Geoff_Krajeski1

Re: Can we rename this section of the community?

by Geoff_Krajeski1 08-26-2016

Scott Wilder,Sorry to see you go! You've been a great help to many of us in the Community! Wishing you the best in your future endeavors! -Geoff

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Re: Events page not loading

by Geoff_Krajeski1 08-26-2016

It is loading for me just fine.Try logging out, clearing cache and then logging back in. This process resolved my display issues with the Community last week.

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Re: Marketo - In house project management tool

by Geoff_Krajeski1 08-24-2016

HiGlorie Mendez, Here is the other post by you: Marketo and Project TrackingIt is best to only open one thread on a topic so as to keep feedback consolidated to a single post!

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Re: Hundreds of Duplicates Created by Marketo Sync - Advice?

by Geoff_Krajeski1 08-24-2016

So for the first image, you see the activity on Aug 18th where the lead was deleted from SFDC... that's an indicator that the equivalent action was not taken (or no flag/boolean value set) on the Marketo side to stop future sync. That is why this one synced back via campaign "Run Action Add to SFDC...

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Re: Hundreds of Duplicates Created by Marketo Sync - Advice?

by Geoff_Krajeski1 08-24-2016

First, search via that email address in the Lead Database.Then you open each lead in MKTO by clicking the lead ID.There is a tab for Activity Log from there..

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Re: Hundreds of Duplicates Created by Marketo Sync - Advice?

by Geoff_Krajeski1 08-24-2016

Activity log of sync (from MKTO) would be most helpful, and to see if in fact they are different (multiple) records in MKTO

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Re: Hundreds of Duplicates Created by Marketo Sync - Advice?

by Geoff_Krajeski1 08-24-2016

I would need to see more detail from the MKTO or SFDC records. My suspicion is that there may have been multiple leads in MKTO (one possibility) that then synced to SFDC, hence the two new leads.Does each SFDC record have a corresponding Marketo record?

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Re: Hundreds of Duplicates Created by Marketo Sync - Advice?

by Geoff_Krajeski1 08-24-2016

A lot of times system admins will set up a field to key off of for sync to CRM of vice versa.In the absence of this, you can go to the System Smart List for Possible Duplicates.Marketo keys solely off of the email field.You can merge these in SFDC or in MKTO. Either way, you need to check that you ...

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Re: SMS surveys

by Geoff_Krajeski1 08-23-2016

Thanks. I am looking more for what experience Community members have had and what recommendations or warnings, if any, they might have.

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Re: Marketo and Project Tracking

by Geoff_Krajeski1 08-23-2016

I have used a host of these.In addition, I've seen use of JIRA, and more recently Slack, but Slack is less sophisticated of a PM tool.I come from the MS Project world, and during that part of my life was very regimented and needed strict dependencies and a tool that could intelligently shift timelin...

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