Steve_Schimmel

Level 4

Joined the community 10-05-2018

Level 4

Paramus, NJ

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Re: Intentional Duplicate Lead Question

by Steve_Schimmel in Product Discussions 02-15-2019
Latest Post

Thanks Elliot. This is a great idea. Instead of assigning to an account named after the referring person, would it make more sense for the account be named after the person receivi...
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Intentional Duplicate Lead Question

by Steve_Schimmel in Product Discussions 02-13-2019
Latest Post 04-03-2019 by Vlada_Prasolova

My company's sales department is split up by product line. Team A, for example, sells Cameras. Team B sells media equipment. Typically, there is not much overlap in customer for th...
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Using Custom Objects for Data Collected by Marketo Landing Page?

by Steve_Schimmel in Product Discussions 12-19-2018
Latest Post 12-19-2018 by SanfordWhiteman

Hi,I'd like to create a custom object to store product purchase history. Since our customers often own multiple products (and there is a one-to-many relationship), this seems to be...
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Re: Using SFDC Case Numbers In Marketo

by Steve_Schimmel in Product Discussions 10-11-2018
Latest Post 10-11-2018 by Steve_Schimmel

Thanks Sanford!
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Re: Using SFDC Case Numbers In Marketo

by Steve_Schimmel in Product Discussions 10-11-2018
Latest Post

Thanks Sanford,The survey is a Marketo form. Since "Case Number" is in the case object as a constraint (and not a field), I wasn't sure if I would be to append the case number to t...
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Using SFDC Case Numbers In Marketo

by Steve_Schimmel in Product Discussions 10-11-2018
Latest Post 10-11-2018 by Steve_Schimmel

We recently launched an NPS program to track customer satisfaction with our support team. Any time a case is closed in SFDC, that contact gets added to an SFDC campaign, and I trig...
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Tracking One-To-Many Values

by Steve_Schimmel in Product Discussions 08-21-2018
Latest Post 08-21-2018 by SanfordWhiteman

Hi,I am setting up a product registration landing page for people to register their products. The idea is that people can register as many products as they own -- so if someone has...
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Marketo Field Auto-Complete (or pull values from external source)

by Steve_Schimmel in Product Discussions 08-21-2018
Latest Post 08-21-2018 by SanfordWhiteman

Hi,I am working on a Product Registration form that allows people to register their products. The challenge is that we have many, many products, often with names that are hard to r...
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