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 understands the key words they are supposed to use to trigger the SFDC workflow. I'd suggest a unique code rather than a...

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 you've synced the custom objects?The only other thing I can think of is that the custom field is not related to the lead,...

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 sample" flow action technique, as that basically just randomly sends email A to 50% and email B to the other 50% in a si...

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 through the Marketo admin. This adpter forms the link between the two systems and ensures that when a person registers throug...

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 custom object in the object sync, or may not have enabled that particular field to be visible for filters/triggers.Have a lo...

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.Perhaps with geography you could have a custom field for region, and a smart campaign that looks at "Lead is Created". Wheneve...

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 Program to a SFDC campaign to update statuses in both, and measured results at the end of each quarter in terms of opportuni...

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 answer.For the benefit of everyone else out there, and without getting into a debate over this as best practice!, the way t...

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 customers should be on this version or higher.If it is failing below this level, you may need to look at logging a Support ticke...

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 scroll down to point 3.1.http://community.marketo.com/MarketoArticle?id=kA050000000KysoCACCheersVeronica