Michael, I would fill out a form for a test lead and enter an updated phone number on the form. Then review the Activity Log to see exactly which triggers can be used. Don't forget...
Those are coming in from the SOAP or REST APIs. In other words: from some kind of integration with Marketo, either developed by yourself, or used by a LunachPoint partner that you ...
Segments are not accessible through the API. I don't understand how you'd want to use Workspaces. I do have three possible ideas though:
- upload the list manually into Marketo usi...
@Val: it's on request only (Beta). It does: trimming whitespace, search & replace, delete all but first x characters ('first'), delete all but last x characters ('last'), sum, regu...
I don't believe "Role" is available in the Constraints for the "Has Opportunity" filter, so - unless someone else knows where to get that info - it's probably hard or impossible to...
You can add/remove the overall score with every change of the Demographic/Contact/Activity scores (so you always need 2 flow actions, 1 for the specific score, 1 for the overall sc...
To troubleshoot this, I would try to recreate in the SFDC user interface. Login to SFDC with the Marketo user account, convert the Lead into the specific Account, then try to merge...
@ Jacob: there may not be any auto-complete, so just type it in. If it shows a red underline, that's usually because the field type does not match (system.dateTime is for dateTime ...