Vera_Parassidis

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Joined the community 19-09-2016

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Update smart campaign filters/triggers via API

by Vera_Parassidis 03-11-2019

Dear community,We are planning updates to Salesforce architecture where we will be replacing one of existing custom objects with another custom object. The custom object is used in multiple Marketo smart campaigns as filter with multiple constrains. Eg.Has Custom Object (filter) Field A on CO is...

Discussions

1387 0 1
Re: Syncing new SFDC fields to Marketo

by Vera_Parassidis 11-08-2018

Hi Navin,Salesforce Admin can update the records via dataloader, no need to add any particular fields to the objects. The SCV file for the dataloader should contain only one column - the ID of the records on which SystemModstamp need to be triggered. In other words, Admin will not be adding any new ...

Discussions

4780 0 0
Send from Opportunity Owner (multiple Opps and owners)

by Vera_Parassidis 06-25-2018

Dear community,I am trying to solve the following riddle:A contact record in SFDC might have several Opportunities: Opportunity A, Opportunity B, Opportunity C. Each Opportunity might be owned by a different account manager: Account Manager A, Account Manager B, Account Manager C. We would like to b...

Discussions

1444 0 1
Re: Best practices for managing additional lead owners and lead owner ...

by Vera_Parassidis 12-18-2017

hi Sanford Whiteman! Do you have any posts on this? I looked through the content on your page here in the community and in your blog, but could not find it. Thanks for sharing your knowledge!

Discussions

3193 0 1
Re: Using Salesforce Custom Fields as Tokens

by Vera_Parassidis 05-16-2017

Sorry Grégoire Michel! Will do going forward. And than you for the link!

Discussions

770 0 0
Re: Using Salesforce Custom Fields as Tokens

by Vera_Parassidis 05-16-2017

Thank you, Dave Cunningham! It seems the situation is similar in SFDC case. I am half way testing this: Create an Email Script Token - Marketo Docs - Product Docs

Discussions

4110 0 0
Re: Using Salesforce Custom Fields as Tokens

by Vera_Parassidis 05-16-2017

Hi Grégoire Michel! What about fields on Custom SFDC objects or Opportunities? I synced the custom object but the token insertion wizard is not offering any options as if it can't see those fields. Is it possible to use fields on Custom SFDC objects as tokens in a Marketo email?Thanks!

Discussions

4110 0 4
Re: Add Lead generated in one workspace into program in another worksp...

by Vera_Parassidis 04-05-2017

Dan Stevens thank you so much for your response and the links to ideas! I was able to find a workaround based on both your suggestion and ideas: Created a smart campaing in the destination program in Workspace A, used "contains" operator within trigger in smart campaign as belowTrigger: Fills Out F...

Discussions

2223 2 0
Add Lead generated in one workspace into program in another workspace ...

by Vera_Parassidis 04-05-2017

Hi Marketo community,We have purchased workspaces subscription from Marketo so we have workspaces A, B, C, D, E and Default. In Default workspace I created a form. The form has multiple checkboxes to allow the lead to opt-in into product A, B, C, D, E. Each checkbox corresponds to a unique boolean f...

Discussions

2442 1 2

Lead Management
Re: Http to Https redirect after SSL encription

by Vera_Parassidis 03-17-2017

We are actually starting SSL migration as well. We have been working with John Mattos (W) from Marketo and he recently published this post.During the discovery calls we were assured that no changes/updates to emails/email templates would be needed and the only assets we would need to update are:Lan...

Discussions

3988 0 3