SanfordWhiteman

SanfordWhiteman

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I'm a web, database, and network architect based in NYC, with specializations in the financial services, publishing, and SaaS sectors. I build complex Marketo integrations for companies large and small... and can make Marketo forms and emails do things you never thought possible! Check out my blog at https://blog.teknkl.com, which has Marketo-specific technical insights you won't see anywhere else, along with wider topics from my programming and systems work.
Joined the community 23-07-2014
Rank Icon Level 10 - Community Moderator
Chief Technologist
New York City
  • Re: Setting visibility for a record in Salesforce from Marketo End.

    If you set SFDC sharing rules to include a Boolean like Hide from Marketo then yes, you can change that field from the Marketo side and immediately break the sync (and all future syncs) for that SFDC record. However, I wouldn’t recommend you do it that way because it’s less than graceful (itinterrup...

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  • Re: Custom Sync Filter Using Multiple Fields?

    The filter field is expected to be a Boolean. You can manage that field with SFDC Flow/Apex to have it be the result of multiple contributing fields.

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  • solved badge Re: Re-entries After Marketo Purge Creating SFDC Duplicates: Matching ...

    the native sync creates a new Salesforce Lead instead of linking to the existing record. This is causing a lot of duplicates in SFDC.This is expected behavior. Marketo has no choice if there’s no existing record in Marketo and you choose to sync the person to SFDC. I also assume you’re stopping Mark...

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  • Re: Campaign Status Updating

    That's typical.

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  • solved badge Re: Best practices for loading test data

    “Best” is too subjective, there are lots of test data generators out there. I like Mockaroo myself.

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  • Re: Check Best Approach for an Yearly Campaign

    I used the “in future X days” filter thinking that it would only consider date and month and not the year as the lease start date field is going to remain the same, and it successfully picked the records with the current year (2025) and the one set to 1990. No, it didn’t pick a date in 1990 as if it...

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  • Re: Check Best Approach for an Yearly Campaign

    Well, please don’t post ChatGPT hallucinations here. You must test to see if they’re even close to the truth. Can’t have a community polluted by false info. In this case, even without testing, can’t see how this passes the smell test. Is the year of someone’s Date of Birth field no longer filterable...

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  • Re: Check Best Approach for an Yearly Campaign

    Option 1:Create a new field called “Next Anniversary Date” and set it to the same day and month as the lease start date, but with a static year (e.g., 1990).This could exist at the opportunity level, since we’re updating the year directly from CRM—no need to make it a person-level field.Marketo woul...

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  • solved badge Re: Sending a single alert after a flow step

    @PeeyushSachdeva your suggestion will not solve the problem at all. That way, no matter how many people run through the nurture, your sales team only gets one clean alert per send instead of hundreds.This is false. Every person who runs through the nurture will request the campaign & every person wi...

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  • solved badge Re: Webhooks and SMS Sending Question

    This is a poor choice of architecture. It has a built-in race condition and isn’t reliable for professional use. It also cuts your sending capacity in half even when it works! If an OAuth token is required, you should send your webhook requests to an intermediate API Gateway service that manages (i....

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Public Statistics
Name
Location New York City
Personal web page https://blog.teknkl.com
Date Registered ‎07-23-2014 11:52 AM
Date Last Visited yesterday
Total Messages Posted 25,626
Total Tags 666
Likes Received 12315