Jep_Castelein2

Jep_Castelein2

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Date Last Visited
‎05-24-2022 03:25 PM
Level 10
Joined the community 07-12-2010
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San Francisco, CA
  • Re: Duplicate leads with and without SFDC ID

    Hi Andy, in the past your instance had a custom dedupe rule for Email + Partition ID, which means that dupes are allowed across Partitions, but not within a single Partition. This rule may still be in place. However, within a single Partition it should not create dupes, unless the dupe comes in from...

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  • Re: Renaming custom fields with formula

    just hide the field and create a new one. If you'd like to delete it, check with Support and see if deleting is possible

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  • solved badge Re: Migrate Design Studio assets

    yup, we have migration scripts that use the API to copy over all images, update references, etc. But scripts or no scripts, a migration is always a lot of work unfortunately. This type of manual migration is necessary when you are merging instances. If you want to migrate everything to a new instanc...

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  • solved badge Re: Migrate Design Studio assets

    clone them into a Program, then import the Program into the new instance. For Forms, make sure the fields also exist in the destination instance. Same for Lead tokens in Emails/LPs. Dynamic Content & snippets not supported in Program Import.

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  • Re: Including content/snippet in email based on CO data

    Not sure about your specific setup, but ideally you should store an event date in a Program Token, not in a Custom Object. Same for Event Content, that should ideally be in Program Tokens.

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  • Re: How To Download All Forms

    Agree with Sanford. But what are you going to do with the Forms after downloading? There is no standardized format that you could import them into FormAssembly or some other form tool. Or do you just need a listing of Forms in an Excel sheet, not the actual Form fields?

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  • Re: Rest API: Is it possible to get the lists associated with a lead

    Not possible at this time. Good idea though. Jep

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  • Re: Switching from Salesforce to Microsoft Dynamics

    I realize your post is from 2014, but wanted to provide an update for later reference. Marketo has developed a 'remove crm sync' tool, which is currently still experimental. It removes the SFDC or MS CRM sync from Marketo, including all Opportunities, Company records, Sales People, SFDC Campaigns an...

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  • Re: Moved from SFDC to NetSuite

    Just for reference, I worked with Valerie to run the experimental 'remove crm sync' tool, which removed the SFDC sync, all Opportunities, Company records, Sales People (= SFDC User object), SFDC Campaigns and SFDC Activities from Marketo. It also opened up the Company, Opportunity and Sales Person A...

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  • Re: Am I able to cap registrations

    Anna, Marketo Professional Services also offers an "Event Cap" solution. It will redirect to an 'event full' or an 'wait list' page when the capacity has been reached. If interested, you can reach us at services at marketo dot com.

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Public Statistics
Date Registered ‎12-07-2010 02:42 PM
Date Last Visited ‎05-24-2022 03:25 PM
Total Messages Posted 814
Likes Received 325