Raj_Jain
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New York
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Solution
02-20-2019
08:38 AM
Yes I built the list and its working- thanks @Ronen and @Sanford
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02-20-2019
08:12 AM
Ronen thanks for your response. It certainly helps with my particular use case and I have taken your suggestion. That being said I'm still wondering if this type of "Activity" report exists natively or if I will always have to use Smart Lists as a type of work around Lets see if there are other responses- if not I'll remember to mark your answer as correct
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02-20-2019
07:50 AM
Troubleshooting question: Is there a way for me to search for all records with a specific activity in the activity history? In this case where 'Activity Type' = Sync Person to SFDC and 'Detail' contains failed I am QAing and troubleshooting something that happened with API based forms on our website. I have since corrected the issue but I want to check with other leads were affected if any during the time that the form was not working.
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02-11-2019
05:59 AM
Yoav Guttman what happened with this. I am trying to the same- using the SFDC Task and/or Event type activities. I agree subject constraint is not enough. That what we are using right now. but as we introduce different sales tools like Gong and Salesloft it would be great to track and trigger based on that sales activity using Marketo. Can we add a custom "Activity" type field in Marketo that synch to SFDC? Did you find a solution to this?
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01-14-2019
11:27 AM
1 Like
I have the same question
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11-24-2018
12:23 PM
Nice solution here Christina. I am doing something similar and its working well enough. But how are you limiting your smart lists sets with this type of configuration to get people to the correct programs? I have a similar instance and I feel like I need more flexibility when getting the lead to push through the Marketo program I have set up.... That's because for example, if I was using MKto embedded forms there would have no problem since program entry would match on the "form id" value etc. but with API these types of attributes become ineffective... How are you directing you inbounds through the right programs when using our type of API heavy setup? Are you facing this type of challenge?
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11-20-2018
08:00 AM
Yes,"Form Filled out" is a custom SFDC Field. However, it looks like "filled out From is native to Marketo? What are the properties of that field? I don't see a written value for that attribute in the lead detail of that members that are included in a smart list I configured to see the results of that field against a particular value. Nor do I see that there is a standard/custom field from that attribute...
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11-19-2018
02:28 PM
Hi Jay- yes that's probably what we will end up doing. Still, it would have been nice to have more flexibility with the filters
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11-19-2018
11:37 AM
Hi all, Right now we are tracking our sales activities (eg. calls, face to face meeting, email, 1st meeting, second meeting, qualifying meeting) using tasks/Events in Salesforce. In Marketo, I would like to filter based on this data using it to add people we have completed Sales activities with into a Salesforce campaign using a Marketo campaign. here are the screenshot examples How can I add additional filter constraints in Marketo to create an effective smart list? For example task 'type' would be really helpful to have. Does anyone have any other ideas if this is not possible?
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10-30-2018
01:56 PM
Yes, I was making the case but our website performance (which also affects SEO) is compromised which is why we switched from forms API in the first place- as well with the current approach the page renders all at once which is a better user experience especially on our homepage. We use the forms API for pages where performance an UX are not as paramount.
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10-30-2018
10:42 AM
FYI - We are using API forms and this value was being overwritten by "null" value specified a line of code in the form element on the webpage...
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10-10-2018
01:49 PM
Again, it's not that there aren't some acceptable justifications for turning to the API, and even a few very good ones. But exposing the Munchkin ID isn't in either group! Sanford Whiteman Curious to learn more about of these acceptable justifications you mention? Which are the very good ones? I'm wondering because I have inherited an instance which relies heavily on API...
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09-27-2018
07:07 PM
has anyone evaluated Leandata vs Enagio? What are some of the reasons someone might choose one over the other?
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09-26-2018
08:46 AM
1 Like
Is anyone using Marketo Sky. Any success Stories? New York User Group
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09-24-2018
12:16 PM
amazing thank you!
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09-24-2018
11:18 AM
Grégoire Michel what can be done then if you must change the channel tags of existing programs that are synched to SFDC? What are the types of issues are you referring to above that will be created?
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09-21-2018
07:54 AM
Hi all, When a contact is created in SFDC via lead conversion, does Marketo recognize that as a "new person created" even though it was an existing lead that was simply converted to a contact?
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09-13-2018
02:08 PM
Yes we were recently affected by bot activity that hijacked our Marketo form. Fortunately, the bot was using the same IP each time so I set a flow step to block the activity based on IP.
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09-12-2018
08:09 AM
What if you were changing the email address only. For example, I already have an API user set up- I want to change the email address of that same user from " Marketo@mydomain.com " to " Marketo2@mydomain.com "
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09-12-2018
07:50 AM
HI All, I would like to change the Email and username for the Marketo synch user. I am planning to make the changes in the SFDC user license/profile we have set up fo the Marketo synch. Since I am not setting up a new SFDC user nor transferring the synch to a different user, If I update the email address/username in SFDC will that serve my purpose? Will it break anything? For example, the email address for the synch user is marketo@mydomain.com --> I simply want to change the email address/username in SFDC. Otherwise, must I create a new user in SFDC then delete the old one?
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08-28-2018
01:57 PM
yes but how should i get to the bottom of it? Seems like you are saying blocking field updates is a band-aid soluton
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08-28-2018
12:50 PM
Hi Community, I'm seeing that the Marketo is overwriting and in some cases changing to "null" the value in my lead source field. Upon reviewing the activity log the action is coming through from the web service API. (See screenshot) Has anyone else seen this type of activity? How can I correct the problem so that my lead source values are not deleted?
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08-15-2018
12:56 PM
I have some logic in my Marketo instance such that if a record 'is deleted" in SFDC then it removes the record from ymMarketo instance Recently there was a mass deletion of contact records in our SFDC instance. I have since restored those contact records in SFDC via the recycle bin. I haven't seen those records show up in my Marketo database yet... will they come back via synch? What is the best way to add them back into my Marketo database and make sure it inherits the old Marketo values from the SFDC record that was restored?
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08-15-2018
11:40 AM
What happens in Marketo when a lead is restored from the SFDC recycle bin?
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07-31-2018
01:10 PM
07-31-2018
12:44 PM
Hi all , Can someone tell me about the difference between these two types of triggers?
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- Tags:
- form
- trigger help
Public Statistics
| Name | Raj Jain |
| Location | New York |
| Date Registered | 06-24-2018 01:10 PM |
| Date Last Visited | 01-28-2020 02:05 AM |
| Total Messages Posted | 28 |
| Likes Received | 2 |
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