Chris_Willis1

Thanks @Katja_Keesom - I was trying hard to balance between being succinct and comprehensive. I'm glad you enjoyed the post.

You can set up what's called a "Conditional Sync" if you want to disallow certain records from synching back to Marketo. This entails creating a boolean/checkbox field in Salesforce (and then allowing it to Sync) and then contacting Marketo Support with a request to set up Conditional Sync using th...

Hi - Here are some thoughts from our implementations. I have put down here some general questions that I am hoping to get answers to; ( 1) What creation method or strategy are you following (Creation Process) when using Knak to design email and landing page templates for Marketo?We have email and la...

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!