: Windows Live ID and Office 365 Microsoft Dynamics CRM 2011 with IFD Microsoft Dynamics 2013 with IFD. For Dynamics OnPremise (2011 and 2013) the authentication type we support is ADFS (Active Directory Federated Services). We support ADFS 2.0 and 2.1 and will always support the latest version publicly available ADFS.
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The fields and records that will sync from Salesforce are defined by the permissions of the Marketo sync user. Therefore, if you want to prevent specific records or fields from syncing with Marketo, change the permissions of the sync user so they do not have access to the records and fields you do want to sync.
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Here it is: Your guide to understanding merges in Marketo, in Salesforce, and how the two interact. Merging Two Leads We begin with two records in Marketo which have been synced to Salesforce. Both are leads in Salesforce, not contacts. Lead A, Marky Marky, has a Marketo ID of 1001446 and an SFDC ID of 00Qi000000vJ0hK. Lead B, Markee Marquee, has a Marketo ID of 1001447 and an SFDC ID of 00Qi000000vJ0hU. We wish to merge these leads in Marketo. In this example, I first select Lead B, and then hold SHIFT to select Lead A as well. Then right-click in the highlighted area to bring up the Lead Actions drop-down (or click Lead Actions at the top of the screen), and select Merge Leads from the choices. Now I see the Merge Leads dialog box, where we decide which conflicting field values we want to win. We could click the box next to "Lead 1" if I want all of Markee Marquee's values to win. Instead we check the box next to "Marky" because we want that to be their first name, rather than "Markee". Then we click merge. Note: whichever record was most recently updated will be pre-checked to win field conflicts. Here's the result. Note how the remaining single lead has the ID 1001447, that of Lead B, the first one we selected. The first record you select is the target record - this records remains while the other record is deleted, it's field values, activities, and program memberships merged into this winning record. The leads are also merged in Salesforce, and the remaining record there has the ID 00Qi000000vJ0hU (Lead B) as we would expect. Merging Leads and Contacts Here we begin with a lead and a contact. We have a lead, Marky Marquee (Marketo ID1001447, SFDC ID 00Qi000000vJ0hU), and a contact, Joe Hill (Marketo ID 1001448, SFDC ID 003i000002KAFGa). We first select Marky Marquee (the lead) and then select Joe Hill (the contact), and conduct the merge as we did above. This time, however, the second record we clicked, Joe Hill, shows up as "Lead 1". This seems to contradict what we said earlier, but it's happening because the second record is the contact, and the contact is always going to be the target record. I want Marky's name to win out, so I check their First and Last Name and then click Merge. Note: this will cause an error if the Marketo sync user in SFDC doesn't have the Convert Leads permission. Note that the remaining record has the ID 1001448, the ID of the contact, even though that wasn't the first record we selected in Marketo. The contact is always the one which remains. Program Memberships Here we have two leads: Dexter Science (ID 1001451) and James Frankough (ID 1001452). We add James to two programs, Program Example 1 and Program Example 2. We can see this in their activity log: Now we merge the records, selecting Dexter first (so they'll be the winning record), but we check James's values for the First and Last Name. Below is their activity log after the merge. Notice that there are new Change Program Status activities - because the target record in the merge was 1001451, but the programs were associated with 1001452, the system has to copy their program statuses over during the merge. If you double-click one of those activities, it gives "Lead merge transferring program membership (transfer)" as the activity's Reason. Activities caused by merges can trigger campaigns. For example, suppose there is a smart campaign with the trigger Program Status Changes, for an old program with no activity in months. Activities caused by a merge like this could trigger such a campaign. To prevent this from triggering campaigns, we can add Reason as a constraint: Campaign Memberships Next, we have two leads: John Doe (ID 247) and Johnathon Doe (ID 248). We've associated John Doe with two SFDC Campaigns: Campaign Example 1 and Campaign Example 2. When we merge John Doe into Johnathon Doe, since the target lead is ID 248 and the campaigns are associated with ID 247, it has to copy them over - just like it did with campaign memberships. However, unlike with program memberships, it does not provide a Reason in the Add to SFDC Campaign activity following the merge, meaning there's no easy way to prevent this from triggering campaigns which use the Added to SFDC Campaign trigger.
