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
  • solved badge Re: Why is my assignment rules not working for my assignment person pa...

    Indeed - yes. All functions that impact your system globally like this should be run in the Default workspace as a general rule.

    image_type
    Discussions
    4191 0 0
  • Re: Salesforce Account Merge doesn't trigger contact updates in Market...

    The golden rule is that Marketo doesn't update records from Salesforce unless the SystemModStamp on the Contact record is updated. Check one of the Salesforce Contacts pre and post account merge and see if this stamp is updating. It's possible (in weird circumstances) that the Account merge doesn't ...

    image_type
    Discussions
    3065 0 1
  • Re: Activity Sync

    If you want to control the Activity Sync to such a granular level use the Add Task flow step in the smart campaign instead, and set the task status to "Completed". Add Task with a status of completed and logging an activity through the sync has the same practical application in Salesforce. It adds a...

    image_type
    Discussions
    3941 1 0
  • Re: Adding one person to multiple accounts in salesforce

    Nope. I checked recently. Still not supported and no plans yet to do so. Marketo still follows only the "Primary Account" relationship. It's a nightmare for Non Profit and Higher Education pack Salesforce users.

    image_type
    Discussions
    3830 0 0
  • solved badge Re: Why is my assignment rules not working for my assignment person pa...

    Yes, +1 to what Jim is saying - notice that this functionality in the Admin is called "Initial Partition". It's primarily used for when new leads come down from CRM. It's best ignored honestly as it isn't that useful.This is the biggest error people make in workspaces/partition management. For full ...

    image_type
    Discussions
    4191 2 0
  • solved badge Re: Adding SP_Send_Alert_Info Token to Lead Score Sales Alert email no...

    In cases like this where it's not really a how-to so much as unexpected behaviour, you are best to go directly to Marketo Support. Beyond inserting the token correctly (and using only when Send Alert is being used as the flow step) there's not much you can do to troubleshoot.

    image_type
    Discussions
    2193 2 0
  • solved badge Re: Interesting Moments and CRM sync

    OMG. Why have I never thought of doing that? Nice.

    image_type
    Discussions
    5232 0 1
  • Re: Query related to database partition..

    I think you are getting confused between a partition and a workspace.A lead can physically only exist in ONE partition at a time. If a workspace has access to that partition (and workspaces can have access to multiple partitions) then that lead can be used in a smart campaign in that workspace. If t...

    image_type
    Discussions
    1225 1 0
  • Re: Renaming a Channel

    Renaming a channel is just a label - it shouldn't have any issues. Renaming or changing program statuses (progression steps) would be more likely to cause you issues. If you are leaving those alone, I have never had an issue with this.

    image_type
    Discussions
    1116 1 0
  • Re: Render SFDC User Picture

    If you could get the link to the picture to be stored in a field in Salesforce (or at least the unique part of that link that points directly to the picture), then you could render that through a token. But you would somehow/somewhere need to have that stored in a field for it to be usable in a toke...

    image_type
    Discussions
    1350 0 0
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 831 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 213 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