Elliott_Lowe1

Hi Steve! Your idea is better as you'd be able to easily identify who the recipients of the referrals are. If you wanted to identify all of the referrals by Bob Smith, you'd select every other salespersons' Accounts for the Contacts owned by Bob Smith. The downside to using the multiple Account m...

I see a lot of companies wanting to create purposeful duplicates for the similar reasons (e.g. referring partners). If these records are in SFDC, I recommend they consider using its ability to associate a Contact with multiple Accounts. The Accounts could have the Account Name of and be owned by t...

For those that want to use the full country names for the EU territories in your picklist, the following are the ISO names that Marketo uses for Inferred Country and their corresponding Alpha-2 codes. Normalizing Country values to those Marketo uses for Inferred Country lets you use one list of Cou...

Hi Emily, I'm surprised that no one has responded to your question yet. In fact there is very little about SalesLoft in the Community discussions except a couple that Josh Hill has responded to with the overall message being that they don't integrate with Marketo, so you loose the ability to track ...

Hi Gregoire,Your're right about batch smart campaigns, but I wanted to add an existing triggered smart campaign to the calendar. I thought that since you can create a 'Scheduled Smart Campaign with no Send Email flow step' System Entry Type directly in the calendar on the desired day, then add a tr...

Found this discussion while preparing to create a program to send a birthday greeting email. Since the Request Campaign flow step can't request the same campaign, I request a separate 'Re-add to Program' smart campaign with the following configuration.Smart List - only a Campaign is Requested trigg...

By 'form source' are you referring to the Webform ID in the Fill Out Form activity entry in the Activity Log and/or the value in the Registration Source Info field?

Thanks Courtney. I think what you are suggesting is a little different from my scenario. We deleted the records in Marketo, but not in SFDC, so they are not in the SFDC recycle bin. I want to identify those Lead records in SFDC before they are updated in some way, which will cause them to sync to...