Gerard_Donnell4

Level 10

Joined the community 16-10-2015

Level 10

Belfast

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Re: Create SFDC Task Marked as Completed

by Gerard_Donnell4 in Product Discussions 03-13-2018
Latest Post 03-13-2018 by Gerard_Donnell4

Hi David Lyons, Thanks for the suggestion. I tried leaving it blank and it automatically gives it a 5 day due date. I will chase up with our CRM admin encase this is a default set...
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Re: Marketo GDPR Compliance-a summary of key ideas

by Gerard_Donnell4 in Product Discussions 03-12-2018
Latest Post

Hi Grégoire Michel,This is a simple suggestion and one that may well exist already, but it bugs the hell out of me. The ability to choose the position of the Check Box without hav...
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Re: Create SFDC Task Marked as Completed

by Gerard_Donnell4 in Product Discussions 03-09-2018
Latest Post 03-09-2018 by Gerard_Donnell4

Thanks Grégoire Michel
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Create SFDC Task Marked as Completed

by Gerard_Donnell4 in Product Discussions 03-09-2018
Latest Post 03-13-2018 by Gerard_Donnell4

Hi Guys, Im trying to create a SFDC task when someone fills out a specific form, but I want it marked as completed from the start so it basically sits on their activity history. Th...
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Re: Full Marketo SFDC Sync

by Gerard_Donnell4 in Product Discussions 03-09-2018
Latest Post

Hi Grégoire Michel,Thanks for explaining your method, this is great and exactly what I'm going to implement going forward. Thanks, Gerard
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Re: No records found using Fills Out Form Filter

by Gerard_Donnell4 in Product Discussions 03-08-2018
Latest Post 03-08-2018 by Gerard_Donnell4

Can you upload screen shots to show more detail. Thanks, Gerard
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Re: Webinar and Ebook Link

by Gerard_Donnell4 in Product Discussions 03-08-2018
Latest Post

Hi Lilian Oke, You could create a smart list to grab people that signed up for both. Use the member of program filter and add a constraint of program status which is set to the su...
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Re: Full Marketo SFDC Sync

by Gerard_Donnell4 in Product Discussions 03-08-2018
Latest Post

Hi Grégoire Michel, This might sound like a stupid question. I was trying to target people that were in different queues last year from Marketo. I can't remember the full details ...
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Re: Full Marketo SFDC Sync

by Gerard_Donnell4 in Product Discussions 03-08-2018
Latest Post 03-08-2018 by Gerard_Donnell4

Hi Cody Haener, Let the Marketo Sync User own them. Once they reach MQL stage I would sync them to SalesForce using SFDC lead assignment rules and then they can be dropped in the ...
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Re: Managing data from sister companies in one Marketo instance

by Gerard_Donnell4 in Product Discussions 03-02-2018
Latest Post

I think this is an issue that would require several different Workspaces and Partitions based on the different business units.You would then have a default workspace with a main pr...
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