Level 10
Joined the community 07-12-2010
Level 10
San Francisco, CA
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Sales Insight will show historical activity. It downloads that real-time from Marketo, so it's not stored in SFDC.
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I realize this discussion is almost a year old, but for reference I'd like to add that you can use {{company.SFDC Account ID}} as a token to insert the SFDC Account ID. You can eit...
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Just another thought: if the Interesting Moment is the same for everyone there is no need to upload the actual IM text. Simply upload the Leads to a list, then select everyone on t...
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Yes, Josh's custom field solution will work. The date of the IM will be the date of the upload though (nothing you can do about that).
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Not currently available in a single call, but I'll pass it on to product management.
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When you created the Leads, did you also use Associate Lead to associate them with the Cookie ID?
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Jon, you want to make sure that you download a smaller number of Leads, regardless of batch size. The way to do this is to set a start and end date (not just the start date) so tha...
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You'll have to use the API to update by ID. It's not that hard, but you'll need the help of a software developer. You can export a list including the Marketo ID, but you'll need th...
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Josh's article has the right approach. Currently there is no way to keep an even registration counter in Marketo. We've designed something similar for another customer. The externa...
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Tammie, the "Type" field on Opportunity is a standard Marketo field, that's why you can see the field. The easiest way to check whether Marketo can see the data values in SFDC is t...
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