Level 10 - Champion Alumni
Joined the community 05-02-2015
Level 10 - Champion Alumni
Boston, MA
Manager, Marketing Operations and Techonology
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Hi Anupam, Once you install the MSI AppExchange package in Salesforce, you will need to create a Salesforce profile with MSI enabled and assign the specific users to that profile ...
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Here's the Idea on the community if you want to vote it up:Make "Role" an available Constraint on the Has Opportunity filter
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Ashley,If you right click on the segmentation in the lead database, you should see create draft. Once the draft is created, you can make your changes to the segments and reapprove.
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Hi Kashmira, To segment by contact role, you would use theWas Added to Opportunity filter and add a constraint for Role. Unfortunately, you aren't able to create a Segmentation be...
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Jep - I'm interested in knowning more about these "munctions". Is this new functionality that is coming soon? Are there other mathematical operations available besides sum?
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Hi Knox,I don't believe there is a way to create a formula to add up the 3 scores you have in Marketo. If you use Salesforce and have these three fields synced to Salesforce, you c...
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Hi Casey,Archived assets, including campaigns, will not deactive when they are moved into an archive folder. They will stay on and continue to process leads if you put them in an a...
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Hi Stephen,How the engagement score is calculated differs if you are using programs or emails within the engagement streams. If you are using emails, the score is calculated on op...
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Very true, Dory. I think for systems that have a mix of forms 1.0 and 2.0, I think I would like to see the Forms 1.0 always show up as approved (since there is no draft state for t...
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Hi Yannick, Check out this discussion for information about clearing prepopulated form values: Form "Not You?" functionality. Hope this helps!
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