AdeleBriggs

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Joined the community 31-03-2025

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Re: Syncing a new custom object from Salesforce

by AdeleBriggs 05-01-2025

thank you. I managed it all successfully. it seems I have an older version of the sync so I do have to halt the sync

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Syncing a new custom object from Salesforce

by AdeleBriggs 05-01-2025

My salesforce admin team have created a new object linked to an Opportunity.I wanted to check if this should be visible in Marketo? I have visited the Salesforce Objects Sync following these instructions https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/crm-sync/salesforce-sync/s...

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809 0 2
Re: triggers when it's based on an opportunity

by AdeleBriggs 05-01-2025

I've just tested this and answered my own question. I used a different stage to test on, and the email went to the contact on the opportunity. Just need to repeat it to make sure it works every time.

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563 2 0
Re: triggers when it's based on an opportunity

by AdeleBriggs 04-30-2025

thank you for the reply. if I use the opportunity trigger how does it know who to send the email too. What is the filter I need to make sure I have the correct person. I didn't know if I needed to add something in like, has opportunity so it identified the person. I don't have contact roles synced...

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584 0 1
triggers when it's based on an opportunity

by AdeleBriggs 04-30-2025

Hi, I'm just looking for a steer on the best approach... I want to set up a trigger to listen for changes in an opportunity, and then send an email. This will be a custom field = True and the Stage has changed to Closed Won. What is the best way to identify the recipient. is it best I identify the p...

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603 0 3
Re: when a field is showing a value of 0 or 1 what is the best way to ...

by AdeleBriggs 04-24-2025

thank you for the clarification.

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610 0 0
Re: when a field is showing a value of 0 or 1 what is the best way to ...

by AdeleBriggs 04-23-2025

Thank you Michael. I will have a go at this to see if I can get it to work. This is not something I've explored previously.

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647 0 2
when a field is showing a value of 0 or 1 what is the best way to add ...

by AdeleBriggs 04-23-2025

Hi, I am looking to set up an email using tokens. the problem I have is that the field in Salesforce is returning a value of 1 instead of the name of the field. for example, I want the email to say thank you for purchasing brand1 - the field in salesforce for brand1 if they have purchased brand1 is...

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667 0 4