HumlDavid

HumlDavid

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Date Last Visited
2 weeks ago
Level 2
Joined the community 07-03-2022
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Global Marketing Operations Manager
Brussels
  • First Touch Attribution - Sum of credits does not make sense

    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)...

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    Discussions
    200 1 0
  • Re: Subscription in Advanced BI Analytics

    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...

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    Discussions
    860 0 0
  • Subscription in Advanced BI Analytics

    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...

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    Discussions
    991 0 4
  • solved badge Re: How to capture the acquisition program with a trigger campaign?

    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.

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    Discussions
    2277 0 1
  • Re: Leveraging High-Intent First-Party Data from Conversations: Enhanc...

    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. - ...

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    Blogs
    1426 1 0
  • Performance Insight - Different Currencies

    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...

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    Ideas
    1105 0 1
  • solved badge Re: Flagging used Custom Objects record from Marketo?

    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.

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    Discussions
    1986 0 1
  • solved badge Flagging used Custom Objects record from Marketo?

    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...

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    Discussions
    2014 0 3
  • solved badge Re: SFDC Lead Record Types - handling new leads

    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...

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    Discussions
    3012 0 1
  • solved badge SFDC Lead Record Types - handling new leads

    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....

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    Discussions
    3063 0 4
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Date Registered ‎03-07-2022 12:54 AM
Date Last Visited 2 weeks ago
Total Messages Posted 10
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