amdSmartSights

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Joined the community 29-09-2024

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Flow help - Lead Update vs Lead assigning to Queue

by amdSmartSights 10-16-2024

I have a campaign flow with a Sync to SFDC step. I want new Leads assigned to the Queue and existing Leads to be updated. I need help with the proper steps or adjustments. My current flow reassigns existing Leads to the Queue. If I add 'If: SFDC Type is not Lead, then new leads will not be assigned ...

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680 0 2
Re: Marketo to Salesforce Syncing issue, updating Contact and creating...

by amdSmartSights 10-09-2024

@namattison Thank you for the reply; I was able to correct the contact issue by incorporating IS NOT Contact during the Change Owner step. However, we still have leads reassigned to the queue instead of updating them if they already exist in SF. However, we do not have a 'Sync Person to Salesforce' ...

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1328 0 2
Re: Assigning the record to a queue

by amdSmartSights 10-04-2024

This helped fix our issue. We had contacts being created as leads in Salesforce. @Darrell_Alfons2 can you help solve this additional issue...I used IS NOT Contact, Lead. Then assigning to a Queue. The Lead is not assigning to the Queue. It stays assigned to the Marketo user. I attached a screenshot ...

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878 0 0
Marketo to Salesforce Syncing issue, updating Contact and creating a n...

by amdSmartSights 09-29-2024

We are having a sync issue. The customer fills out the web form and Marketo syncs with Salesforce. Marketo is updating the existing Contact in Salesforce, but also creating a new Lead. We do not want the new Lead created if the Contact exists in Salesforce. We only want the Contact updated. We only ...

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1516 0 5

Salesforce Salesforce Campaign Sync Sync to salesforce