Veronica_Holme4

You may run into issues here because of the 1:1 nature of the Marketo-SFDC sync. I would need a LOT more info before giving recommendations, but I would tread very carefully here. It would depend which org you chose to be the primary, and which was going away.If you move to their instance of Salesfo...

Hi Vyom,I'm afraid your issue may be more basic than that - Marketo generally has issues picking up changes with SFDC formula fields as when they change they don't "modify" the field they are in, or the modtimestamp field in the record itself, so Marketo will skip over them and not see that there ha...

In a normal sync (Marketo has read/write/delete permissions to lead object) Marketo would do the following:- If the lead is converted in Salesforce, Marketo's "SFDC Type" gets changed from Lead to Contact, and Marketo continues to access the new Contact (no dupe created)- If a lead and a contact are...

HiIn Professional Edition if you want the data to sync, you need to put the fields on the page layout because layouts drive field level permissions. I suspect whoever wrote that article assumed you did not want to share Marketo Acquisition data to Salesforce, or else they would absolutely need to be...

Hi - you definitely can have two programs set up under a single folder. And yes, by the way you have described it, cloning the original program into the same folder seems like an entirely legitimate time saving tactic!

Hi - if you go into the admin again, and back to Field Management > [choose field] > Field Actions > Block Field Updates, you can simply untick the boxes for the different update methods. If you wish to completely unblock the field, untick all the boxes.

Hi - can I clarify something - are the "sales emails" you are sending out being sent by Marketo Sales Insight in Salesforce? Or are you talking about emails sent from somebody's Outlook or something? I'd like to get a better idea of the scenario we are dealing with here.

Phong - your strategy seems perfectly sound - the only issue I'd point out here is a potential dupes issue. If you have been using Marketo standalone for a while chances are you have data in the system. When you sync to Salesforce, you will most likely have data in Salesforce as well. If the same le...

I really like Val's suggestion.In the past I have also just put in all my employees as contacts with the type "employee" against an account for my company and encouraged employees to always use their work email to sign up for things so I can dedupe them against their existing record. That way not on...

Hi - I'm not sure I fully understand your rationale for using the embed versus the drag and drop form. You can still use additional JS code on the landing page to control field/form functions if you use the drag and drop method - you put the javascript into the landing page using the HTML box that y...