Veronica_Holme4

Veronica_Holme4

Contact Me
Online Status
Offline
Date Last Visited
‎09-21-2021 06:53 AM
Level 10 - Champion Alumni
Joined the community 01-10-2013
Rank Icon Level 10 - Champion Alumni
Principal Consultant
Sydney
  • Re: CC: Executive Assistant to CEOs from SFDC?

    The product management team flagged at Summit this year that this capability was coming and would be part of Next Gen UX. Considering the number of things that get "promised" all the time but don't quite make the cut for one reason or another I wouldn't make any firm decisions around its arrival, bu...

    image_type
    Discussions
    3966 1 1
  • Re: CC: Executive Assistant to CEOs from SFDC?

    That made me laugh for ten minutes. GOLD!

    image_type
    Discussions
    3966 0 0
  • Re: New SFDC Object for GDPR : Individual

    I wasn't aware Pardot could use it, which is interesting information. The real issue I'm having with it is that it is encouraging a whole wave of Salesforce consultants to now bring out keeping deliberate duplicates in Salesforce and uniting them through the "Individuals" object (which Marketo can't...

    image_type
    Discussions
    3348 2 2
  • Re: Data time AB test via smart campaigns

    Hey - I think you better give us a use case or scenario you're trying to actually achieve? The sentence above made my head spin just a little bit as it's bringing together 3 different types of automation in Marketo that have nothing to do with each other...

    image_type
    Discussions
    1272 1 2
  • Re: Random Sample with 2 email copy

    I agree with Steven. Linda in your scenario I'd use a Default program with Champion Challenger. Then because Champion Challenger only works on trigger-bassed tests, maybe use an add to list or request campaign trigger to get them added to the smart campaign, and into the test. You could use this to ...

    image_type
    Discussions
    1274 0 1
  • solved badge Re: Share Contacts in a SFDC Integrated Environment

    No problem! Can you mark the question as answered?

    image_type
    Discussions
    3812 0 0
  • Re: SFDC/Marketo Sync with GDPR

    Josh was right to ask for the use case, because in the two use cases you've put above I'd manage one in Marketo and the other in SFDC. The first I'd manage using smart campaigns that does or doesn't delete the lead in SFDC based on whether there was an existing open Oppty (you could do this with two...

    image_type
    Discussions
    1583 0 0
  • Re: SFDC Lead to Contact Conversion

    Without knowing your Salesforce instance, I would hazard a guess that Marketo "lost track" of the lead on lead conversion. By that I mean during the lead conversion process there was a point where Marketo could no longer see the person/lead based on some kind of sharing rule or other permissions iss...

    image_type
    Discussions
    2548 1 0
  • solved badge Re: Share Contacts in a SFDC Integrated Environment

    Marketo only recognises a direct account relationship, not related contacts or related accounts. Even in a Contacts to multiple accounts model in Salesforce, a Contact record still usually has a primary Account (the rest are usually done using relationships or affiliations or some other junction obj...

    image_type
    Discussions
    3809 0 3
  • solved badge Re: Champion/Challenger with Dynamic Content

    Yes. Pretty short answer really!The longer answer is - technically yes, that's no problem, but I'd be careful about using dynamic content for the element you are A/B testing. Not for any technical reason, it's just that if you are A/B testing you want to test one variable. Using A/B testing alongsid...

    image_type
    Discussions
    2080 2 1
Latest Tags
No tags yet

Top Badges Earned

Customize up to 8 badges at the top of your trophy case for all other Community members to see!Customize up to 8 badges at the top of your trophy case for all other Community members to see!
  • Seeker Seeker Earned on 6.17.21 Earned by 681 people Select to learn more
  • Coach Coach Earned on 2.08.21 Earned by 91 people Select to learn more
  • Engage 1 Engage 1 Earned on 2.08.21 Earned by 834 people Select to learn more
  • Affirm 1 Affirm 1 Earned on 2.08.21 Earned by 713 people Select to learn more
  • Affirm 3 Affirm 3 Earned on 2.08.21 Earned by 214 people Select to learn more
  • Affirm 5 Affirm 5 Earned on 2.08.21 Earned by 152 people Select to learn more
  • Affirm 10 Affirm 10 Earned on 2.08.21 Earned by 104 people Select to learn more
  • Affirm 25 Affirm 25 Earned on 2.08.21 Earned by 51 people Select to learn more
Public Statistics
Date Registered ‎10-01-2013 07:59 PM
Date Last Visited ‎09-21-2021 06:53 AM
Total Messages Posted 421
Likes Received 296