Nicole_Mossinge

Usually, new SFDC fields become visible in Marketo after the next sync has started. The schema is one of the first items that are synched, before leads, contacts, accounts, etc. are updated. If you are in the Admin - Field Management, you may have to refresh your browser to see the new field.However...

Jeff nailed it.Are you still working with a Marketo Enablement Consultant? If so, as him/her about setting-up your sync to SFDC in a Sync or Lifecycle Campaign.There are two philosophies on when a lead should be synched:1. Sync all leads to SFDC immediately, but hide them from sales until they becom...

I feel your pain - have been through this twice in my Marketing Automation career.You should consider taking this opportunity to switch your address blocks to snippets. Then you have one place to make address updates, across all emails, regardless of templates.

Interesting moments are not synced to SFDC - they are displayed in Sales Insight, which is a plug-in for Salesforce. However, the data still comes from the Marketo system.You can certainly create interesting moments based on the Opened Email Trigger.Keep in mind that we can't always see that an emai...

Here is the challenge: Once the field was filled-out, it will be pre-populated next time the lead visits a form -- unless it's a progressive profiling form, of course.In such cases, you need a Marketo only field to capture the information in the form, and then some logic (a campaign) to transfer tha...

Hi Colleen: Here is how I would approach this: 1. Create a custom "How did you hear about us" field in Marketo (custom fields created in Marketo will not sync to SFDC). 2. Add the field to your form 3. Create a campaign that triggers off of the form fill-out. In the flow, use a Change Data Value fl...

Hi Heidi:I can't explain the wording of the message, but I have a suspicion of what may be the cause for the failed import:When you create the fields in Salesforce, they come into Marketo as "Integer" (number) fields. However, in order to use them for scoring, Marketo requires them to be switched to...

Hi Kelly:You can base the transition from MCL (Marketing Captured Lead) to MEL (Marketing Engaged Lead) based on any activities that are relevant in your buying process. Particularly when it comes to events, you can leverage the Program Statuses; "Visited Booth" at a trade show si certainly one of t...

Alternatively, you can create yourself a custom status field on both the Lead and the Contact. This way, you can always see the current status of the lead in SFDC - regardless of whether it is a Lead or a Contact. I like to call this field "Lifecycle Status".My models always follow the status change...

When the email isl rendered for delivery, the