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Hey all! I tried looking for a way to easily keep this data clean in Salesforce, but I'm having difficulties with it. It seems when leads are converted or even with the way our admin does territory changes in Salesforce, the contact owner does not automatically update to match the account owner. Is ...
I'm using the program SFDC campaign sync. I do not set up a separate flow action to sync these together. The current webinar that I'm looking at has 42 people that show the status of Attended in Marketo. That program is synced to a campaign in Salesforce, however that campaign in Salesforce shows on...
I'm trying to figure out why some of my attendees for a webinar are not syncing to Salesforce. I have my program set up very simply for this one. Basically, we have a program in Marketo that is synced to a Salesforce campaign and is also synced to our GoTo account. We don't sync any of the registran...
There are also other factors. If they looked at it from a different IP address that wasn't the one Marketo has cookied, then that can throw it off, for example.
Did you look at the date range set up? I know that when I go into it, I have to set it to 14 days back to see anything and the only ones that come up are a couple that are owned by me instead of one of our sales reps. I can check one of my reps later this afternoon to verify.
I thought, and I could be wrong, that this was all web activity for leads/contacts that were owned by whoever was logged into Salesforce. So, if I'm rep A, I would see any activity for my leads/contacts that show rep A as the lead/contact owner.
I want to ask this again since I never got a response last time... I'm looking for some best practices to see which way it is better to do a long-term multi-email campaign.I can either create 1 Salesforce campaign that syncs to 1 Marketo program and then set up a special channel that indicates email...
Can I create custom views in Sales Insight and share them with others? For instance, all of our internal people want the same views for their best bets that currently meet certain criteria. I want to be able to create that for all of them, since I'm sure they won't take the time to do it themselves....
The other option is to do:01 Jan02 Feb03 Mar...10 Oct11 NovThat should put them in the correct order.
The best way to do it is to have a separate profile and everything within Salesforce that serves as only the database sync. Then set that profile up in the admin section with the option of never having to change their password. Sometimes your admin won't let you do it this way, but we were lucky eno...