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Hi @AWmindtree , thanks for your response. However, I doubt if it's an issue with respect to SFDC sync or permissions as it should affect all the records (leads or contacts) but I can see ~2% of my records populating with SFDC id on Account field.I am talking about the non Id value on Account field ...
Hi All, I was looking through my Marketo Lead Database records and observed that majority of the records who have SFDC type = "Lead" or "Contact" is having either the Readable non Id value in Account field or Null value. On the contrary, I checked for the records who are either "Lead" or "Contact" a...
Hi Everone, Looking out for someone who can help me in clarifying my doubts mentioned above.
Hi All,The idea to change the field type in SFDC and Marketo looks fine from a technical point of view to automate my process. However, I need to understand the implications of changing the field type from "String" to "date" or "date/time" in my case on Marketo and SFDC both in below mentioned aspec...
Thank you @Darshil_Shah1 and @SanfordWhiteman for your valuable time and inputs.
Hi Darshil,Thank you for the response. This is a "String" type field created in Marketo as of now.Do you think we should make it a date/date time field to create any sort of automation which removes the yearly maintenance headache of updating these smart lists (by changing the year everytime )?
Hi All,We have some smart lists which utilizes "Residency Graduation Year" as a filter. In this filter we manually input the year as per the data requirements.For say, we want a list of records who have completed the Residency Graduation last year (2022). Here is the snapshot of smart list for refer...
Hi Darshil, One quick update - I tested this scenario where I have placed all my required internal stakeholders email address in the "To Other emails" section of Send Alert flow step and they all recieved the email deliveries just after the "Send Email" flow step runs. However, I have a doubt here -...
Hi Darshil, Thank you for the response. Actually I am using "Send Alert" flow step for my internal marketers who just want to recieve all the email deliveries right after it gets sent to the target audience so as to ensure the look and feel of email is appropriate.Because there are cases when they h...
Hi All, I am using a "Send alert" flow step to notify my Internal recipients (seedlist) about all the email deliveries so as to avoid the communication limits issue (daily/weekly limits) for them. However, I can see that using this method, it's showing all the names of seedlist recipients in the "cc...