Adam_Benitez1

Adam_Benitez1

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Date Last Visited
‎06-15-2020 08:08 PM
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Joined the community 01-10-2012
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  • Salesforce Object Sync Numbers don't match SFDC report

    I recently synched a SFDC custom object called "Product License". When I run a smart list in Marketo, I get about 4x the amount that I get in SFDC. I've also previously noticed that the Opportunity numbers aren't exact either. Has anyone else experienced this? Are custom objects just not very accura...

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    Discussions
    1334 1 1
  • Re: Keep Populated Field Data for Custom Fields When Merging Leads

    Great advice. When I've used RingLead in the past, I made sure to keep an export so I could fix some not-so-ideal data populations. We now use LeanData for Routing and they also have an incoming merge feature that we're using so it's more systematic. They probably have records of the old data. I'll ...

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    Ideas
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  • Re: Keep Populated Field Data for Custom Fields When Merging Leads

    Yes, there would absolutely need to be conditions. This is especially true for source fields.

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  • Keep Populated Field Data for Custom Fields When Merging Leads

    I was just told by support, "For custom fields, the values from the winning lead will take precedence over the losing lead's values - even if the winning lead's value is currently null. This behavior is expected and there is not currently a plan for us to change that."I suggest that when the winning...

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    Ideas
    4546 11 7
  • Re: subscribe to interesting moments

    You would be getting subscriptions for the type you choose for the leads you choose. Unfortunately, it won't subscribe you to all Web leads if you choose "Web". Maybe try subscribing to "Web", "Email", "Milestone" for a lead you know will do some activity to see if it works.So just to clarify, you w...

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  • Re: subscribe to interesting moments

    Hi, Alexis.Yes, that's how you do it. There may be a couple of minute lag from when you click Subscribe though.To have their lead feed work, you'll have to check the RSS Feed setting in Admin > Sales Insight > Settings > RSS Feed.Enable RSS for Sales Insight - Marketo Docs - Product Docs

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  • Re: An hour to process an email?

    If you need to be able to make changes within 12 hours prior to launch and are using a regular email send program make sure you don't have other large campaigns running at the same time or they could be put in a queue to be processed after the others.And even despite this, if you have a shared Marke...

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  • solved badge Re: Can you suspend an entire account from receiving emails for a cert...

    I echo the two responses above, but would also run a trigger campaign with the flow step Devraj suggested. The Smart List portion of the campaign would contain three filters and filter it by "Any".The filters would be:1. Email contains "@emaildomain.com" (and any and all variations of the domain)2. ...

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    Discussions
    1933 1 0
  • solved badge Re: How to Have a New Field in Salesforce Sync to Marketo

    1 addition to this is that you want to make sure that you go into the "Set Field-Level Security" section on the field and make sure that you have the user that you use to sync data between the systems checked as "visible". In my case, our user is called "Talend Marketo Integration" so that user woul...

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    Discussions
    3469 0 2
  • Re: Adding to SFDC Campaign

    Obvious question, but do they have the same email address? If yes, then is the Contact already in Marketo? If the Contact isn't in Marketo,then even though it is in SFDC, Marketo won't know to merge the lead it has in Marketo with the SFDC contact, thus it will create a new record.

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Public Statistics
Date Registered ‎10-01-2012 03:08 PM
Date Last Visited ‎06-15-2020 08:08 PM
Total Messages Posted 47
Likes Received 34