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New Lead with no email address and no Marketo cookie: If a new lead fills out a Marketo form. Their Marketo cookie is created, lead details (including the cookie) will be updated and the Lead-Database and RTP sync process will be initiated. They will then be known to RTP and eligible for 1:1 personalized RTP campaigns. This sync process may take a few minutes so personalization based on lead data will be available from the lead’s next visit. Lead with email address but no Marketo cookie: When a known lead with no cookie (e.g. a lead from a tradeshow or a list) receives a Marketo email campaign and clicks on a link in the email and arrives to the website, the RTP script runs and a new Marketo cookie is created for them. The creation of the cookie is also sent to the Lead-Database and initiates the RTP sync process for this lead. This sync process may take a few minutes so personalization based on lead data will be available from the lead’s next visit. Known Lead with email address and Marketo cookie: Any changes to the lead’s data will be synced between the Lead-Database and RTP within 5 minutes interval.
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Visit our Community Product Docs for help on how to do things in the new Marketing Nation Understanding the Community Community Icon Glossary Support in Community Community Profile Content in the Community Social in the Community
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By default exported reports are limited to 100 rows but it can be changed by navigating to 'User Settings' > “Number of Rows in Excel Export”   The maximum number allowed is 10,000 rows       Is this article helpful ? YesNo
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All the Recommendation Bar customization options are available within the RTP account settings page:   Colors: Link Color: select the color from the dropdown choices. Background Color:select the color from the dropdown choices. Font: Font Size: type in the size in the 'Font Size' field (must be in pixels - px) Font Family: type in the 'Font Family' field Arrow Icon Color: select the color from the dropdown choices. Icon Font: select the icon style Icon Opacity: define the opacity level for the arrows     Advanced customization There is additional customization can be done by the support team: Horizontal Bar Position: bottom (default) /top Vertical Bar Position: right (default) / left Is this article helpful ? YesNo
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Yes. There is a daily/weekly Recommended Assets email report that can be configured to be sent to users. Recommended Assets Report This email report includes all the pieces of content and count of clicks on the Content Recommendation Bar. To customize which automated email report the user receives, see: Email Reports - Marketo Docs - Marketo User Manual .
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No - It’s done automatically and behind the scenes. The algorithms used by our proprietary technology automatically present relevant content to your audience segment using digital behavior, keyword search terms, and firmographics such as: geolocation, employee size, revenue size, and industry. The recommendation engine uses predictive analytics and machine learning to predict which content asset will most likely to be individually relevant for each one of your website visitors to read.
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The IP geolocation lookup for ISPs (Internet Service Providers) is 95% accurate, the reason is that they use different physical proxies and change their routing more often. Over time we follow the changes and update our database continuously. For known leads - the system tracks your leads regardless of their current IP so you can also use the lead database fields (like scoring). Is this article helpful ? YesNo
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Welcome to your Marketo Account Group.  This is a group area that is private to your company.  Only people that your Marketo Support Admin invites to this space can be involved in the conversations you have and the content that you create. You might be asking yourself how you are going to use this space or how does this space benefit the work that you are going to do?  You can think of this space as our toolkit, meeting room, notebook, communication portal all wrapped up in one convenient location. Here are a few ideas on how this space can be used. Communication with your team Use this area to start your own discussions or use it to ask your own team questions.  If you are working on a project, you can list our tasks, activities, and milestones to be shared and updated with your team.  Work efficiency always involves everybody staying informed and the key to that is a single source or information. Build your own Marketo Reference Kit Utilize the wealth of resources that Marketo has by creating your own reference kit of Help Articles, Support Solutions, Videos, and posts that you and your team find useful and will be useful for any new members to are added to your group. Record your Marketo history Marketo is a powerful tool  that offers a lot of flexibility and features in building your campaigns and communications, but all the logic and thought behind how your work is structured can be lost if someone else needed to. Create your own documentation and content If you have customized solutions or FAQ's that would benefit your team, you can create your own documents that are visible only to this one space.  Use this space as a private repository of knowledge for your team.  If you feel your content can be a benefit to the rest of the community, you are always welcome to share with the rest of the Marketing Nation. A link to Marketo Support If you have a problem that requires some assistance from the experts, your authorized support contacts can use the CaseConnector app in this space to submit a ticket to our support team.  The CaseConnector is also used to manage your current cases and view your closed cases also. A Customer Account Manager channel Your Marketo Customer Account Manager can use your space to contact you and check in to ensure that your goals are on track with the work that is being done.  Post a discussion and @mention your CAM and they can respond to you and your team. So there you have it, just a few ideas of how this Account Group can be used.  There are countless other ways to take advantage of this private are and the different actions that you and your team and build on.
