Jep_Castelein2

Level 10

Joined the community 07-12-2010

Level 10

San Francisco, CA

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Re: Syncing SFDC Parent Campaigns to Marketo Programs

by Jep_Castelein2 in Product Discussions 05-28-2013
Latest Post 05-28-2013 by Jep_Castelein2

Marketo is not aware of SFDC Campaign hierarchies, it will simply sync to a single Campaign, whether that's a child or a parent. Not sure if that answers your question.Jep
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Re: Adding "View as web page" and "unsubscribe text" to body of emails

by Jep_Castelein2 in Product Discussions 05-28-2013
Latest Post 05-28-2013 by Jep_Castelein2

Seehttps://community.marketo.com/MarketoDiscussionDetail?id=90650000000PUuiAAG(scroll down to Craig's "best answer")He explains "view as web page", but the same method applies to t...
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Re: Not using SFDC Leads

by Jep_Castelein2 in Product Discussions 05-23-2013
Latest Post 05-23-2013 by Jep_Castelein2

It is pretty common to only use Contacts, especially for companies that already know exactly who they are selling to, and who have most of those people in their CRM already.Just ke...
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Re: Marketo sales insight leads/contact view

by Jep_Castelein2 in Product Discussions 05-23-2013
Latest Post 05-23-2013 by Jep_Castelein2

So then open a support ticket.Regarding "new view": Views will not allow you to see Leads and Contacts in a single view, only Best Bets and Watchlist.
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Re: Marketo sales insight leads/contact view

by Jep_Castelein2 in Product Discussions 05-23-2013
Latest Post 05-23-2013 by Jep_Castelein2

It should show both Leads and Contacts.
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Re: What's the best way to manage shared email addresses between leads/cont...

by Jep_Castelein2 in Product Discussions 05-23-2013
Latest Post 05-23-2013 by Jep_Castelein2

You can open a support ticket to request adding either first name or last name as an additional dedupe criteria. That means that if you upload a list with the following names:Joe o...
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Re: Leads not synced to SFDC

by Jep_Castelein2 in Product Discussions 05-23-2013
Latest Post 05-23-2013 by Jep_Castelein2

Don't use any of the SFDC-specific flow steps (sync lead, change owner, add task, add to SFDC campaign) and don't use Program-Campaign sync.If you're really serious about blocking ...
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Re: Passing Marketo Data to another form

by Jep_Castelein2 in Product Discussions 05-22-2013
Latest Post 05-22-2013 by Jep_Castelein2

just search for "webhooks"https://community.marketo.com/Marketodeepdive?id=kA5500000008QN8CAM
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Re: Need SOQL query support at the Gate between SFDC & Marketo

by Jep_Castelein2 in Ideas 05-20-2013
Latest Post 05-20-2013 by Jep_Castelein2

There are some limitations, but just talk to support to learn about the options. You may need to talk to a tier 2 rep (a more specialized rep).Jep
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Re: First Name v Full Name

by Jep_Castelein2 in Product Discussions 05-20-2013
Latest Post 05-20-2013 by Jep_Castelein2

Justin, it don't think it is possible that Last Name is not available in SFDC since it's a required field in SFDC. Please note that SFDC displays the name as if it were the full na...
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