Valerie_Armstro

Marketo Integration with SFDC Products, Orders, Assets

by Valerie_Armstro 10-03-2016

Hello Community,My company is planning to make major changes to our SFDC Architecture and will be using the following SFDC Objects:Opportunity ProductsQuotesOrdersOrder ProductsAssetsContractsDo these objects integrate with Marketo similar to other SFDC Custom Objects? If anyone currently uses thes...

Discussions

2625 0 2

Integrations Lead Management
Re: Convert User's ID to User's Name in Email Script

by Valerie_Armstro 08-31-2016

Hi Courtney Grimes - Have you done something similar? Is there a way I can set up this Marketo Custom Object so that it is always up-to-date when new users are added and other are deactivated?

Discussions

5783 0 1
Re: Convert User's ID to User's Name in Email Script

by Valerie_Armstro 08-31-2016

Hi Scott McKeighen,Is there any documentation on how to map a SFDC Custom Object to a Marketo Custom Object? How would one go about setting up a connection between the two so that they are constantly in sync?Thanks!

Discussions

5783 0 1
Re: Dynamic Email: Send from Opportunity Owner

by Valerie_Armstro 08-17-2016

Hi Grégoire,In this use case, I would like to be able to send a batch email from the Opportunity Owner. I do have criteria that I would need to use to ensure that the correct opportunity is selected in cases where the lead is attached to more than one opportunity.

Discussions

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Dynamic Email: Send from Opportunity Owner

by Valerie_Armstro 08-16-2016

Hello Marketo Community,I'm curious is anyone has been able to figure out a way to dynamically send emails from an Opportunity Owner. I've seen the idea , which suggests email scripting but I am not seeing the Opportunity Owner First, Last or Email Address as values in the email script editor.Any ...

Discussions

3793 0 5

Integrations Lead Management
Re: Email Scripting Troubleshooting

by Valerie_Armstro 08-16-2016

Sanford Whiteman - yes, I did double-check to ensure the field was imported into Velocity. What I didn't double-check was to ensure the lead I used for testing wasn't owned by a queue, hence the empty fields . Thank you for your quick reply!

Discussions

2312 0 1
Email Scripting Troubleshooting

by Valerie_Armstro 08-12-2016

Hi Community!I am (unsuccessfully) trying to create an email script that will populate the From & Reply-To Email Addresses for an upcoming campaign. The logic I am attempting to use is that if the lead is SFDC Type = Contact, it would populate a hard-coded email address, otherwise, it will populate...

Discussions

2485 0 3

Integrations
TWO OPEN ROLES: Email Marketing & Marketing Automation Specialists

by Valerie_Armstro 08-11-2016

Upserve is on the hunt for two marketers to join our growing team!We have open positions for a Marketing Automation Specialist and an Email Marketing Specialist. If you or someone you know is interested, let me know! Email Marketing Specialist - Learn More & ApplyMarketing Automation Specialist - ...

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707 0 0

Email Marketing Lead Gen Expert Marketing Operations Marketo Expert
Re: Is this the correct URL? for the Practice Test

by Valerie_Armstro 07-25-2016

Agreed David Hyde - I even found some spelling/grammatical errors in the actual test when I took it last year. Scott Wilder - who should we reach out to about this? I'd gladly help out with ensuring the accuracy of the questions in the practice exam if needed.

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Re: Convert User's ID to User's Name in Email Script

by Valerie_Armstro 07-18-2016

Hi Scott,I am attempting to retrieve the full name of the user who is assigned to the onboarding record. Onboarding is a custom object we have in SFDC. On the Onboarding object, there is a lookup field (related to the User object) called Onboarding Specialist. When I use the email script I put in my...

Discussions

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