Level 10
Joined the community 07-12-2010
Level 10
San Francisco, CA
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You may want to vote for this idea:https://community.marketo.com/MarketoIdeaDetail?id=08750000000HfmtAACIt suggests the ability to create fields on a Program level. It refers to th...
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You cannot create such a report in Salesforce because that data is not stored in Salesforce: it is pulled from Marketo real-time when the Sales Insight panel is loaded. Only the la...
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It also depends on the browser and the available memory on your computer. Chrome and Firefox tend to be faster than Internet Explorer.Jep
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The UI gets a little slower at 50+ flow steps, so editing may be slow, but functionally it will work.Just one important caution: Choices do not know which data value triggered the ...
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And if it's the "Unsubscribed" field, you can do "Data Value Changes" reason contains "salesforce.com". That way you only get the data value changes that synced from SFDC.
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If you are emailing the same group over and over again, I would strongly recommend using a Segmentation. Segmentations combine the best of smart lists and static lists: - you def...
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Or if you simply want to send out an email based on your existing HTML (and not create a new template), use the Replace HTML function.
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Itay, I'm fairly sure the "Sync Lead to SFDC" will have to be completed before it moves on to the next flow step. To be sure, I would test it.Jep
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How about this?You will have to add all progression statuses that contain "Not in Program"
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You could do that through a workflow or custom trigger in Salesforce.Of course, if you add sales insight to the Account and Opportunity page layouts, you will see the sent emails i...
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