Jeff_Smith3

Thanks for the feedback, and I've bookmarked Agical on your blog to give it a try. For my gmail links, I have been using kalinka, but I'll give this a try for that, as well. I'm not sure what you mean by "have a test box that represents your real-world audience". What are the steps to getting that s...

That's good to know. What would happen if I wanted to export program membership, but didn't have Excel access?

Hi Anna,This is for access to Account Insight, for those who have ABM.Invite Users to Access Account Insight - Marketo Docs - Product Documentation

Thank you! Looks like we might need to look for another solution to what we're after.

Last response to this, I promise. I really appreciate your help!The thought was when the Marketo assignment rules assign the owner and push that over, it would also assign that person in the custom “Marketo Owner” field. When Marketo performs the Change Owner update, is it not actually pushing a nam...

One follow up question if you don't mind. I'm finding that I get a sync error with my tests because the Marketo Owner field was set up in SFDC as a lookup field to the user. When I asked our admin why it was set up that way instead of as a text field, she said, "I have to have it as a lookup so I ca...

So the trigger would be Owner Changes (Owner name is not empty), and the flow would be Change Data Value (Attribute: Marketo Owner, New Value: {{lead.Lead Owner First Name}} {{lead.Lead Owner Last Name}}). Is that how you'd do that? Hmm...maybe I was overthinking the need to have owner map to the cu...