Before I turn this live for my sales reps, I want to make sure that I set this up correctly! We have a portion of our form fills, that when someone falls into specific criteria, th...
I've found that sometimes it takes a while for some of my updates to happen between the systems. It seems to be really random because one day I added a new field in Salesforce and ...
Can I set up a campaign to be triggered when a date field comes up? We want to send a series of emails starting 11 months after someone purchases a product. We have a date field sh...
I can't figure out why the time zone for my events always defaults to Pacific time zone. The time zone for our Marketo instance is set for Central US (Chicago) and my personal time...
Do you use Salesforce or Sales Insight? What we do is we have triggers for our current clients as we do for new prospective leads. We just train out client sales reps to look at th...
I've had a similar problem in my reports. What I've found is that the rollup that will show us an actual average of the %, so if you have 25%, 50%, 75%, the average is 50%. But if ...
I know there is a limit on the number of custom fields we can have within Marketo that are not in Salesforce, but how many is that? And is there a way to see what my custom fields ...
First, you need to make sure that your channel has the tags for pending and delivered in Marketo, before any of your other values. In Salesforce you also need to make sure that the...