Level 10
Joined the community 07-12-2010
Level 10
San Francisco, CA
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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 ru...
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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...
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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 dat...
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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 ...
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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.
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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 th...
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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 man...
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Open a support ticket
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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 - f...
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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...
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