Jep_Castelein2

Amy, if the child companies are completely independent and would like to keep their Leads separate from the parent company, then I would create a new Lead Partition with a "dupe rule by Partition ID". That way you allow for duplicates across Partitions (but not within Partitions). This means you los...

By default the behavior is as I described. You can ask support to create a "dupe rule by Partition ID", which would create duplicates across Partitions. Essentially, when a Lead is submitted it will try to match on both Email Address and Partition ID. If it finds a match, it will update. If no match...

The easiest way to do this without "coding" is to create the new "referred" Lead in Marketo, then sync it to SFDC. Submit the form to Marketo as seen above. The referred Lead's data is stored in the custom Fields. Now you have to use a Webhook in a creative way: use it to submit a Form on your own M...

The reason why I discourage the use of Lead Partitions is that a Lead always needs to be in exactly 1 Lead Partition. This makes it hard to deal with situations where a Lead could potentially have to be in 2 Partitions at the same time. Let's assume you implement a US and an EU partition, each linke...

Yes and yes, the workflow would take care of that. I think a workflow should be easiest, but you may need an Apex trigger if it turns out to be too complex for a workflow.

When someone clicks the link but doesn't open, we do report an "open" in the email performance report. This is an 'inferred' open. However, for those cases there is no "open" in the results tab.

To integrate with the new SFDC org you will need to get a new Marketo instance. We can copy over all Programs and other Assets, but we can't copy over the leads. You'll need to manually migrate Program & List Membership. The primary thing you'll lose is the activity history.

Open a support ticket

To solve your short-term issue, just type in the values you need. The pick-list is only for convenience, you're not tied to entering only those values. My understanding is that - for a pick list field in SFDC - the pick list values should sync automatically, but I may be wrong here. If it's not a pi...

Where are you looking at the pick list? If you're looking on a form, you'll have to manually update the pick list values. If you're looking in a Smart List, then you should see the updated values.