Raj_Jain

Raj_Jain

Contact Me
Online Status
Offline
Date Last Visited
‎01-28-2020 02:05 AM
Level 2
Joined the community 24-06-2018
Rank Icon Level 2
New York
  • solved badge Re: Activities Report that Returns Person Records- Trouble Shooting Be...

    Yes I built the list and its working- thanks @Ronen and @Sanford

    image_type
    Discussions
    2785 0 0
  • solved badge Re: Activities Report that Returns Person Records- Trouble Shooting Be...

    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 aroundLets see if there are other respon...

    image_type
    Discussions
    2785 0 2
  • solved badge Activities Report that Returns Person Records- Trouble Shooting Best P...

    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 failedI am QAing and troubleshooting something that happened with API based forms on our website.I...

    image_type
    Discussions
    2822 0 4
  • Re: Salesforce Events in Marketo?

    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 o...

    image_type
    Discussions
    2515 0 1
  • Re: Salesforce Sync Error: Non-Actionable Error

    I have the same question

    image_type
    Discussions
    6482 1 0
  • solved badge Re: Submitting Lead through API, Can I set the Source or Reason?

    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 pus...

    image_type
    Discussions
    3913 0 0
  • solved badge Re: Filled out Form vs. Form Filled out

    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 th...

    image_type
    Discussions
    8044 0 2
  • Re: Creating a smart List using Salesforce Tasks

    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

    image_type
    Discussions
    2158 0 0
  • Creating a smart List using Salesforce Tasks

    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...

    image_type
    Discussions
    2362 0 2
  • solved badge Re: API- Lead Source

    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 AP...

    image_type
    Discussions
    4477 0 0

Top Badges Earned

Customize up to 8 badges at the top of your trophy case for all other Community members to see!Customize up to 8 badges at the top of your trophy case for all other Community members to see!
  • Boost 1 Boost 1 Earned on 2.08.21 Earned by 3992 people Select to learn more
  • Applaud 5 Applaud 5 Earned on 2.08.21 Earned by 1841 people Select to learn more
  • You're It You're It Earned on 2.04.20 Earned by 1872 people Select to learn more
  • Opinionated Opinionated Earned on 2.04.20 Earned by 254 people Select to learn more
  • Onboarding Onboarding Earned on 2.04.20 Earned by 250 people Select to learn more
  • Groupie Groupie Earned on 2.04.20 Earned by 5320 people Select to learn more
  • Get Comfortable Get Comfortable Earned on 2.04.20 Earned by 146 people Select to learn more
  • Appreciative Appreciative Earned on 2.04.20 Earned by 560 people Select to learn more
Public Statistics
Date Registered ‎06-24-2018 01:10 PM
Date Last Visited ‎01-28-2020 02:05 AM
Total Messages Posted 28
Likes Received 2
Likes from