Veronica_Holme4

Level 10 - Champion Alumni

Joined the community 01-10-2013

Level 10 - Champion Alumni

Sydney

Principal Consultant

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Re: Changing task "Type" when creating a task in Marketo for SF

by Veronica_Holme4 in Product Discussions 12-19-2013
Latest Post 12-19-2013 by Veronica_Holme4

I can verify this approach works - I've used it before. You have to be disciplined when you set up your "Create Task" flow action and make sure that everyone who is creating tasks ...
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Re: SFDC Custom Object Opportunity fields not showing in Marketo

by Veronica_Holme4 in Product Discussions 12-19-2013
Latest Post 12-19-2013 by Veronica_Holme4

You definitely should see it pretty much right away as soon as the sync is finished. Part of the process is to disable the SFDC sync. Can you make sure you've re-enabled it after y...
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Re: New Email A/B Test Feature

by Veronica_Holme4 in Product Discussions 12-18-2013
Latest Post 12-18-2013 by Veronica_Holme4

Hi Kim,The new email program is not really built for that scenario.For that scenario personally I'd be tempted to stick to using a default program and working with the old "random ...
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Re: Setting Up WebEx for Webinar

by Veronica_Holme4 in Product Discussions 12-18-2013
Latest Post 12-18-2013 by Veronica_Holme4

Hi Christina,Have a look through the user guide for this feature: http://community.marketo.com/MarketoTutorial?id=kA250000000Kyt7CACYou have to set up the Webex event adapter throu...
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Re: SFDC Custom Object Opportunity fields not showing in Marketo

by Veronica_Holme4 in Product Discussions 12-17-2013
Latest Post 12-17-2013 by Veronica_Holme4

Hi - Only custom fields on standard objects will flow through automatically on the next sync round.If the field is on a custom object, you may not have enabled that particular cust...
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Re: Northen California Vs. Southern Assignment Rules?

by Veronica_Holme4 in Product Discussions 12-17-2013
Latest Post 12-17-2013 by Veronica_Holme4

Regarding California, yes, there's a neat delineation in zip codes that I've found useful in the past - zip code greater than a certain number = north, and less than = south.Perhap...
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Re: Sales Insight - Providing Content for Sales Team

by Veronica_Holme4 in Product Discussions 12-13-2013
Latest Post 12-13-2013 by Veronica_Holme4

I second Jason's approach - I've found that the separate program is excellent for tracking whether or not Sales use these emails and the effectiveness of them. I've linked the Prog...
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Re: I want duplicates, can i have them?

by Veronica_Holme4 in Product Discussions 12-13-2013
Latest Post 12-13-2013 by Veronica_Holme4

Hi Trish,I can see you have also posted a discussion over here http://community.marketo.com/MarketoDiscussionDetail?id=90650000000PjgmAAC which means you seem to have found the ans...
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Re: How many emails can a sales rep send at once using Sales Insight from a...

by Veronica_Holme4 in Product Discussions 12-11-2013
Latest Post 12-11-2013 by Veronica_Holme4

Check your version of MSI in Salesforce under Setup > Installed Packages. If you are using MSI version 1.4283 or above your upper limit should be 200. The vast majority of customer...
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Re: How do you changed a cached smartlist back to a non-cached?

by Veronica_Holme4 in Product Discussions 12-11-2013
Latest Post 12-11-2013 by Veronica_Holme4

Hi thereRefreshing a smart list automatically changes a smart list from cached back to normal. Just click the refresh button in the smart list.Have a look in this article and scrol...
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