Geoff_Krajeski1

Re: Most used fields and forms

by Geoff_Krajeski1 08-21-2018

Under admin > field management you can check for "Field used by" on a field-by-field basis, but again to Sanford Whiteman's point, more clarity is needed with the question.

Discussions

2287 1 0
Re: Permanent Random Number

by Geoff_Krajeski1 08-21-2018

I would think that on-create you could do something with the lead ID on the record perhaps. Though, I am not sure how random that is within Marketo or if it is more of a running incremented number.It would certainly require some POC and testing.

Discussions

4613 0 0
Re: Marketo changing Legal Name to Alternate name in SF

by Geoff_Krajeski1 08-21-2018

Whichever record was last updated is the one that will "win".To prevent this from being able to be updated you can set up field blocks under the admin section for the particular sources you wish to not allow updates to occur from.Once a value is set, it will not be updated by any of the checked opti...

Discussions

1395 0 1
Re: Salesforce contacts and dupes

by Geoff_Krajeski1 08-18-2018

In addition to this, there are many tools that can help to deduplicate records.I would concur that your best efforts to dedupe before setting up the sync is the way to go.After that, you may look at options such as Easy Merge (a Marketo offered option) or other tools which can be set up to run night...

Discussions

1901 1 0
Re: Use accumulating fields to improve your marketing automation effor...

by Geoff_Krajeski1 08-13-2018

Another note is that many people would refer to these temporary or temp fields as proxy fields that are intended to hold short-term data and either be cleared out as part of your flow steps or simply overwritten and are never taken into account for reporting purposes.I have utilized proxy fields for...

Discussions

3213 1 1
Re: Marketo forms not working in Samsung Tab

by Geoff_Krajeski1 07-26-2018

Agree with Jay Jiang that we need more information to diagnose.Browser (name, version, settings).Are javascript & cookies enabled?Do you have an example of a form you are trying?Have you tried any other forms, or is it just Marketo forms?Is this on a Marketo Landing page or is it an embedded form?

Discussions

3182 1 0
Re: "unknown email" in email insights

by Geoff_Krajeski1 07-23-2018

Any further word on this Evan Day ? I just noticed this in my own instance.

Discussions

2802 0 1
Re: "unknown email" in email insights

by Geoff_Krajeski1 07-17-2018

Have you deleted any programs or emails by chance?

Discussions

2802 0 3
Re: "First Activity" on a Landing Page report

by Geoff_Krajeski1 07-10-2018

See the Marketo Activities Data Retention Policy

Discussions

1307 2 0
Re: Force lead updates from SFDC

by Geoff_Krajeski1 07-10-2018

An update of the owner on the record (updated at [timestamp]) should force a sync.If that is not working, another less glamorous option I have seen used in the past is mass updating another field that is synced between the systems to try and force the sync.As to triggering the automated flow, be sur...

Discussions

4988 0 1