Amber_Hobson

SFDC multi-select field-Change data value

by Amber_Hobson 11-11-2014

Hey all! We are looking at cleaning up a few fields and by doing this, I want to move them into a field that syncs from our SFDC database that is a multi-select picklist. I want to make it so that it adds the new value to any existing values that were already in that field. So, if someone has value ...

Discussions

1555 0 3

Lead Management
Re: Do you know how to change a Program name that has already been syn...

by Amber_Hobson 09-23-2014

You have to modify both of them separately. You can modify the program name within Marketo to get that to change and then modify the campaign name within SFDC. Once you modify the campaign name, it will sync back to Marketo and show appropriately.

Discussions

1317 1 0
Re: Case fields?

by Amber_Hobson 09-11-2014

So, I can only get this with a filter, not a trigger? Any suggestions on something I can use for the trigger? I would prefer not to set this up as a batch campaign.

Discussions

1674 0 0
Case fields?

by Amber_Hobson 09-11-2014

I'm not seeing any of the custom fields from my cases in Marketo. My profile has access, the fields are on my page layout. Any ideas on what I'm missing?

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1707 0 5

Lead Management
Re: SFDC Cases Sync to Marketo

by Amber_Hobson 09-09-2014

Thanks! That seemed to work, but I don't seem to have a case is closed trigger. Does anyone do this with Marketo? Maybe I'm missing something. I have that a contact was added to a case, but nothing that would let me send something out once the case has been completed.

Discussions

1855 0 0
SFDC Cases Sync to Marketo

by Amber_Hobson 09-09-2014

Does anyone know if SFDC cases are automatically synced to Marketo? We want to set up campaigns so that when the case is closed emails go out and we'd prefer they are sent from Marketo versus in Salesforce. But we just implemented cases yesterday and I'm not seeing anything in Marketo to let me do t...

Discussions

1998 0 5

Lead Management
Salesforce sync help

by Amber_Hobson 08-29-2014

Hi all! We're working on setting up our web forms to go directly to the sales rep if the contact is already in SFDC. The field that triggers that is at the account level. Once it is changed to a specific value, it kicks off SFDC workflows that send out alerts to owners & managers and such. Eventuall...

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883 0 2

Lead Management
Re: Lead loading error

by Amber_Hobson 08-26-2014

It happened with the update. Find the role that you have for whoever is having the problem and go into admin and add the option for "import list." We were having the same problem with a few of our custom roles and I found that this morning.

Discussions

1202 2 0
Re: New UI

by Amber_Hobson 08-07-2014

The problem that I have with doing it this way is it then shrinks my SFDC to be smaller than I want it to be. 😞

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1591 0 0
Re: Mass deleting leads

by Amber_Hobson 07-23-2014

My only question is that are all of the spare leads that are bad in Salesforce? I know we have a lot that are not in Salesforce. So,if they aren't, you can delete them and have remove from SFDC = false and that won't hurt your API calls.

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1506 0 0