Chris_Willis1

The native sync would not allow for the CRM duplicates to be de-duplicated upon sync. This is a core rule of the native Marketo to Salesforce Sync.The custom API sync with Salesforce, however, does allow a tool like Workato to be used as the integration facilitator, and you can develop a sync rule ...

I always recommend using Smart Campaigns here because you do have more control over of the transitions. Question: Are you capturing Job Title (FYI - I do recommend that you use limited lists of values rather than freeform) before they go into the first stream? Or are you capturing later in the pr...

^ This

That approach does appear to be valid. One thing that I would recommend would be this (because you may want to keep a UTM history in Marketo for tracking). When utm_source is changed (and change is to "not empty"), conduct the Salesforce campaign sync as you have in here. Then, update a UTM histor...

Thanks @Ambika_Shetty - these tips were such a great help to our teams. We love Sales Insight!

There does appear to be an API endpoint for this. https://developers.marketo.com/rest-api/endpoint-reference/user-management-endpoint-reference/#/User_Management Talk to any of the DevMOPs folks on this board about how to leverage.

Hi @dillonlee02, Here are some of my thoughts, and I know that there's a lot of debate about using external vs. native email/landing page builders and I believe that what decision you move forward with depends on your use case. We are a Knak shop and have found incredible value in the tool. We hav...

Not sure about external platforms (are you referring to platforms like OneTrust for preference center & cookie consent?), but within Marketo the best practice is to govern GDPR consent policies for your known records by a program (or programs) that embodies your legal's interpretation of the regulat...