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meet21

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Date Last Visited
‎01-05-2024 12:08 PM
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Joined the community 04-04-2022
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  • Re: Clarifications Needed on Salesforce-Marketo Sync: Custom Filters a...

    Hi,Thanks for reaching out. In our internal discussions, we often refer to each synchronized item as a "message," but it seems in the Marketo context, "record updates" is a more appropriate term, IDK. Essentially, we're talking about opportunities, leads, accounts, and contacts that are updated duri...

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  • Re: Clarifications Needed on Salesforce-Marketo Sync: Custom Filters a...

    Hi Steven, Thank you for your input. We're aware of the efficiency in checking records with updated timestamps. However, our main concern is with our current Marketo license tier, which limits the number of "messages" we can send daily. We've noticed that many irrelevant messages, triggered by updat...

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  • Re: Clarifications Needed on Salesforce-Marketo Sync: Custom Filters a...

    Hi Katja,Thank you very much for your insightful response. It really helps to clarify the functionality of the custom sync filter.We understand the importance of keeping the sync flag set to true for records that need to be visible on both platforms. However, we're encountering a specific challenge....

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  • Clarifications Needed on Salesforce-Marketo Sync: Custom Filters and S...

    Hello Marketo Community,We are integrating Salesforce with Marketo and have been following the official public Marketo documentation and some complementary material that we found (here and here). However, we've encountered some challenges and would appreciate insights from the community.Here are our...

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  • Re: Custom Sync Filter Issue

    Yes, we are using Salesforce (Financial Service Cloud).

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    769 0 0
  • Custom Sync Filter Issue

    How does the custom sync filter behave for Account & Contact Object synchronization (Person Account)? We observed that when the Custom sync filter (Account.Marketo_Sync_Required = false ) and the ( Contact.Marketo_Sync_Required = true ), updates made to the Account object are still synced to the cus...

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    786 0 2
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Public Statistics
Date Registered ‎04-04-2022 10:09 AM
Date Last Visited ‎01-05-2024 12:08 PM
Total Messages Posted 6