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I've tried to trigger off a change in Company Name. It works for non-Salesforce contacts.For account name changes from Salesforce, how do I catch those? There doesn't seem to be an activity written in Marketo when the update happens in Salesforce so it doesn't detect it had occurred.Any thoughts? T...
Bummer. Thanks. I was hoping to get alerts when they didn't match in real time.
Hi - Does anyone know how to compare values for two fields so that you can see the non matching ones.Example of a Filter I tried that didn't work: Company Name: is not {{lead.Company Name Shadow Field}}Can I not use tokens in field name filters? Does anyone have another way to do a comparison bet...
Thanks John and Jamie! - I figured it out. It turned out that when a sandbox was refreshed from production, the URL to the form was hard-coded and pointed to the form in production and not to the sandbox. Once I changed it out to point to the form in the Sandbox, everything worked. (Sorry it took ...
We just copied over production to the sandbox. I tried to run through a form that works in production but it doesn't seem to work in the sandbox. Are there certain features that don't work in the sandbox environment or did the copy not get set up quite right? Thanks!
Thanks for the ideas. I'd assumed I'd need custom javascript to hide the button but I don't have scripting knowhow to figure it out. Covering the submit button is an interesting way of hiding but I assume I'd still have to accompany this with javascript to honor the visibility rules. I know it seem...
Has anyone selectively hidden the submit button on a form?I have visibility rules set up to show specfic questions or messages depending on the value selected for the initial field. For one of the options, I'm displaying a message with self-service links for the users to go to rather using our form....
Thanks Mark. We're currently using a different type of CRM system (InterAction) so we're hoping to keep the subscription history in this CRM in sync with Marketo.The salesforce aspect is good to know since we're strongly considering a switch to salesforce eventually.
We would like to allow people to subscribe to our mailing lists by topic/type of periodical we send out. Is there a best practice to do this?We're new to Marketo and in our current CRM system, we have these lists set up as separate folders (36 different folders). With our current, non-Marketo subscr...