Jay_Jiang

Sorry I didn't read your post carefully the first time.If you want to prevent data going from Salesforce to Marketo, change the visibility of the record to be hidden from the Marketo sync user.

If you have a salesforce developer, ask them to try create an Apex class and trigger to "migrate" the task from the contact record to the parent account record

Unfortunately there isn't as in-depth of a guide for Velocity as there is for AMP. Check here for starters though: developers.marketo.com/email-scripting/

You can probably piece together an accurate picture with your own knowledge from using Marketo and docs from the developers site developers.marketo.com

I would say create a unique email field in SFDC which does a before insert validation, but you actually have a 2nd issue. If you prevent the sync of the duplicate, you disconnect the activity history of the new lead with the lead in Salesforce.You might want to consider looking at writing Apex class...

Since you're using wordpress, if you have php developers in house and should you wish to DIY, you can achieve the simplest form of automation by triggering an API call to schedule a "listener" batch campaign while passing just the blog content as html to a Marketo token

Are you saying your sales people are creating Account records and Lead/Contact records separately?In that case a lead needs to be converted and added as a contact under the account record.

You can set a default company name for empty values by going to Admin => Salesforce => Edit sync options

If you don't have an in-house resource with coding skills, you will be limited in the kind of business problems you will be able solve. or just be able to solve at a slower pace if you decide to outsource.Depending on how complex your martech stack is, getting the most out of web technologies nowada...

In general, there are people who are policy/process driven and are great at coming up with frameworks, best practices. Then there are people who are technically driven and are great at solving problems. You need a mix of them.Another way of approaching it is what does your remit include? You find th...