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Just refresh! 🙂 And be patient... 🙂
Agree with Jeff, just need to put in a Marketo support case.
Do you treat leads as people or as a pre-cursor to an opportunity? I'm assuming most of you treat them as people (since that is how MKTO and SFDC are set up). How do you address things like add-ons, etc?Also, if you treat leads as people how do you deal with contacts in SFDC that you want to nurture...
Hi Terri, HSIDB is our workflow tool which is actually a product our company develops that we use internally.
yay for you.yes. i'm a little jealous.
We utilize SFDC campaigns. Every nurture campaign has a corresponding SFDC campaign. Anyone in SFDC in that nurture campaign is tagged with that SFDC campaign. If someone syncs to SFDC later on we have a back end workflow that will add tha appropiate SFDC campaigns to their history.
We recently changed the values for our Country and State picklists in SFDC. We are working to update all the values but in the meantime folks are failing to sync because of a filed integrity issue on these fields. What filter would you use to pull a smart list of anyone who failed to sync because of...