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Thanks for the great advice, Justin! Makes perfect sense.
I think I read an article that it's best practice to only use the "Lead is Created" trigger once in your instance. This was over a year ago though...can't seem to find the link. So I guess I'm just asking for validation if that is true or if it's ok to use this trigger whenever needed in multiple sm...
I'm finding myself having to use the "Lead is Created trigger" in several smart campaigns (around 10 currently) but can't figure out a way to get around it. Is it bad to use it multiple times?I thought using "Data Value Changes" would work instead for most cases of what I am trying to do, but I'm fi...
Our sales ops team accidentally changed the value for "Lead Source" for a few dozen records in SFDC, and I'm trying to figure out if there is a non-manual way to reverse it through Marketo. Is there a way to see for all affected leads what the previous Lead Source value was and then change it back t...
Hi Greg - yes, I understand that. The rules were activated for multiple reasons, mainly to ensure that sales users do not create duplicates.
Wondering if anybody has noticed this, but since SFDC came out with their new release 10 days ago or so, I started noticing this error on the Results tab of my smart campaigns that are syncing people to SFDC campaigns. Failed: UNKNOWN_EXCEPTION: You're creating a duplicate record. We recommend you u...
Scott Wilder - I see my profile page is updated but I still don't seem to have the badge.
Scott Wilder - I got certified on 5/11 at Summit and still don't see this in my Community profile. Can you please add it? Thanks in advance!
Thanks Greg! There were some additional fields that were hidden from the Marketo sync user so I'd rather just delete everyone and sync them over again now that the fields are unhidden. Nobody has activity history anyways as you said. Great advice on the "force update" field - we'll try that.
Hi Pavel,Great outline, but the main issue is that I don't have a way to identify who to delete out of Marketo. They all had a field called "Hide from Marketo" checked but it got unchecked during the SFDC migration. That is why I'm looking to see if it's possible to delete everyone out of Marketo.Th...