Katja_Keesom

The native sync currently hinges around the core objects of Lead/Contact/Account/Opportunity. I do come across use cases more and more frequently though where the Account-Contact Relationship in SFDC manages more complex relationships between a contact and multiple accounts. Use cases range from ext...

At the moment it is only possible to manage Person records in the Marketo UI and to some degree also Company records. That means that anything else needs to be handled via CRM or the (especially with custom integrations) via the API. I am fully onboard with not allowing any marketing user to freely ...

It has come to my attention that some Company records remain in the database, but are not visible any longer, even via the API. This is the use case:A lead gets created with some Company fields populated (e.g. via a form fill). To store these Company values a record is created on the Company table, ...

I came across a really strange one this week. On the Sales Person, a standard field is available for the mobile phone number. However, this field is not visible in Marketo's UI. So even if there is data being sent there from CRM you cannot leverage this data via a token to communicate this number to...

When a custom object record is created it is associated with a person or company record based on the link field. When that company or person is merged with another record, where the other record is the surviving one, the connection of the custom object is not carried across to the surviving record. ...

Somehow it doesn't seem possible to trigger off the program member field "webinar url" being populated. This has best practice programs putting in random wait steps in the registration process for the field to be populated before the confirmation email is sent. If we could trigger off this field bei...

I have seen a few questions on the discussion forum and have been wondering about it myself. When you set up a wait step with a duration you can set the "must end on" for a specific moment. Using this duration often has the purpose to make sure an email is sent within business hours. Setting the mus...

When setting up a custom object, you can only link it to a field that is visible to users or to the Marketo Id of either the person or the company. As for integrations it adds a level of complexity to maintain a repository of the unique Marketo Ids as mapped to the externalCompanyId it is a bit stra...