Chalo

Chalo

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Date Last Visited
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Joined the community 11-04-2024
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  • SFDC Marketo User Profile Change implications

    Hi all, Just a quick question for the community in case anyone knows / encountered a similar situation. After my earlier post, we're ready to remove our Marketo User in SFDC their Admin rights.We'll create a new profile with new permissions and assign them exclusively to him. Can Field Sync be affe...

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  • solved badge Re: Re-batch leads with no Acq. Program?

    Hi Sandford, Ok I get it. My last question is: how could I use that approach to batch the remaining database that don't have the Acq. Program?To my understanding, I could use that custom field or the default Acq. Program Name in the flowstep of the program and then have it completed there. I could l...

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  • solved badge Re: Re-batch leads with no Acq. Program?

    Hi Sanford, So we do have a field called Acquisition Campaign refering to a SFDC Custom Field. We've been populating that field till now that we're now going to switch to Acquisition Program. Ideally I'd like to do a flow that Acq. Program = Acquisition Campaign lead token Tho, last thing I remember...

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  • solved badge Re-batch leads with no Acq. Program?

    Hi all, We'd like to create an escalable process to stamp the acquisition program to our database. What would be the best way to do this?For the moment we used to do it on a program level, but there's a big chunk of our database that does not have it because we did not have it implemented in the pas...

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  • solved badge Re: Avoid SFDC from automatically syncing down fields to Marketo

    Hi Sandford, Thank you for replying. Indeed I think that having our Marketo User set up like an Admin in SFDC is a mistake which could be resolved by setting up a Standard User and assigning only the permissions it needs. However, we do have other integrations going on in SFDC which are Marketo rela...

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  • solved badge Avoid SFDC from automatically syncing down fields to Marketo

    Hi all, I'll go straight to the point. All of our SFDC fields for Leads, Contacts and Accounts are synced to Marketo and obviously we're not using all of them for our marketing campaigns. The SDFC Marketo user has Admin rights and has visibility to all objects and fields in SFDC.Ideally we would onl...

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    778 0 2
  • Stop Marketo from creating deleted leads in Salesforce

    Hi all, So we need to delete some leads from SFDC but want to keep them in Marketo because they're subscribed to a high value newsletter that is sent every month from Marketo. Just wanted to confirm if anyone has done something like this? I've done some research and found out about "Custom Sync Rule...

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  • Re: Why won't the Marketo search bar respect dashes while filter searc...

    Thanks Dave for your input. Will definitely write a suggestion in the Product Idea board, I feel it is non-sense that both search bars behave differently.

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  • Why won't the Marketo search bar respect dashes while filter search ba...

    Hi, So I'm implementing a naming convention in my org. I've always used dashes to separate say: regions, audiences, dates, etc. Thing is I would like to be able to search by type of program --> Operational = OP.But whenever I insert OP-in the Marketing Activities' search bar it will show any asset t...

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  • solved badge Re: :censored: pagingToken

    I'm using Zapier 🙂

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    1171 0 1
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Date Registered ‎04-11-2024 07:44 AM
Date Last Visited a week ago
Total Messages Posted 23
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