Caryl_Mostacho

Level 7 - Champion Alumni

Joined the community 05-02-2015

Level 7 - Champion Alumni

Toronto

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Re: Last Interesting Moment Fields

by Caryl_Mostacho in Product Discussions 10-30-2015
Latest Post 10-30-2015 by Caryl_Mostacho

We're trying to get it into RCE so to get around that we made a custom field to grab this base on trigger has interesting moment. However i'm having trouble populating the values c...
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Re: Last Interesting Moment Fields

by Caryl_Mostacho in Product Discussions 10-29-2015
Latest Post

Hi Kenny!Thanks I found that trigger for when the value changes. I'm trying to populate data from these fields in another field so this works for future changes once I turn on the ...
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Re: Lead Scoring Models

by Caryl_Mostacho in Product Discussions 10-28-2015
Latest Post

Hi Lauren Sandheinrich What is your CRM? Is it SFDC?Generally, I prefer to use the native auto-assignment rules in SFDC over using Marketo to assign leads in SFDC, I also don't li...
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Re: Lead Scoring Models

by Caryl_Mostacho in Product Discussions 10-14-2015
Latest Post 10-14-2015 by Caryl_Mostacho

Hi Lauren Sandheinrich Have you considered performing a Persona Exercise with your current behavior/demographic scoring program? If you have certain types of leads that you know y...
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Re: Segmentation built off SFDC formula field

by Caryl_Mostacho in Product Discussions 10-14-2015
Latest Post

HI Emily Dick - As John Clark mentioned above, Marketo can't see the update in SFDC formula fields. Best solution I've seen to this would be some kind of Salesforce trigger that u...
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Re: Salesforce - Storing & Organizing Captured Lead Information

by Caryl_Mostacho in Product Discussions 10-14-2015
Latest Post 10-14-2015 by Caryl_Mostacho

Hello Alex Buckles Is it the same group of people looking for the same data? Often you can determine what a Salesforce user can see by taking advantage of Page Layouts in Salesfor...
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Re: Best Practices for Changing Program Status?

by Caryl_Mostacho in Product Discussions 10-14-2015
Latest Post 10-14-2015 by Caryl_Mostacho

Hi Marisa RybarI had the same question when I first started using Marketo! Program status' seem extraneous especially the Email Blast channel because you could just pull a SmartLi...
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Re: Holding back leads from SFDC, but then creating duplicates

by Caryl_Mostacho in Product Discussions 10-09-2015
Latest Post 10-09-2015 by Caryl_Mostacho

Hi Naor Chazan Yes if you can keep these leads in a separate queue that the inside sales team isn't looking at, that would be a good way to keep them from being overwhelmed and st...
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Re: Holding back leads from SFDC, but then creating duplicates

by Caryl_Mostacho in Product Discussions 10-09-2015
Latest Post

Hi Naor Chazan Generally not best pratice to silo leads iin Marketo because of the duplicate issue. Until the leads are merged, it's possible your Sales Team is missing out on ins...
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Re: SFDC contact Sync problems

by Caryl_Mostacho in Product Discussions 10-08-2015
Latest Post

Hi Tomoe Morimoto - Did you give the Marketo Sync User the access it needs to see all the records in the contact object? Definitely warrants a support ticket I think. Step 2 of 3:...
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