Veronica_Holme4

Remembering to disable munchkin tracking on the Marketo LP...

I'm afraid it isn't, no. Only the Actual Cost field is synced to the Period Cost specified in Marketo.Not from Marketo. You could run a process builder in Salesforce that updates Budgeted Cost if Marketo puts a value in Actual Cost.Vote up the idea for having Program-specific fields in Marketo that ...

For out of the box, you want the Marketo Events Check-in app. It only works on tablets (Apple and Android) but search for Marketo Events app in the app store of your choice.Marketo Docs instructions on how to use it here. https://docs.marketo.com/display/public/DOCS/Event+Check-inThere are a lot of ...

Yeah, that's weird, but there are some fields in Field Management that are not available for use in smart lists as they are considered system fields. Is this a standard or custom field? Are you able to tell us which field?

Hi Olya - honestly where you send the email from won't have any impact on its deliverability - sending from Marketo or MSI is the same (both sent from Marketo, just one appears to be inside Salesforce).

Tasks can only be assigned to one person in Salesforce - that field you are trying to change (or add a token to) is the task assignment field, not the notification field. Marketo doesn't send a notification to the person in that field - but Salesforce might be.If you don't want to use Send Alert as ...

Hi Troy - if you insert that step now, running a report on that channel going forward your historical programs in the program performance report will show that step, but the number will be 0 because you did not use Program Status Changes to move anyone into that status within that program. It should...

Hi OlyaI assume you mean can Sales use MSI to send bulk emails from within Salesforce instead of one at a time. The answer is yes, but only if you are still using Salesforce Classic, not Salesforce Lightning. You will need to get your admin to create the Send from Marketo custom buttons on the Lead ...

Hi Sean - yes, if Marketo has the right sync user permissions when you add custom fields to the Opportunity you should see them in Field Management and as constraints in your smart list filters. You won't need Support for that. Support mostly get involved when you want to re-map fields that have alr...

Nope, it's not, but Marketo's preview capabilities are convoluted.My best advice for this scenario is to set up a Contact test list. You can use up to 100 leads/contacts in this scenario. Make the list clever by putting dummy data in each one that means they'll fall into your different segments. Cle...