Serge_Lamarche

Serge_Lamarche

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Date Last Visited
‎01-28-2020 02:05 AM
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Joined the community 30-10-2014
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  • solved badge Re: Program reports period covered

    The chat said it is not possible but it is a good idea to implement.

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  • solved badge Program reports period covered

    Hello, the programs tendancy and weekly members panels are currently showing for 3 months and one year respectively. Is it possible to have them extend to the whole period of the program?thanks,Serge

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  • Re: how to link a salesforce field in marketo

    Hi Justin,I made a little test. I changed the label name of the status field to xstatus in SFDC. In marketo, I went in admin > integration > saleforce > object sync and chose passenger object and looked at the field. The field is type formula text. After I resync the object, the field name is update...

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  • Re: how to link a salesforce field in marketo

    Hi Justin,Okay. One more question. Apparently, when I create new fields in SFDC, these fields do not show up in marketo. Someone else said that the sync has to be turned down to allow marketo to pick up the new fields. Do you know the full procedure to let marketo have all new fields, and is there a...

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  • Re: how to link a salesforce field in marketo

    Hi Justin,the contact object is the only one directly linked to marketo?By trigger, do you mean an actual SFDC trigger? It would probably be much easier to update a field in contact by formula, or by workflow.Still, I would like to know what status is showing up in marketo i.e. how does marketo pick...

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  • Re: how to link a salesforce field in marketo

    Hi Justin,You're right on. That is exactly what I was doing ie. HAS PASSENGER, with a constraint of, status = x, and the lead has many passengers over the years (and can have two in the same week). The idea is to send an email when the status = x in the passenger this year/this round, but the status...

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  • Re: how to link a salesforce field in marketo

    Hi Justin,okay, I have added the flow step Synch lead to sfdc. However, there, if I add choice, I can see that the status field in question is not showing up in the drop down list.I have the field security in salesforce reduced to nil, so the field is not hidden anywhere available.I can see the fiel...

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  • Re: how to link a salesforce field in marketo

    Hi Justin,very good answer. Yes, the field is available in the Smart list of course since it is a constraint. The field is of formula type, so your answer is very relevant. However, it is still not visible anywhere in marketo. I'll check later if salesforce security is hiding it.thanks,Serge.

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  • how to link a salesforce field in marketo

    Hello,I am newbie in Marketo.we keep having issues with marketo sending emails inappropriately. A campain is set to send email at a certain time according to salesforce fields values. I works too much. I have added a constraint in the smart list that looks at the value of a salesforce field called '...

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Date Registered ‎10-30-2014 12:40 PM
Date Last Visited ‎01-28-2020 02:05 AM
Total Messages Posted 10