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Note: Marketo Technical Support is not set up to assist with troubleshooting custom JavaScript. If you need to modify JavaScript, please ensure that you have access to an experienced JavaScript developer. Is this article helpful ? YesNo   These instructions show you how to dynamically show the State field and make it required when a user selects United States or Canada as the country in a form.   Note: This solution will not work with progressive profiling enabled. We will work to improve it in the future
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Note: Please ensure that you have access to an experienced JavaScript developer, because Marketo Technical Support is not set up to assist with troubleshooting custom JavaScript. Is this article helpful ? YesNo   The default subscription management records the email address through hidden fields when users click the unsubscribe link in emails. A simple JavaScript can capture the email parameter and pre-populate a visible field. Drag and Drop a "Custom HTML" object into the top of the unsubscribe landing page. Add the following code:   <script language="Javascript" src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script src="/js/public/jQueryString-2.0.2-Min.js" type="text/javascript" ></script> <script>   // to set cookies.  Uses noConflict just in case   var $jQ = jQuery.noConflict();   var pEmail = $jQ.getQueryString({ ID: "Email" });   document.getElementById("Email").setAttribute("value", pEmail);   </script>
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Say you want to build a form with a field that dynamically adds an extra field when a certain answer is selected.  For example, you can ask customers if they want to be called by a sales rep.  Is this article helpful ? YesNo
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Issue: I need to use a comma in my value list, but Marketo uses the comma as the break between different values. Select One, Not at this time, Yes, within 30 days, Yes, within 60 days Solution: Begin your value list with "\|||\" and use "|||" instead of a comma between each value. \|||\Select One|||Not at this time|||Yes, within 30 days|||Yes, within 60 days Nice work! You can now use commas in the text of your Value List.
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Note: Please ensure that you have access to an experienced JavaScript developer, because Marketo Technical Support is not set up to assist with troubleshooting custom JavaScript Follow the steps described in this article if you want to force a checkbox to always be checked regardless of the database value - for instance, an email opt-in checkbox.  Get the field's ID First, get the HTML ID for the form field you want to edit.  In Design Studio, select a landing page that contains the form and preview the page. View the HTML source code of that page and find the field you want.  The fastest way is to search for the label that you used when you created the form, such as "Opt-In". Search for the "id" attribute in the "input" tag for that field.  Below, the id is "Opt-In". <label>First Name:</label><span class='mktInput'><input class='mktFormCheckbox' name='Opt-In' id='Opt-In' type='checkbox' value='1' tabIndex='1' /><span class='mktFormMsg'></span> Setting the checkbox Write Javascript to change the value of that field.  This example uses the jQuery "attr" function to set the value to true (checked). Change the highlighted yellow bits below with the name of the field. <script language="Javascript" src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script type="text/javascript">     // use no conflict mode for jQuery   var $jQ = jQuery.noConflict();     // when the page is ready, change Opt-In   $jQ(document).ready(function() {     $jQ('#Opt-In').attr('checked',true);   }); </script> When you're done, add the Javascript to your landing page by dragging in a Custom HTML element on the page, then paste in this code.
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To customize the validation message, you can add javascript to the template of the landing page the form is on.  Unlike default language settings on a form, customized messages work only on landing pages using the modified template. Note: Please ensure that you have access to an experienced Web developer. Marketo Technical Support is not set up to assist with troubleshooting code. Open up your landing page template for editing. For all languages you wish to modify, paste this javascript code (with your modifications) at the end of your template before the </body> tag.  For more languages, see this javascript file. <script type="text/javascript"> Mkto.messages = { English : { required : "This field is required", selectRequired : "Please select a value for this field", emailInvalid : "Please enter a valid email address", telephoneInvalid : "Please enter a valid telephone number", pleaseWait : "Please wait" }, French : { required : "Ce champ est requis", selectRequired : "Sélectionnez une valeur pour ce champ", emailInvalid : "Entrez une adresse e-mail valide", telephoneInvalid : "Entrez un numéro de téléphone valide", pleaseWait : "Veuillez patienter" }, German : { required : "Dieses Feld ist erforderlich", selectRequired : "Wählen Sie einen Wert für dieses Feld", emailInvalid : "Geben Sie eine gültige E-Mail-Adresse ein", telephoneInvalid : "Geben Sie eine gültige Telefonnummer ein", pleaseWait : "Bitte warten" } }; </script> Tip: You can include multiple languages in a single template.  The language selection on the form will determine the language that gets shown.
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