HumlDavid

Level 2

Joined the community 07-03-2022

Level 2

Global Marketing Operations Manager

Brussels

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First Touch Attribution - Sum of credits does not make sense

by HumlDavid 06-19-2025

Hello professionals,I would like to get suggestion from others what could be the root causeScenario:We use First Touch attribution, in implicit model. In Program Opportunity Analyser I isolated a single opportunity as an example - see attached. Opportunity has 1 contact role (should not be relevant)...

Discussions

194 1 0
Re: Subscription in Advanced BI Analytics

by HumlDavid 05-27-2025

Thank you @SaurabhGoyal_GN Indeed I can go back, however note "beta will run through June 1, 2025, upon which time the classic experience via “Revenue Explorer” will be permanently deprecated" (source) is a bit unclear on the future. From the same page they are addressing subscriptions with a bland...

Discussions

842 0 0
Subscription in Advanced BI Analytics

by HumlDavid 04-28-2025

Hello Nation,We recently got access to beta of Advanced BI Analytics. I cannot find anywhere how to subscribe to the report to receive the table regularly sent to my inbox. Like I used with RCA reports in Analytics.I saw somewhere it being mentioned it should be possible, but I must be blind or real...

Discussions

973 0 4

Advanced BI Analytics Analytics Reporting subscribe
Re: How to capture the acquisition program with a trigger campaign?

by HumlDavid 01-24-2024

Darshil,I tried this suggested solution, unfortunately this did not work form me as this token is not applicable for Acquisition Program field. Any other suggestion.

Discussions

2242 0 1
Re: Leveraging High-Intent First-Party Data from Conversations: Enhanc...

by HumlDavid 01-02-2024

Hi Zoe,We are not using Dynamic Chat, but currently switching from Drift to Salesforce. How I am going to handle this splitting dialogues to two groups:- Subscription, something like "subscribe to our newsletter". For those we do all opt-in data in the background, they are eligible to be emailed. - ...

Blogs

1413 1 0
Performance Insight - Different Currencies

by HumlDavid 08-04-2022

Right now performance insight supports only $ USD and do all the calculations based on Opportunity Amount. We are supporting in Salesforce opportunities in multiple currencies - which is not reflected in Marketo's reporting suite. E.g. 1000 KRW = 1000 USD in Performance Insight which makes any metri...

Ideas

1098 0 1

opportunities Performance Insights
Re: Flagging used Custom Objects record from Marketo?

by HumlDavid 07-05-2022

Hi Darshil,Thank you so much, that was exactly what I need, didn't even know this trigger exists.We just tested it and works as expected + I was able to simplify the code. Thanks again.

Discussions

1966 0 1
Flagging used Custom Objects record from Marketo?

by HumlDavid 07-04-2022

Hello,I have a use case where I am not sure how to follow, will try to summarize:We have an internal system where customers can login and send themselves a packing slip (or other documents). It creates a custom object record in Marketo and triggers an email where link is populated via a velocity scr...

Discussions

1994 0 3
Re: SFDC Lead Record Types - handling new leads

by HumlDavid 04-07-2022

Hi Amy,We are on the same wave 🙂 From Marketo perspective it's a no-go and we successfully pushed back. To my understanding creating a brand new lead with a campaign specific record type would allow attribution to these efforts (we call it "ABM", but it's far from ABM initiative). I would prefer t...

Discussions

2982 0 1
SFDC Lead Record Types - handling new leads

by HumlDavid 03-31-2022

I have a an odd request from our Sales team, but I would like to check if I am missing anything. We want to run a specific campaign and demand from form should be creating new leads with a new record type ID even if they already exist in Salesforce (under different record type) - create a duplicate....

Discussions

3033 0 4