Level 9 - Champion Alumni
Joined the community 08-02-2011
Level 9 - Champion Alumni
Chicago, IL
Demand Generation Manager
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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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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 ...
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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 Mar...
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I would love to have it that when I set an email up to be available in Sales Insight that I can select the timeframe that the email is available for. Then it would automatically tu...
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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 i...
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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 w...
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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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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 rem...
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The one thing that I would suggest since we have a similar field is to house it at the contact level, not the account or opportunity level. Our sales reps seem to care a bit less o...
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Doesn't the report subscription only give you numbers? If her account managers are anything like mine, they want the actual details sent to them rather than just a number. What we ...
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