About Erin_Komm

Erin_Komm · ‎06-08-2016

Hi All, Quick question about alerting. I've noticed that some of our alerts are being sent to sales reps that are no longer with the company (user account is marked inactive in SFDC). Right now, our Sales Operations team only transfers accounts after a rep leaves the company - so there are still leads "owned" by these inactive users. I was hoping to find a way to adjust my flow step (or create a segment) to check to see if the lead owner is active and has sales role (rather than support, operations, etc). That way I can add a choice to say if active sales user, send to lead owner, and default choice would be to send the alert to sales operations to assign/re-assign. Anyone have any ideas? Thanks!

Erin_Komm · ‎03-29-2016

Thanks both! Part of the issue is that we have so many daily training events and daily demo events that it's just too much to sift through (they have been going on for years so it adds up!) If any other SFDC has a similar name to those events (even though naming convention for demo and training is the same for each event) it can be impossible to see past. There are so many that Marketo doesn't event list all of our campaigns it just stops at a point. I'll check with support to see if there is anything I can do. Thanks, Erin

Erin_Komm · ‎03-28-2016

Hi All, Wondering if anyone knows how to remove SFDC campaigns that are no longer in use from Marketo. We have a lot of legacy SFDC campaigns, and it becomes difficult to create a smart list using the filter "member of SFDC campaign" with all of these old campaigns cluttering my view! Thanks in advance!! Erin

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Date Registered	‎06-18-2015 08:13 AM
Date Last Visited	‎01-28-2020 02:05 AM
Total Messages Posted	4

Prevent Alerts Going to Inactive Users

Re: Remove old SFDC campaigns from marketo view

Remove old SFDC campaigns from marketo view