Jay_Jiang

you mean like visibility rules? hide if field is not empty?

perhaps the easiest solution is to just put the calendar token inside a "button" i.e. a box with a border

a webhook for your use case would work similarly to a smart campaign maintaining a history field.I'd have 3 smart campaigns, one each for whenever new visited/quoted/purchased data is captured (however you're capturing these). Your flow would be to call the respective versions of the webhook (see be...

But owners can change down the track. I'm not following how the webhook service can check for the latest owner on a separate record without making an api call to Marketo to filter for those records.

provided country data is available for the newly created lead, you can match on multiple criterias to select the appropriate owner to assign

lots of ways to automate this, but all will require technical resources.I'd actually let Salesforce do the work here, keeping in mind marketo cannot dynamically change the system fields for sales owner. Instead, you would have to use a proxy field and build a smart campaign with choices for every po...

Having custom activities set up isn't so bad. if you have a spare data scientist lying around, I'm sure they'd appreciate the amount of data you're collecting and might give you a nice model in return.Barry Dupont To the problem at hand, regardless how you identify the the SKUs that a person hasn't ...

Yes this is annoying. Tip: you can use

Email address validation checks are not 100% accurate and you risk blacklisting valid email addresses. If you can accept the risks, go for it. N.B These do work better for B2C companies where your database mainly use free email services e.g. Gmail.com, Outlook.com, Yahoo.com etc...

Would write an Apex trigger on Lead object for this.