Jay_Jiang

I've worked with a company that did this (B2C), where they create a duplicate lead upon re-engagement and once qualified, the SDR merges it into the contact upon conversion. I personally don't like duplicate leads when you have an existing contact. However, this is dependent on what works for your b...

What's your use case? It's not possible with the native Marketo <-> SFDC sync but might be possible with a competent enough middleware platform. However, you need to determine how the fields ought to sync i.e. is it bi-directional? does one overwrite another or do they join together? Have you thoug...

I've replied in your colleagues thread (I'm assuming the other post with the same block of code is from your colleague), but, velocity tokens don't work outside of emails. For you to achieve what you need, which is conditionally changing the greeting depending on the first name value...can you not c...

if what you're annoyed with is new leads (technically duplicates) being created and not the fact that email addresses are being updated, use a proxy field. If you don't want email addresses being changed, print the token as rich text and not part of the form. You don't need the email address field i...

Open email is retained for 25 months according to data retention policy docs. Wouldn't you just use this for inactives in past 6 months and use 25 months for everyone else?

Unfortunately Marketo can only read the opportunity object, so achieving this out of the box is not possible. if the data value change is coming from the opportunity you're trying to create a task on, I can think of a way to achieve this by using trigger smart campaigns with velocity's special trigg...

Because you're measuring over a period of a week, you need a new custom field, something like "Weekly score".Create 2 new smart campaigns:1: A batch campaign to write lead score to the weekly score field and schedule this to run weekly2: A trigger campaign using Data value changes (don't use score i...

You don't want a triggered smart campaign merging leads automatically (and that's why it's not possible) If your API processes are creating duplicates then you haven't configured the logic properly and it's your code that you need to fix In the end, marketo has all the raw tools available for you t...

Amended again

A bit better?