Eric_Nguyen2

+1 for the "Last Campaign before MQL" stamping! I'd love to see your spin on this idea, Jess. In the past, I've set up two custom fields: - MQL Reason - MQL Date-Stamp Both fields were stamped when a Lead achieved MQL status, which worked great as dimensions when reporting out of SFDC. ... View more

Hey Justin, Awesome...thanks for following up on this. What you described with SyncFrog was exactly what I had set up with itDuzzit. It was awesome for our specific needs. That said, I just found out a week ago that itDuzzit got acquired by Intuit, so they're shutting down. They provided existing customers with additional alternatives that I'll list here: Workato provides an enterprise-grade integration platform with an easy-to-use workflow builder that has features similar to the Duzzit Editor and supports cloud-to-cloud integrations. Zapier is a popular integration automation tool that supports hundreds of popular cloud applications. Their new multi-step zap feature makes Zapier an option for replacing some kinds of custom duzzit flows. ... View more

I just went through a similar exercise, trying to move data from a custom field into a standard SFDC field and hit a wall. I realized that my custom field is of type "string" while the standard SFDC field is of type "integer." Is it possible to update the field type of my custom field to "integer" while preserving the data that's already in the existing field? Is there a workaround to this? Thanks! ... View more

Hey Josh, Yah, I'll do that. Regarding errors...we were noticing slight differences between overall campaign numbers between SFDC and Marketo. We initially wrote it off as the differences you commonly see when reporting off of different platforms. The numbers may add up in each respective platform, but when compared to each other, they're sometimes slightly off. Now that we've uncovered what could be a bigger issue, I'm beginning to wonder if these sync errors have been happening much more frequently than originally thought. ... View more

Thanks for picking up the conversation... I was under the impression that if Janice filled out the form from the US workspace, that a purposeful dupe would be created in the US lead partition. Is that not the case? The idea of purposeful dupes doesn't appeal to me, but I'm just trying to understand if there's even a strong case for going that route. So is this where segments (in the default lead partition) could be used to manage regional or product-based segmentation? ... View more

Sorry to bring this thread back from the dead, but I haven't been able to find much in my searches (links to the old Marketo Community articles are broken and documentation seems to be sparse). This thread seemed to hit my pain point head on... Here's a simplified scenario for this thought exercise: Enterprise Business NA/ EMEA / APAC / Rest of World My immediate need is to build a workspace for our EMEA team so we can run campaigns independently. However, there will be instances where we'll want to run global email campaigns from the default workspace (I assume). My confusion revolves around the approach to building WS and LP out which supports globally run campaigns as well as local campaigns. I would prefer to keep the EMEA team from accidentally emailing the NA / APAC / ROW segments. Based on Josh's recommendation, I should build a corresponding LP for my EMEA WS. But Jep recommends keeping all the leads in one LP and only building out WS. Help? ... View more

Thanks for the suggestion Sanford... I'm not familiar with Google Apps Scripting, but doing some Googling I came across a vendor called "itduzzit." https://www.itduzzit.com/connect/marketo-to-google-docs I think this could work! The use-case that they outline with their connector describes exactly what we need... which is simply moving rows of data from Sheets, to Marketo (create/update lead). I'll see if I can set this up and test it out. Thanks for pointing me in this direction. ... View more

Hi Justin, Thanks for the suggestion. We don't have an ETL tool at the moment, so that's not an available option. Do you think there is another method that will allow us to push/pull the data to Marketo without pulling the trigger on an ETL tool? Regarding SFDC, we're actually looking into options using Marketo or SFDC. Do you think it would be easier to do this using SFDC? In regards to your last question; our inside sales reps use Google Sheets to build prospect lists and track their progress. Its much easier for them to share their notes and progress with managers and partners. It's real-time and collaboration is easy. But at a certain point, moving lead data (e.g. email addresses) into Marketo/SFDC is a manual process that's currently a pain.   ... View more

Hi Tara, Did you ever implement your Account Scoring model/system? I was just recently asked if we could develop an account scoring system and sketched out a simliar model to what you outlined...which gave me some confidence that I was on the right track. How did your system work? Were there other measures that you found useful in accomplishing your project? Thanks! -Eric   ... View more

Hi Josh, A belated thanks for your guidance. I'm revisiting this topic again. More specifically, I was interested in tailoring Organizations Email Report so that it would only show the target accounts of each of my respective reps. Do you know if that's possible? I believe the default is the "top 50", which looks to be the organizations that have exhibited the most web activity. Thanks again, -Eric   ... View more

Hi Birute, I was wondering if you could provide a little more detail with how you developed the time-stamp "method" of tracking time within each Lead Status state? Do I need to create a custom SFDC field for each state? For example: MQL Time-Stamp SAL Time-Stamp SQL Time-Stamp etc... So the workflow in SFDC should control the time-stamp update, yes? We don't have RCE/RCA, so I'm just trying to make this work using Standard Marketo/SFDC. Thanks! ... View more

Hey David, Did you ever get your questions answered? I'm curious what you found out. Thanks, -Eric ... View more

Hey Ryan, Were you able to set this up? I might be interested in setting this up for our team... Thanks, -Eric ... View more

What format would work best for Outlook (Mac) and Corporate Gmail/Google Calendar? When I click on the link in Gmail, Chrome downloads the .ics file. And then when I click on the .ics file, it fires up Mac Calendar which does me no good because we use Google Calendar and Outlook on Mac. When I click on the link in Outlook, the file is downloaded. But when I click on it, iCal opens. Again, that doesn't help me. Thoughts? ... View more

Thank you all for clarifying. I think you're right Josh, once MSI is installed into SFDC, all SFDC users should be able to see and use MSI as Sarrah pointed out. At least that's the case with us as well. I'm not sure if we've seen what Ed described, though. I was confusing the Marketo license/login and the MSI email plug-in license. ... View more