Caryl_Mostacho

Level 7 - Champion Alumni

Joined the community 05-02-2015

Level 7 - Champion Alumni

Toronto

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Re: Can you create an Event Reminder for a Salesforce Event Activity O...

by Caryl_Mostacho 10-15-2013

That sounds like a good idea.The only other problem I have is that I'd like to be able to differentiate between event types (a field in the activity object)but for some reason that constraint doesn't show up.

Discussions

842 0 0
Landing Page - Form Already Submitted.

by Caryl_Mostacho 10-15-2013

Is there a way to redirect a person to a "Thank you for submitting your form" page if they have already filled something out? Step 1 send email with button to the landing pageStep 2 Person fills out form on landing page and hits submitif person goes back to email and clicks the button to go to the l...

Discussions

1845 0 3
Can you create an Event Reminder for a Salesforce Event Activity Objec...

by Caryl_Mostacho 10-15-2013

We are using Salesforce Calendars and the Events feature of the Activity object and was wondering if we could use Marketo send an reminder on based on the event date in the activity record?

Discussions

871 0 2
Re: SFDC Roll-Up Summary Fields

by Caryl_Mostacho 09-12-2013

Hi Elliot! Sorry for the delayed response! I am just setting up my campaign similar to yours. I assume it's not a trigger campaign. It's just a scheduled one. I am going to run it for tomorrow morning. I hope it works!!

Discussions

3061 0 0
Re: Birthday Sales Alert

by Caryl_Mostacho 09-09-2013

What if your date field is located on the Opportunity. Are you able to use this Wait step option?

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827 0 0
Re: SFDC Roll-Up Summary Fields

by Caryl_Mostacho 08-13-2013

Hi Itay! How does the field update work? If the workflow rule runs every day and the box is already checked from the previous, no update would occur therefore no update to Marketo right?

Discussions

3061 0 0
Re: SFDC Roll-Up Summary Fields

by Caryl_Mostacho 08-13-2013

Hi Elliot! Your Toggle check box idea is such a brilliant idea. I have a roll of field that I need to update daily and I've done a different work around with this but yours seems so much simpler. Would you be willing to share your smart list for this?Do you have any problems with exceeding your AP...

Discussions

3061 0 0
change paragraph width

by Caryl_Mostacho 08-09-2013

Does any one know how to format the email templates so that the width is shorter?

Discussions

1319 0 2

Lead Management
Does Marketo offer any sample programs that have progression tracking ...

by Caryl_Mostacho 06-27-2013

I know everyone does their program progression status differently but I'm wondering if any of these sample programs we can import have some examples on how Marketo suggests to do the progression status tracking.

Discussions

580 0 1

Lead Management